Salesforce Integration (Sample)
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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.
Setup
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.
Custom Labels
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:
Label Name | Description | Example |
|---|---|---|
WM_API_Error_Email | Email to receive error messages | |
WM_API_Token | WM API token (not access token) | SdnpUD319F9fda98uFaZpi92fxXxaYhmqcJ2aL |
WM_API_Secret | WM API secret | VeC315dwF9ablGXikVx |
WM_URL | The base URL of the WM environment you are use | |
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 |
Custom Assignment Object
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.
Field Name | API Name | Data Type |
|---|---|---|
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" |
Apex Classes
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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.
github.comTying it All Together
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.