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. 3. Locate the object the click Fields.
- 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.
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.
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.
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 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.
What is the API name of external object in Salesforce?
If you sync the provider org's CustObj__c object, the subscriber org creates: An external object with the API name CustObj_c__x. Custom fields including one with the API name CustObj_c__x.
How do you name an API?
Best Practices for Naming REST API EndpointsUse nouns for naming URIs. ... Use intuitive, clear, unabridged names. ... Use forward slashes to denote URI hierarchy. ... Separate words with hyphens. ... Use lowercase letters. ... Avoid special characters. ... Avoid file extensions. ... Conclusion.More items...•
How do I query a report 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.
How do I find my Einstein Dashboard API name?
Here 2 options can be used to get dashboard API name:Use Link Widget. Create a new dashboard, add link widget and select link to Saved dashboard, and select the dashboard you would like to check.Workbench.
How do I retrieve the dashboard in Salesforce package XML?
To retrieve the list of dashboards for populating package. xml with explicit names, call listMetadata() and pass in DashboardFolder as the type. Note that DashboardFolder is not returned as a type in describeMetadata() . Dashboard is returned from describeMetadata() with an associated attribute of inFolder set to true.
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 extract information from Salesforce?
Export DataOpen 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.More items...
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.
