Connect to an external app by using direct configuration.
- Open the Automation app.
- From the Automation - Integrations tab, select New Connection.
- Select a connector, such as Jira or Google Sheets.
- Select Create Connection.
- Enter authentication details for your external app, select your triggers and actions, and enter your field details. You can also create custom fields if needed.
-
Select Create.
The connection wizard generates your flow and saves it.
Note You can save a limited number of flows. See the Considerations section in Integration Basics for Salesforce Suites.