Salesforce API’s and
Integration Options
Vamsi Krishna Gosu
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Thanks to our Sponsors!
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Agenda
• Overview of Salesforce APIs
• Quick glance at each of the API
• Some good to know stuff
• Limitations
• References
• Q & A
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
API First
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Overview
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#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Data Related
SOAP (Standard , Custom APEX)
REST (Standard, Custom APEX,
Chatter)
Bulk
Streaming
Analytics
Non Data Related
Metadata
Tooling
Open CTI
Actions
Soap API
● Access thru SOAP/WSDL
● XML
● Synchronous
● Authenticate with the SOAP login call
● Best suited for system integrations
● Standard OOB - Enterprise (org specific) & Partner (generic)
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#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Rest API
● Access thru HTTP methods
● XML or JSON
● Synchronous
● Authenticate with OAuth 2.0 (connected app)
● Best suited for browser or mobile applications which do not need to
access high amounts of records
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● /composite/Batch [or] /composite/Tree
● An API that is built by combining existing API functions
● A single request to an API can perform multiple functions
● Orchestration of the composite APIs allow developer controlled business logic
and functionality
● Responses from one API method can be directed as inputs into another method
● Multiple APIs can be used in a single call to improve performance
● Compositions are key for designing efficient API for use in mobile development
Composite API
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Composite API
{
"batchRequests" : haltonerror:true,
[
{ "method" : "POST",
"url" : "v34.0/sobjects/account/",
"richInput" : {"Name" : "NewName", "Industry" : "Tech"}
},
{ "method" : "GET",
"url" : "v34.0/sobjects/account/describe/"
}
]
}
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Chatter API
● Chatter specific REST API to access the social collaboration part of
force.com
● Access to Chatter feeds, users, groups, followers, files,
recommendations, topics, notifications
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Bulk API
● REST
● XML or CSV
● Asynchronous
● Authenticate with the SOAP API
● Process >1.000.000 records
● Recent support for QueryAll and Relationship queries
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Streaming API
● BAYEUX Protocol, Long Polling
● Publish / Subscribe Model
● Channel - PushTopic defined by SOQL
● JSON
● Asynchronous
● Receive notifications when records are created or updated
● Recent support for Message Reliability
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Analytics API
● REST
● JSON
● Synchronous & Asynchronous
● Authenticate with OAuth 2.0 (connected app)
● Access the force.com reporting engine and the reports configured in
your org.
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Metadata API
● SOAP/WSDL
● XML
● Asynchronous
● .ZIP files
● Authenticate with the SOAP API
● Access the force.com configuration
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Tooling API
● SOAP / REST
● XML / JSON
● Asynchronous
● Authenticate with OAuth 2.0 or SOAP
● Exposes functionality to manage custom development on the
force.com platform
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
• Use Workbench for your API validations / testing
• browser extensions for workbench
• Postman, Boomerang, Requestbin, Runscope
• Make use of Toolkits & SDKs for different languages
• Troubleshooting - Connected Apps, Login History
• Developer Console - Debug Log - Callout Filter
• Release Notes -> Development -> API for updates
Good to know
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Salesforce API URL Anatomy
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#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
SOAP - Enterprise API /services/soap/c
SOAP - Partner API /services/soap/u
SOAP - Custom APEX /services/soap/s
SOAP - Metadata /services/soap/m
SOAP - Tooling /services/soap/t
Rest API /services/data
REST - Custom APEX /services/apexrest/
REST - Analytics /services/.../analytics/reports
Bulk API /services/async
Streaming API /cometd
Platform Limits - varies by org type, # of user licenses, etc..
• Concurrent Limits - long running operations in parallel
• Total Limits - # of calls in 24 hr period
• Keep an eye on System Overview - API Usage
• Setup notifications if needed
Limitations
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
● Trailhead
https://trailhead.salesforce.com/en/api_basics/api_basics_overview
● Salesforce Docs -
https://developer.salesforce.com/page/Salesforce_APIs
References
@SFOzDreamin
#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
Q & A
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#OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT

Salesforce integration options

  • 1.
    Salesforce API’s and IntegrationOptions Vamsi Krishna Gosu @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 2.
    Thanks to ourSponsors! @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 3.
    Agenda • Overview ofSalesforce APIs • Quick glance at each of the API • Some good to know stuff • Limitations • References • Q & A @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 4.
    API First @SFOzDreamin #OzDreamin OZDREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 5.
    Overview @SFOzDreamin #OzDreamin OZ DREAMIN'- BRISBANE - A SALESFORCE COMMUNITY EVENT Data Related SOAP (Standard , Custom APEX) REST (Standard, Custom APEX, Chatter) Bulk Streaming Analytics Non Data Related Metadata Tooling Open CTI Actions
  • 6.
    Soap API ● Accessthru SOAP/WSDL ● XML ● Synchronous ● Authenticate with the SOAP login call ● Best suited for system integrations ● Standard OOB - Enterprise (org specific) & Partner (generic) @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 7.
    Rest API ● Accessthru HTTP methods ● XML or JSON ● Synchronous ● Authenticate with OAuth 2.0 (connected app) ● Best suited for browser or mobile applications which do not need to access high amounts of records @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 8.
    ● /composite/Batch [or]/composite/Tree ● An API that is built by combining existing API functions ● A single request to an API can perform multiple functions ● Orchestration of the composite APIs allow developer controlled business logic and functionality ● Responses from one API method can be directed as inputs into another method ● Multiple APIs can be used in a single call to improve performance ● Compositions are key for designing efficient API for use in mobile development Composite API @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 9.
    Composite API { "batchRequests" :haltonerror:true, [ { "method" : "POST", "url" : "v34.0/sobjects/account/", "richInput" : {"Name" : "NewName", "Industry" : "Tech"} }, { "method" : "GET", "url" : "v34.0/sobjects/account/describe/" } ] } @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 10.
    Chatter API ● Chatterspecific REST API to access the social collaboration part of force.com ● Access to Chatter feeds, users, groups, followers, files, recommendations, topics, notifications @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 11.
    Bulk API ● REST ●XML or CSV ● Asynchronous ● Authenticate with the SOAP API ● Process >1.000.000 records ● Recent support for QueryAll and Relationship queries @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 12.
    Streaming API ● BAYEUXProtocol, Long Polling ● Publish / Subscribe Model ● Channel - PushTopic defined by SOQL ● JSON ● Asynchronous ● Receive notifications when records are created or updated ● Recent support for Message Reliability @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 13.
    Analytics API ● REST ●JSON ● Synchronous & Asynchronous ● Authenticate with OAuth 2.0 (connected app) ● Access the force.com reporting engine and the reports configured in your org. @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 14.
    Metadata API ● SOAP/WSDL ●XML ● Asynchronous ● .ZIP files ● Authenticate with the SOAP API ● Access the force.com configuration @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 15.
    Tooling API ● SOAP/ REST ● XML / JSON ● Asynchronous ● Authenticate with OAuth 2.0 or SOAP ● Exposes functionality to manage custom development on the force.com platform @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 16.
    • Use Workbenchfor your API validations / testing • browser extensions for workbench • Postman, Boomerang, Requestbin, Runscope • Make use of Toolkits & SDKs for different languages • Troubleshooting - Connected Apps, Login History • Developer Console - Debug Log - Callout Filter • Release Notes -> Development -> API for updates Good to know @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 17.
    Salesforce API URLAnatomy @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT SOAP - Enterprise API /services/soap/c SOAP - Partner API /services/soap/u SOAP - Custom APEX /services/soap/s SOAP - Metadata /services/soap/m SOAP - Tooling /services/soap/t Rest API /services/data REST - Custom APEX /services/apexrest/ REST - Analytics /services/.../analytics/reports Bulk API /services/async Streaming API /cometd
  • 18.
    Platform Limits -varies by org type, # of user licenses, etc.. • Concurrent Limits - long running operations in parallel • Total Limits - # of calls in 24 hr period • Keep an eye on System Overview - API Usage • Setup notifications if needed Limitations @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 19.
    ● Trailhead https://trailhead.salesforce.com/en/api_basics/api_basics_overview ● SalesforceDocs - https://developer.salesforce.com/page/Salesforce_APIs References @SFOzDreamin #OzDreamin OZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT
  • 20.
    Q & A @SFOzDreamin #OzDreaminOZ DREAMIN' - BRISBANE - A SALESFORCE COMMUNITY EVENT