{"id":90199,"date":"2026-01-14T19:19:24","date_gmt":"2026-01-15T03:19:24","guid":{"rendered":"https:\/\/rightwave.com\/rwi\/?page_id=90199"},"modified":"2026-01-14T19:58:10","modified_gmt":"2026-01-15T03:58:10","slug":"rdn-sfdc-integration","status":"publish","type":"page","link":"https:\/\/rightwave.com\/rwi\/rdn-help\/rdn-sfdc-integration","title":{"rendered":"RDN-SFDC Integration"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"90199\" class=\"elementor elementor-90199\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0cfdca2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"0cfdca2\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b45b270\" data-id=\"b45b270\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-8100547 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8100547\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-8446356\" data-id=\"8446356\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2b62785 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"2b62785\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">RDN-SFDC Integration<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-04a17b5 elementor-widget elementor-widget-heading\" data-id=\"04a17b5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">This guide provides step-by-step instructions for integrating Salesforce (SFDC) with the RDN platform using a metadata-driven, asynchronous integration package.<\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aea6e5d elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"aea6e5d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-10692a5\" data-id=\"10692a5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8410dd4 elementor-widget elementor-widget-text-editor\" data-id=\"8410dd4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>1. Purpose<\/b><\/h4><p><span style=\"font-weight: 400;\">This guide provides step-by-step instructions for integrating Salesforce (SFDC) with the RDN platform using a metadata-driven, asynchronous integration package.<\/span><\/p><h4><b>It covers:<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Installation &amp; configuration steps<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Metadata setup and field mappings<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Operational workflows and troubleshooting<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Security, compliance, and performance considerations<\/span><\/li><\/ul><h4><b>Audience:<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce Administrators<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">RDN Integration team<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Developers supporting Salesforce customizations<\/span><\/li><\/ul><h4><b>2. Prerequisites<\/b><\/h4><p><span style=\"font-weight: 400;\">Before starting the integration, ensure the following:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Salesforce Access: System Administrator profile.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Environment: Salesforce Sandbox for testing, Production for rollout.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Required Package: RDN Managed Package (install link provided).<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">API Credentials: Valid RDN Auth Token.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Remote Site Settings: Must allow the RDN API base URL.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Version Compatibility: Salesforce Lightning Experience recommended.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Connected App: Ensure API Enabled.<\/span><\/li><\/ul><h4><b>3. Architecture &amp; Data Flow<\/b><\/h4><p><b>Architecture Components:<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-595319e elementor-widget elementor-widget-image\" data-id=\"595319e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"370\" height=\"516\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image11-1.png\" class=\"attachment-full size-full wp-image-90204\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image11-1.png 370w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image11-1-215x300.png 215w\" sizes=\"(max-width: 370px) 100vw, 370px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d4e72ee elementor-widget elementor-widget-text-editor\" data-id=\"d4e72ee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>Data Flow:<\/b><\/h4><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">User inserts\/updates a Lead\/Contact.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trigger fires and enqueues a Queueable Job.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Job dynamically builds payload from metadata.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">RDN APIs are called (Basic Utility, Categorization, Lookup, etc.).<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Response mapped back to Salesforce fields.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Records updated asynchronously.<\/span><\/li><\/ol><h4><b>4.\u00a0 Installation &amp; Configuration<\/b><\/h4><h4><b>Step<\/b><b> 1 \u2013 Install Package<\/b><\/h4><p><span style=\"font-weight: 400;\">Navigate to the unmanaged package link:<\/span><\/p><p><b>\u00a0\/packaging\/installPackage.apexp?p0=xxxxxxxxxxxxxx<\/b><\/p><p><b>Installed Packaged Details<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-484f905 elementor-widget elementor-widget-image\" data-id=\"484f905\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1847\" height=\"740\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1.png\" class=\"attachment-full size-full wp-image-90208\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1.png 1847w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1-300x120.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1-1024x410.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1-768x308.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image5-1-1536x615.png 1536w\" sizes=\"(max-width: 1847px) 100vw, 1847px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b28cce elementor-widget elementor-widget-text-editor\" data-id=\"7b28cce\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>MetaData Components included in package:<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9514f4f elementor-widget elementor-widget-image\" data-id=\"9514f4f\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1594\" height=\"894\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21.png\" class=\"attachment-full size-full wp-image-90209\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21.png 1594w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21-300x168.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21-1024x574.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21-768x431.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image21-1536x861.png 1536w\" sizes=\"(max-width: 1594px) 100vw, 1594px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f188200 elementor-widget elementor-widget-spacer\" data-id=\"f188200\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67307d2 elementor-widget elementor-widget-text-editor\" data-id=\"67307d2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>Post-installation Components:<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom Metadata Types (CMDTs)<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apex Classes (RDNTriggerHandler, RDNAPIUtils, Queueable Jobs)<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Example Triggers<\/span><\/li><\/ul><h4><b>Step 2 \u2013 Metadata Configuration<\/b><\/h4><p><span style=\"font-weight: 400;\">The integration is completely configurable through CMDTs.<\/span><\/p><p><b>Create and configure\u00a0 the following Custom Meta DataTypes:<\/b><\/p><p><span style=\"font-weight: 400;\">1 RDN API Configuration<\/span><\/p><p><span style=\"font-weight: 400;\">2 RDN API Input Field<\/span><\/p><p><span style=\"font-weight: 400;\">3 RDN API Provider<\/span><\/p><p><span style=\"font-weight: 400;\">4 RDN Field Update<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6e2b41e elementor-widget elementor-widget-image\" data-id=\"6e2b41e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1506\" height=\"518\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image16.png\" class=\"attachment-full size-full wp-image-90210\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image16.png 1506w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image16-300x103.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image16-1024x352.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image16-768x264.png 768w\" sizes=\"(max-width: 1506px) 100vw, 1506px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-71eb357 elementor-widget elementor-widget-text-editor\" data-id=\"71eb357\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>1.1 RDN API Configuration<\/b><b><br \/><\/b><b>Purpose<\/b><span style=\"font-weight: 400;\">: <\/span><\/h4><p><span style=\"font-weight: 400;\">Defines which Salesforce object to monitor and how.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9bfddc4 elementor-widget elementor-widget-image\" data-id=\"9bfddc4\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1550\" height=\"781\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1.png\" class=\"attachment-full size-full wp-image-90211\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1.png 1550w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-300x151.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-1024x516.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-768x387.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-1536x774.png 1536w\" sizes=\"(max-width: 1550px) 100vw, 1550px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0821183 elementor-widget elementor-widget-text-editor\" data-id=\"0821183\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>1.2 Manage RDN API Configuration (Lead and Contact)<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89ac550 elementor-widget elementor-widget-image\" data-id=\"89ac550\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1605\" height=\"260\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298.png\" class=\"attachment-full size-full wp-image-90213\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298.png 1605w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298-300x49.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298-1024x166.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298-768x124.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image13-e1768448477298-1536x249.png 1536w\" sizes=\"(max-width: 1605px) 100vw, 1605px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d73ce7 elementor-widget elementor-widget-text-editor\" data-id=\"8d73ce7\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>1.3 Edit Label (Lead) <\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a011ef8 elementor-widget elementor-widget-image\" data-id=\"a011ef8\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1593\" height=\"392\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7.png\" class=\"attachment-full size-full wp-image-90214\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7.png 1593w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7-300x74.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7-1024x252.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7-768x189.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image7-1536x378.png 1536w\" sizes=\"(max-width: 1593px) 100vw, 1593px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a030c2 elementor-widget elementor-widget-text-editor\" data-id=\"4a030c2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><b>1.4 Edit Label (Contact)<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a2c00eb elementor-widget elementor-widget-image\" data-id=\"a2c00eb\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1578\" height=\"657\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18.png\" class=\"attachment-full size-full wp-image-90217\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18.png 1578w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18-300x125.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18-1024x426.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18-768x320.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image18-1536x640.png 1536w\" sizes=\"(max-width: 1578px) 100vw, 1578px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55ad92f elementor-widget elementor-widget-text-editor\" data-id=\"55ad92f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<table><tbody><tr><td><b>Field Name<\/b><\/td><td><b>Description<\/b><\/td><td><b>Type<\/b><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Service name<\/span><\/td><td><span style=\"font-weight: 400;\">Name of the RDN service<\/span><\/td><td><span style=\"font-weight: 400;\">text<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">API Type<\/span><\/td><td><span style=\"font-weight: 400;\">Picklist: Basic, Categorization, Lookup, Custom<\/span><\/td><td><span style=\"font-weight: 400;\">Dropdown<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Endpoint Path<\/span><\/td><td><span style=\"font-weight: 400;\">instead of a full URL, like \/addScore<\/span><\/td><td><span style=\"font-weight: 400;\">Text<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">SFDC_Object_Name<\/span><\/td><td><span style=\"font-weight: 400;\">Object Name<\/span><\/td><td><span style=\"font-weight: 400;\">Text<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Is Active?<\/span><\/td><td><span style=\"font-weight: 400;\">Is the service active<\/span><\/td><td><span style=\"font-weight: 400;\">Checkbox<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">RDN API Provider<\/span><\/td><td><span style=\"font-weight: 400;\">Reference of RDN_API_Provider__mdt\u00a0<\/span><\/td><td><span style=\"font-weight: 400;\">Lookup<\/span><\/td><\/tr><tr><td><b>Run_in_Batch__c<\/b><\/td><td><b>RUN this configuration when c<\/b><b>alled from manual execution.RDNAPIUtils.runCallBatch(&#8216;lead&#8217;,query);<\/b><\/td><td><b>Checkbox<\/b><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-deaea1c elementor-widget elementor-widget-text-editor\" data-id=\"deaea1c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.1 RDN API Input Field<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db5c0ea elementor-widget elementor-widget-image\" data-id=\"db5c0ea\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1582\" height=\"773\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1.png\" class=\"attachment-full size-full wp-image-90215\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1.png 1582w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1-300x147.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1-1024x500.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1-768x375.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image2-1-1536x751.png 1536w\" sizes=\"(max-width: 1582px) 100vw, 1582px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ea52f24 elementor-widget elementor-widget-text-editor\" data-id=\"ea52f24\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.2 Manage API Input Field<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ad4f912 elementor-widget elementor-widget-image\" data-id=\"ad4f912\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1592\" height=\"236\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518.png\" class=\"attachment-full size-full wp-image-90218\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518.png 1592w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-300x44.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-1024x152.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-768x114.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-1536x228.png 1536w\" sizes=\"(max-width: 1592px) 100vw, 1592px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4406da0 elementor-widget elementor-widget-text-editor\" data-id=\"4406da0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.3 Edit Service 1 (Lead) (Not Applicable for memoryBlue)<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9e1135e elementor-widget elementor-widget-image\" data-id=\"9e1135e\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"261\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15.png\" class=\"attachment-full size-full wp-image-90219\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15.png 1600w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-300x49.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-1024x167.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-768x125.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-1536x251.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f03f9a0 elementor-widget elementor-widget-text-editor\" data-id=\"f03f9a0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<table><tbody><tr><td><b>Field Name<\/b><\/td><td><b>Description<\/b><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">API Config<\/span><\/td><td><span style=\"font-weight: 400;\">Id of RDN_API_Configuration__mdt<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">SF_Field_Name<\/span><\/td><td><span style=\"font-weight: 400;\">API name of the Salesforce field<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Request_Key__c\u00a0<\/span><\/td><td><span style=\"font-weight: 400;\">Key in JSON payload<\/span><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0e3cf50 elementor-widget elementor-widget-text-editor\" data-id=\"0e3cf50\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.4\u00a0 Edit Service 2 (Contact)<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-86d4c24 elementor-widget elementor-widget-image\" data-id=\"86d4c24\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"261\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15.png\" class=\"attachment-full size-full wp-image-90219\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15.png 1600w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-300x49.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-1024x167.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-768x125.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image15-1536x251.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba6eb6e elementor-widget elementor-widget-text-editor\" data-id=\"ba6eb6e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.5\u00a0 RDN API Provider<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f4ca078 elementor-widget elementor-widget-image\" data-id=\"f4ca078\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1550\" height=\"781\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1.png\" class=\"attachment-full size-full wp-image-90211\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1.png 1550w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-300x151.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-1024x516.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-768x387.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image1-1-1536x774.png 1536w\" sizes=\"(max-width: 1550px) 100vw, 1550px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-405565c elementor-widget elementor-widget-text-editor\" data-id=\"405565c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<table><tbody><tr><td><b>Field Name<\/b><\/td><td><b>Description<\/b><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Base URL<\/span><\/td><td><span style=\"font-weight: 400;\">Domain<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Auth Token<\/span><\/td><td><span style=\"font-weight: 400;\">Auth Token which has to be included in header<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Get notified<\/span><\/td><td><span style=\"font-weight: 400;\">Use for send email in case of exception.<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Is Active<\/span><\/td><td><span style=\"font-weight: 400;\">Flag to turn off RDN<\/span><\/td><\/tr><\/tbody><\/table><h4><b>2.5\u00a0 Manage API Provider<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0541278 elementor-widget elementor-widget-image\" data-id=\"0541278\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1592\" height=\"236\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518.png\" class=\"attachment-full size-full wp-image-90218\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518.png 1592w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-300x44.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-1024x152.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-768x114.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image20-e1768448719518-1536x228.png 1536w\" sizes=\"(max-width: 1592px) 100vw, 1592px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9be65b2 elementor-widget elementor-widget-text-editor\" data-id=\"9be65b2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.6 Edit<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a7ae85 elementor-widget elementor-widget-image\" data-id=\"1a7ae85\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1609\" height=\"367\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19.png\" class=\"attachment-full size-full wp-image-90221\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19.png 1609w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19-300x68.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19-1024x234.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19-768x175.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image19-1536x350.png 1536w\" sizes=\"(max-width: 1609px) 100vw, 1609px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e483cd8 elementor-widget elementor-widget-text-editor\" data-id=\"e483cd8\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>2.7\u00a0 API Field Update<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e17251 elementor-widget elementor-widget-image\" data-id=\"4e17251\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1581\" height=\"772\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3.png\" class=\"attachment-full size-full wp-image-90216\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3.png 1581w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3-300x146.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3-1024x500.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3-768x375.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image3-1536x750.png 1536w\" sizes=\"(max-width: 1581px) 100vw, 1581px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-03e4bf4 elementor-widget elementor-widget-text-editor\" data-id=\"03e4bf4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<table><tbody><tr><td><b>Field Name<\/b><\/td><td><b>Description<\/b><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">API_Config__c\u00a0<\/span><\/td><td><span style=\"font-weight: 400;\">Id of RDN_API_Configuration__mdt<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">SF_Field_Name__c\u00a0<\/span><\/td><td><span style=\"font-weight: 400;\">API name of the Salesforce field<\/span><\/td><\/tr><tr><td><span style=\"font-weight: 400;\">Request_Key__c\u00a0<\/span><\/td><td><span style=\"font-weight: 400;\">Key in JSON payload<\/span><del datetime=\"2026-01-15T03:24:19+00:00\"><\/del><\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-19ecfd9 elementor-widget elementor-widget-text-editor\" data-id=\"19ecfd9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>3.\u00a0 Manage RDN API Field Update<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e6923de elementor-widget elementor-widget-image\" data-id=\"e6923de\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1604\" height=\"315\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556.png\" class=\"attachment-full size-full wp-image-90222\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556.png 1604w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556-300x59.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556-1024x201.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556-768x151.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image6-1-e1768449147556-1536x302.png 1536w\" sizes=\"(max-width: 1604px) 100vw, 1604px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5275d00 elementor-widget elementor-widget-text-editor\" data-id=\"5275d00\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>3.\u00a0 Manage RDN API Field Update<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bcf5e5d elementor-widget elementor-widget-image\" data-id=\"bcf5e5d\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1585\" height=\"335\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png\" class=\"attachment-full size-full wp-image-90223\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png 1585w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-300x63.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1024x216.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-768x162.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1536x325.png 1536w\" sizes=\"(max-width: 1585px) 100vw, 1585px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0141f59 elementor-widget elementor-widget-text-editor\" data-id=\"0141f59\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>3.2\u00a0 Management Level Lead <\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7a6d738 elementor-widget elementor-widget-image\" data-id=\"7a6d738\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1585\" height=\"335\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png\" class=\"attachment-full size-full wp-image-90223\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png 1585w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-300x63.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1024x216.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-768x162.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1536x325.png 1536w\" sizes=\"(max-width: 1585px) 100vw, 1585px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fff2879 elementor-widget elementor-widget-text-editor\" data-id=\"fff2879\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>3.3 Job Role Contact<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2adc744 elementor-widget elementor-widget-image\" data-id=\"2adc744\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1585\" height=\"335\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png\" class=\"attachment-full size-full wp-image-90223\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png 1585w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-300x63.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1024x216.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-768x162.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1536x325.png 1536w\" sizes=\"(max-width: 1585px) 100vw, 1585px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dacd054 elementor-widget elementor-widget-text-editor\" data-id=\"dacd054\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>3.4 Job Role Lead<\/b><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39142db elementor-widget elementor-widget-image\" data-id=\"39142db\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1585\" height=\"335\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png\" class=\"attachment-full size-full wp-image-90223\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105.png 1585w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-300x63.png 300w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1024x216.png 1024w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-768x162.png 768w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/image9-2-e1768449229105-1536x325.png 1536w\" sizes=\"(max-width: 1585px) 100vw, 1585px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d129022 elementor-widget elementor-widget-text-editor\" data-id=\"d129022\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>Step 3 \u2013 Update Salesforce Triggers<\/b><\/h4><p><b>Trigger Flow:<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-643b7c1 elementor-widget elementor-widget-image\" data-id=\"643b7c1\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"367\" height=\"512\" src=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/unnamed.png\" class=\"attachment-full size-full wp-image-90224\" alt=\"\" srcset=\"https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/unnamed.png 367w, https:\/\/rightwave.com\/rwi\/wp-content\/uploads\/2026\/01\/unnamed-215x300.png 215w\" sizes=\"(max-width: 367px) 100vw, 367px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5009971 elementor-widget elementor-widget-text-editor\" data-id=\"5009971\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h4><b>Trigger Example:<\/b><b><br \/><\/b><\/h4><p><span style=\"font-weight: 400;\">Add to objects like Lead, Contact, etc.<\/span><\/p><p><span style=\"font-weight: 400;\">trigger LeadTrigger on Lead (after insert, after update) {<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0if (Trigger.isAfter) {<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0RDNTriggerHandler.handleTrigger(Trigger.new, Trigger.oldMap);<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0}<\/span><\/p><p><span style=\"font-weight: 400;\">}<\/span><\/p><p><span style=\"font-weight: 400;\">trigger ContactTrigger on Contact (after insert, after update) {<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0if (Trigger.isAfter) {<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0RDNTriggerHandler.handleTrigger(Trigger.new, Trigger.oldMap);<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0}<\/span><\/p><p><span style=\"font-weight: 400;\">}<\/span><\/p><p><span style=\"font-weight: 400;\">Please note that user has to write below lines in trigger.<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0if (Trigger.isAfter) {<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0RDNTriggerHandler.handleTrigger(Trigger.new, Trigger.oldMap);<\/span><\/p><p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0}<\/span><\/p><p><span style=\"font-weight: 400;\">The old map and the new list are compared to identify any changes in the fields. An HTTP call will be triggered only if a change is detected.<\/span><\/p><h4><b>Step 4 \u2013 Allow Remote Site Access<\/b><\/h4><p><span style=\"font-weight: 400;\">To use the solution in the SFDC instance, the user has to provide access to remote sites.<\/span><\/p><h4><b>Steps to Add a Remote Site in Salesforce<\/b><b><\/b><\/h4><ul><li aria-level=\"1\"><b>Log in to Salesforce:<\/b><\/li><\/ul><p><span style=\"font-weight: 400;\">Go to https:\/\/login.salesforce.com (or your org\u2019s login page) and log in with your credentials.<\/span><\/p><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Navigate to Setup<\/b><span style=\"font-weight: 400;\">:<\/span><\/li><\/ol><p><span style=\"font-weight: 400;\">Click the gear icon (\u2699\ufe0f) at the top right.<\/span><\/p><ol><li style=\"list-style-type: none;\"><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select Setup.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Search for &#8220;Remote Site Settings&#8221;:<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the Quick Find box on the left sidebar, type Remote Site Settings.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on Remote Site Settings under the Security section.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Create a New Remote Site:<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">Click the &#8220;New Remote Site&#8221; button.<\/span><\/li><\/ol><\/li><\/ol><ul><li aria-level=\"1\"><b>Fill Out the Remote Site Details:<\/b><\/li><\/ul><p><span style=\"font-weight: 400;\">Remote Site Name: Give it a unique name (no spaces, e.g., My_API_Site).<\/span><\/p><p><span style=\"font-weight: 400;\">Remote Site URL: Enter the base URL of the external service (e.g., https:\/\/api.example.com).<\/span><\/p><ol><li style=\"list-style-type: none;\"><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do not include trailing slashes or paths like \/v1\/endpoint. Just the base domain.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Description (optional): Add a meaningful description.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Disable Protocol Security: Leave unchecked unless you&#8217;re working with an old HTTP endpoint (not recommended).<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Active: Keep this checkbox checked to allow callouts to this URL.<\/span><\/li><\/ol><\/li><\/ol><ul><li aria-level=\"1\"><b>Save the Remote Site:<\/b><\/li><\/ul><p><span style=\"font-weight: 400;\">Click Save.<\/span><\/p><h4><b>5. Error Handling<\/b><\/h4><p><span style=\"font-weight: 400;\">When an error is encountered,\u00a0 an alert email is sent to the RightWave (RW) team and the RDN Support team through the RDN API. Notifications are triggered under the following conditions:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">API is inactive<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Processing Unit (PU) limits are exceeded<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invalid or expired authentication token<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Incorrect or missing metadata configuration<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Unexpected failure in the process execution<\/span><\/li><\/ul><table><tbody><tr><td><p><b>Error code\u00a0<\/b><\/p><\/td><td><p><b>Explanation<\/b><\/p><\/td><td><p><b>Flow Terminated<\/b><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q001, QB01, DB01<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">unhandled processing exception<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">YES<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q002, QB02, DB02<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">API endpoint not found (404)<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q003, QB03, DB03<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">API error with specific HTTP status<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q004, QB04, DB04<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">RDN response indicates failure<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q006, QB06, DB06<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">Invalid input field error<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q007, QB07, DB07<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">Inner exception during processing<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Q008, QB08, DB08<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">Retry record save error<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><tr><td><p><span style=\"font-weight: 400;\">Txx0<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">Input field error in trigger when try to detect change.<\/span><\/p><\/td><td><p><span style=\"font-weight: 400;\">NO<\/span><\/p><\/td><\/tr><\/tbody><\/table><h4><b>6. Validation &amp; Testing<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Test Data: Create sample Leads with Job Title, Country, Email.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Expected Results: Job Title categorized \u2192 Job Role &amp; Management Level fields populated.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Verify: Check Salesforce record after API run.<\/span><\/li><\/ul><h4><b>7. Troubleshooting<\/b><\/h4><h4><b>Common Issues:<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invalid Token: Verify Auth_Token__c in metadata.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Inactive Service: Check Is_Active__c flag in configuration.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">API Limit Exceeded: Retry after reset window.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Wrong Mappings: Ensure SFDC fields match API payload keys.<\/span><\/li><\/ul><h4><b>Logs &amp; Debugging:<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Check RDN logs.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use Salesforce Debug Logs (set Apex logging level = FINE).<\/span><\/li><\/ul><h4><b>Rollback Steps:<\/b><b><br \/><\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deactivate CMDT records.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Remove triggers temporarily.<\/span><\/li><\/ul><h3><b>8. Security &amp; Compliance<\/b><\/h3><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Authentication:<\/b><span style=\"font-weight: 400;\"> Secure Auth Token.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Data Access:<\/b><span style=\"font-weight: 400;\"> Only mapped fields are shared with RDN APIs.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>PII Handling:<\/b><span style=\"font-weight: 400;\"> Sensitive fields (Email, Phone, Name) only processed via secure HTTPS.<\/span><\/li><\/ul><h4><b>9. Limits &amp; Performance\u00a0<\/b><\/h4><p><span style=\"font-weight: 400;\">Salesforce Governor Limits:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Max 100 callouts per transaction<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Queueable job chaining for <\/span><b>&gt;<\/b><span style=\"font-weight: 400;\">98 records<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Batch Size: Default 98, configurable in metadata.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Retry Behavior: Failed jobs retried based on the SFDC retry mechanism<\/span><\/li><\/ul><h4><b>10. Support &amp; Escalation<\/b><\/h4><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Level 1:<\/b><span style=\"font-weight: 400;\"> Salesforce Admins check logs &amp; metadata.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Level 2:<\/b><span style=\"font-weight: 400;\"> RDN Team (RightWave Inc.)<\/span><\/li><\/ul><h4><b>Escalation Contact:<\/b><span style=\"font-weight: 400;\"> RightWave Team<\/span><\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>RDN-SFDC Integration This guide provides step-by-step instructions for integrating Salesforce (SFDC) with the RDN platform using a metadata-driven, asynchronous integration package. 1. Purpose This guide provides step-by-step instructions for integrating Salesforce (SFDC) with the RDN platform using a metadata-driven, asynchronous integration package. It covers: Installation &amp; configuration steps Metadata setup and field mappings Operational workflows&hellip;<\/p>\n","protected":false},"author":47,"featured_media":0,"parent":86839,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-90199","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/pages\/90199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/users\/47"}],"replies":[{"embeddable":true,"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/comments?post=90199"}],"version-history":[{"count":10,"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/pages\/90199\/revisions"}],"predecessor-version":[{"id":90227,"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/pages\/90199\/revisions\/90227"}],"up":[{"embeddable":true,"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/pages\/86839"}],"wp:attachment":[{"href":"https:\/\/rightwave.com\/rwi\/wp-json\/wp\/v2\/media?parent=90199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}