FactSet API Salesforce Recipes

A collection of code examples for Lightning Web Components using FactSet's APIs. FactSet offers powerful APIs to help integrate your financial data needs within your applications, web portals and statistical packages.

More information on FactSet's API can be found here.

FactSet API Documentation

Signals API

Installation Instructions

Prerequisites

This is a list of tools that you will require for using and developing the recipes:

Installing Recipes using a Scratch Org

Set up your environment. Follow the steps in the Quick Start: Lightning Web Components Trailhead project. The steps include:
- Enable Dev Hub in your Trailhead Playground
- Install Salesforce CLI
- Install Visual Studio Code
- Install the Visual Studio Code Salesforce extensions, including the Lightning Web Components extension
If you haven't already done so, authenticate with your hub org and provide it with an alias (myhuborg in the command below):
```
sfdx force:auth:web:login -d -a myhuborg
```

Clone the factset-api-demo repository:

git clone https://github.com/factset/factset-api-salesforce-recipes
cd factset-api-salesforce-recipes

Create a Developer API Key by following the instructions here.
Replace <MY-API-KEY> in the file force-app\main\default\classes\signals\FetchSignals.cls with the newly generated API Key.
Create a scratch org and provide it with an alias (factset-api-salesforce-recipes in the command below):
```
sfdx force:org:create -s -f config/project-scratch-def.json -a factset-api-salesforce-recipes
```
Push the app to your scratch org:
```
sfdx force:source:push
```
Open the scratch org:
```
sfdx force:org:open
```
Go to Setup -> Security -> Remote Site Settings and add the endpoint https://api.factset.com.
Next, follow How to add the components section

How to add the components

Signals API components

Multiple Accounts Signals Component

In App Launcher, click View All then select the Sales app. This will load the Home page.
In Setup, click on Edit Page.
In the Components list, under Custom, drag the signalsRecentAccounts component onto the page.
Click Save.
Make sure to have some accounts created in order for the Signals to be fetched.

Accounts need to have the Ticker Symbol filled with a valid stock ticker

Single Account Signals Component

In App Launcher, click View All then select the Sales app. This will load the Home page.
Navigate to Accounts tab and click on one of the account.
In Setup, click on Edit Page.
In the Components list, under Custom, drag the signalsAccount or signalsAccountTable component onto the page.
- signalsAccount is a Lightning Web Component that uses the lightning-accordion component to display the data
- signalsAccountTable is a Lightning Component that uses the lightning-datatable component to display the data
Click Save.

The account needs to have the Ticker Symbol filled with a valid stock ticker

In App Launcher, select the LWC app.

Optional Installation Instructions

This repository contains several files that are relevant if you want to integrate modern web development tooling to your FactSet API Recipes development processes, or to your continuous integration/continuous deployment processes.

Code formatting

Prettier is a code formatter used to ensure consistent formatting across your code base. To use Prettier with Visual Studio Code, install this extension from the Visual Studio Code Marketplace. The .prettierignore and .prettierrc files are provided as part of this repository to control the behavior of the Prettier formatter.

Code linting

ESLint is a popular JavaScript linting tool used to identify stylistic errors and erroneous constructs. To use ESLint with Visual Studio Code, install this extension from the Visual Studio Code Marketplace. The .eslintignore file is provided as part of this repository to exclude specific files from the linting process in the context of Lightning Web Components development.