Lightning - Salesforce Integration

Step by step guide on how to integrate ContractSafe with Salesforce Lighting Experience (LEX)

Below is a video of our Standard Salesforce Integration in action:

Here is how:

Step 1: Enable ContractSafe Salesforce integration through Settings - Security and Integration - and enable the Salesforce integration. Click the Generate Salesforce Endpoint URL and copy it for future use.

Enter your Salesforce Account user, Password, and Account Security Token.

 Step 2:

In your Salesforce account, add app.contractsafe.com as a new Remote Site.

To get there, click the Settings gear in the top right, followed by Setup. In the Quick Find search bar, enter "Remote Site",

Step 3: Modify the Apex Class

 Click File > Open > Classes > {the file for the old Apex class}.  Alternatively, create a new Apex class and keep the old one if you would like. Call it "ContractSafeWsLightning"

- Insert the following code. Note that the bold part of the code will need to be your specific ContractSafe endpoint that we have generated and copied from the previous step:

global class ContractSafeWsLightning {
   @AuraEnabled
   webservice static String sendToCS(String contractId) {
       User u = [select email from user where id=:userinfo.getuserid()];
       String useremail = u.Email;
       HttpRequest req = new HttpRequest();
       HttpResponse res = new HttpResponse();
       Http http = new Http();
       req.setEndpoint('https://app.contractsafe.com/salesforce/721ad9fb07fa4b198a5ab2ddd8eb5645/sfc/');
       req.setMethod('POST');
       req.setBody('{"sfobjectID":"'+ contractId +'","user":"' + useremail + '"}');
       req.setHeader('Content-Type', 'application/json');
       req.setHeader('Accept', 'application/json');
       try {
           res = http.send(req);
           Integer statusCode = res.getStatusCode();
           if (statusCode == 200) {
               return 'Success! Your contract was sent successfully.';
           } else {
               String responseBody = res.getBody();
               Map<String, Object> jsonResponse = (Map<String, Object>) JSON.deserializeUntyped(responseBody);
               String errorMessage = (jsonResponse.containsKey('message')) ? (String) jsonResponse.get('message') : 'Unknown error';
               return 'Error: HTTP ' + statusCode + ' - ' + errorMessage;            
           }
       } catch(System.CalloutException e) {
           System.debug('Callout error: '+ e);
           System.debug(res.toString());
           return 'Callout error: ' + e.getMessage();
       }
   }
}

Optionally: If you're working in a Salesforce Sandbox Environment, you will need to create Test classes with sufficient code coverage in order to finally deploy to Production.

Click File > New > Apex Class and enter the name ContractSafeWsLightningMock. Then paste in the following code.

@isTest
global class ContractSafeWsLightningMock implements HttpCalloutMock {
    global HTTPResponse respond(HTTPRequest request) {
        HttpResponse response = new HttpResponse();
        response.setHeader('Content-Type', 'application/json');
        response.setBody('{"response": "ContractSafe response"}');
        response.setStatusCode(200);
        return response;
    }
}

Click File > New > Apex Class and enter the name ContractSafeWsLightningTest then paste in the following code.

@isTest
public class ContractSafeWsLightningTest {
    static testMethod void runTest(){
        Test.setMock(HttpCalloutMock.class, new ContractSafeWsLightningMock());
        Test.startTest();
        ContractSafeWsLightning.sendToCS('1234');
    }
}

You can run the test by returning to the ContractSafeWsLightning Apex Class. Click Test > New Run and select your newly created ContractSafeWsLightningTest.