OBJECTIVE

Integrate a REST API with JP Morgan’s Transactions (Account Balance) endpoint to automate hourly checks from Salesforce, retrieving new transactions and creating payment records. Authentication uses a JWT token, retrieved on the first call and used for subsequent requests.

CHALLENGES

JWT Authentication: Ensuring secure, session based token management.
API Limits: Managing hourly checks within limits while maintaining data integrity.
Data Mapping: Aligning API data with Salesforce fields and implementing deduplication.
Secure Communication: Preventing data loss and ensuring accuracy in Salesforce.

APPROACH

Developed automated hourly API calls from Salesforce to JP Morgan. As part of phase I initial calls retrieve a JWT token, followed by transaction checks that create payment records in Salesforce.

BUSINESS BENEFITS

Automation: Reduced manual work with seamless transaction processing.
Security: JWT tokens ensure secure API access.
Efficiency: Realtime transaction updates in Salesforce.
Accuracy: Prevented data duplication and ensured data accuracy.

CUSTOMER PROFILE

The client is a national dealer in precious metals for the past 21 years, helping clients preserve wealth through gold and silver investments.

CLIENT REVIEW

The client appreciated the partner’s detailed orientation, good communication, and expertise in Salesforce.>/p>

INDUSTRY

Precious Metals

TECHNOLOGY AND TOOLS

Salesforce: Transaction management and automation.
REST API: JP Morgan integration for transactions.
JWT Token: Secure authentication.
Automated Scheduling: Hourly data retrieval.

ABOUT CLOUDQ

CloudQ is one of the INC 5000 fastest-growing private companies based in Alpharetta, GA. We specialize in cloud-based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient, customer-centric business model. We are the Crest consulting partner for Cloud-based Technology in Salesforce.

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info@cloudq.net
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