Integrating Salesforce Via REST API - DetailedTutorial

20.02.
2022, 23:57 Integrating Salesforce via REST API - DetailedTutorial
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Salesforce integration using REST API – Explained
step by step
In this article, we are going to see the step-by-step

procedure on how to connect to Salesforce using
Postman for performing integration tests. The tutorial is
fairly elaborate and contains, details on how to
authenticate, retrieve details of a record, create a new
recordCRM and run SOQL INTEGRATION
SERVICES queries within Salesforce.RESOURCES
SERVICES Though
we are using Postman for this tutorial, you can use this We take your
tutorial to call Salesforce REST API from virtually any privacy seriously.
SugarCRM SAP Magento Veon Blog
otherServices
application capable of calling REST protocol. Please go
Integration
Case Studies through the
Salesforce
SuiteCRMprovides “Connected App” to connect with the
SAP Salesforce below link to
platform with any other application.
Services Integration As we will Customer
be using read about our
Testimonial
this capability of Salesforce, so lets learn a bit more about privacy policy.
it.Small Business SAP
CRM BigCommerce Privacy Policy
4
Integration
Salesforce Connected App
“Connected App” is an applicationGDPR which Acceptance
connects
Salesforce org with an external
Copyrightapplication. It uses
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Thisstandard
website uses cookies
SAML andtoOAuth
improveprotocols
your experience. We'll assume you're ok with this, but you can opt-
to authenticate,
provide single sign-on,outand
if youprovide tokens
wish. Accept
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use with
Read More Конфиденциальность -
Salesforce APIs.
Условия использования
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20.02.2022, 23:57 Integrating Salesforce via REST API - DetailedTutorial
Getting started with Salesforce Connected

App Veon Blog | Useful tips and latest technology news Contact Us 
Quick
Below are the steps to create a connected app in
Contact
Salesforce
Go to Setup->Build->Create->Apps Name *
Email *
Skype ID
Services *
Requirements *
Click on ‘New’ Button in “Connected App” section,

Below screen will be shown
GET IN TOUCH
CRM SERVICES INTEGRATION SERVICES RESOURCES

We take your
privacy seriously.
Please go
Services Integration
Enter the Name of the Application. Case Studies through the
Enter Contact Email
SuiteCRM SAPand any additional information
Salesforce below link to
suitable for your application.
Services Integration Customer read about our
Enable OAuth settings in API section. Testimonial privacy policy.
Small Business
Enter a Callback URL. This SAPis the URL that a user’s
CRM is redirected
browser BigCommerce
to after successful Privacy Policy
4
authentication. Here Integration
I’m giving
“https://login.salesforce.com/services/oauth2/callback”
as callback URL. You can enter multiple callback
URLs but, you have to make sure GDPR that callback URL
Acceptance
must be secured and if multiple URLs are used, they
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should
This website be separated
uses cookies by your
to improve line experience.
breaks. We'll assume you're ok with this, but you can opt-
Add Selected OAuth Scopes. Here I’m giving “Full
   Reject Read More
access(full)”. out if you wish. Accept Конфиденциальность -
Click on ‘Save’ button.

Click on ‘Continue’
You will be redirected to your Connected App’s Page

We take your
privacy seriously.
Please go
SuiteCRM SAP Salesforce
After creating the Connected App below link to
Testimonial
1. Click on Click to reveal link to get Consumer secret. privacy policy.
Small Business SAP
2. Make a note of “Consumer Key “ and “Consumer
CRM as you need BigCommerce Privacy Policy
secret”, these details to authenticate
Integration
4 the external application.
3. Goto Manage->OAuth Policies-> select IP
restrictions as “Relax IP restrictions”.
GDPR Acceptance
With the completion of this step, now we will see how
to call
This website and
uses integrate
cookies Salesforce
to improve with Postman.
your experience. We'll assume you're ok with this, but you can opt-
out if you wish. Accept
  Reject Read More Конфиденциальность -
Understanding basics of Postman

Postman is an application for interacting with HTTP APIs.
It has powerful testing features and user friendly GUI for
making requests and reading responses.
Getting started with Postman
1. Install Postman by going to Postman APPs . It is also

available as Add-On for Google Chrome. If you wish
to install it as a plugin, navigate to Google Chromes
web-store->search for Postman and add it to
chrome.
2. Launch Postman, below screen will be shown

We take your
privacy seriously.
Please go
SuiteCRM SAP Salesforce below link to
Testimonial privacy policy.
Integrating
Small BusinessSalesforce
SAPusing REST API
Now that are equipped with understanding Salesforce
Integration
integration, lets get to our main objective of integrating
4
Salesforce with third party application. For this we have
the following steps.
GDPR Acceptance

ThisStep #1.uses
website Setting
cookies up the HTTP
to improve login request
your experience. URL
We'll assume you're ok with this, but you can opt-
We are going to set request URL by (Base URL +

Parameters), below tips
Veon Blog | Useful is the structure
and to construct
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request URL for Salesforce org
https://login.salesforce.com/services/oauth2/token?
grant_type=password&client_id=YourConsumerKey&client_secret=YourConsume
In the above URL replace highlighted text with

YourConsumerKey: Consumer Key obtained
from Connected App.
YourConsumerSecret: Consumer Secret
obtained from Connected App.
SalesforceUserName: Salesforce User ID.
SalesforcePassword: Provide the login
credentials of Salesforce
Step #2. Authenticating your request with

Salesforce
Create a POST method and Copy the request URL as

shown below and click on send.

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privacy seriously.
Please go
Small Business SAP
4
Integration
On successful login, you will get Instance-URL, Access
token, Token-type. This Access token is further used
as a parameter value in HeaderGDPR to send any HTTP
Acceptance
requests and get theCopyright
response from Salesforce. So,
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make
This website a note
uses of to
cookies access_token as shown We'll
improve your experience. in the figureyou're ok with this, but you can opt-
assume
above.   
out if you wish. Accept Reject Read More Конфиденциальность -
Business Case #1. Retrieving record details from

Salesforce
Now we will see how to get details of a record from

Salesforce object using the GET. Below is the Sample
URL.
https://instanceurl/services/data/v25.0/sobjects/Objectname/Id

Instanceurl: Instanceurl obtained in the same
manner.
Object Name: SObject’s like Account, Contact,
Lead etc.
Id: This is the salesforce Id of particular record
of the SObject that you have selected.
Create a GET method, copy the URL and copy the
Access token along with Token type in Header section
as shown below

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privacy seriously.
Please go
Small Business SAP
CRM
Click BigCommerce
on the send button. In the response, you will get Privacy Policy
Integration
4 all the Account details of that particular record as
shown below.
GDPR Acceptance

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-
Business Case #2. Running SOQL queries in

Salesforce using REST
SOQL are parallel to database query. If you wish to

learn more about SOQL queries click on the link. We
will see how to fetch data using SOQL query using
the GET. Below is the sample URL.
https://instanceurl/services/data/v25.0/query?
q=SOQL-Query INTEGRATION SERVICES
CRM SERVICES RESOURCES
We take your
In the above URL replace highlighted text with privacy seriously.
SugarCRM SAP Magento
Instanceurl: Instanceurl obtained inVeon Blog
example Please go
Services
above. Integration
SOQL-Query: Each word in SOQL Query should below link to
be separated with ‘+’ as shown belowCustomer
Services Normal SOQL:
Integration read about our
Select Id, NameTestimonial
from privacy policy.
Small BusinessAccount SAP
CRM Postman SOQL:
BigCommerce Privacy Policy
Select+Id+,+Name+from+Account
Integration
4
Repeat the steps and click on send button, In the
response, you will get Id, Name for all the records as
shown below GDPR Acceptance

Business Case #3. Creating a record in

Salesforce using REST
Now we’ll see how to add records to salesforce object

using POST method. Below is the sample URL.
https://instanceurl/services/data/v25.0/sobjects/Objectname

Instanceurl:INTEGRATION
CRM SERVICES
Instanceurl obtained in the
SERVICES
same
RESOURCES
way as described above. We take your
Object Name: SObject’s like Account, Contact, privacy seriously.
SugarCRM
Lead etc. SAP Magento Veon Blog
Please go
through the
Create a POST method, copy the URL andCase copyStudies
the below link to
Access token in the Header section. In the body read about our
Services
section provide the details of record either Customer
Integration in XML or privacy policy.
Testimonial
JSON format. Here I’m providing data in XML format.
Small Business SAP
4
Integration
GDPR Acceptance

Click on the send button. In the response, you will get

the SalesforceId of the record if the record is added
successfully to Salesforce org else you will get the
error message.

We take your
privacy seriously.
Please go
Small Business SAP
4
Integration
GDPR Acceptance

This marks the completion of our tutorial on how to

create,Veon
retrieve
Blogand querytips
| Useful records in Salesforce
and latest using
technology news Contact Us 
REST APIs.
How we can help
Our team can help you customize and integrated

Salesforce as per your business process. Read about
our Salesforce Integration Services. Reach out to us for a
free assessment of your business needs.

We take your
privacy seriously.
By Veon Consulting | June 14th, 2018 | salesforce |4 Please go
Comments Case Studies through the
Small Business SAP
AboutCRMthe Author: Veon Consulting
BigCommerce Privacy Policy
4
Integration
Veon brings best in consulting and
integration solutions on Salesforce,
SugarCRM, and SAP. ItGDPR is anAcceptance
innovative
company which deals best of the breed
Thissolution using
website uses integration
cookies to improvesolutions on the We'll
your experience. aboveassume you're ok with this, but you can opt-
platforms. making small and mediumenterprise
out if you wish. Accept  Reject become
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4 COMMENTS   Oldest
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swayam
 2 months ago
Very nice explanation. Thank you
2 Reply
Veon Consulting (@admin) Author
 Reply to
swayam  2 months ago

Glad that you liked it. We take your
privacy seriously.
SugarCRM
0 ReplySAP Magento Veon Blog
Please go
Services
utkarsh Integration Customer read about our
 2 months ago Testimonial privacy policy.
Small Business SAP
Thnks ,CRM
it was best.. BigCommerce Privacy Policy
4
Integration
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Thanks Utkarsh.
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Integrating Salesforce Via REST API - DetailedTutorial

Uploaded by

Integrating Salesforce Via REST API - DetailedTutorial

Uploaded by

20.02.

2022, 23:57 Integrating Salesforce via REST API - DetailedTutorial

Veon Blog | Useful tips and latest technology news Contact Us 

In this article, we are going to see the step-by-step

Getting started with Salesforce Connected

Click on ‘New’ Button in “Connected App” section,

CRM SERVICES INTEGRATION SERVICES RESOURCES

Veon Blog | Useful tips and latest technology news Contact Us 

Click on ‘Save’ button.

CRM SERVICES INTEGRATION SERVICES RESOURCES

Understanding basics of Postman

Getting started with Postman

1. Install Postman by going to Postman APPs . It is also

CRM SERVICES INTEGRATION SERVICES RESOURCES

Copyright 2021 Veon Consulting Pvt Limited.

We are going to set request URL by (Base URL +

In the above URL replace highlighted text with

Step #2. Authenticating your request with

Create a POST method and Copy the request URL as

CRM SERVICES INTEGRATION SERVICES RESOURCES

Business Case #1. Retrieving record details from

Now we will see how to get details of a record from

In the above URL replace highlighted text with

CRM SERVICES INTEGRATION SERVICES RESOURCES

Copyright 2021 Veon Consulting Pvt Limited.

Veon Blog | Useful tips and latest technology news Contact Us 

Business Case #2. Running SOQL queries in

SOQL are parallel to database query. If you wish to

Copyright 2021 Veon Consulting Pvt Limited.

Veon Blog | Useful tips and latest technology news Contact Us 

Business Case #3. Creating a record in

Now we’ll see how to add records to salesforce object

In the above URL replace highlighted text with

Copyright 2021 Veon Consulting Pvt Limited.

Veon Blog | Useful tips and latest technology news Contact Us 

Click on the send button. In the response, you will get

CRM SERVICES INTEGRATION SERVICES RESOURCES

Copyright 2021 Veon Consulting Pvt Limited.

This marks the completion of our tutorial on how to

How we can help

Our team can help you customize and integrated

CRM SERVICES INTEGRATION SERVICES RESOURCES

Veon Blog | Useful tips5and latest technology news Contact Us 

Join the discussion

Very nice explanation. Thank you

Veon Consulting (@admin) Author

CRM SERVICES INTEGRATION SERVICES RESOURCES

out if you wish. Accept

CRM SERVICES INTEGRATION SERVICES RESOURCES

Copyright 2021 Veon Consulting Pvt Limited.

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