A Dataroom is way to share multiple files & folders with customers and to receive files from them. In this article, we will see how to create a dataroom using a flow action.
1 - Add Create Dataroom Action to your Flow
In your flow builder, search for the element named "Create Dataroom". You can also find this action in the CloudFiles category when you click "action" element in "Add Element" box. Select the action to insert it into the flow.
2 - Configure parameters
Please configure following parameters after inserting the flow action
- Description - A description of the dataroom that will be visible to customers
- Name - Name of the dataroom
3 - Returned Value
The Apex action returns a custom type called Dataroom. You can use fields from this type, like id, name etc. You can use these fields in subsequent flow actions or save them as custom fields on record to use outside this flow.