Platform API Superbadge Unit

Prework and Notes

Sign Up for a Developer Edition Org with Special Configuration

To complete this superbadge unit, you need a special Developer Edition org that contains special configuration and sample data. Note that this Developer Edition org is designed to work with the challenges in this superbadge unit.

1. Sign up for a free Developer Edition org with special configuration.

2. Fill out the form. For Email address, enter an active email address.

3. After you fill out the form, click Sign me up.

4. When you receive the activation email (this might take a few minutes), open it and click Verify Account.

5. Complete your registration by setting your password and challenge question. Tip: Save your username, password, and login URL in a secure place—such as a password manager—for easy access later.

6. You are logged in to your superbadge Developer Edition org.

Now, connect your new Developer Edition org to Trailhead.

1. Make sure you’re logged in to your Trailhead account.

2. In the Challenge section at the bottom of this page, select Connect Org from the picklist.

3. On the login screen, enter the username and password for the Developer Edition org you just set up.

4. On the Allow Access? page, click Allow.

5. On the Want to connect this org for hands-on challenges? page, click Yes! Save it. You are redirected back to the Challenge page and ready to use your new Developer Edition org to earn this superbadge.

6. Now that you have a Salesforce org with special configuration for this superbadge unit, you’re good to go.

Note

Before you begin the challenges, please review Salesforce Inbound Integration Specialist Superbadge: Trailhead Challenge Help.

If you’ve completed any of the superbadge units in the Salesforce Inbound Integration Specialist Superbadge, you can use the Developer Edition org to complete the challenges in this superbadge unit. If not, make sure you’re using a new Developer Edition org from this signup link. If you use an org that’s been used for other work, you won’t pass the challenges in this superbadge unit.

This superbadge unit is part of the Salesforce Inbound Integration Specialist Superbadge. Complete the capstone assessment and related superbadge units to receive the Salesforce Inbound Integration Specialist Superbadge.

Review Superbadge Challenge Help for information about the Salesforce Certification Program and Superbadge Code of Conduct.

Tips

• Enter all labels exactly as described in the instructions. Labels are case-sensitive and spelling counts.
• When possible, copy and paste the record field values from superbadge instructions instead of typing them.
• Build your solution according to the requirements; adding more configurations can cause challenge checks to fail.
• Make sure the Postman workspace is using the latest available Salesforce API version to make the REST API calls.
• Update the Integration User's email address to your email to reset password and authorize with Postman.
• We recommend following best practices and always including descriptions for configurations. However, we’re not checking for descriptions in this superbadge unit.

Use Case

Aero Technica Solutions (ATS) recently attended the annual AstroTech Connect conference. At the conference, ATS' sales reps collected new lead data from many sources, which needs to be imported into your CRM system. Attendees who took part in the introductory training course at the conference need to be created as new contacts in the system, based on their badge scan. For each contact, you create a new opportunity to sell them advanced training. You also create a task to send contacts an email with links to helpful learning resources from their training course. Finally, for new customers who bought a product at the conference, you need to create a 12-month maintenance contract, which is included with their purchase.

Business Requirements

Lead Data Onboarding with Bulk API

All the leads generated at the conference have been consolidated into a CSV with 1,000 new records. Connect to Postman with the Integration User in your special Developer Edition org to import all of these records accurately so our sales team can start contacting them. You need to make use of Bulk API 2.0, which allows you to group new records into batches. This way, you can process large data volumes optimally.

Note

Make sure you have completed the authorization of the Postman app for the Integration User with these steps for this challenge. Also, you must check this challenge within 7 days of starting the exercise. If it has been over 7 days since you last ran the successful bulk data load job, queue the job again to insert the leads.

Optimize Workshop Registration

Aero Technica Solutions has debuted its workshop for an introductory course at the conference. When an attendee attends the workshop, their badge is scanned. This helps retrieve basic information like name and email. The requirement is to streamline the process to create a new opportunity for the sale of an advanced training course as well as a related task to send a follow-up email on the opportunity. Next, a new task should form, related to the contact, with a note to send them an email with additional resources for the course they attended. Finally, create a case to send a survey and get their feedback about the course.

Test this API as the Integration User with Postman by making a single API call when an attendee's badge is scanned for the following data.

1. Create a contact record with the name Emily Cloudshine.
2. Create a related opportunity for the advanced training course with the following details.
1. Name: Advanced Training
2. Stage: Prospecting
3. Close Date: Any date
4. Create a task related to the contact and opportunity, using any field values for subject and priority.
3. Create a related task for the contact with the following details.
1. Subject: Learning Resources
2. Priority: Normal
4. Create a related case for survey feedback with the following details.
1. Subject: Class Survey
2. Priority: Low
3. Status: New

Streamline the Drone Kit Purchase

At the conference, the booth was a hub of information and offered an array of products for sale, the most popular being the basic drone kit. When a customer purchases this drone kit, they need to be onboarded and set up with a contract that provides them with 12 months of free maintenance and product support, which is included with their purchase.

As an added bonus, when a drone is registered, the system creates a case to register the device online with the local Aviation Authority. Finally, the back-end team creates an opportunity to sell the new customer a set of range extenders, as these are your most popular peripheral accessory. The application executes each of these operations one after the other, with multiple API calls. This puts you at risk of reaching the daily API request limit in the org.

To better prepare for the next conference, you need to streamline the process to execute in a single REST API call by using a composite REST API resource. It is critical to the process that all of the above steps be executed, or none of them are. Test this API as the Integration User with Postman to make a single API call when a customer purchases a drone. Use the following data.

1. Create an account named Maverick and a related contact record for Olivia Cloudwalker.
2. Create a related case for registration of the device with the customer's local Aviation Authority with the following details.
1. Subject: Lightning Registration
2. Origin: Web
3. Reason: Installation
4. Priority: High
5. Status: New
3. Create a related opportunity with the following details.
1. Name: Range Extenders
2. Stage: Prospecting
3. Close Date: Any date
4. Finally, create a related contract with the following details.
1. Name: SkyCheck
2. Start Date: Any Date
3. Contract Term: 12 months
4. Signed By: Olivia Cloudwalker
5. Status: Immediately activate the SkyCheck contract.

Note: The contract record can't be activated on the create operation; it should be updated from the status 'Draft' to 'Activated' in the API call.