REST – Kona.Guru

Use Case:

An organization has two salesforce org ( Sales Org and R&D Org ). Sales Org user wants to create a support request in R&D org for a Sales Org opportunity. R&D org team has special skills to work on those Support Requests. Sales Org user is willing to share some of the opportunity field data and restrict sharing access to only for the opportunities that have Support Requests. Sales Org User is also interested to know the status and owner of the Support Request. R&D Org users should be able to run reports on Case/Support Request/Opportunity(Sales Org) data

Solution:

Providing a button on Opportunity UI to create a support request. Invoking a Visualforce page and using a controller class system can call Webservice on R&D Org to create a Case. Whenever a Support Request is created checkbox is updated in opportunity object, based on the checkbox opportunity information is shared with an integration user. Salesforce lightning connect is used to integrate Sales Org & R-&-D org. Check out my blog post on lightning connect. R&D Org can call webservice on Sales Org to update Support Request Owner and Status details in Sales Org system.

Implementation:

Below flow gives a top view of how the integration/data flow between the systems.

Step #1: Authentication

Sales Org calls Webservice on R&D Org

R&D Org authenticates Sales Org call

R&D lets Sales Org create Case after authentication

Salesforce configuration details:

Configure Connected App in R&D Org

Configure Authentical Provider in Sales Org

Configure Named Credentials in Sales Org

Use Named Credentials in Webservice Callout script

Follow blog post ‘How to configure Named Credentials‘

Step #2: Creating Webservice on R&D Org

@RestResource(urlMapping='/CaseSupportRequest/*')
global with sharing class CreateSalesSupportRequest {

    @HttpPost
    global static ID createCase() {
        
        String subject;
        String status;
        String origin;
        String priority;
        String Opportunity;
        String Service_Request_Type;
        Integer CPU_Count;
        String Support_Request;
        
        String jsonString = RestContext.request.requestBody.toString();
        JSonParser parser = JSON.createParser(jsonString);
        while (parser.nextToken() != null) {
            if (parser.getCurrentToken() == JSONToken.START_ARRAY)  {
                while(parser.nextToken() != null ) {
                    if (parser.getCurrentToken() == JSONToken.START_OBJECT) {
						caseobj co 				= 	(caseobj) parser.readValueAs(caseobj.class);
                        subject					=	co.Subject;
                        Opportunity				=	co.Opportunity;
                        Service_Request_Type  	= co.Service_Request_Type;
                        CPU_Count 				= co.CPU_Count;
                        Support_Request 		= co.Support_Request;
                        
                    }
                }
            }
              
        }
        
        System.debug('subject ' + subject);
        System.debug('Status ' + Status);
        Case thisCase = new Case(Subject=subject, Status='New', Origin='Email', Priority='Important',SMG_Opportunity__c=Opportunity, Service_Request_Type__c=Service_Request_Type,CPU_Count__C=CPU_Count,Support_Request__C=Support_Request  );
        insert thisCase;
        return thisCase.Id;
    }
    
       


public class caseobj {
        public String Subject;
        public String Opportunity;
        public String Service_Request_Type;
        public Integer CPU_Count;
    	public String Support_Request;
   
        public caseobj (String subject, String Opportunity, String Service_Request_Type, Integer CPU_Count, String Support_Request) {
            Subject 				= this.subject;
            Opportunity  			= this.Opportunity;
            Service_Request_Type  	= this.Service_Request_Type;
            CPU_Count 				= this.CPU_Count;
            Support_Request 		= this.Support_Request;
        }
    }
    
}

@RestResource(urlMapping='/CaseSupportRequest/*')

global with sharing class CreateSalesSupportRequest {

@HttpPost

global static ID createCase() {

String subject;

String status;

String origin;

String priority;

String Opportunity;

String Service_Request_Type;

Integer CPU_Count;

String Support_Request;

String jsonString = RestContext.request.requestBody.toString();

JSonParser parser = JSON.createParser(jsonString);

while (parser.nextToken() != null) {

if (parser.getCurrentToken() == JSONToken.START_ARRAY) {

while(parser.nextToken() != null ) {

if (parser.getCurrentToken() == JSONToken.START_OBJECT) {

caseobj co = (caseobj) parser.readValueAs(caseobj.class);

subject = co.Subject;

Opportunity = co.Opportunity;

Service_Request_Type = co.Service_Request_Type;

CPU_Count = co.CPU_Count;

Support_Request = co.Support_Request;

}

System.debug('subject ' + subject);

System.debug('Status ' + Status);

Case thisCase = new Case(Subject=subject, Status='New', Origin='Email', Priority='Important',SMG_Opportunity__c=Opportunity, Service_Request_Type__c=Service_Request_Type,CPU_Count__C=CPU_Count,Support_Request__C=Support_Request );

insert thisCase;

return thisCase.Id;

}

public class caseobj {

public String Subject;

public String Opportunity;

public String Service_Request_Type;

public Integer CPU_Count;

public String Support_Request;

public caseobj (String subject, String Opportunity, String Service_Request_Type, Integer CPU_Count, String Support_Request) {

Subject = this.subject;

Opportunity = this.Opportunity;

Service_Request_Type = this.Service_Request_Type;

CPU_Count = this.CPU_Count;

Support_Request = this.Support_Request;

}

Step #3: Controller class to create call R&D Webservice from Sales Org

public class CreateSSRController {
    
    public String Subject{get;set;}
    public String created_record_id{get;set;}
    public String opportunity_id {get;set;}
    public String opportunity_name {get;set;}
    
    public String description{get;set;}
    public String Service_Request_Type{get;set;}
    public Date Deadline{get;set;}
    
    public Integer CPU_Count{get;set;}
    public ID support_request_id{get;set;}
    
    public void create_SSR_in_DRD() {
               
         // Id support_record_id = Insert_Support_Request_Record();
        
        HttpRequest request = new HttpRequest();
        request.setEndpoint('callout:DRDConnect/services/apexrest/CaseSupportRequest/');
        request.setMethod('POST');
        request.setHeader('Content-Type', 'application/json;charset=UTF-8');
        String json_string = '{"caseobj":[ {"Support_Request":"' + support_request_id + '" , "Subject": "' + description + '", "Service_Request_Type": "' + Service_Request_Type + '", "Opportunity": "' + opportunity_id + '", "CPU_Count": '+ CPU_Count + '}]}'; 
        request.setBody(json_string);
        
        Http http = new Http();
        HTTPResponse response = http.send(request);
        System.debug(response.getBody());
 
        created_record_id = response.getBody();
        created_record_id =  created_record_id.removeStart('"');
        created_record_id =  created_record_id.removeEnd('"');
        
        System.debug('Record ID ' + created_record_id + ' ' );
        
    }
    
    public PageReference  Insert_Support_Request_Record() {
        
        Support_Request__c support_request_record = new Support_Request__c(Description__C=description,Opportunity__c=opportunity_id, Service_Request_Type__C=Service_Request_Type, CPU_Count__C=CPU_Count, DRD_Case__c=created_record_id);
        insert support_request_record;
        support_request_id = support_request_record.ID;
        
        return null;        
        
    }
    
    
    public CreateSSRController() {
        
        opportunity_id = ApexPages.currentPage().getParameters().get('id');
        if(opportunity_id == null) {
            opportunity_id = '0066A000002ZgZ2';
        }
        Opportunity opty = [select Id, name, account.Name  from Opportunity where Id = :opportunity_id];
        opportunity_name = opty.Name;
        opportunity_id = opty.Id;
        
    }
    
    // display picklist value in VF Page
    public List<SelectOption> getService_Request_Type_Picklist_Values()
    {
        List<SelectOption> options = new List<SelectOption>();
        
        Schema.DescribeFieldResult fieldResult =
            Support_Request__c.Service_Request_Type__c.getDescribe();
        List<Schema.PicklistEntry> ple = fieldResult.getPicklistValues();
        
        for( Schema.PicklistEntry f : ple)
        {
            options.add(new SelectOption(f.getLabel(), f.getValue()));
        }       
        return options;
    }
    
}

public class CreateSSRController {

public String Subject{get;set;}

public String created_record_id{get;set;}

public String opportunity_id {get;set;}

public String opportunity_name {get;set;}

public String description{get;set;}

public String Service_Request_Type{get;set;}

public Date Deadline{get;set;}

public Integer CPU_Count{get;set;}

public ID support_request_id{get;set;}

public void create_SSR_in_DRD() {

// Id support_record_id = Insert_Support_Request_Record();

HttpRequest request = new HttpRequest();

request.setEndpoint('callout:DRDConnect/services/apexrest/CaseSupportRequest/');

request.setMethod('POST');

request.setHeader('Content-Type', 'application/json;charset=UTF-8');

String json_string = '{"caseobj":[ {"Support_Request":"' + support_request_id + '" , "Subject": "' + description + '", "Service_Request_Type": "' + Service_Request_Type + '", "Opportunity": "' + opportunity_id + '", "CPU_Count": '+ CPU_Count + '}]}';

request.setBody(json_string);

Http http = new Http();

HTTPResponse response = http.send(request);

System.debug(response.getBody());

created_record_id = response.getBody();

created_record_id = created_record_id.removeStart('"');

created_record_id = created_record_id.removeEnd('"');

System.debug('Record ID ' + created_record_id + ' ' );

}

public PageReference Insert_Support_Request_Record() {

Support_Request__c support_request_record = new Support_Request__c(Description__C=description,Opportunity__c=opportunity_id, Service_Request_Type__C=Service_Request_Type, CPU_Count__C=CPU_Count, DRD_Case__c=created_record_id);

insert support_request_record;

support_request_id = support_request_record.ID;

return null;

}

public CreateSSRController() {

opportunity_id = ApexPages.currentPage().getParameters().get('id');

if(opportunity_id == null) {

opportunity_id = '0066A000002ZgZ2';

}

Opportunity opty = [select Id, name, account.Name from Opportunity where Id = :opportunity_id];

opportunity_name = opty.Name;

opportunity_id = opty.Id;

}

// display picklist value in VF Page

public List<SelectOption> getService_Request_Type_Picklist_Values()

{

List<SelectOption> options = new List<SelectOption>();

Schema.DescribeFieldResult fieldResult =

Support_Request__c.Service_Request_Type__c.getDescribe();

List<Schema.PicklistEntry> ple = fieldResult.getPicklistValues();

for( Schema.PicklistEntry f : ple)

{

options.add(new SelectOption(f.getLabel(), f.getValue()));

}

return options;

}

Step #4: VF Page to create Support Request

<apex:page controller="CreateSSRController" id="createssrpage" >
    <script>
    jQuery(function() {
        jQuery("[id='{!$Component.datepicker}']").datepicker();
    });
    </script>
    <apex:form id="createssrform">
        <apex:pageBlock title="Create Sales Support Request" >
            <apex:Messages ></apex:Messages>
            <apex:pageBlockSection columns="1" >
                
                <apex:pageBlockSectionItem >
                    <apex:outputLabel value="Opportunity Name"></apex:outputLabel>
                    <apex:outputText value="{!opportunity_name}"></apex:outputText>
                 </apex:pageBlockSectionItem>
                
                <apex:pageBlockSectionItem >
                    <apex:outputLabel value="Service Request Type"></apex:outputLabel>
                    <apex:selectList id="countries" value="{!Service_Request_Type}" size="1" required="true">
                        <apex:selectOptions value="{!Service_Request_Type_Picklist_Values}"/>
                    </apex:selectList>
                </apex:pageBlockSectionItem>
                
                <apex:pageBlockSectionItem >
                    <apex:outputLabel value="CPU Count"></apex:outputLabel>
                    <apex:inputText value="{!CPU_Count}"></apex:inputText> 
                </apex:pageBlockSectionItem>
                
              <apex:pageBlockSectionItem >
                    <apex:outputLabel value="Description"></apex:outputLabel>
                    <apex:inputTextarea rows="10" cols="100" value="{!description}" id="description" label="description" />
                </apex:pageBlockSectionItem>
           </apex:pageBlockSection>
            
            <apex:outputPanel id="msg">
                <apex:pageMessages />
            </apex:outputPanel>
            
            <apex:actionFunction action="{!Insert_Support_Request_Record}" name="InsertRecord_JS" Rerender="statuses" status="Status1" oncomplete="CallWebService_JS();"/>
            <apex:actionFunction action="{!create_SSR_in_DRD}" name="CallWebService_JS" status="Status2" reRender="statuses, msg"/>
            <apex:outputPanel id="statuses">
                <apex:actionStatus id="Status1" startText="...Inserting Record Into DB..." />
                <apex:actionStatus id="Status2" startText="...Calling Web Service..." />
            </apex:outputPanel>
            
            <div><input name="DoAction" class="btn" type="button" value="Create DRD Request" onclick="InsertRecord_JS();return false;"/></div>
           <apex:outputText value="{!created_record_id}"></apex:outputText>
            
            
            
        </apex:pageBlock>
    </apex:form>
</apex:page>

<apex:page controller="CreateSSRController" id="createssrpage" >

jQuery(function() {

jQuery("[id='{!$Component.datepicker}']").datepicker();

});

</script>

<apex:form id="createssrform">

<apex:pageBlock title="Create Sales Support Request" >

<apex:Messages ></apex:Messages>

<apex:pageBlockSection columns="1" >

<apex:pageBlockSectionItem >

<apex:outputLabel value="Opportunity Name"></apex:outputLabel>

<apex:outputText value="{!opportunity_name}"></apex:outputText>

</apex:pageBlockSectionItem>

<apex:pageBlockSectionItem >

<apex:outputLabel value="Service Request Type"></apex:outputLabel>

<apex:selectList id="countries" value="{!Service_Request_Type}" size="1" required="true">

<apex:selectOptions value="{!Service_Request_Type_Picklist_Values}"/>

</apex:selectList>

</apex:pageBlockSectionItem>

<apex:pageBlockSectionItem >

<apex:outputLabel value="CPU Count"></apex:outputLabel>

<apex:inputText value="{!CPU_Count}"></apex:inputText>

</apex:pageBlockSectionItem>

<apex:pageBlockSectionItem >

<apex:outputLabel value="Description"></apex:outputLabel>

<apex:inputTextarea rows="10" cols="100" value="{!description}" id="description" label="description" />

</apex:pageBlockSectionItem>

</apex:pageBlockSection>

<apex:outputPanel id="msg">

<apex:pageMessages />

</apex:outputPanel>

<apex:actionFunction action="{!Insert_Support_Request_Record}" name="InsertRecord_JS" Rerender="statuses" status="Status1" oncomplete="CallWebService_JS();"/>

<apex:actionFunction action="{!create_SSR_in_DRD}" name="CallWebService_JS" status="Status2" reRender="statuses, msg"/>

<apex:outputPanel id="statuses">

<apex:actionStatus id="Status1" startText="...Inserting Record Into DB..." />

<apex:actionStatus id="Status2" startText="...Calling Web Service..." />

</apex:outputPanel>

<apex:outputText value="{!created_record_id}"></apex:outputText>

</apex:pageBlock>

</apex:form>

</apex:page>

Step #5 : Create Support Request button configuration on Opportunity Page

go to Setup->Opportunity->Buttons to create Button

Step : #6: Add button to Layout

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Category: REST

Practice simplifying object- and field-level security checks with new Spring ’19 in Apex code

Salesforce to Salesforce Integration using REST Webservice

Use Case:

Solution:

Implementation: