Salesforce

Place to keep code, docs, and other information related to our Salesforce integrations.

Configuration

Configure Salesforce to talk to the Beyond Z Website

1. Login as a System Administrator
2. Under "Setup | Administer | Security Controls | Remote Site Settings" add these two remote sites

• Name = "BZ Production SSL", Value = "https://join.bebraven.org"
• Name = "BZ Production", Value = "http://join.bebraven.org"

1. Under "Setup | Build | Create | Apps | Connected Apps" create an app called "Beyond Z Production" with the following settings

• DescriptionAllows the https://join.bebraven.org server to connect to Salesforcerce.
• Permitted Users: All users may self-authorize
• This application has permission to: Perform requests on your behalf at any time
• This application has permission to: Full access
• Refresh Token Policy: Refresh token is valid until revoked
• Callback URL: https://join.bebraven.org/ This will create the following two values that have to be set on the BZ Org Website below:
• Consumer Key: [[someLongConsumerKey]]
• Consumer Secret: [[someLongConsumerSecret]]

1. Under "Setup | Build | Develop | Custom Settings" create a setting with the following information:

• Label: "BZ Settings"
• Type: "List"
• Visibility: "Protected"
• API Name: "BZ_Settings__c" Add the following items to the BZ_Setting__c object's list:
• Field Label - API Name - Data Type - Value
• Magic token - magic_token__c - Text(64) - [[insertSomethingArbitrary]]
• Site base URL - base_url__c - URL - https://join.bebraven.org Note that the setting is documented here

1. Create some credentials for the BZ Website to connect as admin. Assuming that you're logged in as [[adminUsername]] with password [[adminPassword]], then on the upper right under "Your Name | My Settings | Personal | Reset My Security Token" click the "Reset Security Token" button to have it emailed to you. Let's call it [[adminSecurityToken]]

Configure the Beyond Z Website to talk to Salesforce

1. Configure the following environment variables on the BZ Website using the values set in the Salesforce config settings above. They are also documented here

• SALESFORCE_MAGIC_TOKEN: [[insertSomethingArbitrary]]
• DATABASEDOTCOM_CLIENT_ID: [[someLongConsumerKey]]
• DATABASEDOTCOM_CLIENT_SECRET: [[someLongConsumerSecret]]
• SALESFORCE_USERNAME: [[adminUsername]]
• SALESFORCE_PASSWORD: [[adminPassword]]
• SALESFORCE_SECURITY_TOKEN: [[adminSecurityToken]]
• SALESFORCE_HOST: login.salesforce.com
• DEFAULT_LEAD_OWNER: [[staffEmailAddressOfDefaultLeadOwner]]

Code Guidelines

All Beyond Z classes and triggers should start with BZ_ for their name.

All System.Debug() logs should be prefixed with the name of the parent class or trigger so that we can filter on the current test. E.g.

trigger BZ_CampaignAssigned on CampaignMember (before insert) {
    System.Debug('BZ_CampaignAssigned: begin trigger');
    ...
    String myVar = blah;
    System.Debug('BZ_CampaignAssigned: some other info we want to log: '
+ myVar);
    ...
    

Commonly created test objects should be done through a helper/factory class.
This way, when validation rules are added in the future you only have to change how you create the objects to conform to the rules in one spot.

private class BZ_SomeTestClass_TEST {
    Campaign c = CampaignFactory.create();
}