You can make a callout from Salesforce to your PHP application. In this way Salesforce can actively send information to a secondary system. Check out the callout section in the documentation.
Full Answer
What is API access in Salesforce?
With API Access, you can perform operations and connect Salesforce into your applications as per your need. You can leverage REST API tools to create, manipulate, and search data in Salesforce by sending HTTP requests to endpoints in Salesforce.
What is REST API to Salesforce?
REST API is an API that follows a set of rules for an application and services to communicate with each other. REST API to Salesforce connection is used in accessing Salesforce data without the use of the actual tool. Marc Benioff founded Salesforce.com in 1999, and today, Salesforce is one of the most dominant software on the planet.
What is Salesforce CRM?
An Introduction to Using Salesforce's REST API with PHP 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.
How do I authorise an app to access data in Salesforce?
To start, your user is directed to a Saleforce.com authorisation endpoint, there they log in and approve access for your app to access their data. After a successful authorisation Salesforce sends a response with an Access tokenand Refresh token.
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.
Can we use PHP in Salesforce?
That means that you can create / update / delete records in Salesforce Marketing Cloud from outside the salesforce. API is used when you want to integrate salesforce with your applications, and your application can be in any language like PHP, Java, . Net etc.
How do I transfer data to Salesforce?
Send data from your app to Salesforce Creating a contact in salesforce is really straightforward. You just need to build the API url using the instance from your access token response and use the access token value as your bearer token in the header.
How do I connect to REST API Salesforce?
Connect to Salesforce and authenticate, then make a request to Connect REST API and look at the response.Prerequisites. Complete these prerequisites before you begin the quick start.Step One: Sign up for Salesforce Developer Edition. ... Step Two: Set Up Authorization. ... Step Three: Connect to Connect REST API Using OAuth.
What is API integration in Salesforce?
API stands for Application Programming Interface. --> Salesforce provides programmatic access to your organization's information using simple, powerful, and secure application programming interfaces[API's].
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 use an external API in Salesforce?
Steps to Execute Salesforce API Call to External SourcesWe need to get the API and key (if required) that are required to integrate with our App. ... Check if API Enable Permission is checked for the current profile.Register the site in salesforce from where you would be calling API. ... Create a Visualforce Page.More items...•
How does Salesforce API work?
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 I call a connected app in Salesforce?
1:4255:08Deep Dive into Salesforce Connected App - Part 1 - YouTubeYouTubeStart of suggested clipEnd of suggested clipAlso if you are familiar with salesforce workbench. If you're familiar with salesforce workbenchMoreAlso if you are familiar with salesforce workbench. If you're familiar with salesforce workbench salesforce workbench leverages connected app to authenticate and authorize to salesforce.
How do I connect to an API?
Connecting to applications and APIsTo connect to an app from the Applications tab, click the app and then click the Connect button to enter the account information. Figure 1. ... To connect to an API from the APIs tab, click the API and then click the Connect button to enter the account information.
How do I transfer data from Salesforce to external?
Callout. An event in Salesforce pushes data to (or pulls data from) the external system. A Salesforce callout uses Apex code to execute an HTTP request method (GET, POST, etc.) to send and retrieve data. The data packet is typically in the XML or JSON format.
Authentication
Before we can do anything we need to authenticate so that we have an access token for making API calls with. Salesforce gives us several options here:-
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.
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 post request for this.
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.
Getting an Account
If we know the casesafe ID of a record we can easily get the complete record without the need for a SOQL query:
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.
Lets Understand first, What is REST API?
REST API allows you to interact with Salesforce Marketing Cloud from outside the Salesforce. That means that you can create / update / delete records in Salesforce Marketing Cloud from outside the salesforce.
Pre-requisites – In Salesforce.com
First you need a Salesforce account. you can create it from Here (https://developer.salesforce.com/signup).
Step: 1
Login into your salesforce Account and hover on email studio in navigation bar and click on Email.
Step: 6
In fields section you can define all fields you want in your data extension.
How to create a connected app in Salesforce?
If you’re using Salesforce Lightning Experience, enter App Manager in the Quick Find box, select the “ App Manager ” option and then click the “ New Connected App ” button to create a connected app.
How 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.
What is an API?
APIs are like a contract between the program’s requester (the client) and the responder (aka the server). If a requester sends X to a responder, the responder will give the requester Y. Both X and Y will be explained in the documentation for the API and specified in the contract between the two parties.
What is Salesforce Visual Workflow?
With Salesforce Visual Workflow, companies can quickly design and automate all business processes by leveraging the drag-and-drop functionality that can be used to drive success with flexible approval processes for Expenses, Customer Discounts, Trial Periods, and more.
How many versions of Salesforce are there?
There are 2 versions of Salesforce Accounts for the customers. These are:
Why use Lightning in Salesforce?
Lightning components help to speed app development and performance. It also helps to build custom components that other developers and administrators may reuse to personalize Lightning Experience and the Salesforce mobile app.
What is API in programming?
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. APIs also help create more consistency across apps for the same platform.
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:
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 redirect URL in Salesforce?
A successful response from this will redirect the page to a Salesforce login page where the user is able to login and authenticate. After Salesforce confirms that the client has authorised your app to access their data, the end-user’s browser is redirected to the callback URL you’ve specified by the redirect_uri parameter. Salesforce then appends an authorisation codeto the redirect URL, their request will look similar to the below.
Why list an app on Salesforce?
Listing an app within the Salesforce AppExchange will give you the ability to build your product directly into the Salesforce platform. For example, visualising your product’s data directly within a component in Salesforce. While there are clear benefits in having a presence within this ecosystem it’s important to note that there are some costs associated with doing so.
How to keep access token up to date?
Due to that, you’ll want to keep your access token up to date by making a call to the token endpoint and changing the grant_type to ‘refresh_token’ along with including the refresh token you had received in the previous call.
What happens after a successful authorisation in Salesforce?
After a successful authorisation Salesforce sends a response with an Access tokenand Refresh token.
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.
Authentication
- Before we can do anything we need to authenticate so that we have an access token for making APIcalls with. Salesforce gives us several options here:- 1. Web Server flow 2. User-agent flow 3. Username-password flow For this post we will focus on using the Username-password flow. There are two parts to authenticating against the Salesforce API. We n...
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 previous part and used it to retrieve information about our Account object. For example, $accountObject-…
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.