What is Salesforce REST API and how to use it?
Salesforce is one of the biggest CRM services about. CRM stands for customer relationship management if you didn’t know. It comes with a powerful API that allow us to tap into Salesforce to create, retrieve, update and delete records. In this blog post we’ll take an introductory look at how we can use its REST API with PHP.
What is CRM REST API in PHP?
CRM stands for customer relationship management if you didn’t know. It comes with a powerful API that allow us to tap into Salesforce to create, retrieve, update and delete records. In this blog post we’ll take an introductory look at how we can use its REST API with PHP.
How to authenticate against the Salesforce API?
There are two parts to authenticating against the Salesforce API. We need to request an access token and then we need to validate it. Let’s start by requesting the access token: Notice that we have to combine the user password with the security token when requesting the access token.
How do I enable SFDC to accept REST API calls?
This post outlines how you can enable your SFDC instance to accept REST calls, and demonstrates fetching the data using Postman . Create a connected app that tells SFDC that a valid client will try to access the REST APIs. Go to Setup | App Manager.
How do you call 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 write REST API in PHP?
In this tutorial, I'll teach you how to build a simple REST API with PHP and MySQL. REST has become the de facto standard when it comes to exposing data via APIs and building web services. In fact, most web applications these days access and expose data via REST APIs.
How does REST API connect to 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.
HOW DO I GET REST API data from 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.
How can make API call in PHP?
To get started with this API, we need to call Sign Up endpoint:Make a POST Request. Now we go to the first step and create a collection of data using the Create Collection endpoint. ... Make the GET Request. ... Perform a PUT Request. ... The DELETE Method. ... Repeat GET request and check if the data is really deleted.
What is use of REST API in PHP?
REST (Representational State Transfer) is an API that defines a set of functions that programmers can use to send requests and receive responses using the HTTP protocol methods such as GET and POST.
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.
How do I connect to REST API?
Step #1 – Enter the URL of the API in the textbox of the tool. Step #2 – Select the HTTP method used for this API (GET, POST, PATCH, etc). Step #3 – Enter any headers if they are required in the Headers textbox. Step #4 – Pass the request body of the API in a key-value pair.
How do I access Salesforce API?
Enable API access in Salesforce by user profile.Click on Setup.Go to Manage Users and click Profiles.Click Edit on the specific profile you're updating.Scroll down to Administrative Permissions and check the API Enabled box.Click Save.
What is a Salesforce API call?
API calls represent specific operations that your client applications can invoke at runtime to perform tasks, for example: Query data in your organization. Add, update, and delete data. Obtain metadata about your data. Run utilities to perform administration tasks.
Where is endpoint URL in Salesforce?
Locating the Endpoint URLs In the sidebar, under Cloud Connectors, click Mappings. Choose the desired Salesforce Object mapping and click Configure. At the Configure Mappings screen, you will see the > Endpoints label. Click on the > Endpoints label to display the Endpoint URLs table.
What is REST API and SOAP API in Salesforce?
1.REST API has no has no official standard at all because it is an architectural style. SOAP API, on the other hand,has an official standard because it is a protocol. 2.REST APIs uses multiple standards like HTTP, JSON, URL, and XML while SOAP APIs is largely based on HTTP and XML.
Describing Objects
- Now that we’ve authenticated and validated our access token we can start getting information out of Salesforce. Let’s start by describing an object. This will enable us to determine what fields we can use when working with an object. Here we’ve used our access token obtained in the previou…
Creating An Account
- We now know how to use the REST API to describe an object. We’ll continue with the Account object and create a new record. We need to make a postrequest for this. As long as there are no validation errors with the fields being used to create the new record the request will return the casesafe ID for our new account. We will want to use this casesafe ID whenever we want to get, …
Finding Accounts
- It’s useful to know how to query Salesforce’s REST API to search for records. To do this we will want to use SOQL, Salesforce’s object query language. It looks very similar to SQL, especially when dealing with simple queries. Things start to change a bit when dealing with relations (working with multiple objects in a single query), but that is beyond the scope of this article. In o…
Getting An Account
- If we know the casesafe ID of a record we can easily get the complete record without the need for a SOQLquery:
Updating An Account
- We can update a record using the casesafe ID: Note that this is a patch request and the record’s ID is being passed as part of the request URL.
Further Reading
- I hope this introduction has helped. We’ve covered the basics of using Salesforce’s REST API here, but for further information check out the official documentation. Using the API to create, retrieve, update and delete records is relatively simple. Using SOQL is a little more complicated, you can find the complete reference to it on the Salesforce website.