Salesforce Integration

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Control Credit Application Process from Salesforce

Follow the steps described below to embed a Visualforce page onto a Contact or Lead object in your Salesforce instance that has the ability to:

1. Draft a Credit Application using the UGA Finance Program.
2. View the current process of the newly created application.
3. Send application email link to the consumer.
4. Automatically Login to uPortal360 to manage items:
   1. Resolve pending issue.
   2. Update email address.
   3. Update application information.
5. View Consumer Account at anytime after Origination

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Demonstration

1. Load uPortal360 Account Button
   • Click this button to load this Contact or Lead’s Customer Account information. The following steps will show the different scenarios that loading the uPortal360 Account can result in.
2. Draft Credit Application Button
   • After clicking “Load uPortal360 Account”, no information will be displayed as the Credit Application does not exist yet.
   • “Draft Credit Application” will use information from the Contact or Lead record and pass to uPortal360 to create a new Credit Application.
   • Once the draft Credit Application is created, an application email will automatically send to the consumer.
3. View Record Summary
   • You can view the record summary after the Credit Application created.
   • You can resend email when the application is not submitted.

• The button “Login and view in uPortal360” will launch you into uPortal360 and allow you make modification to the draft credit application.

4. Refresh Record Summary
   • You can manually refresh to get the latest record summary.

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Implementation Steps

• To implement the embedded Visualforce page in your instance of Salesforce, you must be a Salesforce Administrator. The guide below assumes some familiarity with Salesforce and creating fields and deploying code.

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Create Custom Fields

1. Create a custom Contact or Lead Field
   1. Setup > Object Manager
   2. Find “Contacts” or “Leads” object.
   3. Select “Fields & Relationships”
   4. Create new custom fields below:

      Data Type	Field Label	Length	Field Name	Options	Description/Help
      Text	UAS Contract Number	12	UAS_Contract_Number		Contract number with Universal Account Servicing (UAS) uPortal360 Platform
      Text	UAS Credit Application Id	20	UAS_Credit_Application_Id	Unique Case Insensitive	Credit application record number with Universal Account Servicing (UAS) uPortal360 Platform

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Create Custom Setting

1. Create a Custom Setting
   1. Setup > Custom Setting
   2. Create new custom fields below:

      Field Label	Field - Object Name	Setting Type	Visibility	Description/Help
      UAS uPortal360 Settings	UAS_uPortal360_Settings	List	Protected	Settings used to control uPortal360 integration behavior

2. In the newly created “UAS uPortal360 Settings” custom setting
   1. Select the custom setting you created.
   2. Create new custom field(s) below:

      Data Type	Field Label	Length	Field Name	Description/Help
      Text	UAS Program Number	5	UAS_Program_Number	Unique alphanumeric character provided by UAS
      Text	UAS Location Number	9	UAS_Location_Number	Unique alphanumeric character provided by UAS

   3. Once new field(s) created, click on “Manage” button.
   4. Click on “New” button.
   5. Create new uPortal360 settings below:

      Name	UAS Program Number	UAS Location Number
      Main	Contact UAS to receive the program number	Contact UAS to receive the location number

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Add Remote Site Access

1. Setup > Remote Site Settings
2. Click on “New Remote Site” button.
3. Create new remote sites below:

   Remote Site Name	Remote Site URL	Description	Active
   UAS_uPortal360_Domain	(If Sandbox) https://staging.uportal360.com	Callout to uPortal360	true/checked
   	(If Production) https://uportal360.com
   UAS_uPortal360_API_Domain	(If Sandbox) https://test-api.uportal360.com	Callout to uPortal360 API	true/checked
   	(If Production) https://api.uportal360.com

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Add Auth Provider

1. Setup > Auth Provider
2. Click on “New” button.
3. Create new auth providers below:
   • Provider Type: Open ID Connect
   • Name: Keycloak
   • URL Suffix: Keycloak
   • Consumer Key: Contact UAS to receive a consumer key.
   • Consumer Secret: Contact UAS to receive a consumer key.
   • Authorize Endpoint URL:
     • (If Sandbox) https://auth.uportal360.com/realms/uportal360-api-dev/protocol/openid-connect/auth
     • (If Production) https://auth.uportal360.com/realms/uportal360-api/protocol/openid-connect/auth
   • Token Endpoint URL:
     • (If Sandbox) https://auth.uportal360.com/realms/uportal360-api-dev/protocol/openid-connect/token
     • (If Production) https://auth.uportal360.com/realms/uportal360-api/protocol/openid-connect/token
   • User Info Endpoint URL:
     • (If Sandbox) https://auth.uportal360.com/realms/uportal360-api-dev/protocol/openid-connect/userinfo
     • (If Production) https://auth.uportal360.com/realms/uportal360-api/protocol/openid-connect/userinfo
   • Default Scopes: openid offline_access
   • Send access token in header: true/checked
   • Include Consumer Secret in SOAP API Responses: true/checked

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Configure Permission Set for External Credential

1. Setup > Permission Sets
2. Create a new permission set or select an existing permission set to have permission to use the integration.
   1. Create new record instruction
   2. Edit existing record instruction
3. Click on “Object Settings”.
4. Click on “User External Credentials”.
5. Click on “Edit” button and assign the permissions you want.

• Must have “Read” enabled

1. Save the settings.
2. Setup > Users
3. Search for user that you would like to have access to External Credential
4. Select the user.
5. Scroll down till you reach “Permission Set Assignments” and click on “Edit Assignments” button.
6. Add the permission set you configured.

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Add External Credential and Named Credential

1. Setup > Named Credential
2. Select “External Credentials” upper tab/menu.
3. Click on “New” button.
4. Create new external credentials below:

   Label	Name	Authentication Protocol	Authentication Provider
   uPortal360 API	uPortal360_API	OAuth 2.0	Keycloak (the auth provider you created)

5. Select the external credential you created.
6. Click on “New” button under the “Permission Set Mappings”.
7. Create new permission set mapping below:

   Permission	Sequence Number	Identity Type
   Select available permission set with Read - User External Credentials	1	Named Principal

8. Once permission set mapping is created, on the “Actions” columns of the permission set mapping, click on “Authenticate”.
9. You will redirect to the Auth provider site to authenticate.

10. Head back to the main named credential page or Select “Named Credentials” upper tab/menu.
11. Click on “New” button.
12. Create new named credentials below:

    Label	URL	External Credential	Generate Authorization Header
    uPortal360 API	(If Sandbox) https://test-api.uportal360.com	uPortal360 API (the external credential you created)	true/checked
    	(If Production) https://api.uportal360.com

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Add Apex Class

1. Setup > Apex Classes
2. Click on “New” button To create a new Class.
3. Copy/Paste Code:
   1. CtrlUportal360
   2. CtrlUportal360Test
4. Click on “Save” button once done.

5. (Optional) Click on “Run All Tests” button to validate APEX classes.

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Add Visualforce Page

1. Setup > Visualforce Pages
2. Click on “New” button To create a new Page.
3. Copy/Paste Code:
   1. Choose the Code corresponding to the object you would like to embed the page on Contact or Lead.
      1. VFUportal360Contact
      2. VFUportal360Lead

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Embedding Visualforce Page in Page Layouts

1. Setup > Object Manager
2. Choose Contact or Lead.
3. Select “Page Layouts”.
4. Choose available page layout user has access to.
5. Drag a new section into page layout.
6. On the layout menu, select “Visualforce Pages”.
7. Drag the Visualforce Page from the list to new section.
8. Click on “Save” button to finalize.

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Run a Test

1. Use following testcase information:

   Name	Birthday	Address	SSN	Credit Score
   Approved Testcase	18 >= age < 95	Any address in USA	000-000-1001	Approved
   Pending Testcase	18 >= age < 95	Any address in USA	000-000-1002	Pending
   Declined Testcase	18 >= age < 95	Any address in USA	000-000-1003	Declined
   NoHit Testcase	18 >= age < 95	Any address in USA	000-000-1004	No Hit
   CreditFreeze Testcase	18 >= age < 95	Any address in USA	000-000-1005	Credit Freeze

2. Fill out the following fields:
   1. Contact
      • First Name
      • Last Name
      • Mailing Street
      • Mailing City
      • Mailing State
      • Mailing Postal Code
      • Email
        • (For testing) Recommended to use an email address that you have access to.
      • Phone Number
        • Any of the following standard phone number fields can be filled out. The first one filled out in the order below will be considered the “primary number”.
          • Mobile Phone
          • Home Phone
          • Phone
          • Other Phone
   2. Lead
      • First Name
      • Last Name
      • Street
      • City
      • State
      • Postal Code
      • Email
        • (For testing) Recommended to use an email address that you have access to.
      • Phone Number
        • Any of the following standard phone number fields can be filled out. The first one filled out in the order below will be considered the “primary number”.
          • Mobile Phone
          • Phone
3. Click on “Load uPortal360 Account” button.
4. Click on “Draft Credit Application” button.
5. Use the link you receive from the email. The link will redirect you to our Apply Interface portal.
   1. In production, the consumer will use the email link and continue the application process in the Apply Interface portal.
   2. You may use the “Send application email” button to send another application email.
6. Once you submit the application in the Apply Interface portal, you may use the “Refresh” button to get the latest data.

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Post Migration

• You may delete the UAS_Account_Number field once you have data migrate to UAS_Contract_Number.
• You may delete the uPortal360_Credentials custom setting once you have migrate to use your Salesforce user email address.
• You may delete previous remote site access once the new remote site access are implemented.