Gospel Data Component for Salesforce Lightning

The Gospel Data Connector is a lightning app built for Salesforce users who require data synchronisation from the Gospel Platform to the Salesforce interface. Data from Gospel platform can be easily and quickly integrated with Salesforce, similarly, data can be sent from Salesforce to the Gospel platform, thus enabling bi-directional data synchronisation. 

Granular and secure access to the data is maintained within the Gospel platform thus ensuring that only the right data is seen by the right person for the right reason within the Salesforce interface. Please refer to the Salesforce document for more information on installing a Lightning component.

Prerequisites

  • An existing Gospel environment and required user accounts
  • Salesforce Customer and a Salesforce Developer Environment account
  • User permissions needed to install a package from the Salesforce AppExchange
  • Salesforce administrators and users with the “Download AppExchange packages” permission can install AppExchange apps
  • Valid CA-signed certificate for each user accessing data 

Getting the Gospel Data Connector

To download the Gospel Data Connector from the AppExchange:

  1. Go to https://login.salesforce.com/ and log in using your Salesforce user credentials
  2. Go to the Salesforce AppExchange. Search for Gospel Data Connector.
  3. On the summary page, click Get It Now.
  4. Select the checkbox to accept the terms and conditions. 
  5. Select Contact Me if you would like the Gospel team member to contact you to assist with setup.

Install Gospel Data Connector Package from the AppExchange 

  1. Install the Gospel Data Connector from the AppExchange or go to the installation URL provided by the Gospel team member.
  2. Select the required option, check the box to accept the condition and then click Install.
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  3. A message that describes the progress is displayed.
  4. When the installation is complete, click Done. You are redirected to the Installed packages page.

Deploy Gospel Data Connector app

  1. Create a new Lightning Page 
    1. In the quick access menu (), select Service Setup, go to User Interface > Lightning App Builder option, or type Lightning App Builder in the Quick Find box, then select Lightning App Builder.
    2. Click New to create a new Lightning page. The Create a new Lightning page window is displayed.
  2. Create an App Home Page with the Lightning App Builder Wizard
    1.  Select App Page and click Next
    2.  Type a label in the Label field and click Next
    3.  Select a region of your choice and click Finish.
    4. Drag and drop the GospelSalesforceConnector component to the main screen (Add components here region).
    5. Click Save to save the changes.
  3. Activate the App for all Users
    1. In the pop-up window, click Activate to activate the page.
    2. In the activation confirmation screen, select the Activate for all users option. You can choose an icon to represent the app. Click Save
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    3. A message is displayed that to give your users access to the app page in the Salesforce Lightning Experience, you must activate it first. Click Finish to continue.
    4. Click Save to save your changes.

Connect the App 

  1. Launch the App Launcher, and select the application name from the list.
  2. Enter users credentials to connect to the app you just activated. 
    • Username: Provide the username. Ensure that the value provided in this field matches with the username that exists in the Gospel Platform environment.
    • Client ID: Enter the namespace. For example, GospelTest.
    • Certificate Name: Locate the name of your certificate from the Certificate and Key Management page. The certificate name must be the certificate associated/generated for the user in the Username field.
    • Endpoint Url: Enter the URL for the Gospel Platform environment. 

      To integrate Salesforce with Google Cloud Platform, use the HTTP protocol (http://<domain-name>) instead of the HTTPS (https://<domain-name>) in the URL for the Gospel Platform environment. This is because Salesforce only allows API requests with domains that have a valid SSL certificate.

  3. Click Submit. A message is displayed when the setting is saved successfully. Click OK to continue.
  4. In the quick access menu (), select Service Setup option. 
  5. Type Lightning App Builder in the Quick Find box, and select Lightning App Builder. The app is added and displayed in the list.

Create Custom Metadata Type and Records

Custom metadata type enables you to integrate records from the Gospel platform to Salesforce. 

To define a custom metadata type:

  1. In the quick access menu () > Setup, go to Custom Code > Custom Metadata Types option, or type Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
  2. Click New in the Custom Metadata Types page
  3. Provide the following information in the Gospel Certificate Edit section:
    • Label: Enter a label to identify the type of metadata
    • Gospel Certificate Name: Enter the certificate name from the Security > Certificate and Key Management page. 
    • Cert Name: Enter the certificate name from the Security > Certificate and Key Management page. Ensure that the value for this field is the same as the value entered in the Gospel Certificate Name field.
    • Gospel Cert: Copy and paste the details of your CA-Signed Certificate. The details can be found at, Security > Certificate and Key Management. Select the certificate from the list and select Download Certificate. Open the certificate using a text editor for code. Copy and paste the contents to this field.
  4. Click Save to save your changes.