The document provides an overview of Salesforce APIs and how to interact with them from MuleSoft. It discusses the main Salesforce APIs including the REST API, SOAP API, Bulk API, Metadata API, and Streaming API. Examples are given for interacting with various APIs like querying data using the SOAP API, bulk inserting records with the Bulk API, and subscribing to events with the Streaming API. Useful resources for learning more about Salesforce APIs are also listed.

1. Deep Dive into Salesforce
APIs
New York MuleSoft Meetup Group
September 11, 2021

2. 2
▪ Around 14 years of Experience into ERP and Integrations.
▪ Working as Development and Integration Architect @Casper Inc.
▪ 3X MuleSoft Certified, 1X AWS Certified
▪ Managed multiple End to End Implementations/Integration projects.
▪ Mentoring Mule Developers and People trying to switch to MuleSoft.
Introduction
Neeraj Kumar- Host NYC

3. Safe Harbor Statement
•Both the speaker and host are organizing this meet up in individual capacity only.
We are not representing our companies here.
•This presentation is strictly for learning purpose only. Organizer/Presenter do not
hold any responsibility that same solution will work for your business
requirements also.
•This presentation is not meant for any promotional activities.

4. 4
Sarah Khalid
●Over 12 years of Salesforce experience
●Over 1 year of MuleSoft experience
●15 x Salesforce Certified and MuleSoft Certified Developer
●Salesforce Technical Architect
●MuleSoft Mentor
●Salesforce WIT User Group Leader
●Salesforce Golden Hoodie Holder
●Blogs about Salesforce and MuleSoft
Introductions

5. 5
● Intro to Salesforce and the type of API’s supported by Salesforce
● What are the different types of Salesforce API’s
○ Salesforce REST API
○ Salesforce SOAP API
○ Salesforce Bulk API
○ Salesforce Metadata API
○ Salesforce REST API Composite Resources
● How to interact with Salesforce from MuleSoft using the Salesforce Connectors with demo project in Anypoint Studio
○ Salesforce SOAP API
○ Salesforce Bulk API
○ Salesforce Metadata API
○ Salesforce REST API Composite Resources
○ Salesforce Streaming API
● Wrap up - Q&A
Agenda

6. Salesforce API’s

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● API’s are a way for other applications to programmatically interact with Salesforce
● Over the course of the years Salesforce has evolved as a platform and a result they
have a lot of different API’s - each for a specific use. Some of the API’s are:
○ REST API
○ SOAP API
○ Metadata API
○ Chatter API
○ Bulk API
○ Streaming API
● Salesforce is a cloud based multi-tenant environment and due to this there are
certain governor limits imposed on each Salesforce org. There are specific limits
around API’s. Details around those limits are available here.
● For detailed information on all the different Salesforce API’s, please visit the
Salesforce Developer Documentation here.
Overview of Salesforce API’s

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● REST API provides a powerful, convenient, and simple Web services API for
interacting with Lightning Platform.
● If you have many records to process, consider using Bulk API, which is based on
REST principles and optimized for large sets of data.
● REST API uses the same underlying data model and standard objects as those in
SOAP API
● Each resource in REST API is identified by a named Uniform Resource Identifier
(URI) and is accessed using standard HTTP methods (HEAD, GET, POST, PATCH,
DELETE)
● We can use the Salesforce Developer workbench to interact with the REST API
○ For example we want to retrieve data for a specific record
/services/data/v50.0/sobjects/Account/0014x00000DywlDAAR
● If you are interested in looking at these API’s you can use a tool like Postman
● There is another great tool used called Workbench that let’s you interact with some of
these API’s as well.
Salesforce REST API

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● Use SOAP API to create, retrieve, update or delete records, such as accounts, leads, and
custom objects.
● SOAP API supports more than 20 different calls
● Since SOAP is XML based – the SOAP API is using XML at the back
● A lot of processors in the MuleSoft Salesforce Connector are using the SOAP API behind the
scenes
Salesforce SOAP API

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● We will use the Query Processor to pull data out from one org and then use the Create
Processor to insert data into another org
● The Salesforce SOAP API is available with the Salesforce Connector for MuleSoft
Salesforce SOAP API Example

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● Bulk API is based on REST principles and is optimized for loading or deleting large
sets of data.
● You can use it to query, queryAll, insert, update, upsert, or delete many records
asynchronously by submitting batches.
● Salesforce processes batches in the background
○ Maximum number of records in 24 hours - 150,000,000
○ Maximum number of records in a batch – 10,000
● You process a set of records by creating a job that contains one or more batches.
The job specifies which object is being processed and what type of operation is being
used. A batch is a set of records sent to the server in an HTTP POST request. Each
batch is processed independently by the server, not necessarily in the order it is
received. Batches may be processed in parallel. It's up to the client to decide how to
divide the entire data set into a suitable number of batches.
Salesforce Bulk API

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● In this example, we will read data from a csv file and then use the bulk api processor to bulk
insert the files from the csv file into Salesforce. We can then view the job and it’s status in
Salesforce under Bulk Data Load Jobs
● The Salesforce Bulk API is available under the Salesforce Connector for MuleSoft
Salesforce Bulk API Example

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● Use Metadata API to retrieve, deploy, create, update or delete customization
information, such as custom object definitions and page layouts, for your
organization.
● This API is intended for managing customizations and for building tools that can
manage the metadata model, not the data itself.
● You can use the Metadata API to manage setup and customization information
(metadata) for your organizations. For example:
○ Export the customizations in your organization as XML metadata files
○ Migrate configuration changes between organizations.
○ Modify existing customizations in your organization using XML metadata files.
○ Manage customizations in your organization programmatically.
● You can deploy or retrieve up to 10,000 files at once.
Salesforce Metadata API

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● In this example, we will use the Describe metadata processor to retrieve all metadata from a
Salesforce org.
● Some of processors for the Salesforce Metadata API are available under the Salesforce
Connector for MuleSoft
Salesforce Metadata API Example

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● Part of the REST API but let’s you composite resources to improve your
application’s performance by minimizing the number of round-trips between
the client and server
● Available in MuleSoft using the Salesforce Composite module from Exchange
● Executes a series of REST API requests in a single call. You can use the
output of one request as the input to a subsequent request which enables you
to create multiple related records with a single API call
● Details about Composite resources are available at:
○ https://developer.salesforce.com/docs/atlas.en-
us.api_rest.meta/api_rest/resources_composite.htm
Salesforce REST API Composite Resources

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● In this example, we will get data from multiple tables in a MySQL Database Server database
and insert into Salesforce using a single API call
● If a single record in the operation fails, the entire operation fails and rolls back
● You need to create a connected app in Salesforce for doing authentication
Salesforce REST API Composite Resources

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● Streaming API enables streaming of events using push technology and
provides a subscription mechanism for receiving events in near real time.
● The Streaming API subscription mechanism supports multiple types of events,
including PushTopic events, generic events, platform events, and Change
Data Capture events.
● Use the streaming API in MuleSoft when you want MuleSoft to consume an
event that has been published from Salesforce
● You can also publish events to Salesforce from MuleSoft by making use of the
Streaming API
● More details about the streaming are available here.
Salesforce Streaming API

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● In this example, we will publish an event from Salesforce using Change Data Capture and
then consume this event in MuleSoft. Suppose, you have integrated systems where
Salesforce is the system of record for accounts and you need to update the account related
information to the other systems in real-time once it’s updated in Salesforce. You can publish
the changes and then MuleSoft can subscribe to these changes and then propagate to the
other systems as needed.
● This can be accomplished by using Replay Channel Listener processor from the MuleSoft
Salesforce Streaming API

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● Salesforce API’s for Postman
○ https://github.com/forcedotcom/postman-salesforce-apis
● Salesforce Developer Documentation – API’s
○ https://developer.salesforce.com/docs/?filter_text=api&service=All%20Services&select_type=&versi
on=51.0&lang=en-us&sort=title
● Workbench
○ https://workbench.developerforce.com/
● Sarah’s Blog focused on content that shows Salesforce/MuleSoft integrations
○ https://sarahinthecloud.wordpress.com/
● Trailhead
○ https://trailhead.salesforce.com/
Useful Resources

20. Q & A

21. Quiz Time
Get ready to WIN a Special Gift from MuleSoft Community

22. Upcoming Meetups
● Topic: Unleashing DynamoDB Integration with Mule 4
Date: Saturday, Oct 16th 2021 , 11AM EDT
Speaker: Sanjay Gopal, India
https://meetups.mulesoft.com/events/details/mulesoft-new-york-city-presents-unleashing-dynamodb-integration-with-mule-4/

23. Thank you