Category: Apex

Invocable Methods Made Easier: A Better Way to Send Data Between Flow and Apex

Here is the simplest way I have seen to use invocable methods to send data from flow to apex and apex to flow. This is a huge improvement over what I wrote in 2021.

The trickiest thing to understand here is that an output variable in Flow is an INPUT variable in Apex. It goes OUT from the Flow and IN to your Apex. I have some charts to help clarify what goes in and what comes out.

Some caveats: These are not examples of when to use Flow and Apex together, but just how it can be done. Also, I am a newer developer and I am just figuring this stuff out. If you see ways to improve, let me know!

Thanks to @jonsayer for showing me this method while working on the latest Unsubscribe Link (coming soon)!

EXAMPLE ONE

Get an Account Id, send it as a text variable from the Flow to Apex, return all the opportunities on that account to the flow, and update them in the Flow.

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How to Modify a SOQL Query with Two Objects

A SOQL query pulls certain records and fields into Apex Code. This post explains a SOQL query that includes Contacts and their related Opportunities from the Year End Tax Receipt app, but I aim to help you understand SOQL in general.

For those of you that want to modify the Year End Tax Receipt for your specific donors:

  • Follow along with this post to modify which records will be displayed in the table of gifts last year. We’ll look at an example of only included gifts marked tax deductible.
  • Look at the original post to learn how to modify which columns appear in the gift table.

Understand the SOQL

Here’s my SOQL query. This is how I get the records and fields that I’m going to do something with later on in the code.

1 [SELECT LastName, id,Gifts_Last_Year__c, 

2 (SELECT Id, CloseDate, Amount FROM Opportunities 
                                                                                  
3 WHERE CALENDAR_YEAR(CloseDate) =:year 

4 AND IsWon = True 

5 ORDER BY CloseDate) 

6 FROM Contact WHERE npo02__OppAmountLastYear__c > 0 

7 WITH SECURITY_ENFORCED]
Continue reading How to Modify a SOQL Query with Two Objects