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Package Setup

Installation​

Firstly, it is necessary to install the TrustID package into the client's org - contact the Seven20 Product team to obtain the link for the latest package version.

Seven20's TrustID package is dependent on the following core product packages:

  • Seven20 - Utilities
  • Seven20 - Core

Credential Setup​

Setup for the TrustID integration can all be handled via the TrustID Configuration tab, which System Admins can access once assigned the required permissions. These are included in the packaged permission set Seven20_TrustId_Configuration. With permissions assigned, search for and open TrustID Configuration in the app explorer. On this screen enter the relevant values provided by TrustID and deploy the changes.

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Once deployed the password value will not be visible for security reasons. The metadata deployment happens asynchronously and may take some time, press the View Deployments button to track its progress.

Webhook Setup​

  • In Salesforce setup, create a site
  • Assign the below permission set to the Site:
    • Seven20_TrustId_Guest_Site
  • A delivery URL based on this site needs to be provided to TrustID. To obtain this, copy the URL of the site and append the following: services/apexrest/seven20/trustId/notification
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The packaged guest site permission set covers the basic functionality; if any automations are configured to run on the Compliance Request object ensure the guest site user is assigned appropriate permissions.

Report Retrieval​

TrustID reports are retrieved by a scheduled job seven20.TrustIdReportRetrieverSchedulable. Once the package is installed and set up the job must be queued.

The job can be scheduled in multiple ways:

Schedule the apex job to retrieve results via the interface​

  • From setup navigate to Apex Classes and select Schedule Apex
  • Enter a sensible and recognisable name, for example, TrustId Report Retriever
  • Select seven20.TrustIdReportRetrieverSchedulable in the apex classes lookup
  • Configure the frequency and preferred start time of the run and save

Schedule the apex job to retrieve results via execute anonymous​

seven20.TrustIdReportRetrieverSchedulable.ScheduleJob();

If a custom frequency is required the job can be queued with the below signature;

seven20.TrustIdReportRetrieverSchedulable.ScheduleJob(String jobName, String cronExpression);
  • jobName must be a valid String name for the scheduled job
  • cronExpression must be a valid apex cron expression in String format. See here for more details