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Connecting a Flow

A connection in Composer is a configuration that uses a connector and associated user or system credentials to connect to a system. You can use connections at different steps to perform specific tasks, such as connecting to a system, checking for triggers, and retrieving or manipulating data.

Access the Connections Page

To access the Connections page, from the Composer home page, click Connections in the navigation pane.

The Connections page enables you to:

To access the Connections page, from the Composer home page, click Connections in the navigation pane.

Change a Connection

You can change connections in a trigger or action for all steps (at the flow level) or for individual steps. For example, you can create a flow using connections to a Salesforce sandbox org, and then after your flow testing is complete, you can change the connection in your trigger and actions to use a production org.

You can only change to a connection accessing the same system type. You can’t change a Workday connection to a Google Sheets connection, for example.

To change a connection:

  1. Open the flow.

  2. Click the change icon in the trigger or action that connects to a sandbox:

    Change the connection control

  3. Change the connection to an existing connection or to a new connection.

    • If you change the connection to an existing connection:

      1. Select the connection to change to.

      2. Optionally, if you want to change the connection for all steps that use this specific connection, select Change all instances of XXX to XXX in this flow.

      3. Click Change.

      4. Click Confirm.

    • If you change the connection to a new connection:

      1. Click Add New (Connector Name) Connection.

      2. Enter a value for the Connection Display Name field.

      3. Optionally, if you want to change the connection for all steps that use this specific connection, select Change all instances of current connection to the new connection in this flow.

      4. Click Connect.

      5. In the dialog box, log in to the system and allow access.

Repair a Connection

If your OAuth connection is lost, you can repair the connection by refreshing the access token.

To repair a connection:

  1. Open the flow.

  2. Click Edit.

  3. Click the change icon in the trigger or action that requires repair, and then click Change Connection.

  4. Click Repair.

Delete a Connection

If you no longer need a specific connection, you can delete it.

To delete a connection:

  1. Create a new flow or add a step to an existing flow.

  2. If you create a new flow:

    1. Select the connector or system to start your flow.

    2. In the What Should Start This Flow? window, click the gear icon.

  3. If you add a step to an existing flow:

    1. Select the connector or system to start your flow.

    2. In the Next Step window, click the gear icon.

  4. In the Manage <Connector Name> Connections window, next to the connection that you want to delete, click the trashcan.
    A message appears ensuring that you want to delete the selected connection. A window appears, displaying a list of flows currently using that connection. If the connection is:

    • Not used in any flows, you can delete the connection.

    • Used in inactive flows, a list containing the name and count of inactive flows using this connection appears. Deleting this connection will affect the listed flows. If you reopen the inactive flow, you must select a new connection.

    • Used in active and inactive flows, a list containing the name, count, and status of active and inactive flows using this connection appears. If you choose to delete the connection, secondary confirmation appears. Prior to deleting the connection, Composer will first attempt to stop the flows.

  5. Click Delete.
    The connection is deleted.

See Also