Create Salesforce Apex Class

Create Solution in CongaDocumentManager Apex Class

First, you must define each variable you are using for the solution, using the following three essential variables.

Next, create a null variable that will contain the value of the Bearer token. Name this what you would like to – below is an example: private static String authToken.

Once you have created this variable, you will create the first method to initiate the Merge process:

public static void initiateMerge() {
  //This is starting the merge process
  getAuth();
}

Explanation: the initiateMerge() method serves as the entry point for starting the authorization process. By wrapping the getAuth() call within it, you enable external invocation of initiateMerge(), making it easy to initiate the entire workflow.

Upon calling initiateMerge(), this invokes the getAuth() method. This design allows for flexibility in the implementation, as you can expand the authorization capabilities in the future. Once the merge process is complete, you can seamlessly integrate additional Conga products, such as Composer or Sign. This approach provides a structured way to gradually build out a comprehensive solution.

Creating the Method

Now that the getAuth() call is invoked, you can start the creation of this Method. Here are your goals when building out this method:

Method Declaration - public static void getAuth()

The method getAuth() is declared as private, meaning it can only be accessed within the same class. It's static, indicating that it belongs to the class itself and belongs to the class, rather than an instance of the class.

Creating an HTTP Request - HttpRequest req = new HttpRequest();

A new instance of HTTP Request in created. This object is used to configure and send our HTTP request to the Conga API.

Setting Endpoint URL - req.setEndpoint(authURL);

The endpoint for the HTTP request is set to the authURL, which is a predefined string containing the authorization URL for the Conga API.

Specifying the HTTP Method - req.setMethod('POST');

The HTTP method is set to POST. This method is commonly used for sending data to a server, such as credentials in this case.

Setting Request Headers - req.setHeader('Content-Type', 'application/x-www-form-urlencoded');

The Content-Type header is specified. This indicates the type of data being sent in the body of the request, which, in this case, is URL-encoded form data.

Setting the Request Body - req.setBody('grant_type=client_credentials&client_id=' + clientId + '&client_secret=' + clientSecret);

Creating an HTTP Instance - Http http = new Http();

An instance of the Http class is created. This object will be used to send the HttpRequest.

Sending the HTTP Request - HttpResponse res = http.send(req);

The send() method is called on the http object, passing the req object. This sends the configured HTTP request and captures the response in the variable res.

Responses for the API Requests

Now we can successfully send out an API request, you will make responses to show us the status of the API request

Checking the Response Status - if (res.getStatusCode() == 200) {

The method checks if the HTTP response status code is 200, which indicates a successful request. If it is not successful, this statement will not execute.

Deserializing the Response Body - Map<String, Object> jsonResponse = (Map<String, Object>)JSON.deserializeUntyped(res.getBody());

Retrieving the Access Token - authToken = (String) jsonResponse.get('access_token');

Logging the Token - System.debug('Auth token received: ' + authToken);

Create failing conditions - else { }

Example Code

Using the above sections, here is an example of an Apex Call.

public class CongaDriveCall {

    private static final String clientId = 'Put your client id here';
    private static final String clientSecret = 'Put your client secret here';
    private static final String authUrl = 'https://login-rls.congacloud.com/api/v1/auth/connect/token';

    private static String authToken; 

    public static void initiateAuth() {
        //Inititate the Authorization process
        getAuth();
    }

    private static void getAuth() {
        //Create the HTTPRequest
        HttpRequest req = new HttpRequest();
        //Set the HTTP Endpoint
        req.setEndpoint(authURL);
        //Set the HTTP Method
        req.setMethod('POST');'
        //Set the Header
        req.setHeader('Content-Type', 'application/x-www-form-urlencoded');
        //Set the Body
        req.setBody('grant_type=client_credentials&client_id=' + clientId + '&client_secret=' + clientSecret);

        //Initialize new HTTP response
        Http http = new Http();
        //Call the Endpoint with the set parameters we defined
        HttpResponse res = http.send(req);

        //Check to see if call was a success/ If not it throws an error to our system debug
        if (res.getStatusCode() == 200) {
            Map<String, Object> jsonResponse = (Map<String, Object>) JSON.deserializeUntyped(res.getBody());
            authToken = (String) jsonResponse.get('access_token');
            System.debug('Auth token received: ' + authToken);
        } else {
            System.debug('Failed to obtain token: ' + res.getBody());
        }
    }
}