Salesforce Help

To connect a flow with Finmate, the Flow must be of process type "Autolaunched Flow"
‍
Please see salesforce on how to build a flow https://help.salesforce.com/s/articleView?id=sf.flow.htm

Salesforce does not have a method to via API to continue a step within an existing flow. Rather, it has concepts to trigger other flows.
‍
Flow Builder with Platform Events: You can set up the flow to wait for a platform event. External systems (like an API) can publish a platform event, and the flow will resume when the event is received. This is often used in flows that involve multiple systems.
https://admin.salesforce.com/blog/2023/what-is-a-platform-event-triggered-flow
‍
REST API to Update Salesforce Records: If the flow depends on a record update to proceed (e.g., when a certain field is updated or a record is created), you can use the Salesforce REST API to update the relevant record. The flow can then continue based on the trigger condition (e.g., "when a record is updated").
https://help.salesforce.com/s/articleView?id=sf.flow_build_data_update.htm
‍
Subflows: If you design the flow in a modular way, with subflows, you could trigger a subflow via an API request and have that subflow complete certain actions or steps in the main flow.
https://admin.salesforce.com/blog/2023/what-is-a-subflow

Invocable Actions: You can create an invocable Apex method that can be exposed as an API endpoint and called to complete a specific step or action that corresponds to a part of the flow. These invocable methods can interact with the flow's data or update Salesforce records, which might push the flow forward.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_annotation_InvocableMethod.htm

If you receive an error similar to the above, you'll need to go to your Salesforce flow, and adjust your inputs.
FinMate Salesforce Flow requirements:
- Must have a Salesforce Contact associated with the Meeting
- Max of 1 user record input. Record cannot have multiple values.
- Max of 1 contact record input. Record cannot have multiple values.
- Max of 1 opportunity record input. Record cannot have multiple values.

If you receive an unrecognized record, and you want to use this record, please contact us.

In Salesforce Flow Builder, create a "new resource".
Create a User record. Example shown below

You can reference the user's salesforce Id by "<your_user_api_name>.Id"

In Salesforce Flow Builder, create a "new resource".
Create a Contact record. Example shown below.

You can reference the contact's salesforce Id by "<your_contact_api_name>.Id"
or
You can reference the opportunity's salesforce Id by "<your_opportunity_api_name>.Id"

In Salesforce Flow Builder, create a "new resource".
Create a Task record. Example shown below. You can use "Allow multiple values".

If you want to setup a new Task, setup the below as follows:

‍
In the UI, where you "Set Input Values for the Selected Action", you can assign the following:
‍

Salesforce Notes are in plain text format.

In Salesforce Flow Builder, create a "new resource".
Create a Text record. Example shown below.

If you want to setup a new Note, setup the below as follows:

In the UI, where you "Set Input Values for the Selected Action", you can assign <summary_notes_api_name> to your variable. Example shown below.