a 60 minutes step by step diy guide to salesforce rest api for non developers

Download A 60 Minutes Step by Step DIY Guide to Salesforce REST API for Non Developers

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  • Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce

    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

    Visit asagarwal.com for daily dose of useful tips and tricsk on Salesforce

    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

    Chrome on Mac

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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

    Chrome on Mac

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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

    Chrome on Mac

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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

    Chrome on Mac

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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

    Chrome on Mac

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    Create Connected Apps

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    1. Back in Salesforce, Click on Setup

    Chrome on Mac

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    Create Connected Apps

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    1. Navigate to Create -> Apps2. Click New

    Chrome on Mac

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    Create Connected Apps

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    1. Specify the Connected App Name, API Name and Contact

    Email

    Chrome on Mac

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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

    Chrome on Mac

    https://localhost:8080

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    Create Connected Apps

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    1. Click Continue

    Chrome on Mac

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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

    Chrome on Mac

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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

    Chrome on Mac

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    Grant Permission to Users Profile

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    1. Click Edit

    Chrome on Mac

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