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Realtime Verification with Salesforce

debweller
Explorer

Hello all!  I know I am not the first one to do this so hoping I can get some pointers in the right direction. I want to setup real-time verification when a new Lead or Contact is added to Salesforce.  We are using the managed LWC component which is great if the new record is created interactively.   I am trying to cover the use case where the Contact or Lead is programmatically created or uploaded --- when using the LWC component only the email is not actually verified until that new record is displayed in the Lightning Record Page.

I know I have got to be making this much harder than it needs to be - could you let me know how you have solved this problem?   Thank you so much!

I have tried:

  • Apex action from Flow; On create, the transaction is not yet saved, so we use a future callout in apex, but the future callout does not support a return string (to get the BriteVerify status). 
  • using the new HTTP callout in flow but that only supports GET, but the BriteVerify API requires POST.
  • using an External Service, but I need a full schema from BriteVerify to set that up.
3 REPLIES 3

AnthonyValidity
Validity Team Member
Validity Team Member

Hi @debweller ,

Hopefully someone from our amazing community will be able to help you with the flows, etc, inside of Salesforce.  

I can help you with suggestions though:

If you were to get DemandTools 5.x, you could use the Verify module on a scheduled basis to catch any new records created.  The Verify module allows you to condition on Contacts and Leads and stamp those records with a status from BriteVerify and the date/time (custom fields).

https://knowledge.validity.com/hc/en-us/articles/7989621435035-Verify

 

Another option that may help you is our Bulk API.  You can find information on our GET API in the Bulk API section - I think you'd be interested in v2.  Here's the guide:

https://docs.briteverify.com/

Hope this helps!

 

Anthony Lardiere Jr
Senior Customer Success Manager

I did try using the DemandTools verify module option as you suggested, but it runs locally on my PC so I would have to leave my PC up and running every night for this to work. That was what I tried first, so now trying the salesforce integration option, but that's not working either.

DaveC
Observer

I'm having the same issue. Contact records are being created programatically from our event registration system, but the email is not being validated until the contact record is viewed/the lightning page loads