Slaesforce FAQ

how to use rest api salesforce

by Anderson Hickle Published 2 years ago Updated 1 year ago
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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.

Use REST API
  1. Log in to the Postman app and navigate to the REST folder in the Salesforce API Collection.
  2. Use the GET SObject Describe resource.
  3. Create an account using REST API.
  4. Execute a query using REST API.

Full Answer

How to create a Salesforce 'user' with REST API?

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. 9. Create new Named Credentials. Label – Select name for your API; Name – This name will be used in Apex ; URL – As a

How to build a basic Salesforce REST API integration?

Use REST API

  • Learning Objectives. Log in to Workbench and navigate to REST Explorer. ...
  • REST Resources and Methods. We’ve spotted the Isle of REST ahead of the bow, captain. ...
  • Describe the Account Object. It’s time to get our feet wet. ...
  • Create an Account. ...
  • Execute a Query. ...
  • Node.js and Ruby Samples. ...
  • Resources

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 call external REST API from Salesforce?

Salesforce REST API callout to consume an external REST API

  • Step#1: Configure Remote Site Settings. Before any Visualforce page, Apex callout, or JavaScript code using XmlHttpRequest in an s-control or custom button can call an external site, that site must ...
  • Step#2: Generate Salesforce certificate. ...
  • Step#3: Apex code to invoke external REST API. ...

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How do I run 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 enable REST API in Salesforce?

Enable API Access in Salesforce by Permission SetClick the Gear icon and click Setup.Type permission into the Quick Find box and select Permission Sets.Select the Permission Set you wish to enable API access for.Scroll down to System and click System Permissions.Click Edit.Check the API Enabled box and click Save.

What are the methods in REST API in Salesforce?

Every HTTP method is used to indicate a specific action in Salesforce.HEAD is used to retrieve object/record metadata.GET is used to retrieve information about record/object.POST is used to create a new object.PATCH is used to update a record.DELETE is used to delete a record.

How do I use SOAP and REST API in Salesforce?

7:4515:22SOAP API in Salesforce Part -1 | Learn Salesforce Development - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor our uh salesforce. All so for that we need to go to setup just write it down go to setup. WriteMoreFor our uh salesforce. All so for that we need to go to setup just write it down go to setup. Write down api. And click on api. In.

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.

How do I enable REST API?

Choose Administration > Security: REST API Access to display the REST API Access page.Under REST API Access Settings, select the Enable REST API Access check box.Click Apply to apply your changes to the running configuration.Click Save to Disk to save your settings permanently.More items...

Where is REST API used in 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 you call a REST service 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.

What is difference between PUT and POST IN REST API?

Another important difference between the methods is that PUT is an idempotent method while POST is not. For instance, calling the PUT method multiple times will either create or update the same resource. On the contrary, multiple POST requests will lead to the creation of the same resource multiple times.

What is difference between SOAP and REST API in Salesforce?

SOAP messages are in XML format and sent over HTTP. Defining an Apex method as a SOAP web service is very easy....RESTSOAPREST allows different data formats: XML, JSON, plain text…SOAP Allows Only XML formatREST requires less bandwidth than SOAPSOAP requires more bandwidth than REST6 more rows•May 9, 2018

What is the difference between REST and SOAP API?

SOAP is a protocol, whereas REST is an architectural style An API is designed to expose certain aspects of an application's business logic on a server, and SOAP uses a service interface to do this while REST uses URIs.

How does SOAP API work in Salesforce?

Salesforce provides two SOAP API WSDLs for two different use cases. The enterprise WSDL is optimized for a single Salesforce org. It's strongly typed, and it reflects your org's specific configuration, meaning that two enterprise WSDL files generated from two different orgs contain different information.

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.

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 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.

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.

Introduction to Salesforce

Salesforce is a cloud-based Customer Relationship Management (CRM) tool that is designed to support companies in managing their Sales and Customer related data. You can use the Salesforce CRM without any technical background as it is easy to set up and manage.

Introduction to Salesforce REST API

Salesforce REST API gives you an option to access Salesforce data without the actual user interface. REST API Salesforce allows you to integrate Salesforce with other Apps and perform all the operations. Salesforce REST API provides a straightforward and sustainable interface with its RESTful architecture.

Salesforce REST API access compatibility

The basic requirement to use REST API Salesforce to access Salesforce data is to have a Salesforce org with API access. And you will also require an API Enabled user permission within that org.

Salesforce REST API resources and requests

The REST API Salesforce depends on the resources. These resources include records, query results, metadata, or API information. You can access each resource by sending HTTP requests to the corresponding Uniform Resource Identifier (URI) of the resource. You will have to frame an HTTP request based on the resource you wish to access.

Salesforce REST API Compression headers

The purpose of a compression header is to compress a Salesforce REST API request or response. This compression header decreases the bandwidth used for a request. On the other hand, it demands a higher processing power at the client’s side. But bearing all this, the tradeoffs enhances the overall performance of your application.

Working with Salesforce REST API

You need to complete all the following pre-requisites before starting with Salesforce REST API. The Salesforce REST API Pre-requisites include:

Salesforce REST API Operations

The Salesforce REST API requests to see the available Salesforce versions.

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.

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