Trailhead Superbadge: Data Integration Specialist – Forcetalks

Challenge 1

Configure Outbound Application and Integration Security

Install the unmanaged package from the prework if you haven’t already. Configure a named credential and remote site according to the specifications outlined in the business requirements. Enter the billing service credentials in the custom setting.

install the Step 1 –unmanaged package present in a use case in your org for all users.

Setup -> Remote site settings -> New

Use the following endpoint information to configure a Remote Site Setting:

Remote site name – BillingService

Remote site URL – http://sb-integration-bs.herokuapp.com

Add Step 3 –custom setting to ServiceCredential

Setup-> Custom settings-> ServiceCredential -> Manage ->new

Label – BillingServiceCredential

Setup -> Named credential -> New Named credential

Label – ProjectService

Name – ProjectService

URL – https://sb-integration-pms.herokuapp.com/projects

Identity Type – Named Principal

Authentication Protocol – Password Authentication

Username – pmsUser1

Password – pmsPass1

Generate Authorization Header -Checked

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Challenge 2

Setup -> App Manager -> New Connected App

Connected App – Name ProjectService

API Name – ProjectService

Contact email -Your email

Enable OAuth Settings – Checked

Callback URL- https://sb-integration-pms.herokuapp.com/oauth/_callback

Selected OAuth Scopes – Full access & Perform requests on your behalf at any time (refresh_token, offline_access)

As the time the Step 2 –connected app is configured, copy the Consumer Key and Consumer Secret.

Step 3 – Configure Org Registration

Click on the integration herokuapp link -> log into your DE org ->Allow access ->Enter the Consumer key -> Consumer Secret -> test connected App

(Copy the token value)

Save the token value as a Step 4 –ServiceToken record in the custom setting named Token.

Challenge 3

Object manager -> Opportunity -> Fields and relationships -> Type ->Opportunity Type Picklist Values (New) Write ‘New Project’ -> Save

Object manager -> Opportunity -> Fields and relationships -> Stage ->Opportunity Stages Picklist Values (New)

Step 3 – Work on the ProjectCalloutService Class

public class ProjectCalloutService {
    //Complete the implementation for business and callout logic
    @InvocableMethod
    public static void postOpportunityToPMS(List<Id> oppoIds){
        Opportunity opp = [SELECT Id,Name,Account.Name,CloseDate,Amount FROM Opportunity WHERE Id = :oppoIds[0]];
        String serviceToken = ServiceTokens__c.getValues('ProjectServiceToken').Token__c;        
        String jsonInput = '{\n' +
            ' "opportunityId" : "'+opp.Id+'",\n'+
            ' "opportunityName" : "'+opp.Name+'",\n'+
            ' "accountName" : "'+opp.Account.Name+'",\n'+
            ' "closeDate" : "'+String.ValueOf(opp.CloseDate).mid(0,10)+'",\n'+   
            ' "amount" : "'+opp.Amount+'"\n}';            
        System.enqueueJob(new QueueablePMSCall(serviceToken, jsonInput, opp.Id));
    }        
    class QueueablePMSCall implements System.Queueable, Database.AllowsCallouts{
        private String serviceToken;
        private String jsonInput;
        private Id oppId;        
        public QueueablePMSCall(String serviceToken, String jsonInput, Id oppId){
            this.serviceToken = serviceToken;
            this.jsonInput = jsonInput;
            this.oppId = oppId;
        }        
        public void execute(QueueableContext qc){
            postToPMS(serviceToken, jsonInput, oppId);        
        }
    }    
    @Future(callout=true)
    private static void postToPMS(String serviceToken, String jsonInput, Id oppoId){
        HTTPRequest req = new HTTPRequest();
        req.setEndPoint('callout:ProjectService');
        req.setMethod('POST');
        req.setHeader('token',serviceToken);
        req.setHeader('Content-Type', 'application/json;charset=UTF-8');
        req.setBody(jsonInput);        
        HTTP http = new HTTP();
        HTTPResponse res = http.send(req);        
        Opportunity opp = new Opportunity(Id=oppoId);
        if(res.getStatusCode() == 201){
            opp.StageName = 'Submitted Project';                
            System.debug('Success: ' + res.getStatus());
        }else{
            opp.StageName = 'Resubmit Project';
            System.debug('Failure: ' + res.getStatusCode() + ' ' + res.getStatus());
        }
        update opp;
    }        
}

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Object – opportunity

Criteria – Conditions are met

1. Type->equals->picklist->New Project
2. StageName->IsChanged->Boolean->true
3. StageName->equals->picklist->Closed Won

Customize the logic – 1 AND (2 AND 3)

Immediate Action Name – Post Opportunity To PMS

Invoke method – Apex class ( ProjectCalloutService )

Set Apex Variables – opioids->Field reference ->[Opportunity].Id

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