Slaesforce FAQ

how to build a salesforce api

by Vincent Casper Jr. Published 2 years ago Updated 2 years ago
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How to Build a Basic Salesforce REST API Integration

  • 1.Salesforce OAuth data flow Since you need customer data, you will invite users to go to your website to make actions...
  • 2.Push data from your app to Salesforce To create a contact, build the API URL using the instance from the Access token...
  • 3.Retrieving data from Salesforce to your app

you can however choose the REST API client of your choice.
  1. Step 1 : Create a connected app in Salesforce. Open Setup home -> Apps -> Manage apps -> new connected app. ...
  2. Step 2 : Connect to the REST API. To authenticate to the REST API, we use the OAuth Username-Password flow. ...
  3. Step 3 : Manipulate data with REST API.
Feb 22, 2020

Full Answer

How do I become a Salesforce developer?

  • Start with basic salesforce introduction from youtube
  • Do some trailhead badges
  • Expand your network on LinkedIn, mostly people with salesforce background (hr, pm, developers, consultants, ba,qa)
  • Do some hands on
  • Watch some you tube video and some more trailhead badges

How to use Salesforce API?

Phase 1 - Set up profile

  1. From Setup, input "Profiles " in the search field and select Profiles under Manage Users.
  2. In the User Profiles list, click New.
  3. The existing profile to be cloned from must have a full Salesforce license. ...
  4. After having saved the new profile in Step 3, you'll be presented with an overview of the profile, as seen in the image below.

More items...

How do I pull data from Salesforce API?

how do I pull data from Salesforce API? Open the Data Loader. Click Export. Enter your Salesforce username and password, and click Log in. When you're logged in, click Next. Choose an object. Select the CSV file to export the data to. Click Next. Create a SOQL query for the data export.

What is the function of Salesforce?

What are the different roles in Salesforce?

  • Salesforce Administrator:
  • Salesforce Business Analyst:
  • Salesforce Developer:
  • Salesforce Functional Consultant:
  • Salesforce Platform Manager:
  • Salesforce Solution Architect:
  • Salesforce Technical Architect:
  • Salesforce Project Manager:

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Can we create API in Salesforce?

Creating a contact in salesforce is really straightforward. You just need to build the API url using the instance from your access token response and use the access token value as your bearer token in the header.

How do I run an API in Salesforce?

To call Salesforce APIs, make the API calls from your component's Apex controller. Use a named credential to authenticate to Salesforce. By security policy, sessions created by Lightning components aren't enabled for API access. This prevents even your Apex code from making API calls to Salesforce.

What is API in Salesforce?

API stands for Application Programming Interface. --> Salesforce provides programmatic access to your organization's information using simple, powerful, and secure application programming interfaces[API's].

How do I create a REST API in Apex Salesforce?

For example, this sample Apex REST class uses one method. The getRecord method is a custom REST API call. It's annotated with @HttpGet and is invoked for a GET request....Expose a Class as a REST Service.AnnotationActionDetails@HttpPostCreateCreates records.@HttpDeleteDeleteDeletes records.3 more rows

How do I create a public REST API in Salesforce?

How to create public REST web service in salesforceIn this blog we are going to see how to create publicly accessible REST web service in salesforce.Welcome to Cloudwaale blog. ... Go to your name -> Developer Console ->File -> New -> Apex Class.Write your own code, you can use following code for demo.More items...•

How do I create a connected app in Salesforce?

To create Connected Apps in Salesforce, do the following:Log in to Salesforce as an administrator.In the drop-down list of the account (in the upper-right corner), select Setup.In the left-hand pane, go to App Setup > Create >Apps.In the Connected Apps pane, click the New button.More items...

Which API is used in Salesforce?

SOAP API provides a powerful, convenient, and simple SOAP-based web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports web services.

What are types of API in Salesforce?

They are REST API, SOAP API, Bulk API, and Streaming API.

What is one benefit of Salesforce APIs?

APIs bring a similar level of predictability and reliability. They offer purpose-built connectivity that's often in context. Integrating with them is easily repeatable and scalable. And, in many cases, they involve a reciprocal exchange of value.

Is Salesforce an open API?

Salesforce has implemented 8 Open API services within the platform. These services are hosted directly on the Salesforce platform and map to internal Salesforce Objects directly.

What is the difference between REST and SOAP API?

SOAP is a protocol, whereas REST is an architectural style An API is designed to expose certain aspects of an application's business logic on a server, and SOAP uses a service interface to do this while REST uses URIs.

How do I get data from API in Salesforce?

Access Salesforce Data via REST APIsInstantiate a REST request with the RestClient class.Issue an asynchronous REST request with the RestClient and RestRequest classes.Receive and process a REST response with the RestResponse class.

1.Salesforce OAuth data flow

Since you need customer data, you will invite users to go to your website to make actions (click, watch, scroll, browse, etc). Once your customers’ data is recorded, it will be redirected to a Salesforce.com auth Endpoint and you will have access granted through an endpoint.

2.Push data from your app to Salesforce

To create a contact, build the API URL using the instance from the Access token like this:

3.Retrieving data from Salesforce to your app

Once you know how to create a contact, you’re ready to retrieve a list of contacts with their respective data by making a request to a describe endpoint as the author recommends, aiming to access fields to be populated by users’ data: Example request:

Understanding Salesforce

Salesforce is a Cloud-Based Customer Relationship Management platform launched in 1999 focusing on streamlining the business operations such as Sales, Marketing, etc. With continuous development and effort, Salesforce now also specializes in applications for Data Analysis, Marketing Automation, Customer Service, and App Development.

Understanding SOAP API

SOAP (Simple Access Object Protocol) API is a more complex type of web service API which is more defined than REST in terms of the level of security and the approach to how messages are sent.

Key Features of Salesforce Object API

Since 1999, Salesforce has evolved into one of the most popular Web-based applications for businesses that are looking for CRM and Application Development solutions. Let’s take a look at some of its salient features:

Steps to Get Started with Salesforce Object API

To quickly set up your Salesforce Object API, follow these simple steps below:

Use Cases of Salesforce Object API

When more control is needed over client/server interaction as the SOAP API is closely coupled with the server.

Conclusion

In this article, you learned about Salesforce Object API and how to get instantly started with building client applications using it. Salesforce Object API is a very useful service that allows developers to integrate Salesforce features into their applications.

The Journey of Building a Scalable API

APIs are an essential tool to allow partners, developers, and applications to consume, communicate, or build on top of the various capabilities your microservices provide.

Choosing an Execution Environment

Depending on the requirement, an execution environment could be bare metal, a virtual machine (VM), or an application container. We chose application containers, as these can run on a physical machine or in a VM, and a single operating system instance can support multiple containers, each running within its own, separate execution environment.

A note on container orchestration

If you decide to go with containers, like we did, container orchestration will help you automate the deployment, management, scaling, and networking of containers. There are many container orchestration tools to consider: Kubernetes, Apache Mesos, or DC/OS (with Marathon), Amazon EKS, Google Kubernetes Engine (GKE), and others.

Choosing an API Technology

To build an API, we chose GraphQL. If you haven’t heard of it, it is a popular alternative to other available options like REST, SOAP, Apache Thrift, OpenAPI/Swagger or gRPC.

GraphQL in Action

We used GraphQL in our Classification Insight API. Classification Insight offers information about a user and helps meeting participants know the titles and roles of other people present at the meeting. For this API, we used Kotlin and graphql-java, a Java implementation of GraphQL.

Ensuring Your APIs are Secure

At Salesforce, security is our top priority. Our APIs are accessible only to registered users, and they can access only the data that they have the permissions for. You may want to explore OAuth 2.0 (JWT grant type and role based access control) and Open Policy Agent (OPA) for your access control needs.

Conclusion

We have demonstrated how to build a scalable, efficient, secure API. We used application containers to scale, GraphQL and embedded Jetty to make it efficient and lightweight, and prioritized the security aspects of our API. We will discuss other aspects of API development, such as security and deployment, in more detail in upcoming posts.

Tools

Access a Postman collection of 230+ request templates for Salesforce APIs.

Trailhead

Demonstrate your integration skills by synchronizing external data systems and Salesforce.

Blogs

Pair platform events with the Salesforce Platform’s full set of low- and pro-code tools to build scalable, event-driven application architectures. April 05, 2020

Developer Podcast

Tune in to the Developer Podcast to hear short and insightful stories for developers, from developers. Join Joshua Birk, Developer Evangelist and Godfather of Trailhead, as he hosts developer trailblazers from around the world as they share their stories of learning, building, and integrating with Salesforce.

Code Samples

This app shows how Change Data Capture is used to build loosely coupled integrations using multiple programming languages and systems. It demonstrates how you can integrate microservices running on Heroku with Salesforce, and also shows how data is streamed to Salesforce from Kafka over WebSockets.

What is an API?

An API, or Application Programming Interface, is an interface that connects different applications and allows them to work together. APIs are the thing that connects each request or query to the bank of data that holds the answer behind the scenes, so you will find that almost all automated systems use them.

Types of Salesforce APIs

Every Salesforce API is built on either a basic SOAP or REST API. Though SOAP and REST form the basic structure of each API, Salesforce has a range of more specific APIs designed to process particular requests. Bespoke APIs can also be built by us to provide unique functionalities.

Salesforce APIs and their Uses

The Connect API uses REST as its basis because its main aim is to make specific information visible in mobile applications. Connect API can access content from your CMS, notifications, Chatter feeds, user information, and much more, and display it in feeds.

Choosing your Salesforce APIs

The possibilities with bespoke integrations in your Salesforce Org are endless. Implementing the right ones for your specialised needs will ensure you get the most out of your Salesforce system and set you in good stead for upcoming releases.

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