Sample code for integrating Work Market with Salesforce. Work Market API documentation can be found here.
This sample demonstrates creating an assignment in Work Market from a corresponding object in Salesforce, including pricing, location, scheduling, and custom field information.
##Setup
Setting this demo up in your salesforce environment requires a few customizations in the following areas:
- Custom Labels for environment-specific constants
- Custom object to represent a Work Market Assignment in SF
- The Apex classes and trigger included in this repo
Follow the instructions below to get started.
This relies on Custom Labels for storing certain constants related to the integration. You will need to create the following Custom Labels in your SF instance:
| Label Name | Description | Example |
|---|---|---|
| WM_API_Error_Email | Email to receive error messages | [email protected] |
| WM_API_Secret | WM API secret | VeC315dwF9ablGXikVx |
| WM_API_Token | WM API token (not access token) | SdnpUD319F9fda98uFaZpi92fxXxaYhmqcJ2aL |
| WM_URL | The base URL of the WM environment you are using | https://api.dev.workmarket.com |
| WM_CF_Default_Grp_ID | ID of your default custom fields group in WM | 539 |
| WM_CF_Object_SF_ID | ID of the Salesforce Object ID field in your default custom field group | 8943 |
For this sample code, we have created a custom Assignment object that represents a WM assignment. You could pull these fields from a customized Case, Opportunity, or whatever you prefer to use. You'll want to create a layout for this object as well to make it usable.
| Field Name | API Name | Data Type |
|---|---|---|
| Address 1 | Address_1__c | Text(120) |
| Address 2 | Address_2__c | Text(120) |
| Assign By Email | Assign_By_Email__c | Text(100) |
| Assigned Resource | Assigned_Resource__c | Lookup(Contact) |
| Assignment ID | Assignment_ID__c | Text(12) (External ID) (Unique Case Insensitive) |
| City | City__c | Text(120) |
| Country | Country__c | Text(3) |
| Custom Field 1 | Custom_Field_1__c | Text(8) |
| Description | Description__c | Long Text Area(32768) |
| End Time (Site Local) | End_Time_Site_Local__c | Date/Time |
| Group | Group__c | Picklist |
| Max Hours/Units | Max_Hours_Units__c | Number(5, 0) |
| Max Hours @ Secondary Rate | Max_Hours_Secondary_Rate__c | Number(4, 0) |
| Postal Code | Postal_Code__c | Text(12) |
| Pricing Type | Pricing_Type__c | Picklist ("Flat Rate", "Hourly", "Dual Rate Hourly", "Per Unit") |
| Rate | Rate__c | Currency(5, 2) |
| Resource Email | Resource__c | Text(100) |
| Resource Name | Resource_Name__c | Text(128) |
| Resource Phone | Resource_Phone__c | Phone |
| Secondary Rate | Secondary_Rate__c | Currency(5, 2) |
| Skills & Specialties | Skills_Specialties__c | Text Area(255) |
| Special Instructions | Special_Instructions__c | Long Text Area(32768) |
| Start Time (Site Local) | Start_Time_Site_Local__c | Date/Time |
| State / Province / Region | State_Province_Region__c | Text(4) |
| Status | Status__c | Picklist ("Draft", "Published to Work Market") |
| Template | Template__c | Picklist |
| Title | Title__c | Text(255) |
| View in Work Market | View_in_Work_Market__c | Formula (Text) "$Label.WM_URL & '/assignments/details/' & Assignment_ID__c" |
Feel free to contribute with pull requests!