Are you looking for some good examples of Salesforce web services? If so, you’ve come to the right place! In this blog post, we’ll take a look at some of the most popular and useful Salesforce web services examples out there.
Introduction to Salesforce Web Services
Salesforce Web Services provide a powerful, convenient, and simple way to access Salesforce data from your own web services or applications. You can use Salesforce Web Services to create, retrieve, update, or delete Salesforce data. You can also use Salesforce Web Services to run Apex code on the Force.com platform.
Salesforce Web Services are based on the industry-standard SOAP and WSDL protocols, and you can use any SOAP-enabled programming language, such as Java, .NET, or PHP, to access Salesforce data.
Setting up Salesforce Web Services
The steps for setting up Salesforce Web Services are as follows:
- Login to your Salesforce account
- On the left navigation bar, click on ‘Setup’
- In the ‘Quick Find’ bar, type in ‘Remote Access’ and select it from the list of options
- On the ‘Remote Access Applications’ page, click on the ‘New Remote Access Application’ button
- Enter a name, description and contact email for your application
- Under ‘API (Enabled OAuth Settings)’, check the box next to ‘Enable OAuth Settings’
- In the ‘Callback URL’ field, enter the URL where you want users to be redirected after they login to your application
- Under ‘Selected OAuth Scopes’, check the box next to ‘Full access (full)’
- Click on the ‘Save’ button
- Once your application has been created, you will be given a ‘Consumer Key’ and a ‘Consumer Secret’. These will be used in your code to authenticate with Salesforce
Authenticating with Salesforce Web Services
To use Salesforce Web Services, you must first authenticate with a Salesforce user account that has API access enabled. When you authenticate with SOAP web services, you use the Partner or Enterprise WSDLs. When you authenticate with REST web services, you use OAuth 2.0.
With either type of web service, your application must supply a SOAP client or an HTTP client, respectively. A SOAP client is a piece of software that can send structured requests to and receive structured responses from a web service. Popular SOAP clients include Apache CXF, Metro (the reference implementation for JAX-WS), and Axis2. An HTTP client is a piece of software that sends requests to and receives responses from an HTTP server—in this case, Salesforce’s REST API server. Popular HTTP clients for Java include Jersey Client and ApacheHttpClient; for .NET, there’s System.Net.HttpWebRequest; and for Ruby there’s Net::HTTP from the standard library.
In addition to supplying a SOAP or HTTP client, your application must have a way of sending the following information in each request:
-A orgID—your organization’s unique 18-character identifier
-A user name—the user name of the Salesforce user who is authenticating the request
-An encrypted password—the password of the Salesforce user plus your organization’s security token
Making calls to the Salesforce API
The Salesforce API allows you to communicate with Salesforce from outside of the Salesforce environment. In order to use the API, you will need to have a Salesforce account and be logged in. You can find more information about the Salesforce API here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/.
In order to make calls to the Salesforce API, you will need to use a programming language that supports making HTTP requests and processing XML or JSON data. For this example, we will use Python 3 and the requests library.
Before we can start making API calls, we need to set up some authentication details. To do this, we will need to create a “connected app” in our Salesforce account. A connected app is an application that can connect to Salesforce using the APIs. To create a connected app, log into your Salesforce account and go to “Setup”. In the search box at the top of the page, type “Connected Apps” and select the “Connected Apps” option from the list of results. Then click “New” in the top right corner of the page.
On the next page, fill in the details for your connected app. The most important details are highlighted in yellow below:
- Connected App Name: This is the name of your app as it will appear to users who install it.
- API Name: This is how your app will be identified internally by Salesforce – it doesn’t need to be human-readable.
- Contact Email: Enter an email address that users can contact if they have problems using your app.
- Enable OAuth Settings: Check this box so that we can generated an OAuth token that can be used to authenticate with the Salesforce APIs.
- Callback URL: This is the URL that users will be redirected to after they login to your app via OAuth. For this example, we will use http://localhost:8000/salesforce/callback/.
- Selected OAuth Scopes: These are the permissions that your app will request from users when they install it via OAuth. For this example, we will just request access to basic information about the user’s account (id, name, profile photo etc.).
Working with the Salesforce data model
Salesforce data model is based on a typical relational database. However, it is designed to be flexible to accommodate different data types and business needs. The core objects in Salesforce are Accounts, Contacts, Leads, Opportunities, Products, and Price Books. These objects can be customized to fit the specific needs of your organization. In addition, Salesforce provides many other standard objects that can be used to track different aspects of your business, such as Cases, Campaigns, and Documents.
Using the Salesforce SOAP API
The Salesforce SOAP API allows you to access information and functionality in Salesforce from your own applications. Using the API, you can query data, create and update records, and perform a wide variety of other tasks.
This article provides examples of how to use the Salesforce SOAP API. For more information on the API, including a full reference of all the objects and methods available, see the Salesforce SOAP API Developer Guide.
To use the examples in this article, you need to have a Salesforce account with API access enabled. You also need to know the following:
-The endpoint for your Salesforce instance. For example: https://na1.salesforce.com/services/Soap/u/37.0
-Your Salesforce username and password.
-Your Security Token. This is a choose-your-own-adventure type of deal – be sure to check with your development team or the person who gave you access to Salesforce to find out what yours is!
Using the Salesforce REST API
The Salesforce REST API lets you access your org’s data via simple HTTPS requests. You can use the REST API to create, retrieve, update, or delete records. The methods for working with each type of record are different, but the process for making a request is the same for all types of records.
This document contains information about making requests to the Salesforce REST API. It includes information about the following topics:
Using the Salesforce Bulk API
The Salesforce Bulk API is a programmatic way to quickly load your org’s data into Salesforce. You can use the Bulk API to do the following:
- Load large amounts of data (more than 5 GB) from a CSV file
- Load large amounts of data from MySQL, SQL Server, Oracle, or other relational databases
- Delete large amounts of data
Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, insert, update, upsert, or delete many records asynchronously by submitting batches. The Bulk API is not recommended for interactive applications such as phone apps or single-page apps because these types of applications perform better with the SOAP API.
Using the Salesforce Metadata API
The Salesforce Metadata API allows you to perform many org configuration and setup tasks in your own development environment. You can use the API to create, retrieve, update, or delete custom metadata components, including custom field definitions, page layouts, and apps.
Troubleshooting Salesforce Web Services
There are a few common issues that can arise when using Salesforce Web Services. Below are some tips on how to troubleshoot these issues.
- Make sure that you are using the correct WSDL for your Salesforce instance. You can find the WSDL for your instance by logging into Salesforce and going to Setup > Develop > API.
- If you are using a partner WSDL, make sure that you have specified the correct endpoint in your code. The endpoint is different for each Salesforce instance, and you can find it by looking at the WSDL file or by going to Setup > Develop > API.
- If you are using a enterprise WSDL, make sure that you have specified the correct soap action in your code. The soap action is different for each Salesforce instance, and you can find it by looking at the WSDL file or by going to Setup > Develop > API.
- Make sure that the user that you are authenticating with has the correct permissions. You can check the user’s permissions by going to Setup > AdministrationSetup > Manage Users > Permission Sets.