how to do api integration in salesforce

Required Editions and User Permissions

API Name	Protocol	Data Format	Communication
REST API	REST	JSON, XML	Synchronous
SOAP API	SOAP (WSDL)	XML	Synchronous
Connect REST API	REST	JSON, XML	Synchronous (photos are processed asynch ...
Apex REST API	REST	JSON, XML, Custom	Synchronous

May 25 2022

Full Answer

What are the best apps to integrate with Salesforce?

What are the Best Apps to Integrate with Salesforce

1. Marketo. Marketo is a marketing automation tool that helps companies to manage leads, gain access to sales insights, understand revenue cycle and also engage in social marketing.
2. WordPress. WordPress is an important content management system which is used by a number of businesses to host and run their websites.
3. SAP Business Suite. ...
4. Microsoft Dynamics. ...

More items...

How do I integrate with Salesforce?

• xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
• xxx-yyy-zzzz
• (xxx)yyy-zzzz

What is the best email integration with Salesforce?

What Is Salesforce Integration?

• Salesforce Integration Processes. ...
• App-based Salesforce Integration. ...
• Code-based Salesforce Integration. ...
• Different Ways To Integrate Salesforce. ...
• Business Logic Integration. ...
• User Interface Integration. ...
• Data Integration. ...
• Salesforce Integration Checklist
• Extensive Planning. ...
• Understanding Both The Applications. ...

More items...

How to configure my Salesforce integration?

How to set up your Salesforce Marketing Cloud integration

• Select Add Component, located at the bottom of the page.
• Choose Server-to-Server. Select Next.
• Check the following boxes for each set of components: Channels Email Read Write Send Assets Documents and Images Read Automation Automations Read Write Execute Contacts List and Subscribers Read Write ...
• Select Save.

How do I implement API in Salesforce?

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

How do I enable API in Salesforce?

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.

Can we create API with Salesforce?

Create the API Request You need access to Marketing Cloud and the package you created in the last unit. In your preferred API development tool, construct a request to create a new contact. Use this sample code and substitute your REST Base URI in Host and your access token in Authorization.

How do I pull 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.

What is a API integration?

An application programming interface (API) is a messenger that processes requests and ensures seamless functioning of enterprise systems. API enables interaction between data, applications, and devices. It delivers data and facilitates connectivity between devices and programs.

What is API for Salesforce?

API stands for Application Program Interface. Salesforce APIs are a way for other applications (or code in other applications) to programmatically access data within your Salesforce org, in a simple and secure manner.

How does REST API integration 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 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.

How does REST API connect to Salesforce?

The client application uses the connected app to connect to Salesforce. Use OAuth to connect to Salesforce and get an access token. Pass the access token in requests to Connect REST API. To use OAuth to connect to an Experience Cloud site, use the full path to the site URL.

How do you call an external API in Salesforce?

How to create a callout in apex?Step 1: Navigation. Open developer console in Salesforce org – click file – new – apex class. ... Step 2: Write Apex Class with Callout. Sample callout calling exchangerates API through Apex Rest API callout. ... Step 3: Adding Remote Site Settings. ... Step 4: Test your Salesforce Rest API Callout code.

Where do I find API in Salesforce?

0:192:29How to Find Your Salesforce Edition and API Version in LightningYouTubeStart of suggested clipEnd of suggested clipClick the gear icon. And click setup. Type company in the quick.MoreClick the gear icon. And click setup. Type company in the quick.

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.

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.

Salesforce to Salesforce REST API Integration

Hi Salesforce Developer! I am glad you are here.

Salesforce REST API Overview

We can configure two types of Salesforce to Salesforce REST API connections. – Org A to Org B – Callouts on the same org

1. Create your REST API endpoints

The first step is about creating some endpoint. In my example, I have created REST API responsible for GET, DELETE and POST (Add) accounts records.

2. Create a Salesforce Connected App

The next step is to create a Connected App. On your org go to Setup > App Manager > New Connected App.

3. Create Auth. Provider

On org where you want to make callouts – create a new Auth. Provider. You can do that by going to Setup > Auth. Provider > New

4. Create Named Credentials

Step four! Named Credentials can help you with authorization. “ 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

5. Remote Site Settings (Optional)

If the callout specifies a named credential as the endpoint, you don’t need to configure remote site settings. A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. To set up named credentials, see “Define a Named Credential” in the Salesforce Help. ~ Salesforce

What is Salesforce Integration?

Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes.

What is an API?

API stands for Application Programming Interface. It is the means that allows two applications to talk to each other.

Types of Salesforce Integration Architectures

Each type of integration architecture offers both benefits and drawbacks worth noting. I will take you through the following three types:

Salesforce Integration Capabilities

As I write, I’m thinking: “ how can I talk about APIs and not make it boring? ” I’m going to keep this section short and ‘to the point’, but I hope it captures your interest and encourages you to learn more about APIs.

Salesforce Integration Patterns

Patterns are abstract – they are just conceptual. Based on your integration requirements, you can identify the pattern and each of them has a host of best practices to help you identify what is the optimal capability for you to use.

Fire and Forget

Salesforce invokes a remote system process but does not wait for completion. Instead, the remote system acknowledges the request and then hands off control back to Salesforce – hence firing, forgetting, and resuming activities.

Summary

As you can see, Salesforce Integration can be broken down into many parts. The first step is ensuring that you understand what integration is and why it’s important.

What is system API?

System APIs pull data from specific systems. For example, to provide a customer with a shipping update, a company would use a system API to access data from the shipping company’s system, such as used by UPS, FedEx, or the U.S. Postal Service.

How to integrate CRM?

CRM integration can happen in multiple ways: Companies can invest solely in products and services from one provider so all programs and tools automatically integrate and share data. Developers can write quick lines of code to force two systems to communicate.

What is CRM API?

For CRM integration, system APIs can be used with specific systems, including ERP, customer and billing systems, and proprietary databases, such as a third-party payment processor. Process APIs are the second tier and combine system APIs for a specific business purpose.

What is CRM integration?

CRM integration is part of an overall customer data integration strategy. Both tasks can be burdensome.

What is data integration insight?

Data integration empowers your employees with information.

Why is machine learning important in CRM?

When companies integrate data into one central location, such as a CRM platform, it’s easier to analyze and process , especially using machine learning, a subset of AI. Companies can analyze data faster with machine learning and make decisions based on reality and statistical trends, not estimates.

Can companies use APIs?

Companies can use APIs, which are reusable and serve a variety of purposes. The first option is improbable, especially given how many programs the average company uses. Companies often use the second option, but it creates headaches for IT teams and users. The third is the easiest, fastest, and most beneficial.

What are external apps that are integrated with Salesforce?

The external apps that are integrated with Salesforce can run on the customer success platform, other platforms, devices, or SaaS subscriptions. Integrate service providers with salesforce org for assessing hosted applications with salesforce being the identity provider. Manage levels of access to third-party apps.

What is integration in 2021?

23 April 2021 by Admin. Integration, in simple terms, is communication between two systems. Integration can be for the transfer of data or logic as well as for other functions. Most of the integration on enterprise-level applications cater to different layers of integration such as Data, Business Logic, and User Interface.

What is SSO in social media?

SSO lets users access other applications without logging in separately to each one—and without having to create (and remember) different user credentials for each app. Similar to the Google and Facebook social sign-ons we use every other day.

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.

When to Use REST API

REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects.

When to Use SOAP API

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.

When to Use Connect REST API

Connect REST API provides programmatic access to B2B Commerce for Lightning, CMS managed content, Experience Cloud sites, files, notifications, topics, and more. Use Connect REST API to display Chatter feeds, users, and groups, especially in mobile applications.

When to Use User Interface API

Build Salesforce UI for native mobile apps and custom web apps using the same API that Salesforce uses to build Lightning Experience and Salesforce for Android, iOS, and mobile web. Build user interfaces that let users work with records, list views, actions, favorites, and more.

When to Use Tableau CRM REST API

You can access analytics assets—such as datasets, lenses, and dashboards—programmatically using the Tableau CRM REST API. Send queries and access data sets that have been imported into the analytics platform. Create and retrieve lenses. Access XMD information. Retrieve a list of dataset versions. Create and retrieve Tableau CRM apps.

When to Use Bulk API 2.0

Use Bulk API 2.0 to query, queryAll, insert, update, upsert, or delete a large number of records asynchronously. Bulk API 2.0 is designed on the Salesforce REST framework.

When to Use Metadata API

Use Metadata API to retrieve, deploy, create, update, or delete customizations for your org. The most common use is to migrate changes from a sandbox or testing org to your production environment. Metadata API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself.