Integrate Salesforce with Postman using connected app with OAuth 2.0 to perform API calls.

Summary

This tutorial guides viewers on integrating Salesforce with Postman for API development and testing. It covers creating a Connected App in Salesforce, configuring Postman, and making API calls. The process includes setting up authentication, generating security tokens, and using Postman's collection to organize API requests. The video also demonstrates creating and retrieving account records via API calls.

Takeaways

• 🔗 To integrate Salesforce with Postman, start by creating a Connected App in Salesforce's classic UI.
• 📧 The Connected App requires mandatory fields like the app name, contact email, and settings for callback URL and authorization scopes.
• 🔑 After creating the Connected App, retrieve the client ID and client secret from the 'Manage Consumer Details' section for Postman configuration.
• 🛡️ Ensure you have a security token generated in Salesforce, which is essential for the authentication process in Postman.
• 📂 In Postman, create a collection to organize API requests to Salesforce.
• 🗝️ Use OAuth 2.0 for authorization in Postman, configuring it with the client ID, client secret, username, and a combined password with the security token.
• 🌐 Set the access token URL to request the token from Salesforce's services.
• 🔄 Postman will generate an access token after successful authentication, which is used for subsequent API calls.
• 📝 Make API calls to Salesforce using the generated access token, with endpoints and methods such as POST for creating records and GET for retrieving them.
• 📖 Refer to Salesforce's documentation for a list of standard endpoint URLs that can be used for API calls.
• 🎯 Demonstrated in the script is the process of creating an account record in Salesforce via Postman and retrieving its details using the API.

Q & A

What is the main topic of the video script?

The main topic of the video script is integrating Salesforce with Postman to develop and test API functionalities.

Why is it necessary to use the classic UI of Salesforce for creating a Connected App?

The classic UI of Salesforce is necessary for creating a Connected App because the creation of Connected Apps is only accessible via the classic mode.

What is the purpose of creating a Connected App in Salesforce?

The purpose of creating a Connected App in Salesforce is to enable login via the app, allowing users to authenticate with Salesforce or through Postman.

What is the significance of the contact email in the Connected App configuration?

The contact email in the Connected App configuration is significant because it is where notifications about failures in the login process or restrictions during integration are sent.

What is a callback URL in the context of the Connected App?

A callback URL is the URL or page where the user will be redirected after successful authentication from a third-party system like Postman.

What does the scope setting in the Connected App configuration determine?

The scope setting in the Connected App configuration determines the permissions and authorizations granted to the user making API calls, such as creating, reading, or deleting records or metadata in Salesforce.

Why is it important to generate a security token in Salesforce?

The security token in Salesforce is important because it is an additional layer of security used during the login process, appended to the user's password to authenticate their identity.

How does Postman use the client ID and client secret from the Connected App?

Postman uses the client ID and client secret from the Connected App to authenticate and configure the integration with Salesforce, allowing API calls to be made.

What is the authorization process in Postman for Salesforce?

The authorization process in Postman for Salesforce involves using OAuth 2.0, where Postman authenticates itself with Salesforce using a username, password, and security token to generate an access token.

How can you create a new record in Salesforce using Postman?

You can create a new record in Salesforce using Postman by making a POST request to the Salesforce API endpoint with the necessary data in JSON format.

What is the method used to retrieve an existing record's details in Salesforce via Postman?

To retrieve an existing record's details in Salesforce via Postman, you use the GET method and append the record ID to the Salesforce API endpoint URL.

Outlines

00:00

🔗 Setting Up Salesforce Connected App

The speaker begins by addressing the audience and expressing a desire to discuss the integration of Salesforce with Postman, a tool commonly used by developers for API development and testing. The integration process is outlined, starting with the creation of a Connected App within Salesforce, which is accessible only in the classic UI. The audience is guided through the creation of a new Connected App, with emphasis on mandatory fields such as the name, contact email, and settings for authorization. The callback URL, where users are redirected post-authentication, and the scope of permissions granted to the user for API calls are also discussed. The session concludes with instructions on retrieving the client ID and client secret from the Connected App for use in Postman.

05:00

🔐 Generating Security Token for Salesforce

The second paragraph delves into the concept of the security token in Salesforce, which is crucial for the integration process. The speaker instructs on how to generate and retrieve the security token from the user's settings. This token serves as an additional layer of security during the login process, appending to the user's password to authenticate identity. The paragraph transitions into configuring Postman, starting with the creation of a collection to house API requests. The focus then shifts to setting up OAuth 2.0 authorization, detailing the steps to authenticate with Salesforce using username, password, and security token. The configuration involves specifying the access token URL, client ID from the Connected App, and the client secret, culminating in the generation of an access token for API requests.

10:03

📝 Making API Calls with Postman

The third paragraph explains how to make API calls to Salesforce using Postman after the integration and authorization steps are completed. The speaker demonstrates how to create a request within Postman to interact with Salesforce, starting with the creation of an account via a POST method. The process involves appending the correct endpoint URL to the domain, selecting the POST method, and providing necessary account information in JSON format within the request body. The speaker also shows how to retrieve account details using a GET method, appending the account ID to the endpoint URL to fetch specific records. The paragraph concludes with a demonstration of creating an account and retrieving its details, showcasing the successful integration of Postman with Salesforce.

15:05

📡 Conclusion of Salesforce and Postman Integration

In the final paragraph, the speaker summarizes the integration process of Salesforce with Postman, highlighting the ability to create and retrieve records through API calls. The speaker expresses gratitude for the audience's attention and bids them farewell, concluding the tutorial on integrating Salesforce with Postman for API development and testing.

Keywords

💡Salesforce

Salesforce is a cloud-based customer relationship management (CRM) service that provides businesses with a suite of tools to manage their customer interactions and data. In the context of the video, Salesforce is the primary system being integrated with Postman for API development and testing purposes. The script mentions creating a 'Connected app' within Salesforce, which is a prerequisite for the integration.

💡Postman

Postman is an application used for API development that helps developers build, test, and document APIs. In the video, Postman is used to integrate with Salesforce, allowing developers to make API calls to interact with Salesforce data. The script discusses configuring Postman to work with Salesforce's API.

💡Connected App

A 'Connected App' in Salesforce is an application that is integrated with Salesforce, allowing users to connect to Salesforce services. The video script describes the process of creating a Connected App as a necessary step for integrating Salesforce with Postman, which includes setting up authentication and defining permissions.

💡API

API stands for Application Programming Interface, which is a set of rules and protocols for building and interacting with software applications. The video's theme revolves around using APIs to connect Salesforce with Postman, enabling developers to create, read, and manipulate data within Salesforce through Postman.

💡Authentication

Authentication is the process of verifying the identity of a user or system. In the script, authentication is crucial for the integration process, where Postman must authenticate with Salesforce to perform API calls. The video explains setting up authentication using a Connected App and obtaining an access token.

💡Callback URL

A Callback URL is the endpoint to which a user's browser is sent after successful authentication by a third-party system. In the script, setting a Callback URL is a step in creating a Connected App in Salesforce, specifying where users should be redirected post-authentication.

💡Scope

In the context of the video, 'scope' refers to the permissions or authorization levels granted to the user or application making API calls. The script mentions selecting a scope when creating a Connected App, which determines what actions the user can perform in Salesforce via Postman.

💡Client ID and Client Secret

Client ID and Client Secret are security credentials used in OAuth 2.0 for authorizing API access. The video script instructs viewers to obtain these credentials from the Salesforce Connected App to use in Postman for the integration process.

💡Security Token

A Security Token in Salesforce is an additional layer of security used for API authentication. The script explains how to generate and use a security token in Postman, appending it to the user's password to authenticate API requests to Salesforce.

💡Collection

In Postman, a 'Collection' is a group of related API requests. The video script describes creating a Collection in Postman to organize the API calls that will be made to Salesforce, which is part of setting up the integration.

💡Endpoint

An API endpoint is a URL that specifies a location for accessing a web service. The script discusses using various endpoints to interact with Salesforce objects via Postman, such as creating or retrieving account details.

Highlights

Introduction to integrating Salesforce with Postman for API development and testing.

Step-by-step guide to creating a Connected App in Salesforce.

Explanation of the mandatory fields required for Connected App creation.

The importance of the contact email for receiving login failure notifications.

Enabling settings for authorization and callback URL configuration.

Setting permissions and authorization scopes for the Connected App.

Details on retrieving the client ID and client secret from the Connected App.

The concept of Salesforce security tokens and their generation.

How to create a collection in Postman for organizing API requests.

Configuring OAuth 2.0 authorization in Postman.

Using password credentials for authentication with Salesforce.

Combining the password and security token for Postman configuration.

Generating an access token for Salesforce API calls.

Making API calls to Salesforce using Postman.

Creating an account in Salesforce directly from Postman.

Retrieving account details from Salesforce using Postman.

Conclusion and summary of the integration process.

Transcripts

hello sfdc folks I hope everyone is

doing good so today we are going to

discuss about most widely used feature

or functionality that is integrating

Salesforce with Postman so many of times

developer usually integrate Salesforce

with Postman to develop and test the API

related functionalities which is very

useful for them so we'll know how to How

we'll integrate these two systems we'll

discuss the whole process starting from

creating a Connected app to configuring

in the postman and also we'll do some

demo API calls from Postman as well so

the first and foremost step to build

this integration is to create a

Connected app inside Salesforce so we'll

go

to

our Connected app creation setup page so

make sure you are on the classic UI of

Salesforce or because creation of

Connected app will be accessible via

classic mode only so search for apps in

in the search box click on apps and

there you will find the option called

connected apps here click on new to

create a new Connected app this

Connected app will be used for login

purposes via this Connected app only the

user will be able to log Salesforce or

through Postman so this is the medium of

login the first there will be some

mandatory things to fill that we can

definitely do that so let's get give the

name of the Connected app as Postman

int and the API name will be

automatically populated contact email

this is important because whenever if

there is any failure in the login

process or there is any restriction done

during the integration procedure

then the email will be sent to this

particular email ID just to inform the

person that hey this particular request

has been failed or whatever be the

reason the other things are optional

that you can definitely configure later

so the second thing that we'll do now is

enable all settings this is really very

important what sort of authorization you

want to make via this Connected app so

first option is call back URL this is

nothing but the URL where the user will

be redirected to after the

authentication is successfully done so

in order to make it simple I will just

skip my domain URL as my call back URL

so let me repeat it once again call back

URL is nothing but it is the URL or the

page where the user will be redirected

to after he has

successfully being

authenticated from the third party

system then the second option is the

scope that we have to select what all

permissions what all authent

authorization that you want to give to

that user who will be integrated he who

will be making the API calls or whether

he can create records or read records or

he can also

delete the metadata inside the

Salesforce or so for now we'll give full

access just for the training purpose we

are giving full access but in real

system real scenario it can be different

out of all these options you can select

multiple options as your wish now these

are the only important uh information

that you want to fill that you have to

fill to create a Connected app so after

you save it it will take 10 minutes to

get it ready and that is why I have

already created the Connected app with

the same name just to save time it will

take 10

minutes so

I already have this Postman integration

in Connected app created so what all

information you want to take from this

Connected app in order to proceed with

the configuration of the entire

integration so you have to click on that

manage consumer details this will give

you client ID and client secret that

will be used in our Postman while

configuring the integration so let's

click on this it will ask for

the uh OTP which is access code just to

see that

information we'll provide

that 3

4 5 9 9

6 now I should be able to see these two

information consumer key is nothing but

client ID and consumer secret is client

secret we'll require this let let this

page be open for now

and yeah this is the this is all what

Connected app part is now done the next

thing we'll go to our Postman app to

build the configuration between these

two so before going there I would like

to discuss one important very important

thing there is a concept of security

token inside Salesforce that you can

generate from here click on your name

click on my

settings and here you can search for

token

see there is an option called reset my

security token if you have not already

reset your security token or you do not

have it handy you can click on it and

you'll receive an email con containing

your security token that will be used

when we will be configuring Postman to

build the integration this is nothing

but an additional information apart from

your password to login into

Salesforce for example if you want to

login into Salesforce by entering

username and password then this security

token will be appended with your

password just to provide your whole

identity we'll use this so make sure you

reset your security token and keep it

handy somewhere let's go to our Postman

now the first step here is to create a

collection this is nothing but a folder

it's a folder only which will contain

all my requests that that I would make

to my Salesforce org let's create a

collection

and name it as

Postman to

SF the type of this particular colle the

type of authorization it is saying what

type of authorization you want to use I

will use o 2.0 which is the strongest

authorization or we can say the

strongest authentication

process so there are few fields and

information that we want to provide in

order to authenticate our s

first of all we have to authenticate

ourself and then only we can make

requests API request to our Salesforce

or here it is configure new token so

every time I will configure myself I

will authorize myself it will create

generate a an access token an access

token will be used to login so let's

start let's use the CR type as password

credentials that means I want to

authorize myself based on my user

username and password along with

security token let's give the token name

as SF

token here the first option access token

URL from where this Postman fetch the

access token where will it go I have to

provide the URL of that particular uh

box or something particular or where

where the postman will go to request for

the access token after providing all the

identity so this URL is this one login.

salesforce.com SLS Services

2.0 token this is the URL where it goes

and

fetches the access token this is the

first if it is a Sandbox or then it will

be nothing but test. sales force instead

of login. Sal Force but this will remain

the same or to/ token

next is we have to provide the client ID

of that connected app which we are using

to log

in so I have

already yeah open that page let's copy

the consumer key

here and go to our Connected app again

paste it over here the second thing is

client secret which

is consumer

secret we'll provide this information

here as well and the username which user

wants to log to the Salesforce

or I have my username

here and yeah then comes this very

important part which is password this is

not just your password but it is a

combination of your password and the

security token so let me show how it

works so suppose your Salesforce off

password is

c 1 2

3 at the

rate and

your security token that got generated

is something like this XY zmo and so

when you are configuring Postman you

have to provide your password like this

your normal password appended with your

security token so make sure there is no

space no underscore

nothing between the password and the

security token it will be one single

word okay so here I already have my

password to security token we'll provide

it over here and the last thing is

client authentication you select it as

client set send client details in body

now we'll get the access token after

providing all the authentication

information will generate the access

token this is complete and after

generating we just have to use this

token okay so see this particular token

field got

automatically populated after I used it

after generation when I clicked on use

token this got automatically populated

we'll save this now our authorization is

done will start making API calls to our

Salesforce or so what will I do is

inside this folder I will create a

request nothing but

a API request so since the integration

configuration is now done I will start

making API calls so for the to make API

calls we have to first so add a endpoint

endpoint URL which particular request

you want to

make I will first try

to create one account directly

from Postman to

Salesforce so in order to get more

information of endpoints here is a you

can refer to this article which contains

all the in important URLs that you can

call from the third party

system which are these are actually some

standard endpoint URLs that you can

leverage so I will make use of this

particular URL just to get the basic

information of account

object okay let me copy this is my

domain URL appended with this Services

SL API version and S

objects okay I just copied the wrong

thing maybe let me just select

again after my domain URL I will this

part and yeah so if I want to create an

account so I will use Post Service post

method and inside the body I'll provide

the information of that account that is

so like name and all other information

that I want to provide while to create a

account account

created from

API

name so this should be the name of my

account if I send this

request okay what is it text plan is not

supported if okay I you I have to use

here Json so the body that I'm sending

as an input parameter that should be in

the form of Chason and not text see this

account has been created in my or if I

just copy the ID and go to my or

directly just to

see my newly created

account I want to paste the ID but the

URL is too long so now I can paste my ID

over

here H it and yeah see this account just

got created the name is account created

from API

post great so this is see this just got

created with my

name and if I would have provided other

values in the fields that would have

that would have also been

populated now let's make the second call

so let let let's skip this one this

request just for post

account we'll create another request to

get the Account

Details okay use this same

URL but this time with a different

method which is get method and in order

order to fetch the exact record account

record we'll just provide the ID of that

record so let me provide the ID here the

URL is same just appending it with an ID

let's get the details of this account

see we got

it the name and all other fields which

are for

now

null so yeah this is how Postman got

integrated with Salesforce and you can

start making API calls you can create

records get records you can do other

different things thank you for watching

goodbye