how to build a salesforce rest api

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

Full Answer

How to create a Salesforce 'user' with REST API?

“Salesforce manages all authentication for Apex callouts that specify a named credential as the callout endpoint so that your code doesn’t have to. “ Setup > Named Credentials > New. 9. Create new Named Credentials. Label – Select name for your API; Name – This name will be used in Apex ; URL – As a

How to build a basic Salesforce REST API integration?

Use REST API

• Learning Objectives. Log in to Workbench and navigate to REST Explorer. ...
• REST Resources and Methods. We’ve spotted the Isle of REST ahead of the bow, captain. ...
• Describe the Account Object. It’s time to get our feet wet. ...
• Create an Account. ...
• Execute a Query. ...
• Node.js and Ruby Samples. ...
• Resources

How to run REST API through Workbench Salesforce?

Using Workbench

• Log in to your organization.
• Open a new browser tab and navigate to https://workbench.developerforce.com/login.php .
• Log in to Workbench and allow access to your organization. ...
• Click Utilities | REST Explorer.
• Ensure that Get is selected. ...
• Click Execute.
• Click Expand All or Show Raw Response to view your data.

How to call external REST API from Salesforce?

Salesforce REST API callout to consume an external REST API

• Step#1: Configure Remote Site Settings. Before any Visualforce page, Apex callout, or JavaScript code using XmlHttpRequest in an s-control or custom button can call an external site, that site must ...
• Step#2: Generate Salesforce certificate. ...
• Step#3: Apex code to invoke external REST API. ...

How do I run a REST API in Salesforce?

Use REST APILog in to the Postman app and navigate to the REST folder in the Salesforce API Collection.Use the GET SObject Describe resource.Create an account using REST API.Execute a query using REST API.

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 does REST API work in Salesforce?

You can use REST API tools to create, manipulate, and search data in Salesforce by sending HTTP requests to endpoints in Salesforce. Depending on where you send requests, you access and operate on different pieces of information, called resources. Resources include records, query results, metadata, and more.

How do I create a connected app for REST API in Salesforce?

Use Salesforce to create a new connected app. In Lightning Experience, use the App Manager to create connected apps. From Setup, enter App in the Quick Find box, then select App Manager. Click New Connected App....Under Connected Apps, click New.Fill in the following information: ... Select Enable OAuth Settings.More items...•

How do I REST integration in Salesforce?

Method 1: Connecting REST API to Salesforce using OAuth. Step 1: Sign up for Salesforce Developer Edition. Step 2: Set Up Authorization. Step 3: Connect REST API to Salesforce using OAuth.Method 2: Connecting REST API to Salesforce using Hevo Activate.

Does Salesforce support REST API?

When to Use REST API. REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce.

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:

The Set-Up

The first step to follow is to sign in to a free Salesforce developer account ( https://developer.salesforce.com/signup ). The integration will take place when the connected app sits on Salesforce’s infrastructure. Connected apps are able to offer multiple functionalities.

1. Salesforce OAuth Data Flow

In order to gather customer data, you will require users visiting your website to make actions like browsing, scrolling, watching videos, clicking on call-to-action buttons, etc. All the recorded customer data will then be redirected to a Salesforce.com auth endpoint where the access will be granted to you through an endpoint.

2. Data Transfer From the App to Salesforce

How do we create a contact in Salesforce? Using the instance from the Access token response, you will be required to build the API URL. Here’s how:

Why use Salesforce API?

A company which has products in the sales and marketing area, building a Salesforce API can board huge benefits due to the large reach of Salesforce. Listing your product or app on a Salesforce ecosystem is a most tuned community in sales approaches. When a company attains a certain level in terms of strength and size, it finds it suitable to turn to Salesforce for making it big in Sales and marketing. Salesforce has an excellent community of developers and has a well-written solution to almost any obstacle which you are likely to face. In addition, they also have a sound e-learning platform which offers a huge choice of subjects to gain insights on various kinds of terminology and principals.

What is REST API?

A REST API is mainly centered on finding data from the Salesforce against the data which was sent from your product or application. No costs are usually involved in these integrations but you should remember that integrations via REST are only accessible to users of Salesforce on their enterprise plans. The Integration will need 3 vital steps:

What are Salesforce objects?

Objects of the Salesforce are the database tables which have the organization’s data. These are Accounts, Leads, Tasks, Contacts etc. Custom objects can also be created. A particular occurrence of an object is described by a Salesforce record.

What is Rest API?

To put it in simple terms, REST API allows users to communicate with various programs, apps, and interfaces using a wide range of languages from a single source. It's like a translator for the many different languages used by developers across the board.

How Companies Benefit From Salesforce

Salesforce is a customer relationship management platform or CRM. Currently, it's one of the most notable and flexible CRM platforms on the market and provides services to some of the largest and most well-known companies in the world. It's a way to connect various processes used within a company, such as the following.

Using Salesforce REST API

A URI or Uniform Resource Identifier identifies each piece of data or action. To use REST API, you use HTTP methods and allow you to interact with Salesforce. Some actions you can take using a REST API include the following.

Implementing REST API

There are certain requirements needed to build and implement a REST API to use with platforms and apps such as Salesforce. To implement REST API, you'll need first to define resources. You'll also need to define JSON representation. Only accept JSON for request payload and various responses.

Introduction to Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage.

Introduction to Salesforce REST API

Salesforce REST API gives you an option to access Salesforce data without the actual user interface. REST API Salesforce allows you to integrate Salesforce with other Apps and perform all the operations. Salesforce REST API provides a straightforward and sustainable interface with its RESTful architecture.

Salesforce REST API access compatibility

The basic requirement to use REST API Salesforce to access Salesforce data is to have a Salesforce org with API access. And you will also require an API Enabled user permission within that org.

Salesforce REST API resources and requests

The REST API Salesforce depends on the resources. These resources include records, query results, metadata, or API information. You can access each resource by sending HTTP requests to the corresponding Uniform Resource Identifier (URI) of the resource. You will have to frame an HTTP request based on the resource you wish to access.

Salesforce REST API Compression headers

The purpose of a compression header is to compress a Salesforce REST API request or response. This compression header decreases the bandwidth used for a request. On the other hand, it demands a higher processing power at the client’s side. But bearing all this, the tradeoffs enhances the overall performance of your application.

Working with Salesforce REST API

You need to complete all the following pre-requisites before starting with Salesforce REST API. The Salesforce REST API Pre-requisites include:

Salesforce REST API Operations

The Salesforce REST API requests to see the available Salesforce versions.

Introduction to API

API stands for ‘ Application Programming Interface .’ It is a set of rules that facilitate communication between two applications, allowing developers to build interactive and scalable applications. With APIs, developers can save time by taking advantage of a platform’s implementation and reducing the amount of code.

Introduction to REST API

REST API stands for Representational State Transfer, which presents some constraints of the REST architecture style. It is an architectural style for designing networked applications (i.e., apps that use a network to communicate). An HTTP request is used to access and use the data with commands such as PUT, GET, DELETE, POST, etc.

Methods of REST API

REST guidelines recommend using a specific HTTP method on a particular type of call made to the server. These HTTP methods are as follows:

Introduction to Salesforce

Salesforce is a Cloud-based Customer Relationship Management Platform that offers easy-to-use business applications that can help build an amazing customer experience. Salesforce is a tool that you can use to stay connected with Customers, Prospects, Partners, Sales, and Market Services worldwide.

Ways to Connect REST API to Salesforce

REST API can be connected to Salesforce by enabling by creating a connected app and then enabling OAuth. You need to have a developer version of the Salesforce account in order to proceed with setting up the connection of REST API to Salesforce.

Connecting REST API to Salesforce

The REST API is one of several web interfaces that can be used for accessing Salesforce data without using the Salesforce user interface. With API Access, you can perform operations and connect Salesforce into your applications as per your need.

Conclusion

In this article, you have learned about the REST API to Salesforce integration. This article also provided information on API, REST API, its methods, Salesforce, its key features and versions, and the methods and steps involved in setting up REST API to Salesforce connection.