partnerpathapex

Necessary SFDC configuration and APEX code to facilitate PartnerPath synchronization.

Salesforce Integration with the PartnerPath portal. Synchronize:

• Lead
• Opportunity
• Account
• Contact
• Custom Objects

with your PartnerPath application. This is accomplished by communicating by REST using APIs.

For communication to Salesforce from PartnerPath use the SFDC REST API.

For communication to PartnerPath from Salesforce use the PartnerPath API. This is accomplished using Apex classes and triggers.

To implement total synchronization employ both APIs.

	PartnerPath => SFDC	SFDC => PartnerPath
firing mechanism	database create/update and workflow events/transitions are supported	database create/update
implementation	operation calls via SFDC REST API	bulkified SOQL and APEX calls using PartnerPath API
testing	integration testing mocking actual API calls	SFDC unit testing for all custom APEX classes, triggers and custom objects and settings

Note: You need not be a PartnerPath customer to leverage the provided code. You simply need a third party REST based application to receive the updates from your Salesforce implementation. Substitute your application authorization credentials and API calls and off you go!

Version

1.0.0

Configuration

Synchronization requires a Salesforce Connected App

See the wiki regarding Configuring a Connected App

Installation

Apply the code below to your Salesforce implementation using the steps shown in the Apex Tutorial.

Code

Note

Replace thepartnerpathtoken with a real authorization token which can be obtained by contacting PartnerPath.

• Apex Trigger
• Apex Class

Development/Contact

Dan McGowan

_{PartnerPath © 2016}