Automate Contract Reconciliation from Oneflow to Salesforce with a Flow Invocable Action

1. Overview

The Reconcile Contract Data: Oneflow to Salesforce invocable action lets Salesforce administrators pull the latest data from any Oneflow contract back into Salesforce for a specific contract record.

Once configured in a Salesforce Flow (scheduled or event-based), the action will automatically retrieve the most up-to-date contract information from Oneflow and update the corresponding Salesforce contract record.

What does it do?

• Reads the Salesforce contract record you specify.
• Retrieves the latest contract data from Oneflow using the Oneflow contract ID.
• Updates the Salesforce contract record with the latest information from Oneflow.
• Runs asynchronously to avoid blocking your Salesforce processes.
• Returns a structured result so you can check the status of the reconciliation.

2. Input & output reference

2.1 What you pass in (inputs)

2.2 What you get back (outputs)

3. How to add this action to a Flow

Watch the step-by-step video below to see exactly how to set up the Reconcile Contract Data: Oneflow to Salesforce action in Flow Builder.

Watch the setup video

The following steps walk you through adding the Reconcile Contract Data: Oneflow to Salesforce action to a Flow.

Step 1: Open Flow Builder

1. Log in to Salesforce and navigate to Setup.
2. In the Quick Find box, search for Flows and click Flows.
3. Click New Flow.
4. Select the Flow type that fits your use case (for example, Record-Triggered Flow, Scheduled-Triggered Flow, or Autolaunched Flow).

Step 2: Configure your Flow

• For Record-Triggered Flow: Set up your trigger (for example, when a specific field changes or when a record is created/updated).
• For Scheduled-Triggered Flow: Set the schedule (for example, every night at 2:00 AM) and specify which records to process.
• For Autolaunched Flow: This can be called from other Flows, processes, or Apex.

Step 3: Add a loop (for processing collections)

If your Flow processes a collection of contract records (recommended for bulk processing), you must add a Loop element to iterate over each record individually before calling the action.

1. Click the + icon on the canvas to add an element.
2. Select Loop.
3. Set the Collection Variable to your collection of contract records (for example, {!Get_Contracts}).
4. Click Done.

Step 4: Add the action element

• If you added a loop, place the action inside the loop (drag it onto the loop branch).
• If you are processing a single record, add the action directly on the canvas.

1. Click the + icon (inside the loop, or on the canvas) and select Action.
2. In the search box, type Reconcile Contract Data: Oneflow to Salesforce.
3. Select the action from the list.

Step 5: Configure the input values

• For Salesforce Contract Id, click the field and select the appropriate ID variable:
  • If inside a loop, select {!loopVariable.Id} (where loopVariable is the name of your loop variable).
  • If processing a single record (e.g., Record-Triggered Flow), select {!$Record.Id}.
  • If you have stored a specific ID in a variable, select that variable.
• Click Done.

Step 6: (Optional) Use the output

You can store the action output in Flow variables and use them in decision branches, notification emails, or log records.

1. In the action element, scroll to Store Output Values.
2. Map each output field (for example, status, errorMessage) to Flow variables.
3. Add a Decision element after the action (inside the loop or after the loop) to branch on status = Failed if you want to trigger alerts for failed reconciliations.

Step 7: Activate the Flow

1. Click Save and give your Flow a descriptive name (for example, "Reconcile Oneflow Contract Data").
2. Click Activate.

4. What data gets synced

When the action runs for an eligible contract, it pulls the following data from Oneflow and updates the corresponding Salesforce contract record:

5. When to use this action vs. the Update Oneflow Documents action

6. Troubleshooting