a 60 minutes step by step diy guide to salesforce rest api for non developers
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Step-By-Step DIY GuideTo Salesforce REST API For Non-
Developers
1
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Using This Guide
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A couple of standards/conventions have been followed in this guide. Here is what they mean
Important information. Take a closer look and follow as advised. You may not be able to complete the guide successfully if you miss these instructions
General explanation/information to support actions mentioned on the slide. Will assist you in understanding what is being done and why
Actions that you need to follow to configure. Carry out these steps in the order of their serial number.
Appears on the bottom bar of the page on right hand side. Provides information on the Hardware and Software currently being used
Text with Red Background
Text with Yellow Background
1. Text with White background, red border and a number. In a callout format
Text with Green Background
2
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Steps Overview
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Create Connected Apps in Salesforce Install Advanced REST Client in Google Chrome Connect to Salesforce from Advanced REST Client Query Records in Salesforce using REST API Create Record in Salesforce using REST API Update Record in Salesforce using REST API Delete Record in Salesforce using REST API Other REST API Calls Extra Bytes
3
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A 60 Minutes Step-By-Step DIY Guide to Salesforce REST API for Non-Developers
http://www.asagarwal.com/4334/a-60-minutes-step-by-step-diy-guide-to-salesforce-rest-api-for-non-developers
Please do not forget to refer to the above blog post for related information, useful links and videos
Related Blog
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http://www.asagarwal.com/4334/a-60-minutes-step-by-step-diy-guide-to-salesforce-rest-api-for-non-developershttp://www.asagarwal.com/4334/a-60-minutes-step-by-step-diy-guide-to-salesforce-rest-api-for-non-developershttp://www.asagarwal.com/4334/a-60-minutes-step-by-step-diy-guide-to-salesforce-rest-api-for-non-developers
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Salesforce Developer Edition / Enterprise Edition or above. Your Salesforce Edition must allow the API Access. Your can sign up for a FREE Salesforce Developer Edition at URL https://developer.salesforce.com/
Google Chrome Internet connection Vodka with ice, lemon & a pinch of salt celebrate your
learning. :-)
Ingredients
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https://developer.salesforce.com/https://developer.salesforce.com/https://developer.salesforce.com/
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Steps Overview
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Create Connected Apps in Salesforce Install Advanced REST Client in Google Chrome Connect to Salesforce from Advanced REST Client Query Records in Salesforce using REST API Create Record in Salesforce using REST API Update Record in Salesforce using REST API Delete Record in Salesforce using REST API Other REST API Calls Extra Bytes
6
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Login To Salesforce
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1. Login to Salesforce Org
Chrome on Mac
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Get Your Security Token
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1. Click on your name -> My Settings
If you do not already have your security token, follow these steps to
get your security token. If you already have the security token, you
can skip this section
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Get Your Security Token
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1. Click on Personal
2. Click Reset My Security Token. If you have specified the Login IP Ranges at the profile level, then you will not see option. In that case you dont need the
security token and you can skip the rest of the steps in this section
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Get Your Security Token
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1. Click Reset Security Token. The security token will be emailed
to your email address
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Get Your Security Token
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1. You will get the confirmation that the security token has been emailed to your email address
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Get Your Security Token
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1. Navigate to your inbox and copy and paste the security token
in a text editor
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Create Connected Apps
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1. Back in Salesforce, Click on Setup
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Create Connected Apps
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1. Navigate to Create -> Apps2. Click New
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Create Connected Apps
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1. Specify the Connected App Name, API Name and Contact
Email
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Create Connected Apps
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1. Check Enable OAuth Settings
2. Specify Callback URL. Just specify the value https://localhost:8080. This will not
be used
3. Select Full Access (full) from Available OAuth Scopes and move it to Selected
OAuth Scopes
4. Click Save
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https://localhost:8080
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Create Connected Apps
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1. Click Continue
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Create Connected Apps
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1. Copy and paste the Consumer Key in a text editor. We will need to
use it later
2. Click on Click to reveal for Consumer Secret
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Create Connected Apps
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1. Copy and paste the Consumer Secret in a text editor. We will need
to use it later together with Consumer Key
2. Click on Manage
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Grant Permission to Users Profile
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1. Click Edit
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