How to use salesforce rest api


Table of Contents

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?


  • 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 .
  • 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. …

How do I run a REST API 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.

How does REST API work 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 I connect Salesforce REST API to Salesforce?

Connect to Salesforce and authenticate, then make a request to Connect REST API and look at the response.Prerequisites. … Step One: Sign up for Salesforce Developer Edition. … Step Two: Set Up Authorization. … Step Three: Connect to Connect REST API Using OAuth. … Connect to Experience Cloud Sites.

Does Salesforce have a REST API?

REST API provides you with programmatic access to your data in Salesforce. The flexibility and scalability of REST API make it an excellent choice for integrating Salesforce into your applications and for performing complex operations on a large scale.

How do you call a REST API from an external system in Salesforce?

How to create a callout in apex?Step 1: Navigation. Open developer console in Salesforce org – click file – new – apex class. … Step 2: Write Apex Class with Callout. Sample callout calling exchangerates API through Apex Rest API callout. … Step 3: Adding Remote Site Settings. … Step 4: Test your Salesforce Rest API Callout code.

How do I access API in Salesforce?

How to Enable API Access in SalesforceNavigate to the Setup menu.In the left-hand menu, select Profile.Select Edit next to the profile you want to enable API access for.Under Administrative Permissions, check API Enabled.Select Save.

How do I use REST API in Postman Salesforce?

Salesforce REST API Postman: Creating a New Record in Salesforce from PostmanGet your instance URL and access token from your login in Salesforce through the Postman tool.Enter your instance URL in the URL box.In the header of the request, pass the Content-Type parameter and the Authorization parameter.More items…•

How do I use Salesforce API with Postman?

Salesforce Connected AppIn Salesforce, navigate to Setup->Build->Create->Apps.Then go to Connected Apps for creation.Now choose the New Button to create a new connected app.Enter all the required information for the application.Select Enable OAuth Settings.More items…

How do I push data to Salesforce?

Here’s how:Create or select the survey you’ll use to collect feedback.Within Design, click Instant Alerts in the Design menu bar.Choose Rules & Alerts from the dropdown menu. … To create a rule, add the required details and identify the triggering events. … Select workflow action: Push Data to Salesforce and continue.More items…

How do I set up API in Salesforce?

Enable API access in Salesforce by user profile.Click on Setup.Go to Manage Users and click Profiles.Click Edit on the specific profile you’re updating.Scroll down to Administrative Permissions and check the API Enabled box.Click Save.

How to get started with Salesforce REST API?

To get started with Salesforce REST API, sign up for Developer Edition. This Developer Edition is best suited to get started with testing and development. After signing up for Developer Editon, they’ll mail you the password information.

Why use REST API in Salesforce?

The main reason for using REST API Salesforce is that it provides an ample amount of functions with fewer tooling requirements to access data from Salesforce.

What is the requirement to use REST API Salesforce?

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.

What is REST API?

REST API is an API that follows a set of rules for an application and services to communicate with each other. As it is constrained to REST architecture, REST API is referred to as RESTful API. REST APIs provide a way of accessing web services in a flexible way without massive processing capabilities. Salesforce REST API is used in accessing Salesforce data without the use of the actual tool.

What is Salesforce CRM?

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. It has redefined the relationship between businesses and their customers by developing a more meaningful connection between them. By providing a single view for each of your client interactions, Salesforce CRM can give you unique insights into the customer’s journey and at the same time empower you with tools that can enhance your customers’ experience.

What are the HTTP methods in Salesforce?

REST API Salesforce supports HTTP request methods. These HTTP methods include the commands like HEAD, GET, POST, PATCH, PUT, and DELETE.

What is a URI in Salesforce?

Uniform Resource Identifier (URI) is the route to a resource in Salesforce. The basic structure of URI is the same while, each resource has its unique URI. The structured format of a URI is given below:

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 a REST API?

A Rest API integration is a lot simpler and is primarily focused around sending data from your application and fetching data from Salesforce. Currently there is no cost associated with this type of integration however it’s worth noting that REST integrations are only accessible to Salesforce users on their enterprise plans (there is scope to get REST API access on Professional and Group editions but involves getting your app whitelisted.)

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.

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.

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 REST API?

REST API is based on the usage of resources, their URIs, and the links between them. You use a resource to interact with your Salesforce org. For example, you can: Retrieve summary information about the API versions available to you. Obtain detailed information about a Salesforce object, such as Account, User, or a custom object.

What are the components of a REST request?

A REST request consists of four components: a resource URI, an HTTP method, request headers, and a request body. Request headers specify metadata for the request. The request body specifies data for the request, when necessary. If there’s no data to specify, the body is omitted from the request.

How to make API call in HTTP?

To make an API call, enter the resource URI, select the appropriate method, add headers as needed, and click Execute.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

Can you make REST API calls from REST Explorer?

You can make REST API calls from the REST explorer just like you would from any other HTTP interface. The text in the text box represents a resource URI. For convenience, the top-level domain is omitted from the displayed URI. For example, the full URI of the resource that’s prepopulated in the URI text box is .

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 Salesforce used for?

With Salesforce, companies can get easy access to the Sales Data in real-time which can be used to connect with Leads and increase Marketing productivity.

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.

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 instance_url in Salesforce?

instance_url Identifies the Salesforce instance to which API calls should be sent.

What protocol does Salesforce use?

Salesforce uses oAuth protocol to allow application users to access the data in salesforce securely without exposing Username and password of a particular user.

What happens after confirmation from Salesforce?

After confirmation from Salesforce the client application will get authorized and end-user’s Web browser would be redirected to the callback URL specified by the redirect_uri parameter . The authorization information is appended by Salesforce to the redirect URL with the following values:

What is client_secret?

client_secret The Consumer Secret from the connected app definition.

Does Salesforce have OAuth?

There are several OAuth endpoints provided by Salesforce, depending upon our requirement and resources we need to choose an authentication flow from the below

What is the endpoint address in HTTP?

For instance, an endpoint can be an interface/asset. In the model in the “HTTP and Callout Basics” unit, the endpoint is https://th-summit http-

When making a callout from a trigger, should the callout be explained?

When making a callout from a trigger, the callout should not obstruct the trigger interaction while hanging tight for the reaction. For the trigger to have the option to make a callout, the strategy containing the callout code should be explained with @future (callout=true) to run in a different string.

How to test callouts?

To test your callouts, utilize mock callouts by either executing an interface or utilizing static assets. In this model, we utilize static assets and a false interface later on. The static asset contains the reaction body to return. Once more, when utilizing a counterfeit callout, the solicitation isn’t shipped off the endpoint. All things being equal, the Apex runtime knows to look into the reaction indicated in the static asset and return it all things considered. The Test.setMock strategy educates the runtime that mock callouts are utilized in the test technique. How about we see mock callouts in real life. In the first place, we make a static asset containing a JSON-designed string to use for the GET demand.


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.

What frameworks are required to work with Salesforce REST APIs?

The guide includes downloading & installing necessary HttpClient and JSON frameworks that is required to work with Salesforce REST APIs. This is followed by referencing the JAR file in your java program, logging on to Salesforce from the java program, querying and manipulating data. Here is an overview of steps that needs to be completed and is covered in the guide

How long does it take to develop a Java program for Salesforce?

In less than 45 minutes learn how to develop a fully functional java program that uses Salesforce REST API, queries and manipulate data inside This is a step-by-step guide with screenshots that will tell you how to download, install, configure and create everything that you need for this.

Which method is undefined for the type HttpResponse?

The method getStatusLine() is undefined for the type HttpResponse


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