In this blog post, we will take a look at how you can import data to Salesforce from IBM Verse via Lightning Components and Lightning Out.
Ed is a sales representative who uses IBM Verse as his primary email system. Ed can also email his customers from Salesforce and have the email activity automatically logged to contact and account records in Salesforce – but emails sent or received directly within IBM Verse would not be captured. Valuable information – in his Verse inbox – is not visible to Ed or his colleagues from the CRM, and Ed needs this problem to be solved.
IBM Verse is a browser-based email application, which allows you to export user or email data. For this particular use case we need email data to help Ed, and the data will get exported in JSON format to a new browser window using the Window.postMessage() method.
Also for every email that gets exported, we have to create a new activity and relate it to an account.
From Ed’s user perspective the workflow should be:
- Open an email in Verse
- Select an action to log the email
- Select the account associated with the email recipient
- Log the email activity
We decide to use the following setup:
- IBM Verse sends the postMessage data to a node.js App on Heroku.
- The node.js App will take the data from IBM Verse and also render a custom Lightning Component (via Lightning Out) for account selection.
- The Lightning Component will create the email activity using Apex.
Now that you understand the architecture and use-case, let’s take a look at how you would set this up in detail.
Verse allows developers to extend its web application interface with custom menu entries. For this use-case, we’re adding a “Log to Salesforce” action, so that Ed can easily log emails. Note that this kind of extension is currently only available in the cloud version of Verse.
The following example payload showcases how we set up the Verse configuration:
You can find a detailed description of the available options for extending the Verse UI here. For our example here I want to highlight the URL parameter (line 4) which reflects the target URL of the new browser window for the Verse data.
The app on Heroku uses node.js to render a simple HTML page which is used to receive the Verse data.
- Line 8: We’re checking the source URL of the server to prevent cross-site scripting attacks. The parameter
<%= verseSourceServer %>refers to a variable that we’re getting from the Heroku environment variables.
After the user has authenticated against the Salesforce org, the Lightning Out component is rendered using the
_verseObject,which holds the email data gets passed as a parameter to an identically-named aura attribute in the Lightning Component.
Using Lightning Components via Lightning Out makes sense from multiple perspectives. First, we can use the existing technology stack like Lightning, Apex and more directly on the Force.com platform. And second, we can re-use this component in any of our Lightning apps.
In our example, Ed needs to see the subject of the email before logging it. And he needs to be able to search for accounts so that he can easily store the email activity in the right place. This is how Ed would like the interface to look:
To render a Lightning Component via Lightning Out we need to create a simple Lightning App that will act as a wrapper.
- The property
extends="ltng:outApp"does two things: it declares this app as a Lightning Out app and automatically adds the Salesforce Lightning Design System (SLDS) to the app. The latter means that we don’t have to add static resources to the Salesforce org.
- As a dependency to this Lightning app, we’ve to add the needed Lightning component.
To make life easier we decide to use Base Lightning Components, introduced in Winter ’17, within our Account Selection Lightning Component whenever possible. Using Base Lightning Components helps us reduce maintenance – and also the amount of code we need to write.
lightning:xxxcomponents (known as Base Lightning Components) give us elements that are automatically with SLDS.
- Line 5: The aura attribute
verseObjectholds the Verse email data
- Line 24: The
minlengthproperty in the
inputSearchfield adds automatic field validation.
- Line 33/42: Using the
aura:iterationas value for the
idallows us to access the index value of the accounts
- Line 5:
!input.get('v.validity').tooShortchecks the configured
- Line 21: With
event.target.idwe’re accessing the id property of the selected account from the lookup list.
- Line 30: We’re passing the verseObject (the email data) as stringified JSON to the Apex callback method.
As defined in the user story, Ed and his colleagues should see the imported email in the Activity stream for the selected account. To associate email data with the account, we’ll use the standard Salesforce EMailMessage object.
As you can see, you can easily connect enterprise systems using the Force.com platform and Heroku, and by re-using Lightning Components in non-Salesforce applications via Lightning Out you can streamline your development efforts. Check out the complete code, including a video walkthrough and the option to install an unmanaged package, on GitHub.
René Winkelmeyer works as a Senior Developer Evangelist in the Developer Relations team at Salesforce. He focuses on integrations, mobile, and security with the Force.com platform. You can follow him on Twitter on his handle @muenzpraeger.