![]() To update an existing record, make a PATCH request to the Salesforce REST API’s endpoint for the specific record. Updating Records using Salesforce REST API: For example, to insert an Account record, the endpoint would be:Įxample Request: POST /services/data/vXX.X/sobjects/Account/ To insert a new record, you’ll need to make a POST request to the Salesforce REST API’s endpoint for the desired object. Inserting Records using Salesforce REST API: Use the OAuth 2.0 authentication flow to obtain an access token using the Consumer Key and Secret. Select the Selected OAtuth Scopes as per you need.Ĭopy consumer key and secrete this will be used for OAuth 2.0 authentication. ![]() Enter Callback URL (you can put our salesforce instance base URL).Setup > Home > App Manager > New Connected App To obtain an access token, follow these steps:Ĭreate a Connected App in Salesforce and note down the Consumer Key and Consumer Secret. For this purpose, Salesforce uses OAuth 2.0 authentication flow. Salesforce REST API requires authentication to access its resources. ![]() Postman tool installed on your machine.A Salesforce developer account with API access enabled.Prerequisitesīefore we begin, make sure you have the following in place: We will also provide a step-by-step guide to test the API using Postman, a popular API testing tool. In this blog post, we will explore how to use Salesforce REST API to insert, update, upsert, and delete records. ![]() Salesforce REST API follows RESTful principles and allows developers to access and manipulate data in Salesforce using HTTP methods like GET, POST, PUT, PATCH, and DELETE. REST (Representational State Transfer) is an architectural style used to build web services that are lightweight, scalable, and platform-independent. One of the essential features of Salesforce is its REST API, which enables developers to interact with Salesforce data and perform various operations programmatically. Salesforce is a powerful and widely used customer relationship management (CRM) platform that allows businesses to manage their sales, customer service, and marketing operations efficiently. Additionally, Salesforce’s API documentation is an essential resource to understand the available endpoints, request formats, and response structures for the various APIs they offer.Subscribe Introduction to Salesforce REST API: Always follow best practices for API usage and security. Remember that before making API requests to your Salesforce instance, you should ensure that you have the necessary permissions and understand the potential impact of the operations you are performing. Using Postman with Salesforce APIs can significantly speed up the development and testing process, as it provides a user-friendly interface to interact with APIs and analyze responses. View and Analyze the Response: Postman will display the response from Salesforce, allowing you to see the data returned by the API or any error messages. Perform the Request: Once you have configured the request, click on the “Send” button to perform the API call to Salesforce. For instance, you might need to set the Content-Type header or include query parameters for filtering data. Headers and Parameters: Depending on the API you are using, you may need to include specific headers or parameters in your request. For Session ID, you can log in to Salesforce, get the session ID, and include it in your request headers as well. For OAuth 2.0, you’ll need to set up a connected app in Salesforce and obtain the access token to include it in your Postman request headers. You can use OAuth 2.0 or a Session ID for authentication purposes in Postman. Īuthentication: Salesforce APIs require authentication. For example, if you want to access Salesforce records, you might use an endpoint like. Set Request Details: Enter the API endpoint URL of the Salesforce API you want to interact with. Install Postman: If you haven’t already, download and install Postman on your computer or use the web version.Ĭreate a New Request: In Postman, you can create a new request by selecting the “New” button and then choosing “Request.” Here’s how you can use Postman with Salesforce: Postman can be a handy tool to interact with these Salesforce APIs and test their functionality. Salesforce provides a robust set of REST and SOAP APIs that developers can use to integrate Salesforce with other systems, build custom applications, and perform various operations on Salesforce data. It is widely used across various industries, including Salesforce development. Postman is a popular API development and testing tool that allows developers to create, test, and manage APIs.
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