Read Object Reference for Salesforce and Force.com. Click on the desired object to get API names for standard field names Custom fields in Salesforce Classic 1. Go to Setup. 2. Go to App Setup | click Customize.
- Select your Salesforce (Sandbox or Production) Environment and API version to login to your Salesforce credentials.
- In workbench under the “Utilities” tab click on “REST Explorer”
- Copy the URL: “/services/data/v29.
How to run a report in Salesforce?
- When you set a custom date range, the system generates a report based on data as it appears at 12:00 AM on that date. ...
- We recommend shorter data ranges for reporting parameters. ...
- Where noted, some reports are not available to view as a web page and require you to select a format for file export.
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 are standard reports in Salesforce?
The different types of reports in Salesforce are:
- Tabular report that displays the grand total in table form
- Matrix report where grouping is based upon both rows and columns
- Summary reports that are detailed reports in which the grouping is based on columns.
- Joined report which allows two or more reports to be joined in a single report
How to use Salesforce reports?
- An Account Executive planning the day’s calls, who wants to identify which prospects to contact first.
- A Support Manager analyzing deflection rate month-over-month since rolling out that self-service community last summer.
- The CEO, busily crafting the company’s annual plan, and making decisions about where to take the company next.
What is Salesforce API name?
API Field Name - The name of the field, as used programatically in Apex, or any of the APIs (Rest, SOAP, Bulk, etc). Most standard fields use the same name as the label while custom fields will show '__c' at the end for the API Name.
Where do I find API info in Salesforce?
0:342:29How to Find Your Salesforce Edition and API Version in LightningYouTubeStart of suggested clipEnd of suggested clipInformation page to identify the current api version go back to setup. Type api in the quick. FindMoreInformation page to identify the current api version go back to setup. Type api in the quick. Find then click api under integrations click generate enterprise wizal click generate on the next.
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.
How do I find report metadata in Salesforce?
Salesforce: Retrieve Report MetadataGet the "fullName" The report should not be stored in the Private Reports folder, otherwise, you will not see the report here.Prepare XML file. Copy the following XML and save it as a file called "package.xml"
How do I find my Salesforce API key?
To retrieve the key and secret:Login to Salesforce with the target user account.Select App Setup and click Create > Apps.Open the Connected App target and retrieve the Consumer Key and Consumer Secret from the API (oAuth) section. The Consumer Secret may be protected by a Click to reveal link.
Is there a Salesforce API?
Salesforce Data APIs They are REST API, SOAP API, Bulk API, and Streaming API. Together they make up the Salesforce data APIs. Their purpose is to let you manipulate your Salesforce data, whereas other APIs let you do things like customize page layouts or build custom development tools.
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 expose API in Salesforce?
3:4415:35How to Expose Apex Class as REST Web Service in Salesforce (Tutorial ...YouTubeStart of suggested clipEnd of suggested clipSo if you want to expose your apex method as a rest resource. Means somebody outside of the salesMoreSo if you want to expose your apex method as a rest resource. Means somebody outside of the sales force can access that that is when you're going to use this method.
What is an API record?
OGC API - Records is a multi-part draft specification that offers the capability to create, modify, and query metadata on the Web. The draft specification enables the discovery of geospatial resources by standardizing the way collections of descriptive information about the resources (metadata) are exposed.
How do I find the API name for a dashboard in Salesforce?
The workaround I use to get a dashboard's API name is this:Get the Chrome extension called Salesforce inspector.Go to your dashboard.Click the little arrow on the right side of the screen that says Show Sales force details and click Show All Data.Look for DeveloperName. The value has your dashboard's API name.
How do I query metadata API in Salesforce?
How to Query/Report on Metadata in Your Salesforce OrgCreate a Simple SOQL Query.Create a Complex SOQL Query.Export Query Results to Excel.Review Available Tooling API Objects.
What is metadata API in Salesforce?
The main purpose of Metadata API is to move metadata between Salesforce orgs during the development process. Use Metadata API to deploy, retrieve, create, update, or delete customization information, such as custom object definitions and page layouts. Metadata API doesn't work directly with business data.
Custom Fields in Lightning Experience
1. Go to Setup. 2. Click Object Manager. 3. Locate and click the object. 4. In the sidebar, click Fields & Relationships. 5. Locate the field label. 6. Check the 'Field Name' column name value.
Custom Object in Lightning Experience
1. Go to Setup. 2. Click Object Manager. 3. Locate the object name. 4. Check the 'API Name' column.
