Tips For Integrating With The Salesforce API

By Josh Wyse in GET/technical Posted Oct 14, 2014

Salesforce API

Salesforce provides different types of APIs so that developers can build out the API their organization needs using simple, powerful and secure APIs. Below are some useful tips to know when building out your Salesforce API Integration.

Authentication:
– Multiple mechanisms for Authentication : OAuth 2 & Session ID

Conventions:
– Some Salesforce APIs are REST based, some are SOAP based – it is important to know which type API you are integrating to.
– All custom objects and fields end in __c when accessing them from the API
– Naming is consistent : All “uppercase camelcase” for fields and objects

Things to watch out for:
– Can’t put quotes around datetime fields with Salesforce query language
– Will only return 200 results if there are more than 2 custom fields in the object you’re querying

Other helpful tips:
– Strong query language (SOQL): Salesforce’s query language is extremely useful and helpful to developers. It is very robust, allowing developers to search and query in a wide variety of ways. Only frustration is that it is necessary to list each and every field you want returned for a given object. Our Salesforce element makes it easier, allowing users to use a wildcard, to return all fields for a given object
– Supports custom objects, custom fields and, of course, standard objects
– Supports batch uploads
– Discovery APIs are supported and can discover all objects and fields in their API

When integrating with a Salesforce API, developers should be aware of the different API versions that are available so that they are able to get the proper documentation. It can sometimes be difficult to find the correct API documentation for the type of API you’re building for your application.

With Cloud Elements, you are able to integrate Salesforce with ease, while also being able to integrate into other popular CRM endpoints. For example, with our transformations you are able to put the same looking object in one Element and get it returned from all of the CRM Elements in our Hub. By integrating into Cloud Elements Hubs, you save time and cost of building your own integration and can integrate into all of the CRM endpoints through a single API.

Download the Salesforce API Cheat Sheet for more tips and tricks!

Salesforce API

Salesforce  Cheat Sheet