Slaesforce FAQ

how to document custom rest api in salesforce

by Ms. Kaitlyn Hand II Published 2 years ago Updated 2 years ago
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1 This is unrelated to Salesforce but salesforce does not provide any native tooling to document your Custom REST API.Instead I would explore Swagger to assist me with the tooling. Swagger Editor is commonly used by most of the open source projects to document the API with sample request and response structures.

Full Answer

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 authenticate user in Salesforce using REST API?

  • The end user opens the mobile app.
  • The connected app directs the user to Salesforce to authenticate and authorize the mobile app.
  • The user approves access for this authorization flow.
  • The connected app receives the callback from Salesforce to the redirect URL, which extracts the access and refresh tokens.

More items...

What is an API in Salesforce?

Working with Salesforce REST API: Easy Steps, Key Types, Operations, and Limits

  • Table of contents
  • Introduction to Salesforce. ...
  • Introduction to Salesforce REST API. ...
  • Salesforce REST API access compatibility. ...
  • Salesforce REST API resources and requests. ...
  • Salesforce REST API Compression headers. ...
  • Working with Salesforce REST API. ...
  • Salesforce REST API Operations. ...
  • Salesforce REST API Limits. ...
  • Conclusion. ...

What is restresource annotation in Salesforce?

The rules for mapping URLs are:

  • An exact match always wins.
  • If no exact match is found, find all the patterns with wildcards that match, and then select the longest (by string length) of those.
  • If no wildcard match is found, an HTTP response status code 404 is returned.

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How do you call a custom REST API in Salesforce?

Calling Salesforce custom Rest API – GET Method Enter the custom API in the URL. Add the Case id as a parameter and hit the “Execute” button. This will execute the Get method within the Salesforce apex class. The case object record will be queried with the respective ID passed in the URL on the workbench.

How do I write a REST API document?

6 Tips for Documenting RESTful APIsHelp yourself when you code. Good design decisions make it easier to document your APIs. ... Document from a user's perspective. ... Don't put URIs front and center. ... Write in a writing tool. ... Generate examples automatically and combine them with your explanations. ... Plan for the future.

How do I expose REST API in Salesforce?

In this case you want to expose a REST API and then you have to code a class with @RestResource annotation. Check this example: @RestResource(urlMapping='/myserviceendpoint/*') global with sharing class MyRestService { @HttpGet global static void doGet() { String result = ''; RestRequest request = RestContext.

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 do you document a API functionality?

Here are 5 of the best practices on how to write API documentation:Plan for your docs.Include fundamental sections.Be consistent and avoid jargon.Include interactive examples and other resources.Maintain your docs.

How do I publish API documents?

Publish API documentation using the API Gateway consoleChoose Documentation for the API from the main navigation pane in the API Gateway console.Choose Publish Documentation in the Documentation pane.Set up the publication: Choose an available name for Stage. Type a version identifier, e.g., 1.0. ... Choose Publish.

How do you call an external REST 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.

How does REST API integrate with 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 you call 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 create a record using postman in Salesforce?

We can also add a record from Postman to our Salesforce org.Inside Salesforce setup, navigate to Build > Create > Apps.In the bottom panel of the page, where it says Connected Apps, click New. ... In Name, type "Postman", and supply a mandatory contact email.Make sure Enable OAuth settings is ticked.

How do I create a REST resource in Salesforce?

Apex REST Basic Code SampleCreate an Apex class in your instance from Setup. Enter Apex Classes in the Quick Find box, select Apex Classes, and then click New. Add this code to the new Apex class: ... Create a file called account. txt to contain the data for the account you will create in the next step.

How do I test a REST API in Workbench Salesforce?

If you don't want to use CURL, you can use the Workbench REST explorer to obtain response data.Log in to your organization.Log in to Workbench and allow access to your organization. ... Click Utilities | REST Explorer.Click Execute.Click Expand All or Show Raw Response to view your data.

How to create a document in Postman?

Let’s see an example to create a document in the files section using postman. Step 1: Create a Content Version . Step 2: Fetch the Content Document Id from Content Version. By using the SOQL query, get the content document id from the content version by passing the content version id.

What is file sharing in Salesforce?

Private: The file hasn’t been shared with anyone else besides the owner. Privately Shared: The file has been shared only with specific people, groups, or via link. It’s not available to all users in your company.

How to use REST API in Salesforce?

Essentially then, our REST API integration is going to need to do 3 critical things: 1 Allow a user of our application to authorise us to access and transfer their Salesforce data on their behalf. 2 Allow a user to push data from our application to Salesforce. 3 Allow a user to retrieve Salesforce data to be used within our app.

What is Salesforce object?

Salesforce objects (sobjects) are effectively database tables that contain an organisation’s data. Examples of standard Salesforce objects will be “Accounts”, “Contacts”, “Leads”, and “Tasks.” You also have scope to create your own custom objects.

How to set up a connected app in Salesforce?

Once you’ve set up your Salesforce developer account, you can set up a connected app by clicking the Setup icon in the top-right navigation menu and select Setup. Enter App Manager in the Quick Find box and then select App Manager. 1. Click New Connected App. 2. In the New Connected App form, fill in:

What is a connected app?

Connected Apps have the ability to offer a lot of functionality and sometimes that can make it a bit difficult to get your head around them.

Custom REST API Endpoint for Salesforce

Many third party applications have their own APIs or webhooks that allow for easy and usually simplified integrations between platforms. Another integration choice might be to use some type of middleware or enterprise service bus (ESB) to move data around.

Author

I've been working with Salesforce since 2003. Over the years I've held various roles for diverse salesforce.com customers, created a Salesforce specific ISV, founded a few start-ups and built numerous applications for the AppExchange. All of these experiences have allowed me to learn quite a bit about building on the platform.

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