Slaesforce FAQ

how to use salesforce tooling api

by Harmon Wilderman Published 2 years ago Updated 1 year ago
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Use Tooling API to query. Get the Process Builder Name. Sample SOQL: SELECT Id, MasterLabel, Description, ProcessType, Status, CreatedDate, LastModifiedDate FROM Flow WHERE MasterLabel = 'Test Event Subscribing'

Full Answer

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. ...

How to use Salesforce API?

Phase 1 - Set up profile

  1. From Setup, input "Profiles " in the search field and select Profiles under Manage Users.
  2. In the User Profiles list, click New.
  3. The existing profile to be cloned from must have a full Salesforce license. ...
  4. After having saved the new profile in Step 3, you'll be presented with an overview of the profile, as seen in the image below.

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What tools does Salesforce use?

Introduction to Uses Of Salesforce

  • Top 10 Uses Of Salesforce. Salesforce is a powerful CRM Tool which is often called Customer Relationship Management Tool that provides case management and task management interfaces for different types ...
  • Conclusion. ...
  • Recommended Articles. ...

How to get Shopify API in Salesforce?

When this happens

  • New Contact Triggers when there is a new Contact
  • New Custom Object Triggers when there is a new Custom Object (of the type selected) is created
  • New Lead Triggers when there is a new Lead
  • New Opportunity Triggers when there is a new Opportunity
  • Updated Opportunity Triggers when an existing Opportunity is updated

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How do I use API tool in Salesforce?

Use Tooling API like the Salesforce REST API and SOAP API with one of the Tooling WSDLs. For detailed descriptions of Tooling API objects and the REST resources and SOAP calls that each object supports, see Tooling API Objects. Tooling API objects provide programmatic access to data and metadata.

How do you call API tool?

Below are the steps you can use to get the Tooling API wired up and have it working in your Org within 15 minutes.Step 1: Creating a Connected App. ... Step 2: Creating an Auth. ... Step 3: Update Connected App Callback URL. ... Step 4: Creating a Named Credential.

What is the use of tooling API in developer console?

Tooling API is used to fetch the metadata such as Apex classes, Apex triggers, custom objects, custom fields, etc. If we need to get the list of Custom Objects or Custom fields, there is no need to manually gather the details from the whole SF organization. Instead, we can get it with the help of Tooling API SOQL.

What is the difference between metadata API and tooling API?

While there is overlap, the Tooling API is specifically designed to help developers build IDE apps for salesforce, while the metadata API is more general purpose configuration migration. For example, you can get a symbol table for a class, such as it's members and functions, without writing your own parser.

What is bulk API in Salesforce?

Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, queryAll, insert, update, upsert, or delete many records asynchronously by submitting batches. Salesforce processes batches in the background.

Does salesforce have an 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.

What do you mean by tooling?

Tooling, also known as machine tooling, is the process of acquiring the manufacturing components and machines needed for production. The common categories of machine tooling include fixtures, jigs, gauges, molds, dies, cutting equipment and patterns.

What is metadata API in Salesforce?

Metadata API Functionality 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.

What is Salesforce streaming API?

Streaming API is your radar. It lets you define events and push notifications to your client app when the events occur. You don't have to keep an active lookout for data changes or custom notifications—you don't have to constantly poll Salesforce and make unnecessary API requests.

How do I deploy OWD in Salesforce?

Sometimes we need to deploy the organization-wide-default settings for the particular object. You can do that under Setup–>Sharing Settings–>Organization-Wide Defaults if you are having the system administrator access. Save the file and deploy the changes according to your requirements.

How do I deploy quick text in Salesforce?

In Platform Tools->User Interface->Quick Text Settings. Select Option "Share and organize quick text in folders" in Other Settings. Enter Folder Label and Unique Name. Go To Setup->Outbound Change Set.

What is the difference between SOAP API and bulk API?

Being optimized for large data volumes, Bulk API allows larger record batches. While SOAP API retrieves data in batches of up to 2,000 records (or up to 200 records, if two or more custom fields of type long text are selected), Bulk API allows batches of up to 10,000 records.

Where is the callback URL in Salesforce?

The Callback URL has now been generated and is located under the Salesforce Configuration section. Copy the Callback URL and edit the Connected App we created earlier in Step 1, and paste in the Callback URL under the OAuth section.

How to create a connected app?

To begin, we need a Connected App so that we can generate a Client Id and Secret used for the next step. In Setup, navigate to Platform Tools -> Apps -> App Manager if you are in lightning. If you are in classic, navigate to Create -> Apps.

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