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From Brad Shively: Create MS Team Meetings from Salesforce (with Salesforce Scheduler)

Sunil

Introduction

The use case is fairly straightforward, as a customer of a bank, I want to schedule an online meeting with my advisor and discuss my accounts. The technology the bank wants to use is MS Teams.   

The technology usage behind this particular demo is to simply create a meeting in MS Teams via an API which returns a URL that parties can click on to launch Teams( either browser or desktop ) and have a meeting. There is a lot more that can be done, but this integration is to show the possibilities with the connection

Technology Utilized

Listened below are the main technologies and configurations used in the demo preparation.

Main SaaS Tech Stacks

Demo Setup Technology

Demo Flow High Level

This section describes the general flow of the demo from start to finish when showing to the customer. This is a specific flow for the customer this demo was prepared for. You can tailor or make your own flow(s) for your customer. 

The integration behind the scene created a MS Team meeting valid link that can be clicked on to start a team meeting. This utilized the MS Graph API, OAuth/Open ID authentication/authorization, and Apex Callout to create and return the meeting. 

Demo Details

This section will describe the setup needed to execute the demo. What is described is the particular flow used to validate and test the integration. The entire section for Postman is completely optional, but it is suggested to do this to validate and debug. In our case, it was invaluable in determining the exact headers to place into the API. In the initial development, Postman was first used outside of Salesforce to ensure the API format was correct and the authentication/auth was setup correctly in Azure.

Microsoft Azure Setup

The first piece that is needed is a Microsoft Developer Account to be able to setup a new Azure environment. We won’t go into the details here on all of the steps, the directions are straightforward. When it gets to the point of asking what features you want to add, make sure you add in the MS Teams option that will be available. 

https://developer.microsoft.com/en-us/microsoft-365/dev-program

Setup Salesforce/Postman Application in Azure

The first thing needed is to setup a new custom application in Azure AD that will be used to generate the authentication and authorization needs for Salesforce connections and optionally Postman Connections. You can create two apps, or in my case, I just created one to handle both. 

App Setup

API Permissions Setup

Certificate Setup

In this section we will create the client key and secret which will be used in the Postman and Salesforce integrations to authenticate into Azure and Teams.

Authentication Setup

This section covers the Authentication Setup that will be needed. This section will be done when you are ready to setup either Salesforce and/or Postman to Authenticate and setup the redirect URI authorization from the client request. Additionally, the Endpoints needed for authorization and token endpoints locations are covered in this section. If this is the first time through the setup, you most likely won’t have the redirect URI’s available but for document cleanliness, we are keeping the Azure setup all in one section.

Salesforce Setup 

This section describes the Salesforce Setup needed to access MS Teams. It is strongly advised to setup Postman first to validate and test the API as well as get familiar with the API before jumping into Apex coding setup. This section will consist of Authentication setup, the Named Credential, and the Apex code needed to create a Teams meeting and retrieve a URL. Additionally, this will provide the callback referenced in the Azure section which will be needed to complete the Authentication section in Azure. 

Auth. Provider Setup

The first step is to create the Authorization Provider configuration to connect to Azure. You will need the Secret Key(Value) from the Certificate setup in Azure as well as the application id. 

Named Credential

Creating a named credential will perform the authentication to MS Azure and do the Oath validation. Here is where the MS Authenticator is used( I set mine to auto approve ) to validate the OAuth connection. It will prompt you to login to your instance of Azure. The login will be the MS Azure login/id that was created during the setup of the developer instance. 

A couple of notes for this setup. The example shown only accesses the one API for creating an online meeting in MS Teams. This could be a general named credential to just the Graph root level and you can append the rest of the API in the code. Alternatively, you can create a named credential for each of the API’s or perhaps the most commonly used ones. 

Salesforce Application Code

This section will review the Apex application code needed to make the Rest API call to set up a teams meeting and retrieve the meeting URL from the Teams Server. The code is not production quality but instead is a sample to prove the concepts. The current iteration does not accommodate error handling in a meaningful way nor does it do much more than create a meeting. The goal of this good is to demonstrate the basic connection for customers and proof of concept the meeting invite is ready. The sample code will be in two parts, the first part is a test class that can be used to validate the connection and result. Once that is working, then the 2nd class uses @InvocableMethod so that it can be used in flows. Obviously this can be tailored however desired. 

This section does not instruct how to set up command line tools, deploy the source, or other development tasks. It is assumed the reader understands how to deploy, run the developer tools/debugger in Salesforce. 

Test Apex Class – Simple Class to Create the Meeting utilizing Named Credentials

public class TestAzure {

    /* Test Method for Unit Testing Connection */

    public static String getMeetingUrl()

    {

        HttpRequest req = new HttpRequest();

        Http http = new Http();

        //Setup the Endpoint and append the name of the file

        req.setEndpoint(‘callout:MS_Azure_OnlineMeeting’);

        req.setMethod(‘POST’);

        req.setHeader(‘Content-Type’,’application/json’);

        req.setHeader(‘Accept’,’*/*’);

        req.setHeader(‘Accept-Encoding’,’gzip, deflate, br’);

        //Setup the JSON Body – in the test just set a subject, can add more through Postman or other tests

        req.setBody(‘{“subject”:”Delegated User Test Meeting”}’);        

        System.debug(‘Body: ‘ + req.getBody());

        System.debug(‘Endpoint Value: ‘+ req.getEndpoint());

        System.debug(‘Request: ‘ + req);

        HTTPResponse res = http.send(req);

        System.debug(‘Response Body: ‘+res.getBody());

        /* Parse Response */

        JSONParser parser = JSON.createParser(res.getBody());

        String webLink;

        webLink = ‘MSTeamsNotSetup’;

        while (parser.nextToken() != null) {

        if ((parser.getCurrentToken() == JSONToken.FIELD_NAME) &&

        (parser.getText() == ‘joinWebUrl’)) {

            parser.nextToken();

            webLink = parser.getText();

            System.debug(‘joinWebUrl= ‘ + webLink);

            }

        }

        return webLink;

    }

}   

Common Issues/Errors

Salesforce InvocableMethod Class Utilizing the Apex Code and Callout

This is the actual code used in the demonstration. This code is accessible in the Flow Builder inside of Salesforce as an Apex Action. 

global class GetTeamsMeetingURL {

    @InvocableMethod(label=’Get MS Teams Meeting URL’ description=’Returns a meeting URL For MS Teams’)

    global static List<String> makeApiCallout(List<List<String>> inputTeamsParms)

    {

        // Setup the HTTP Initial Request

        HttpRequest req = new HttpRequest();

        Http http = new Http();

        //Setup the Headers, format the body, and call the MS Graph API

        req.setEndpoint(‘callout:MS_Azure_OnlineMeeting’);

        req.setMethod(‘POST’);

        req.setHeader(‘Content-Type’,’application/json’);

        req.setHeader(‘Accept’,’*/*’);

        req.setHeader(‘Accept-Encoding’,’gzip, deflate, br’);

        /* Setup the Parameters for Meetings, subject, etc. */

        // Note: The initial demo only utilized title, further development can use other inputs.

        system.debug(‘Array size  =’ + inputTeamsParms.get(0).size());  

        String inTitle = ‘”‘ + inputTeamsParms.get(0).get(0) + ‘”‘;

        system.debug(‘inTitle =’ + inTitle);    

        String inAgenda = ‘”‘ + inputTeamsParms.get(0).get(0) + ‘”‘;

        system.debug(‘inAgenda =’ + inAgenda);              

        String inPwd = ‘”‘ + inputTeamsParms.get(0).get(1) + ‘”‘;

        system.debug(‘inPwd =’ + inPwd);                

        String inStart = ‘”‘ + inputTeamsParms.get(0).get(2) + ‘”‘;

        system.debug(‘inStart =’ + inStart);                

        String inEnd = ‘”‘ + inputTeamsParms.get(0).get(3) + ‘”‘;

        system.debug(‘inEnd =’ + inEnd);

        // Setup the Body

        String reqHTTPString  =  ”;

        reqHTTPString = ‘{“subject”:’ + inTitle +’}’;

        req.setBody(reqHTTPString);

        /* Send request to MS Teams Server */

        HTTPResponse res = http.send(req);

        /* Parse Response from MS Team Server */

        JSONParser parser = JSON.createParser(res.getBody());

        String webLink;

        webLink = ‘MSTeamsNotSetup’;

        while (parser.nextToken() != null) {

        if ((parser.getCurrentToken() == JSONToken.FIELD_NAME) &&

        (parser.getText() == ‘joinWebUrl’)) {

            parser.nextToken();

            webLink = parser.getText();

            System.debug(‘joinWebUrl= ‘ + webLink);

            }

        }

    // Apex Actions Return. The method signature for invocable method requires a List of Strings to be returned.

    return new List<String>{webLink};

    }

}

Salesforce User Experience Setup

This section is optional but describes how the above code can be accessed in the low-code building tools inside of Salesforce. 

This section in a flow shows how this action is called to retrieve a URL for the MS Team Meeting and then assigns it to a Record in Salesforce. A larger flow will then do further processing as part of a full scheduling flow. The takeaway is that the Apex Code above is an option to drag and drop into the low code builder and use it when running a flow. It could also be embedded within a Lightning Web Component(LWC) and used in other places. Lastly, it can always be accessed from another Apex Class to get the required information. 

Postman Setup

This section describes how to setup Postman to access MS Graph API and test the API integration outside of Salesforce in a developer-centric manner. This is completely optional, but oftentimes if it works in Postman and not in another application or Salesforce, you can see what is different in Postman versus the other applications. This tutorial assumes the reader is familiar with Postman and has downloaded the application or is using the web version. This document will use the desktop installation for reference. This section does not require knowledge of the Salesforce Setup. We recommend starting with Postman before the setup in Salesforce. 

Microsoft Link on Postman Setup: https://docs.microsoft.com/en-us/graph/use-postman

Download the MS Graph Postman Collection

To make life easier, download the Postman Collection already created for MS Graph. It does not contain the Teams integration unfortunately, but it does have a big chunk of other API’s that can be used to make sure the authorization is all setup as well as plenty of examples. To do so:

What this provides is a whole list of MS Graph APIs broken up into folders. In our testing, we used Delegated to validate with. 

Setup Postman Authentication

Setting up Authentication is straightforward and will require the client id and secret key from the MS Azure setup done previously. Additionally, you will need to add the callback URL to the Authentication section in MS Azure.  You also need to set up Environment variables as part of this step. 

Setup Environment Variables

Postman needs to pass in environment variables to the headers in the API. To set these up, create a new environment to be used with MS Graph. 

Setup Authentication

3. It will look much like this after filling out. 

Create and Run the MS Graph Online Meeting API

Although there are several Teams APIs in the Team Folder, they are chat related versus the Online Meeting. We need to create a new API for the OnlineMeeting to be accessed. In this section we will cover creating the new API, adding parameters, and testing the API. 

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