Configuration

Configuring the Salesforce to BankingBridge API integration

Two dynamic variables API Key and Brand ID must be captured and used in POST requests to the BankingBridge API. These are specific per client, and the values must be entered in Salesforce to consume.

The values of these variables are captured as fields of a Custom Settings object:

  • BankingBridge_API_Settings__c.API_Key__c
  • BankingBridge_API_Settings__c.Brand_ID__c

To allow easy entry and testing of these variables, a Lightning Page and Visualforce Page was created as the default landing page of the app, shown below.

The controller behind this page performs the following functions:

  • On page load, an action method checks to see if there is an org default BankingBridge_API_Settings__c custom setting. If there is not, it creates an org default to capture values for API Key and Brand ID.
  • The API Key input allows entry and saving of the value directly to the default BankingBridge_API_Settings__c.API_Key__c value.
  • The Test Connection button executes a blank post to the subscription endpoint using the API Key entered. If the response code is 200, it displays a successful connection message. If the response is an error, it will display the error message from the post, such as unauthorized if the API Key is invalid.
  • The Brand ID input allows you to enter and save the value directly to the default BankingBridge_API_Settings__c.Brand_ID__c field. This is required and used as an attribute in POST requests to the lead-status endpoint.