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This sample integration demonstrates creating an assignment in WorkMarket from a corresponding object in Salesforce, including pricing, location, scheduling, and custom field information.
Salesforce Integration Video
There is a video on our product video site that highlights the WorkMarket integration with Salesforce.
Setting this demo up in your salesforce environment requires a few customizations in the following areas:
- Custom Labels for environment-specific constants
- Custom object to represent a WorkMarket Assignment in SF
- The Apex classes and trigger included in this repo
Follow the instructions below to get started.
This relies on Custom Labels for storing certain constants related to the integration. You will need to create the following Custom Labels in your SF instance:
WM_API_Error_Email
Email to receive error messages
you@yourdomain.com
WM_API_Token
WM API token (not access token)
SdnpUD319F9fda98uFaZpi92fxXxaYhmqcJ2aL
WM_API_Secret
WM API secret
VeC315dwF9ablGXikVx
WM_CF_Default_Grp_ID
ID of your default custom fields group in WM
539
WM_CF_Object_SF_ID
ID of the Salesforce Object ID field in your custom field group.
8943
For this sample code, we have created a custom Assignment object that represents a WM assignment. You could pull these fields from a customized Case, Opportunity, or whatever you prefer to use. You'll want to create a layout for this object as well to make it usable.
Address 1
Address_1__c
Text(120)
Address 2
Address_2__c
Text(120)
Assign By Email
Assign_By_Email__c
Text(100)
Assigned Resource
Assigned_Resource__c
Lookup(Contact)
Assignment ID
Assignment_ID__c
Text(12) (External ID) (Unique Case Insensitive)
City
City__c
Text(120)
Country
Country__c
Text(3)
Custom Field 1
Custom_Field_1__c
Text(8)
Description
Description__c
Long Text Area(32768)
End Time (Site Local)
End_Time_Site_Local__c
Date/Time
Group
Group__c
Picklist
Max Hours/Units
Max_Hours_Units__c
Number(5, 0)
Max Hours @ Secondary Rate
Max_Hours_Secondary_Rate__c
Number(4, 0)
Postal Code
Postal_Code__c
Text(12)
Pricing Type
Pricing_Type__c
Picklist ("Flat Rate", "Hourly", "Dual Rate Hourly", "Per Unit")
Rate
Rate__c
Currency(5, 2)
Resource Email
Resource__c
Text(100)
Resource Name
Resource_Name__c
Text(128)
Resource Phone
Resource_Phone__c
Phone
Secondary Rate
Secondary_Rate__c
Currency(5, 2)
Skills & Specialties
Skills_Specialties__c
Text Area(255)
Special Instructions
Special_Instructions__c
Long Text Area(32768)
Start Time (Site Local)
Start_Time_Site_Local__c
Date/Time
State / Province / Region
State_Province_Region__c
Text(4)
Status
Status__c
Picklist ("Draft", "Published to WorkMarket")
Template
Template__c
Picklist
Title
Title__c
Text(255)
View in WorkMarket
View_in_Work_Market__c
Formula (Text) "$Label.WM_URL & '/assignments/details/' & Assignment_ID__c"
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For this sample integration, you'll need 4 Apex classes and 1 trigger class. You can get the source code from our public GitHub repository listed below.
Now that you've added the required Custom Labels, created the Assignment custom object, and added the Apex classes & trigger, let's bring it all together.
Create a new Assignment object and enter (at least) the following fields:
- Title
- Description
- Start date / time
- Location Address fields (Address 1, Address 2, City, State, Postal Code, Country)
- Pricing Type
- Rate
- Max Hours/Units (if "Hourly", "Unit", or "Dual Rate Hourly" selected)
- Max Hours @ Secondary Rate (if "Dual Rate Hourly" selected)
Set the Status field to "Draft" and Save.
Change the status to "Published to WorkMarket" and Save.
Wait a few seconds and refresh the Assignment details page. If you see a number in the Assignment ID field, it worked! Click the "View In WorkMarket" link to see it.