Superbadge – Data Integration Specialist


I have completed the Data Integration Specialist Superbadge. I thought to put together how I did and most ofeten I tend to forget what I have done and what steps I have taken, however I hope this post will help others too in the purse of a superbadge!.

The details, requirement & Use Case is provided at the Trailhead website Superbadge Data Integration Specialist. (LINK)

Lets jump on to the Configuration settings:

Configure Integration Security

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

Remote site name BillingService
Remote site URL http://sb-integration-bs.herokuapp.com
Active Checked

 

Configure a Named Credential containing these authentication and endpoint details:

*Note: While it is best practice to encrypt credentials, for the purpose of this superbadge store them in clear text. *

Connect to Square Peg’s Project Management System (PMS)

The PMS uses a secured REST-based API; configure a Named Credential containing these authentication and endpoint details:

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

Additional Project Management System API Details

HTTP Method POST
Required Headers Content-Type: JSON
Return Status ‘OK’ or error message
Response Code 201 = Success 500 = Failure

The external PMS service calls your org’s custom Apex REST service back; configure it as a Connected App with the following information:

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)

 

ServiceCredentials Custom Setting (named BillingServiceCredential), and pass to the outbound call:

 

 

The external PMS service calls your org’s custom Apex REST service back; configure it as a Connected App with the following information:

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)

Register the generated Consumer Key and Consumer Secret with the Square Peg security whitelisting process.

Configure Org Registration

 

 

You will use a custom Heroku app to register your org by clicking this link: https://sb-integration-pms.herokuapp.com. This app registers your username with the Connected App’s consumer key and consumer secret in the Square Peg registry. This process returns a security token to store in your org as a ServiceTokens Custom Setting record (named ProjectServiceToken).

once you visit the site: https://sb-integration-pms.herokuapp.com/

you will be asked to verify the ORG

 


CUSTOM SETTINGS –> CLICK ON “SERVICE TOKENS” –> MANAGE –> EDIT “PROJECTSERVICETOKEN” ENTER THE TOKEN THAT GENERATED FROM THE ABOVE SCREEN:

 

Synchronize Outbound Project Data

 

Synchronize Inbound Project Data

 

Synchronize Outbound Billing Data

 

 

Synchronize Inbound Billing Data

The IT team has already started building additional integration services around the billing system, and has begun with an OData provider to expose invoice data in a read-only mode. Your task is to leverage that endpoint to provide real-time billing information within Round’s Salesforce org.

As part of Round’s no-code/low-code values, use Salesforce Connect to configure real-time access to invoices generated as result of your billing integration. Display appropriate invoices in a related list on the Salesforce project detail page.

The IT team has given you the OData endpoint and authentication information (see chart) to make the necessary configurations to map and expose fields from the Invoice table.

Use the following to configure your external data source connection, accept all other default values:

External Data Source BillingService
Name BillingService
Type Salesforce Connect OData 2.0
URL https://sb-integration-is.herokuapp.com/odata
Identity Type Anonymous
Authentication Protocol No Authentication

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