Api Rest
Api Rest
@salesforcedocs
Last updated: December 12, 2016
Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc.,
as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
Chapter 1: Introducing Force.com REST API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Force.com REST Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using Compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Using Conditional Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using cURL in the REST Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Understanding Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Defining Connected Apps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Understanding OAuth Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Understanding the Web Server OAuth Authentication Flow . . . . . . . . . . . . . . . . . . . . . . 6
Understanding the User-Agent OAuth Authentication Flow . . . . . . . . . . . . . . . . . . . . . . 12
Understanding the Username-Password OAuth Authentication Flow . . . . . . . . . . . . . . . 15
Understanding the OAuth Refresh Token Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Finding Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Use CORS to Access Supported Salesforce APIs, Apex REST, and Lightning Out . . . . . . . . . . . . 20
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Chapter 3: Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Getting Information About My Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
List Available REST API Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
List Organization Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
List Available REST Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Get a List of Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Get a List of Objects If Metadata Has Changed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Working with Object Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Retrieve Metadata for an Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Get Field and Other Metadata for an Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Get Object Metadata Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Working with Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Create a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Update a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Delete a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Get Field Values from a Standard Object Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Contents
Get Field Values from an External Object Record by Using the Salesforce ID . . . . . . . . . . 46
Get Field Values from an External Object Record by Using the External ID Standard
Field . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Retrieve a Record Using an External ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Insert or Update (Upsert) a Record Using an External ID . . . . . . . . . . . . . . . . . . . . . . . 47
Traverse Relationships with Friendly URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Get Attachment Content from a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Insert or Update Blob Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Get a List of Deleted Records Within a Given Timeframe . . . . . . . . . . . . . . . . . . . . . . . 60
Get a List of Updated Records Within a Given Timeframe . . . . . . . . . . . . . . . . . . . . . . . 61
Working with Searches and Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Execute a SOQL Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Execute a SOQL Query that Includes Deleted Items . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Get Feedback on Query Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Search for a String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Get the Default Search Scope and Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Get Search Result Layouts for Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
View Relevant Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Working with Recently Viewed Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
View Recently Viewed Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Mark Records as Recently Viewed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Managing User Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Manage User Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Working with Approval Processes and Process Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Get a List of All Approval Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Submit a Record for Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Approve a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Reject a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Bulk Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Get a List of Process Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Get a Particular Process Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Trigger Process Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Using Event Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Describe Event monitoring Using REST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Query Event Monitoring Data with REST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Get Event Monitoring Content from a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Download Large Event Log Files Using cURL with REST . . . . . . . . . . . . . . . . . . . . . . . . . 87
Using Composite Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Update a Record and Get Its Field Values in a Single Request . . . . . . . . . . . . . . . . . . . 88
Create Nested Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Create Multiple Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Chapter 4: Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Contents
Resources by Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Describe Global . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
SObject Basic Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
SObject Describe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
SObject Get Deleted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
SObject Get Updated . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
SObject Named Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
SObject Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
SObject Rows by External ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
SObject Blob Retrieve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
SObject ApprovalLayouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
SObject CompactLayouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Describe Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
SObject PlatformAction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
SObject Quick Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
SObject Relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
SObject Suggested Articles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
SObject User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
AppMenu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Compact Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
FlexiPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Invocable Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Standard Invocable Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Custom Invocable Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
List View Describe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
List View Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
List Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Support Knowledge with REST API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Data Category Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Data Category Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Articles List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Articles Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Parameterized Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Process Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Process Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
QueryAll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Quick Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Recent List Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Recently Viewed Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Relevant Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Retrieve Knowledge Language Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Contents
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
CHAPTER 1
In this chapter ...
Force.com REST
Resources
Using Compression
Using Conditional
Requests
Understanding
Authentication
Note: Salesforce runs on multiple server instances. The examples in this guide use yourInstance in place of a specific
instance. Replace that text with the instance for your org.
Important characteristics of the Force.com REST API resources and architecture:
Stateless
Each request from client to server must contain all the information necessary to understand the request, and not use any stored
context on the server. However, the representations of the resources are interconnected using URLs, which allow the client to progress
between states.
Caching behavior
Responses are labeled as cacheable or non-cacheable.
Uniform interface
All resources are accessed with a generic interface over HTTP.
Named resources
All resources are named using a base URI that follows your Force.com URI.
Layered components
The Force.com REST API architecture allows for the existence of such intermediaries as proxy servers and gateways to exist between
the client and the resources.
Authentication
The Force.com REST API supports OAuth 2.0 (an open protocol to allow secure API authorization). See Understanding Authentication
for more details.
Using Compression
Using Compression
The REST API allows the use of compression on the request and the response, using the standards defined by the HTTP 1.1 specification.
Compression is automatically supported by some clients, and can be manually added to others. Visit Salesforce Developers for more
information on particular clients.
Tip: For better performance, we suggest that clients accept and support compression as defined by the HTTP 1.1 specification.
To use compression, include the HTTP header Accept-Encoding: gzip or Accept-Encoding: deflate in a request.
The REST API compresses the response if the client properly specifies this header. The response includes the header
Content-Encoding: gzip or Accept-Encoding: deflate. You can also compress any request by including a
Content-Encoding: gzip or Content-Encoding: deflate header.
Response Compression
The REST API can optionally compress responses. Responses are compressed only if the client sends an Accept-Encoding header.
The REST API is not required to compress the response even if you have specified Accept-Encoding, but it normally does. If the
REST API compresses the response, it also specifies a Content-Encoding header.
Request Compression
Clients can also compress requests. The REST API decompresses any requests before processing. The client must send a
Content-Encoding HTTP header in the request with the name of the appropriate compression algorithm. For more information,
see:
Content-Encoding at: www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.11
Accept-Encoding at: www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.3
Content Codings at: www.w3.org/Protocols/rfc2616/rfc2616-sec3.html#sec3.5
The If-Unmodified-Since header is a request header thats the inverse of If-Modified-Since. If you make a request
and include the If-Unmodified-Since header, the request is processed only if the data hasnt changed since the specified
date. Otherwise, a 412 Precondition Failed status code is returned, and the request isnt processed.
Supported resources: SObject Rows, SObject Describe, Describe Global, and Invocable Actions
Example: If-Unmodified-Since: Tue, 10 Aug 2015 00:00:00 GMT
Understanding Authentication
Salesforce uses the OAuth protocol to allow users of applications to securely access data without having to reveal username and password
credentials.
Before making REST API calls, you must authenticate the application user using OAuth 2.0. To do so, youll need to:
Set up your application as a connected app in the Salesforce organization.
Determine the correct Salesforce OAuth endpoint for your connected app to use.
Authenticate the connected app user via one of several different OAuth 2.0 authentication flows. An OAuth authentication flow
defines a series of steps used to coordinate the authentication process between your application and Salesforce. Supported OAuth
flows include:
Web server flow, where the server can securely protect the consumer secret.
User-agent flow, used by applications that cannot securely store the consumer secret.
Username-password flow, where the application has direct access to user credentials.
After successfully authenticating the connected app user with Salesforce, youll receive an access token which can be used to make
authenticated REST API calls.
1. The application redirects the user to the appropriate Salesforce authorization endpoint, such as
https://login.salesforce.com/services/oauth2/authorize. The following parameters are required:
Parameter
Description
response_type
client_id
redirect_uri
Description
code_challenge
Parameter
Description
If the code_challenge value is provided in the
authorization request and a code_verifier value is
provided in the token request, Salesforce compares the
code_challenge to the code_verifier. If the
code_challenge is invalid or doesnt match, the login
fails with the invalid_request error code.
If the code_challenge value is provided in the
authorization request, but a code_verifier value is
not provided in the token request, the login fails with the
invalid_grant error code.
Note: The value should be base64url-encoded only once.
Changes the login pages display type. Valid values are:
display
immediate
nonce
Parameter
Description
prompt
scope
state
2. The user logs into Salesforce with their credentials. The user is interacting with the authorization endpoint directly, so the application
never sees the users credentials. After successfully logging in, the user is asked to authorize the application. Note that if the user has
already authorized the application, this step is skipped.
3. After Salesforce confirms that the client application is authorized, the end-users Web browser is redirected to the callback URL
specified by the redirect_uri parameter. Salesforce appends authorization information to the redirect URL with the following
values:
Parameters
Description
code
state
The state value that was passed in as part of the initial request,
if applicable.
An example callback URL with authorization information might look something like:
https://www.mysite.com/authcode_callback?code=aWekysIEeqM9PiT
hEfm0Cnr6MoLIfwWyRJcqOqHdF8f9INokharAS09ia7UNP6RiVScerfhc4w%3D%3D
4. The application extracts the authorization code and passes it in a request to Salesforce for an access token. This request is a POST
request sent to the appropriate Salesforce token request endpoint, such as
https://login.salesforce.com/services/oauth2/token. The following parameters are required:
Parameter
Description
grant_type
client_id
client_secret
redirect_uri
code
Description
client_assertion
client_assertion_type
code_verifier
10
Parameter
Description
in the authorization request, the login fails with the
invalid_grant error code.
Note: The value should be base64url-encoded only once.
Expected return format. The default is json. Values are:
format
urlencoded
json
xml
The return format can also be specified in the header of the
request using one of the following:
Accept:
application/x-www-form-urlencoded
Accept: application/json
Accept: application/xml
5. If this request is successful, the server returns a response body that contains the following:
Parameters
Description
access_token
refresh_token
Token that can be used in the future to obtain new access tokens.
Warning: This value is a secret. You should treat it like
the user's password and use appropriate measures to
protect it.
instance_url
id
Identity URL that can be used to both identify the user as well
as query for more information about the user. Can be used in an
HTTP request to get more information about the end user.
11
Parameters
Description
issued_at
signature
6. The application uses the provided access token and refresh token to access protected user data.
12
1. The application redirects the user to the appropriate Salesforce authorization endpoint, such as
https://login.salesforce.com/services/oauth2/authorize. The following parameters are required:
Parameter
Description
response_type
client_id
redirect_uri
Description
display
13
Parameter
Description
mobileMobile optimized dialog designed for
smartphones such as BlackBerry OS 5 that dont support
touch screens.
scope
state
2. The user logs into Salesforce with their credentials. The user interacts with the authorization endpoint directly, so the application
never sees the users credentials.
3. Once authorization is granted, the authorization endpoint redirects the user to the redirect URL. This URL is defined in the remote
access application created for the application. Salesforce appends access token information to the redirect URL with the following
values:
Parameters
Description
access_token
expires_in
refresh_token
Token that can be used in the future to obtain new access tokens.
Warning: This value is a secret. You should treat it like
the user's password and use appropriate measures to
protect it.
The refresh token is only returned if the redirect URI is
https://login.salesforce.com/services/oauth2/success
The state value that was passed in as part of the initial request,
if applicable.
instance_url
id
Identity URL that can be used to both identify the user as well
as query for more information about the user. Can be used in an
HTTP request to get more information about the end user.
14
Parameters
Description
issued_at
signature
An example callback URL with access information appended after the hash sign (#) might look something like:
https://www.mysite.com/user_callback.jsp#access_token=00Dx0000000BV7z%21AR8
AQBM8J_xr9kLqmZIRyQxZgLcM4HVi41aGtW0qW3JCzf5xdTGGGSoVim8FfJkZEqxbjaFbberKGk
8v8AnYrvChG4qJbQo8&refresh_token=5Aep8614iLM.Dq661ePDmPEgaAW9Oh_L3JKkDpB4xR
eb54_pZfVti1dPEk8aimw4Hr9ne7VXXVSIQ%3D%3D&expires_in=7200&state=mystate
4. The application uses the provided access token and refresh token to access protected user data.
Keep the following considerations in mind when using the user-agent OAuth flow:
Because the access token is encoded into the redirection URI, it might be exposed to the end-user and other applications residing
on the computer or device. If youre authenticating using JavaScript, call window.location.replace(); to remove the
callback from the browsers history.
15
1. The application uses the users username and password to request an access token. This is done via an out-of-band POST request
to the appropriate Salesforce token request endpoint, such as
https://login.salesforce.com/services/oauth2/token. These request fields are required:
Parameter
Description
grant_type
client_id
client_secret
username
End-users username.
password
End-users password.
Note: You must append the users security token to their
password A security token is an automatically-generated
key from Salesforce. For example, if a user's password is
mypassword, and their security token is XXXXXXXXXX,
then the value provided for this parmeter must be
mypasswordXXXXXXXXXX. For more information on
security tokens see Reset Your Security Token in the
online help.
16
2. Salesforce verifies the user credentials, and if successful, sends a response to the application with the access token. This response
contains the following values:
Parameters
Description
access_token
instance_url
id
Identity URL that can be used to both identify the user as well
as query for more information about the user. Can be used in an
HTTP request to get more information about the end user.
issued_at
signature
3. The application uses the provided access token to access protected user data.
Keep the following considerations in mind when using the username-password OAuth flow:
Since the user is never redirected to login at Salesforce in this flow, the user cant directly authorize the application, so no refresh
tokens can be used. If your application requires refresh tokens, you should consider using the Web server or user-agent OAuth flow.
17
The client application obtains a new access token by sending a POST request to the token request endpoint with the following request
parameters:
Parameters
Description
grant_type
refresh_token
client_id
client_secret
format
Accept: application/json
Accept: application/xml
This parameter is optional.
Once Salesforce verifies the refresh token request, it sends a response to the application with the following response body parameters:
Parameters
Description
access_token
Access token that acts as a session ID that the application uses for
making requests. This token should be protected as though it were
user credentials.
instance_url
id
Identity URL that can be used to both identify the user as well as
query for more information about the user. Can be used in an HTTP
request to get more information about the end user.
issued_at
18
Parameters
Description
signature
Keep in mind the following considerations when using the refresh token OAuth process:
The session timeout for an access token can be configured in Salesforce from Setup by entering Session Settings in the
Quick Find box, then selecting Session Settings.
If the application uses the username-password OAuth authentication flow, no refresh token is issued, as the user cannot authorize
the application in this flow. If the access token expires, the application using username-password OAuth flow must re-authenticate
the user.
19
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Available in: Developer,
Enterprise, Performance,
and Unlimited
USER PERMISSIONS
To create, read, update, and
delete:
Modify All Data
20
Prerequisites
Using Workbench
Create a sample REST application in your development environment to see the power and flexibility of
the REST API.
21
Quick Start
Prerequisites
Prerequisites
Completing the prerequisites makes it easier to build and use the quick-start sample.
If youre unfamiliar with cURL and JavaScript Object Notation (JSON), you can also use Workbench to obtain data.
Install your development platform according to its product documentation.
Become familiar with cURL, the tool used to execute REST requests in this quick start. If you use another tool, you should be familiar
enough with it to translate the example code.
Become familiar with JSON which is used in this quick start, or be able to translate samples from JSON to the standard you use.
Enable an SSL endpoint in your application server.
Become familiar with OAuth 2.0, which requires some setup. We provide the steps, but it will help if you are familiar with the basic
concepts and workflow.
Read through all the steps before beginning this quick start. You may also wish to review the rest of this document to familiarize
yourself with terms and concepts.
22
Quick Start
The values here correspond to the following values in the sample code in the rest of this procedure:
client_id is the Consumer Key
client_secret is the Consumer Secret
redirect_uri is the Callback URL.
In your client application, redirect the user to the appropriate Salesforce authorization endpoint. On successful user login, Salesforce
will call your redirect URI with an authorization code. You use the authorization code in the next step to get the access token.
2. From your Java or other client application, make a request to the appropriate Salesforce token request endpoint that passes in
grant_type, client_id, client_secret, and redirect_uri. The redirect_uri is the URI that Salesforce
sends a callback to.
initParams = {
@WebInitParam(name = "clientId", value =
"3MVG9lKcPoNINVBJSoQsNCD.HHDdbugPsNXwwyFbgb47KWa_PTv"),
@WebInitParam(name = "clientSecret", value = "5678471853609579508"),
@WebInitParam(name = "redirectUri", value =
"https://localhost:8443/RestTest/oauth/_callback"),
@WebInitParam(name = "environment", value =
"https://yourInstance.salesforce.com/services/oauth2/token")
post.addParameter("client_id",clientId);
post.addParameter("client_secret",clientSecret);
post.addParameter("redirect_uri",redirectUri);
If the value of client_id (or consumer key) and client_secret (or consumer secret) are valid, Salesforce
sends a callback to the URI specified in redirect_uri that contains a value for access_token.
3. Store the access token value as a cookie to use in all subsequent requests. For example:
//exception handling removed for brevity...
//this is the post from step 2
httpclient.executeMethod(post);
String responseBody = post.getResponseBodyAsString();
String accessToken = null;
JSONObject json = null;
try {
json = new JSONObject(responseBody);
accessToken = json.getString("access_token");
issuedAt = json.getString("issued_at");
/** Use this to validate session
* instead of expiring on browser close.
*/
} catch (JSONException e) {
e.printStackTrace();
23
Quick Start
}
HttpServletResponse httpResponse = (HttpServletResponse)response;
Cookie session = new Cookie(ACCESS_TOKEN, accessToken);
session.setMaxAge(-1); //cookie not persistent, destroyed on browser exit
httpResponse.addCookie(session);
",
For example:
curl https://instance_name.salesforce.com/services/data/v20.0/ -H 'Authorization: Bearer
access_token'
Session ID Authorization
You can use a session ID instead of an OAuth 2.0 access token if you arent handling someone elses password:
24
Quick Start
1. Obtain a session ID, for example, a SOAP API login() call returns the session ID. You may also have the session ID, for example
as part of the Apex current context. If you need a session ID just for testing purposes during development, you can use the
username-password OAuth flow in a cURL command similar to the following:
curl https://login.salesforce.com/services/oauth2/token -d "grant_type=password" -d
"client_id=myclientid" -d "client_secret=myclientsecret"
-d "[email protected]" -d "password=mypassword123456"
You will need to provide your client id, client secret, username and password with user security token appended.
2. Use the session ID when you send a request to the resource. Substitute the ID for the token value. The syntax is the same:
Authorization: Bearer access_token
For example:
curl https://instance_name.salesforce.com/services/data/v20.0/ -H 'Authorization: Bearer
access_token'
25
Quick Start
The response:
Date: Thu, 21 Oct 2010 22:16:22 GMT
Content-Length: 71
Location: /services/data/v20.0/sobjects/Account/001T000000NU96UIAT
Content-Type: application/json; charset=UTF-8 Server:
{ "id" : "001T000000NU96UIAT",
"errors" : [ ],
"success" : true }
For a list of the resources and their corresponding URIs, see Reference on page 93.
SEE ALSO:
Using cURL in the REST Examples
26
Quick Start
The output specifies the resources available for all valid versions (your result may include more than one value). Next, use one of these
versions to discover the resources it contains.
From this output you can see that sobjects is one of the available resources in Salesforce version 20.0. You will be able to use this
resource in the next request to retrieve the available objects.
27
Quick Start
From this output you can see that the Account object is available. You will be able to get more information about the Account object
in the next steps.
28
Quick Start
From this output you can see some basic attributes of the Account object, such as its name and label, as well as a list of the most recently
used Accounts. Since you may need more information about its fields, such as length and default values, in the next step you will retrieve
more detailed information about the Account object.
29
Quick Start
"type" : "id",
"defaultValue" : { "value" : null },
"updateable" : false,
"label" : "Account ID",
...
},
...
],
"updateable" : true,
"label" : "Account",
...
"urls" :
{
"uiEditTemplate" : "https://yourInstance.salesforce.com/{ID}/e",
"sobject" : "/services/data/v20.0/sobjects/Account",
"uiDetailTemplate" : "https://yourInstance.salesforce.com/{ID}",
"describe" : "/services/data/v20.0/sobjects/Account/describe",
"rowTemplate" : "/services/data/v20.0/sobjects/Account/{ID}",
"uiNewRecord" : "https://yourInstance.salesforce.com/001/e"
},
"childRelationships" :
[
{
"field" : "ParentId",
"deprecatedAndHidden" : false,
...
},
...
],
"createable" : true,
"customSetting" : false,
...
}
From this output you can see much more detailed information about the Account object, such as its field attributes and child relationships.
Now you have enough information to construct useful queries and updates for the Account objects in your organization, which you will
do in the next steps.
30
Quick Start
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v20.0/sobjects/Account/001D000000IRFmaIAH"
},
"Name" : "Test 1"
},
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v20.0/sobjects/Account/001D000000IomazIAB"
},
"Name" : "Test 2"
},
...
]
}
From this output you have a listing of the available Account names, and each name's preceding attributes include the Account IDs. In
the next step you will use this information to update one of the accounts.
Note: You can find more information about SOQL in the Salesforce SOQL and SOSL Reference Guide.
Specify this JSON file in the REST request. The cURL notation requires the d option when specifying data. For more information, see
http://curl.haxx.se/docs/manpage.html.
Also, specify the PATCH method, which is used for updating a REST resource. The following cURL command retrieves the specified
Account object using its ID field, and updates its Billing City.
curl
https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/001D000000IroHJ
-H "Authorization: Bearer access_token" -H "X-PrettyPrint:1" -H "Content-Type:
application/json" --data-binary @patchaccount.json -X PATCH
Refresh the page on the account and you will see that the Billing Address has changed to Fremont.
31
Quick Start
Using Workbench
Other Resources
Search for Ruby on developer.salesforce.com
Force.com Cookbook recipe for getting started in Ruby
Force.com REST API Board
Using Workbench
Use the Workbench tool to obtain data about your organization.
If you dont want to use CURL, you can use the Workbench REST explorer to obtain response data.
1. Log in to your organization.
2. Open a new browser tab and navigate to https://developer.salesforce.com/page/Workbench.
3. Log in to Workbench and allow access to your organization. Workbench is a public site and wont retain your data.
4. Click Utilities > REST Explorer.
5. Ensure that Get is selected. The Execute text box is prepopulated with a portion of a resource path. Add the remaining information
for your resource. For example, if your cURL syntax is
https://yourInstance.salesforce.com/services/data/v32.0/sobjects/EventLogFile/describe
-H "Authorization: Bearer token"
type
/services/data/v32.0/sobjects/EventLogFile/describe.
6. Click Execute.
7. Click Expand All or Show Raw Response to view your data.
Tip: If you receive a Service not found message, verify your resource path.
32
CHAPTER 3 Examples
In this chapter ...
Getting Information
About My
Organization
Working with
Records
Working with
Searches and
Queries
Working with
Recently Viewed
Information
Managing User
Passwords
Working with
Approval Processes
and Process Rules
Using Event
Monitoring
Using Composite
Resources
This section provides examples of using REST API resources to do a variety of different tasks, including
working with objects, organization information, and queries.
For complete reference information on REST API resources, see Reference on page 93.
33
Examples
34
Examples
"url" : "/services/data/v26.0"
}
]
35
Examples
},
"DailyAsyncApexExecutions" : {
"Max" : 250000,
"Remaining" : 250000
},
"DailyBulkApiRequests" : {
"Max" : 5000,
"Remaining" : 5000
},
"DailyDurableGenericStreamingApiEvents" : {
"Max" : 10000,
"Remaining" : 10000
},
"DailyDurableStreamingApiEvents" : {
"Max" : 10000,
"Remaining" : 10000
},
"DailyGenericStreamingApiEvents" : {
"Max" : 10000,
"Remaining" : 10000
},
"DailyStreamingApiEvents" : {
"Max" : 10000,
"Remaining" : 10000
},
"DailyWorkflowEmails" : {
"Max" : 390,
"Remaining" : 390
},
"DataStorageMB" : {
"Max" : 5,
"Remaining" : 5
},
"DurableStreamingApiConcurrentClients" : {
"Max" : 20,
"Remaining" : 20
},
"FileStorageMB" : {
"Max" : 20,
"Remaining" : 20
},
"HourlyAsyncReportRuns" : {
"Max" : 1200,
"Remaining" : 1200
},
"HourlyDashboardRefreshes" : {
"Max" : 200,
"Remaining" : 200
},
"HourlyDashboardResults" : {
"Max" : 5000,
"Remaining" : 5000
},
"HourlyDashboardStatuses" : {
36
Examples
"Max" : 999999999,
"Remaining" : 999999999
},
"HourlyODataCallout" : {
"Remaining" : 9999,
"Max" : 10000
},
"HourlySyncReportRuns" : {
"Max" : 500,
"Remaining" : 500
},
"HourlyTimeBasedWorkflow" : {
"Max" : 50,
"Remaining" : 50
},
"MassEmail" : {
"Max" : 10,
"Remaining" : 10
},
"SingleEmail" : {
"Max" : 15,
"Remaining" : 15
},
"StreamingApiConcurrentClients" : {
"Max" : 20,
"Remaining" : 20
}
}
37
Examples
38
Examples
"sobject" : "/services/data/v37.0/sobjects/Account",
"describe" : "/services/data/v37.0/sobjects/Account/describe",
"rowTemplate" : "/services/data/v37.0/sobjects/Account/{ID}"
},
},
...
]
}
If changes to an object were made after March 23, 2015, the response body contains metadata for all available objects. For an example,
see Get a List of Objects.
39
Examples
To get a complete description of an object, including field names and their metadata, see Get a List of Objects.
40
Examples
Example
https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/describe/ -H
"Authorization: Bearer token"
},
...
],
"updateable" : true,
"label" : "Account",
"keyPrefix" : "001",
"custom" : false,
...
"urls" :
{
"uiEditTemplate" : "https://https://yourInstance.salesforce.com/{ID}/e",
"sobject" : "/services/data/v20.0/sobjects/Account",
"uiDetailTemplate" : "https://https://yourInstance.salesforce.com/{ID}",
...
},
"childRelationships" :
[
{
"field" : "ParentId",
"deprecatedAndHidden" : false,
...
},
....
],
41
Examples
"createable" : true,
"customSetting" : false,
...
}
If there were changes to Merchandise__c made after July 3rd, 2013, the response body would contain the metadata for Merchandise__c.
See Get Field and Other Metadata for an Object for an example.
42
Examples
Create a Record
Create a Record
Use the SObject Basic Information resource to create new records. You supply the required field values in the request data, and then use
the POST method of the resource. The response body will contain the ID of the created record if the call is successful.
The following example creates a new Account record, with the field values provided in newaccount.json.
Example for creating a new Account
curl https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/ -H
"Authorization: Bearer token -H "Content-Type: application/json" -d "@newaccount.json"
43
Examples
Update a Record
Update a Record
You use the SObject Rows resource to update records. Provide the updated record information in your request data and use the PATCH
method of the resource with a specific record ID to update that record. Records in a single file must be of the same object type.
In the following example, the Billing City within an Account is updated. The updated record information is provided in
patchaccount.json.
Example for updating an Account object
curl
https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/001D000000INjVe
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d
@patchaccount.json -X PATCH
Example request body patchaccount.json file for updating fields in an Account object
{
"BillingCity" : "San Francisco"
}
44
Examples
Delete a Record
"application/json", "UTF-8"));
HttpClient c = new HttpClient();
int sc = c.executeMethod(m);
System.out.println("PATCH call returned a status code of " + sc);
if (sc > 299) {
// deserialize the returned error message
List<ApiError> errors = mapper.readValue(m.getResponseBodyAsStream(), new
TypeReference<List<ApiError>>() {} );
for (ApiError e : errors)
System.out.println(e.errorCode + " " + e.message);
}
}
private static class ApiError {
public String errorCode;
public String message;
public String [] fields;
}
If you use an HTTP library that doesn't allow overriding or setting an arbitrary HTTP method name, you can send a POST request and
provide an override to the HTTP method via the query string parameter _HttpMethod. In the PATCH example, you can replace the
PostMethod line with one that doesn't use override:
PostMethod m = new PostMethod(url + "?_HttpMethod=PATCH");
Delete a Record
Use the SObject Rows resource to delete records. Specify the record ID and use the DELETE method of the resource to delete a record.
Example for deleting an Account record
curl
https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/001D000000INjVe
-H "Authorization: Bearer token" -X DELETE
45
Examples
Get Field Values from an External Object Record by Using the Salesforce
ID
You use the SObject Rows resource to retrieve field values from a record. Specify the fields you want to retrieve in the fields parameter
and use the GET method of the resource.
In the following example, the Country__c custom field is retrieved from an external object thats associated with a
non-high-data-volume external data source.
Example for retrieving values from fields on the Customer external object
/services/data/v32.0/sobjects/Customer__x/x01D0000000002RIAQ?fields=Country__c
Get Field Values from an External Object Record by Using the External ID
Standard Field
You use the SObject Rows resource to retrieve field values from a record. Specify the fields you want to retrieve in the fields parameter
and use the GET method of the resource.
In the following example, the Country__c custom field is retrieved from an external object. Notice that the id (CACTU) isnt a
Salesforce ID. Instead, its the External ID standard field of the external object.
Example for retrieving values from fields on the Customer external object
/services/data/v32.0/sobjects/Customer__x/CACTU?fields=Country__c
46
Examples
47
Examples
If a record does exist with that value, the field values specified in the request body are updated.
If the value is not unique, REST API returns a 300 response with the list of matching records.
The following sections show you how to work with the external ID resource to retrieve records by external ID and upsert records.
Response
Successful response:
{
"id" : "00190000001pPvHAAU",
"errors" : [ ],
"success" : true
}
For more information, see Status Codes and Error Responses on page 210.
48
Examples
Response
Successful response:
{
"id" : "001D000000Kv3g5IAB",
"success" : true,
"errors" : [ ]
}
49
Examples
If the external ID field doesn't exist, an error message and code is returned:
{
"message" : "The requested resource does not exist",
"errorCode" : "NOT_FOUND"
}
Error responses
If the external ID value isn't unique, an HTTP status code 300 is returned, plus a list of the records that matched the query. For more
information about errors, see Status Codes and Error Responses on page 210.
If the external ID field doesn't exist, an error message and code is returned:
{
"message" : "The requested resource does not exist",
50
Examples
"errorCode" : "NOT_FOUND"
}
You can also use this approach to update existing records. For example, if you created the Line_Item__c shown in the example above,
you can try to update the related Merchandise__c using another request.
Example for updating a record
curl
https://yourInstance.salesforce.com/services/data/v25.0/sobjects/Line_Item__c/LineItemExtID__c/456
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d @updates.json
-X PATCH
When specifying parent-to-child relationships, no more than one level can be traversed. The following traverses one parent-to-child
relationship.
https://instance name.salesforce.com/services/data/v38.0/sobjects/ParentOfChild__c/record
id/Child__r
51
Examples
If no related record is associated with the relationship name, the REST API call fails, because the relationship cant be traversed. Using
the previous example, if the Distributor__c field in the Merchandise__c record was set to null, the GET call would return a 404 error
response.
You can traverse multiple relationships within the same relationship hierarchy in a single REST API call as long as you dont exceed the
relationship query limits. If a Line_Item__c custom object is the child in a relationship to a Merchandise__c custom object, and
Merchandise__c also has a child Distributor__c custom object, you can access the Distributor__c record starting from the Line_Item__c
record using something like the following.
curl
https://yourInstance.salesforce.com/services/data/v36.0/sobjects/Line_Item__c/a02D0000006YL7XIAW/Merchandise__r/Distributor__r
-H "Authorization: Bearer token"
Relationship traversal also supports PATCH and DELETE methods for relationships that resolve to a single record. Using the PATCH
method, you can update the related record.
Example of using PATCH to update a relationship record
curl
https://yourInstance.salesforce.com/services/data/v36.0/sobjects/Merchandise__c/a01D000000INjVe/Distributor__r
-H "Authorization: Bearer token" -d @update_info.json -X PATCH
52
Examples
Example JSON request body for updating a relationship record contained in update_info.json
{
"Location__c" : "New York"
}
53
Examples
"CreatedDate" : "2011-12-16T17:44:07.000+0000",
"CreatedById" : "005D0000001KyEIIA0",
"LastModifiedDate" : "2011-12-16T17:44:07.000+0000",
"LastModifiedById" : "005D0000001KyEIIA0",
"SystemModstamp" : "2011-12-16T17:44:07.000+0000",
"Unit_Price__c" : 9.75,
"Units_Sold__c" : 10.0,
"Merchandise__c" : "a00D0000008oLnXIAU",
"Invoice_Statement__c" : "a01D000000D85hkIAB"
},
{
"attributes" :
{
"type" : "Line_Item__c",
"url" : "/services/data/v36.0/sobjects/Line_Item__c/a02D0000006YL7YIAW"
},
"Id" : "a02D0000006YL7YIAW",
"IsDeleted" : false,
"Name" : "LineItem2",
"CreatedDate" : "2011-12-16T18:53:59.000+0000",
"CreatedById" : "005D0000001KyEIIA0",
"LastModifiedDate" : "2011-12-16T18:53:59.000+0000",
"LastModifiedById" : "005D0000001KyEIIA0",
"SystemModstamp" : "2011-12-16T18:54:00.000+0000",
"Unit_Price__c" : 8.5,
"Units_Sold__c" : 8.0,
"Merchandise__c" : "a00D0000008oLnXIAU",
"Invoice_Statement__c" : "a01D000000D85hkIAB"
}
]
}
The serialized structure for the result data is the same format as result data from executing a SOQL query via REST API. See Query on
page 173 for more details on executing SOQL queries via REST API
If no related records are associated with the relationship name, the REST API call returns a 200 response with no record data in the
response body. This result is in contrast to the results when traversing an empty relationship to a single record, which returns a 404 error
response. This behavior is because the single record case resolves to a REST resource that can be used with PATCH or DELETE methods.
In contrast, the multiple record case can only be queried.
If an initial GET request for a relationship with multiple records returns only part of the results, the end of the response contains the field
nextRecordsUrl. For example, you could get a field like the following at the end of your response.
"nextRecordsUrl" : "/services/data/v38.0/query/01gD0000002HU6KIAW-2000"
You can request the next batch of records using the provided URL with your instance and session information, and repeat until all records
have been retrieved. These requests use nextRecordsUrl and dont include any parameters. The final batch of records doesnt
have a nextRecordsUrl field.
Example usage for retrieving the remaining results
curl
https://yourInstance.salesforce.com/services/data/v36.0/query/01gD0000002HU6KIAW-2000
-H "Authorization: Bearer token"
54
Examples
Similarly, for requests that result in multiple records, you can use a list of fields to specify the fields returned in the record set. For example,
assume you have a relationship that was associated with two Line_Item__c records. You want just the Name and Units_Sold__c fields
from those records. You could use the following call.
curl
https://yourInstance.salesforce.com/services/data/v36.0/sobjects/Merchandise__c/a01D000000INjVe/Distributor__r?fields=Name,Units_Sold__c
-H "Authorization: Bearer token"
55
Examples
},
{
"attributes" :
{
"type" : "Line_Item__c",
"url" : "/services/data/v36.0/sobjects/Line_Item__c/a02D0000006YL7YIAW"
},
"Name" : "LineItem2",
"Units_Sold__c" : 8.0
}
]
}
If any field listed in the fields parameter set isnt visible to the active user, the REST API call fails. In the previous example, if the Units_Sold_c
field was hidden from the active user by field-level security, the call would return a 400 error response.
56
Examples
57
Examples
--boundary_string--
Updating a Document
This section contains the syntax and code for updating an existing Document. In addition to the binary data of the file itself, this code
also updates other field data such as the Name and Keywords.
Example usage for updating fields in a Document object
curl https://yourInstance.salesforce.com/services/data/v23.0/Document/015D0000000N3ZZIA0
-H "Authorization: Bearer token" -H "Content-Type: multipart/form-data;
boundary=\"boundary_string\"" --data-binary @UpdateDocument.json -X PATCH
58
Examples
Error responses
See Status Codes and Error Responses on page 210.
Inserting a ContentVersion
This section contains the syntax and code for inserting a new ContentVersion. In addition to the binary data of the file itself, this code
also updates other fields such as the ReasonForChange and PathOnClient. This message contains the ContentDocumentId because a
ContentVersion is always associated with a ContentDocument.
Tip: The ContentVersion object doesn't support updates. Therefore, you cannot update a ContentVersion, you can only insert a
new ContentVersion. You can see the results of your changes on the Content tab.
Example usage for inserting a ContentVersion
curl https://yourInstance.salesforce.com/services/data/v23.0/sobjects/ContentVersion
-H "Authorization: Bearer token" -H "Content-Type: multipart/form-data;
boundary=\"boundary_string\"" --data-binary @NewContentVersion.json
59
Examples
Boundary String
Separates the various parts of a multipart message.
Required in a multipart content-type.
Can be up to 70 characters.
Cannot be a string value that appears anywhere in any of the message parts.
The first boundary string must be prefixed by two hyphens (--).
The last boundary string must be postfixed by two hyphens (--).
Content-Disposition Header
Required in each message part.
Must be the value form-data and have a name attribute.
In the non-binary part of the message, the name attribute can be any value.
In the binary part of the message, the name attribute should contain the name of the object field that will contain the
binary data. In the previous example of adding a new Document, the name of the binary field that contains the file is Body.
The binary part of the message must have a filename attribute which represents the name of the local file.
Content-Type Header
Required in each message part.
The content types supported by the non-binary message part are application/json and application/xml.
The Content-Type header for the binary part of the message can be any value.
New Line
There must be a new line between the message part header and the data of the part. As shown in the code examples, there must
be a new line between the Content-Type and Content-Disposition headers and the JSON or XML. In the binary part,
there must be a new line between the Content-Type and Content-Disposition headers and the binary data.
60
Examples
"earliestDateAvailable" : "2013-05-03T15:57:00.000+0000",
"latestDateCovered" : "2013-05-08T21:20:00.000+0000"
}
61
Examples
62
Examples
In such cases, request the next batch of records and repeat until all records have been retrieved. These requests use nextRecordsUrl,
and do not include any parameters.
Example usage for retrieving the remaining query results
curl
https://yourInstance.salesforce.com/services/data/v20.0/query/01gD0000002HU6KIAW-2000
-H "Authorization: Bearer token"
63
Examples
In such cases, request the next batch of records and repeat until all records have been retrieved. These requests use nextRecordsUrl,
and do not include any parameters.
Note that even though nextRecordsUrl has query in the URL, it will still provide remaining results from the initial QueryAll
request. The remaining results will include deleted records that matched the initial query.
Example usage for retrieving the remaining results
/services/data/v29.0/query/01gD0000002HU6KIAW-2000
64
Examples
65
Examples
} ],
"relativeCost" : 0.65,
"sobjectCardinality" : 3,
"sobjectType" : "Merchandise__c"
} ]
}
This response indicates that Salesforce found two possible execution plans for this query. The first plan uses the CreatedDate
index field to improve the performance of this query. The second plan scans all records without using an index. The first plan
will be used if the query is actually executed. Both plans note that a secondary optimization used when filtering out records
marked as deleted was not used because the IsDeleted field is not indexed.
Example:
Example usage for getting performance feedback on a report
/services/data/v38.0/query/?explain=00OD0000001hCzMMCU
This response indicates that Salesforce found one possible execution plan for the query behind this report. The plan scans all
records without using an index, and cant apply a secondary optimization used when filtering out records marked as deleted
because the IsDeleted field is not indexed.
66
Examples
Account search for results containing Acme, returning the id and name fields
curl
https://https://yourInstance.salesforce.com/services/data/v37.0/parameterizedSearch/?q=Acme&sobject=Account&Account.fields=id,name&Account.limit=10
67
Examples
68
Examples
"overallLimit":100,
"defaultLimit":10
}
69
Examples
{
"type":"Opportunity",
"url":"/services/data/v26.0/sobjects/Opportunity/describe"
},
{
"type":"Account",
"url":"/services/data/v26.0/sobjects/Account/describe"
},
{
"type":"User",
"url":"/services/data/v26.0/sobjects/User/describe"
}
]
70
Examples
71
Examples
{ "field" : "Lead.Email",
"format" : null,
"label" : "Email",
"name" : "Email"
},
{ "field" : "Lead.Status",
"format" : null,
"label" : "Lead Status",
"name" : "toLabel(Status)"
},
{ "field" : "Name.Alias",
"format" : null,
"label" : "Owner Alias",
"name" : "Owner.Alias"
}
]
},
]
72
Examples
Example usage for comparing the users current list of relevant records to a previous version
/v37.0/sobjects/relevantItems?lastUpdatedId=102959935
Example usage for comparing the users current list of relevant records to a previous version for a particular object
/v37.0/sobjects/relevantItems?mode=MRU&sobjects=Account,Contact&Account.lastUpdatedId=102959935
73
Examples
74
Examples
"type" : "Opportunity",
"url" : "/services/data/v28.0/sobjects/Opportunity/a06U000000CelGvIAJ"
},
"Id" : "a06U000000CelGvIAJ",
"Name" : "Acme - 600 Widgets"
}
75
Examples
XML example response body for getting current password expiration status
<Password>
<isExpired>false</isExpired>
</Password>
76
Examples
Example error response if new password does not meet organization password requirements
{
"message" : "Your password must have a mix of letters and numbers.",
"errorCode" : "INVALID_NEW_PASSWORD"
}
77
Examples
78
Examples
Approve a Record
"processDefinitionNameOrId" : "PTO_Request_Process",
"skipEntryCriteria": "true"}]
}
Approve a Record
Use the Process Approvals resource to approve a record or a collection of records. Each call takes an array of requests. The current user
must be an assigned approver.
Example usage
curl https://yourInstance.salesforce.com/services/data/v30.0/process/approvals/ -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d @approve.json"
Reject a Record
Use the Process Approvals resource to reject a record or a collection of records. Each call takes an array of requests. The current user
must be an assigned approver.
79
Examples
Bulk Approvals
Example usage
curl https://yourInstance.salesforce.com/services/data/v30.0/process/approvals/ -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d @reject.json"
Bulk Approvals
Use the Process Approvals resource to do bulk approvals. You can specify a collection of different Process Approvals requests to have
them all executed in bulk.
Example usage
curl https://yourInstance.salesforce.com/services/data/v30.0/process/approvals/ -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d @bulk.json"
80
Examples
}]
}
81
Examples
"description" : null,
"id" : "01QD0000000APli",
"name" : "My Rule",
"namespacePrefix" : null,
"object" : "Account"
} ]
}
}
82
Examples
"001D000000I8aaf"]
}
83
Examples
Content Transfer
Dashboard
Document Attachment Downloads
Login
Login As
Logout
MDAPI Operation
Multiblock Report
Package Install
Queued Execution
Report
Report Export
REST API
Salesforce1 Adoption (UI Tracking)
Sandbox
Sites
Time-Based Workflow
Transaction Security
UI Tracking
URI
Visualforce Request
Wave Change
Wave Interaction
Wave Performance
All queries and examples in this section require the View Event Log Files and API Enabled user permissions. Users with the View All
Data permission can also view event monitoring data.
IN THIS SECTION:
Describe Event monitoring Using REST
Use the SObject Describe resource to retrieve all metadata for an object, including information about fields, URLs, and child relationships.
Query Event Monitoring Data with REST
Use the Query resource to retrieve field values from a record. Specify the fields you want to retrieve in the fields parameter and use
the GET method of the resource.
Get Event Monitoring Content from a Record
Use the SObject Blob Retrieve resource to retrieve BLOB data for a given record.
Download Large Event Log Files Using cURL with REST
You might have some event log files that are larger than your tool can handle. A command line tool such as cURL is one method to
download files larger than 100 MB using the SObject Blob Retrieve object
84
Examples
85
Examples
"EventType" : "API",
"LogFile" : "/services/data/v32.0/sobjects/EventLogFile/0ATD000000001bROAQ/LogFile",
"LogDate" : "2014-03-14T00:00:00.000+0000",
"LogFileLength" : 2692.0
}, {
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v32.0/sobjects/EventLogFile/0ATD000000001SdOAI"
"Id" : "0ATD000000001SdOAI",
"EventType" : "API",
"LogFile" :
"/services/data/v32.0/sobjects/EventLogFile/0ATD000000001SdOAI/LogFile",
"LogDate" : "2014-03-13T00:00:00.000+0000",
"LogFileLength" : 1345.0
}, {
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v32.0/sobjects/EventLogFile/0ATD000000003p1OAA"
"Id" : "0ATD000000003p1OAA",
"EventType" : "API",
"LogFile" :
"/services/data/v32.0/sobjects/EventLogFile/0ATD000000003p1OAA/LogFile",
"LogDate" : "2014-06-21T00:00:00.000+0000",
"LogFileLength" : 605.0
},
{
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v32.0/sobjects/EventLogFile/0ATD0000000055eOAA"
"Id" : "0ATD0000000055eOAA",
"EventType" : "API",
"LogFile" :
"/services/data/v32.0/sobjects/EventLogFile/0ATD0000000055eOAA/LogFile",
"LogDate" : "2014-07-03T00:00:00.000+0000",
"LogFileLength" : 605.0
} ]
}
},
},
},
86
Examples
We recommend using compression when downloading large event log files. See Using Compression.
87
Examples
SEE ALSO:
Batch
88
Examples
Example request body newrecords.json file for creating two new Accounts and their child records
{
"records" :[{
"attributes" : {"type" : "Account", "referenceId" : "ref1"},
"name" : "SampleAccount1",
"phone" : "1234567890",
"website" : "www.salesforce.com",
"numberOfEmployees" : "100",
"industry" : "Banking",
"Contacts" : {
"records" : [{
"attributes" : {"type" : "Contact", "referenceId" : "ref2"},
"lastname" : "Smith",
"Title" : "President",
"email" : "[email protected]"
},{
"attributes" : {"type" : "Contact", "referenceId" : "ref3"},
"lastname" : "Evans",
"title" : "Vice President",
"email" : "[email protected]"
}]
}
},{
"attributes" : {"type" : "Account", "referenceId" : "ref4"},
"name" : "SampleAccount2",
"phone" : "1234567890",
"website" : "www.salesforce.com",
"numberOfEmployees" : "52000",
"industry" : "Banking",
"childAccounts" : {
"records" : [{
"attributes" : {"type" : "Account", "referenceId" : "ref5"},
"name" : "SampleChildAccount1",
"phone" : "1234567890",
"website" : "www.salesforce.com",
"numberOfEmployees" : "100",
"industry" : "Banking"
89
Examples
}]
},
"Contacts" : {
"records" : [{
"attributes" : {"type" : "Contact", "referenceId" : "ref6"},
"lastname" : "Jones",
"title" : "President",
"email" : "[email protected]"
}]
}
}]
}
Once the request is processed, all six records are created with the parent-child relationships specified in the request.
SEE ALSO:
SObject Tree
90
Examples
Example request body newrecords.json file for creating four new accounts
{
"records" :[{
"attributes" : {"type" : "Account",
"name" : "SampleAccount1",
"phone" : "1111111111",
"website" : "www.salesforce1.com",
"numberOfEmployees" : "100",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account",
"name" : "SampleAccount2",
"phone" : "2222222222",
"website" : "www.salesforce2.com",
"numberOfEmployees" : "250",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account",
"name" : "SampleAccount3",
"phone" : "3333333333",
"website" : "www.salesforce3.com",
"numberOfEmployees" : "52000",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account",
"name" : "SampleAccount4",
"phone" : "4444444444",
"website" : "www.salesforce4.com",
"numberOfEmployees" : "2500",
"industry" : "Banking"
}]
}
"referenceId" : "ref1"},
"referenceId" : "ref2"},
"referenceId" : "ref3"},
"referenceId" : "ref4"},
91
Examples
}]
}
SEE ALSO:
SObject Tree
92
CHAPTER 4 Reference
The following table lists supported REST resources in the API and provides a brief description for each. In each case, the URI for the
resource follows the base URI, which you retrieve from the authentication service: http://domain/services/data. domain
might be the Salesforce instance you are using, or a custom domain. For example, to retrieve basic information about an Account object
in version 20.0: https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/.
Click a call name to see syntax, usage, and more information for that call.
Resource Name
Versions
Lists summary information about each Salesforce version currently available, including the
version, label, and a link to each version's root.
Resources by Version
/vXX.X/
Lists available resources for the specified API version, including resource name and URI.
Limits
/vXX.X/limits/
/vXX.X/sobjects/
Lists the available objects and their metadata for your organizations data.
SObject Basic Information
/vXX.X/sobjects/SObject/
Describes the individual metadata for the specified object. Can also be used to create a new
record for a given object.
SObject Describe
/vXX.X/sobjects/SObject/describe/
Completely describes the individual metadata at all levels for the specified object.
SObject Get Deleted
/vXX.X/sobjects/SObject/deleted/
?start=startDateAndTime&end=endDateAndTime
Retrieves the list of individual records that have been deleted within the given timespan for
the specified object.
SObject Get Updated
/vXX.X/sobjects/SObject/updated/
?start=startDateAndTime&end=endDateAndTime
Retrieves the list of individual records that have been updated (added or changed) within the
given timespan for the specified object.
SObject Named Layouts
/vXX.X/sobjects/Object/describe/namedLayouts/layoutName
93
Reference
Resource Name
SObject Rows
/vXX.X/sobjects/SObject/id/
Accesses records based on the specified object ID. Retrieves, updates, or deletes records. This
resource can also be used to retrieve field values.
SObject Rows by External ID
/vXX.X/sobjects/SObject/fieldName/fieldValue
Creates new records or updates existing records (upserts records) based on the value of a
specified external ID field.
SObject ApprovalLayouts
/vXX.X/sobjects/SObjectName/describe/approvalLayouts/
/vXX.X/sobjects/Object/describe/compactLayouts/
/vXX.X/sobjects/global/describe/layouts/
/vXX.X/sobjects/object/describe/layouts/
/services/data/vXX.X/sobjects/PlatformAction
PlatformAction is a virtual read-only object. It enables you to query for actions displayed in
the UI, given a user, a context, device format, and a record ID. Examples include standard and
custom buttons, quick actions, and productivity actions.
SObject Relationships
/vXX.X/sobjects/SObject/id/relationship name
Accesses records by traversing object relationships via friendly URLs. You can retrieve, update,
or delete the record associated with the traversed relationship field. If there are multiple related
records, you can retrieve the complete set of associated records.
SObject Blob Retrieve
/vXX.X/sobjects/SObject/id/blobField
/vXX.X/sobjects/object/quickActions/
/vXX.X/sobjects/object/quickActions/{action name}
/vXX.X/sobjects/object/quickActions/{action name}/describe/
services/data/vXX.X/sobjects/object/quickActions/{action
name}/defaultValues/
vXX.X/sobjects/object/quickActions/{action
name}/defaultValues/{parent id}
vXX.X/sobjects/SObject/suggestedArticles?language=article
language&subject=subject&description=description
94
Reference
Resource Name
Returns a list of suggested Salesforce Knowledge articles for a case, work order, or work order
line item.
SObject User Password
/vXX.X/sobjects/User/user id/password
/vXX.X/sobjects/SelfServiceUser/self service user id/password
/vXX.X/appMenu/AppSwitcher/
/vXX.X/appMenu/Salesforce1/
Returns a list of items in either the Salesforce app drop-down menu or the Salesforce1
navigation menu.
Compact Layouts
/vXX.X/compactLayouts?q=object list
Returns a list of Lightning Pages and their details. Information returned includes Lightning
Page regions, the components within each region, and each components properties, as well
as any associated QuickActions.
Invocable Actions
/vXX.X/actions/standard
/vXX.X/actions/custom
95
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Reference
Resource Name
Parameterized Search
/vXX.X/parameterizedSearch/?q=search string
Executes a simple RESTful search using parameters instead of a SOSL clause. Indicate parameters
in a URL in the GET method. Or, use POST for more complex JSON searches.
Process Approvals
/vXX.X/process/approvals/
Returns a list of all approval processes. Can also be used to submit a particular record if that
entity supports an approval process and one has already been defined. Records can be
approved and rejected if the current user is an assigned approver.
Process Rules
/vXX.X/process/rules/
Returns a list of all active workflow rules. If a rule has actions, the actions will be listed under
the rule. Can also be used to trigger all workflow rules that are associated with a specified
record. The actions for a rule are only fired if the rules criteria is met.
Query
/vXX.X/query/?q=soql
/vXX.X/queryAll/?q=soql
Executes the specified SOQL query. Results can include deleted, merged and archived records.
Quick Actions
/vXX.X/quickActions/
Return a list of global quick actions and their types, as well as custom fields and objects that
appear in the Chatter feed.
Recently Viewed Items
/vXX.X/recent
Gets the most recently accessed items that were viewed or referenced by the current user.
Relevant Items
/vXX.X/sobjects/relevantItems
Gets the current users most relevant items. Relevant items include records for objects in the
users global search scope and also most recently used (MRU) objects.
Search
/vXX.X/search/?q=sosl
Executes the specified SOSL search. The search string must be URL-encoded.
Search Scope and Order
/vXX.X/search/scopeOrder
Returns an ordered list of objects in the default global search scope of a logged-in user. Global
search keeps track of which objects the user interacts with and how often and arranges the
search results accordingly. Objects used most frequently appear at the top of the list.
96
Reference
Versions
Resource Name
Returns search result layout information for the objects in the query string. For each object,
this call returns the list of fields displayed on the search results page as columns, the number
of rows displayed on the first page, and the label used on the search results page.
Search Suggested Article Title Matches /vXX.X/search/suggestTitleMatches?q=search
string&language=article language&publishStatus=article
publication status
Returns a list of Salesforce Knowledge article titles that match the users search query string.
Provides a shortcut to navigate directly to likely relevant articles before the user performs a
search.
Search Suggested Queries
vXX.X/search/suggestSearchQueries?q=search
string&language=language of query
Returns a list of suggested searches based on the users query string text matching searches
that other users have performed in Salesforce Knowledge. Provides a way to improve search
effectiveness, before the user performs a search.
Tabs
/vXX.X/tabs
Returns a list of all tabsincluding Lightning Page tabsavailable to the current user,
regardless of whether the user has chosen to hide tabs via the All Tabs (+) tab customization
feature.
Themes
/vXX.X/theme
Gets the list of icons and colors used by themes in the Salesforce application.
Composite Resources
Resource Name URI
Description
Batch
/vXX.X/composite/batch
SObject Tree
/vXX.X/composite/tree
Versions
Lists summary information about each Salesforce version currently available, including the version, label, and a link to each version's
root.
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Reference
Resources by Version
URI
/
Formats
JSON, XML
HTTP Method
GET
Authentication
none
Parameters
none
Example
See List Available REST API Versions on page 34.
Resources by Version
Lists available resources for the specified API version, including resource name and URI.
URI
/vXX.X/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
none
Example
See List Available REST Resources. on page 37
Limits
Lists information about limits in your organization. This resource is available in REST API version 29.0 and later for API users with the View
Setup and Configuration permission. The resource returns these limits:
Daily API calls
Daily Batch Apex and future method executions
Daily Bulk API calls
Daily Streaming API events
Streaming API concurrent clients
Daily generic streaming events (if generic streaming is enabled for your organization)
Daily number of mass emails that are sent to external email addresses by using Apex or Force.com APIs
Daily number of single emails that are sent to external email addresses by using Apex or Force.com APIs
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Reference
Describe Global
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Example
See List Organization Limits.
Describe Global
Lists the available objects and their metadata for your organizations data. In addition, it provides the organization encoding, as well as
the maximum batch size permitted in queries. For more information on encoding, see Internationalization and Character Sets.
You can use the If-Modified-Since header with this resource, with the date format EEE, dd MMM yyyy HH:mm:ss
z. When using this header, if no available objects metadata has changed since the provided date, a 304 Not Modified status
code is returned with no response body.
URI
/vXX.X/sobjects/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
none required
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Reference
Example
See Get a List of Objects on page 38.
Error responses
See Status Codes and Error Responses on page 210.
Formats
JSON, XML
HTTP Method
GET, POST
Authentication
Authorization: Bearer token
Parameters
none required
Examples
For an example of retrieving metadata for an object, see Retrieve Metadata for an Object on page 40.
For an example of creating a new record using POST, see Create a Record on page 43.
For an example of create a new record along with providing blob data for the record, see Insert or Update Blob Data on page
57.
SObject Describe
Completely describes the individual metadata at all levels for the specified object. For example, this can be used to retrieve the fields,
URLs, and child relationships for the Account object.
The If-Modified-Since header can be used with this resource, with a date format of EEE, dd MMM yyyy HH:mm:ss
z. When this header is used, if the object metadata has not changed since the provided date, a 304 Not Modified status code
is returned, with no response body.
URI
/vXX.X/sobjects/SObjectName/describe/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
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Parameters
none required
Example
See Get Field and Other Metadata for an Object on page 40. For an example that uses the If-Modified-Since HTTP header,
see Get Object Metadata Changes on page 42.
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
start
end
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Reference
Response format
Property
Type
Description
deletedRecords
array
Array of deleted records that satisfy the start and end dates specified in the
request. Each entry contains the record ID and the date and time the record
was deleted in ISO 8601 format, using Coordinated Universal Time (UTC)
timezone.
earliestDateAvailable String
String
latestDateCovered
Example
For an example of getting a list of deleted items, see Get a List of Deleted Records Within a Given Timeframe on page 60.
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
start
Starting date/time (Coordinated Universal Time (UTC) time zonenot local timezone)
of the timespan for which to retrieve the data. The API ignores the seconds portion of
the specified dateTime value (for example, 12:30:15 is interpreted as 12:30:00 UTC).
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Parameter
Description
The date and time should be provided in ISO 8601 format:
YYYY-MM-DDThh:mm:ss+hh:mm. The date/time value for start must
chronologically precede end. This parameter should be URL-encoded
Ending date/time (Coordinated Universal Time (UTC) time zonenot local timezone)
of the timespan for which to retrieve the data. The API ignores the seconds portion of
the specified dateTime value (for example, 12:35:15 is interpreted as 12:35:00 UTC).
The date and time should be provided in ISO 8601 format:
YYYY-MM-DDThh:mm:ss+hh:mm. This parameter should be URL-encoded
end
Response format
Property
Type
Description
ids
array
Array of updated records that satisfy the start and end dates specified in the
request. Each entry contains the record ID.
latestDateCovered
String
Example
For an example of getting a list of updated deleted items, see Get a List of Updated Records Within a Given Timeframe on page 61.
Syntax
URI
/vXX.X/sobjects/Object/describe/namedLayouts/layoutName
Request body
None
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SObject Rows
Example
/services/data/v31.0/sobjects/User/describe/namedLayouts/UserAlt
This example retrieves information on the UserAlt named layout for User.
Usage
Use this resource to get information on a named layout for a given object. You must provide a valid named layout name as part of the
resource URI.
To get a list of named layouts for a given object, use the SObject Describe resource and look for the namedLayoutInfos field in the
response body.
SObject Rows
Accesses records based on the specified object ID. Retrieves, updates, or deletes records. This resource can also be used to retrieve field
values. Use the GET method to retrieve records or fields, the DELETE method to delete records, and the PATCH method to update records.
To create new records, use the SObject Basic Information resource.
URI
/vXX.X/sobjects/SObjectName/id/
Formats
JSON, XML
HTTP Method
GET, PATCH, DELETE
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
fields
Usage
This resource can be used with external objects in API version 32.0 and later.
External objects that are associated with non-high-data-volume external data sources use the 18-character Salesforce ID for the
id. Otherwise, external objects use the External ID standard field of the external object for the id.
Examples
For examples of retrieving field values using GET, see:
Get Field Values from a Standard Object Record on page 45
Get Field Values from an External Object Record by Using the External ID Standard Field on page 46
Get Field Values from an External Object Record by Using the Salesforce ID on page 46
For an example of updating a record using PATCH, see Update a Record on page 44.
For an example of deleting a record using DELETE, see Delete a Record on page 45.
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Reference
For an example of updating the blob data for an object, see Insert or Update Blob Data on page 57.
Formats
JSON, XML
HTTP Method
HEAD, GET, PATCH, DELETE, POST (see Usage section)
Authentication
Authorization: Bearer token
Parameters
None
Usage
As a special case, in API version 37.0 and later, you can use this resource to create a record by POSTing to
/vXX.X/sobjects/SObjectName/Id. This pattern represents the use of Id as the specified external ID field and null
as the value. Its useful when youre writing code to upsert multiple records by different external IDs and you dont want to request
a separate resource.
Examples
For an example of retrieving a record based on an external ID, see Retrieve a Record Using an External ID on page 47.
For examples of creating and updating records based on external IDs, see Insert or Update (Upsert) a Record Using an External
ID on page 47.
Formats
Because blob fields contain binary data, you can't use JSON or XML to retrieve this data.
HTTP Method
GET
Authentication
Authorization: Bearer token
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Reference
SObject ApprovalLayouts
Parameters
none required
Example
For an example of retrieving the blob data from an Attachment or Document, see Get Attachment Content from a Record on page
56.
Error responses
See Status Codes and Error Responses on page 210.
SObject ApprovalLayouts
Returns a list of approval layouts for a specified object. Specify a particular approval process name to limit the return value to one specific
approval layout. This resource is available in REST API version 30.0 and later.
Syntax
URI
To get an approval layout description for a specified object, use
/vXX.X/sobjects/SObjectName/describe/approvalLayouts/
Formats
JSON, XML
HTTP methods
HEAD, GET
Authentication
Authorization: Bearer token
Request parameters
None required
Example
Getting all approval layouts for an sObject
curl
https://yourInstance.salesforce.com/services/data/v30.0/sobjects/Account/describe/approvalLayouts/
-H "Authorization: Bearer token"
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SObject CompactLayouts
"label" : "Process1",
"layoutItems" : [...],
"name" : "Process1"
} ]
}
If you havent defined any approval layouts for an object, the response is {"approvalLayouts" : [ ]}.
Getting the approval layout for a particular approval process
curl
https://yourInstance.salesforce.com/services/data/v30.0/sobjects/Account/describe/approvalLayouts/MyApprovalProcessName
-H "Authorization: Bearer token"
SObject CompactLayouts
Returns a list of compact layouts for a specific object. This resource is available in REST API version 29.0 and later.
Syntax
URI
For a compact layout description for a specific object, use /vXX.X/sobjects/Object/describe/compactLayouts/
Formats
JSON, XML
HTTP methods
HEAD, GET
Authentication
Authorization: Bearer token
Request parameters
None required
Example
Getting compact layouts
/services/data/v29.0/sobjects/Account/describe/compactLayouts
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Reference
SObject CompactLayouts
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Reference
SObject CompactLayouts
"digits" : 0,
"displayLocationInDecimal" : false,
"externalId" : false,
"extraTypeInfo" : null,
"filterable" : true,
"groupable" : true,
"htmlFormatted" : false,
"idLookup" : false,
"inlineHelpText" : null,
"label" : "Account Name",
"length" : 255,
"mask" : null,
"maskType" : null,
"name" : "Name",
"nameField" : true,
"namePointing" : false,
"nillable" : false,
"permissionable" : false,
"picklistValues" : [ ],
"precision" : 0,
"queryByDistance" : false,
"referenceTo" : [ ],
"relationshipName" : null,
"relationshipOrder" : null,
"restrictedDelete" : false,
"restrictedPicklist" : false,
"scale" : 0,
"soapType" : "xsd:string",
"sortable" : true,
"type" : "string",
"unique" : false,
"updateable" : true,
"writeRequiresMasterRead" : false
},
"displayLines" : 1,
"tabOrder" : 2,
"type" : "Field",
"value" : "Name"
} ],
"placeholder" : false,
"required" : false
}, {
"editable" : false,
"label" : "Phone",
"layoutComponents" : [ {
"components" : [ ],
"details" : {
"autoNumber" : false,
"byteLength" : 120,
"calculated" : false,
"calculatedFormula" : null,
"cascadeDelete" : false,
"caseSensitive" : false,
"controllerName" : null,
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SObject CompactLayouts
"createable" : true,
"custom" : false,
"defaultValue" : null,
"defaultValueFormula" : null,
"defaultedOnCreate" : false,
"dependentPicklist" : false,
"deprecatedAndHidden" : false,
"digits" : 0,
"displayLocationInDecimal" : false,
"externalId" : false,
"extraTypeInfo" : null,
"filterable" : true,
"groupable" : true,
"htmlFormatted" : false,
"idLookup" : false,
"inlineHelpText" : null,
"label" : "Account Phone",
"length" : 40,
"mask" : null,
"maskType" : null,
"name" : "Phone",
"nameField" : false,
"namePointing" : false,
"nillable" : true,
"permissionable" : true,
"picklistValues" : [ ],
"precision" : 0,
"queryByDistance" : false,
"referenceTo" : [ ],
"relationshipName" : null,
"relationshipOrder" : null,
"restrictedDelete" : false,
"restrictedPicklist" : false,
"scale" : 0,
"soapType" : "xsd:string",
"sortable" : true,
"type" : "phone",
"unique" : false,
"updateable" : true,
"writeRequiresMasterRead" : false
},
"displayLines" : 1,
"tabOrder" : 3,
"type" : "Field",
"value" : "Phone"
} ],
"placeholder" : false,
"required" : false
} ],
"id" : "0AHD000000000AbOAI",
"imageItems" : [ {
"editable" : false,
"label" : "Photo URL",
"layoutComponents" : [ {
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SObject CompactLayouts
"components" : [ ],
"details" : {
"autoNumber" : false,
"byteLength" : 765,
"calculated" : false,
"calculatedFormula" : null,
"cascadeDelete" : false,
"caseSensitive" : false,
"controllerName" : null,
"createable" : false,
"custom" : false,
"defaultValue" : null,
"defaultValueFormula" : null,
"defaultedOnCreate" : false,
"dependentPicklist" : false,
"deprecatedAndHidden" : false,
"digits" : 0,
"displayLocationInDecimal" : false,
"externalId" : false,
"extraTypeInfo" : "imageurl",
"filterable" : true,
"groupable" : true,
"htmlFormatted" : false,
"idLookup" : false,
"inlineHelpText" : null,
"label" : "Photo URL",
"length" : 255,
"mask" : null,
"maskType" : null,
"name" : "PhotoUrl",
"nameField" : false,
"namePointing" : false,
"nillable" : true,
"permissionable" : false,
"picklistValues" : [ ],
"precision" : 0,
"queryByDistance" : false,
"referenceTo" : [ ],
"relationshipName" : null,
"relationshipOrder" : null,
"restrictedDelete" : false,
"restrictedPicklist" : false,
"scale" : 0,
"soapType" :
"xsd:string",
"sortable" : true,
"type" : "url",
"unique" : false,
"updateable" : false,
"writeRequiresMasterRead" : false
},
"displayLines" : 1,
"tabOrder" : 1,
"type" : "Field",
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Describe Layouts
"value" : "PhotoUrl"
} ],
"placeholder" : false,
"required" : false
} ],
"label" : "Custom Account Compact Layout",
"name" : "Custom_Account_Compact_Layout"
} ],
"defaultCompactLayoutId" : "0AHD000000000AbOAI",
"recordTypeCompactLayoutMappings" : [ {
"available" : true,
"compactLayoutId" : "0AHD000000000AbOAI",
"compactLayoutName" : "Custom_Account_Compact_Layout",
"recordTypeId" : "012000000000000AAA",
"recordTypeName" : "Master",
"urls" : {
"compactLayout" :
"/services/data/v31.0/sobjects/Account/describe/compactLayouts/012000000000000AAA"
}
} ],
"urls" : {
"primary" : "/services/data/v31.0/sobjects/Account/describe/compactLayouts/primary"
}
}
If you havent defined any compact layouts for an object, the compactLayoutId returns as Null.
Describe Layouts
Returns a list of layouts and descriptions. The list of fields and the layout name are returned.
URI
To return descriptions of global publisher layouts, the URI is: /vXX.X/sobjects/Global/describe/layouts/
For a layout description for a specific object, use /vXX.X/sobjects/Object/describe/layouts/
Formats
JSON, XML
HTTP Method
HEAD, GET
Authentication
Authorization: Bearer token
Parameters
None required
Example for getting global publisher layouts
curl
https://yourInstance.salesforce.com/services/data/v35.0/sobjects/Global/describe/layouts/
-H "Authorization: Bearer token"
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Describe Layouts
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SObject PlatformAction
SObject PlatformAction
PlatformAction is a virtual read-only object. It enables you to query for actions displayed in the UI, given a user, a context, device format,
and a record ID. Examples include standard and custom buttons, quick actions, and productivity actions.
Returns the description of the PlatformAction.
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Reference
Syntax
URI
Use /services/data/vXX.X/sobjects/PlatformAction
Available since release
This resource is available in API version 33.0 and later.
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None.
Usage
The only thing you can do with this resource is Query it.
To return a specific actions default values, including default field values, use
services/data/vXX.X/sobjects/object/quickActions/{action name}/defaultValues/
In API version 28.0, to evaluate the default values for an action, use vXX.X/sobjects/object/quickActions/{action
name}/defaultValues/{parent id}
In API version 29.0 and greater, to evaluate the default values for an action, use
vXX.X/sobjects/object/quickActions/{action name}/defaultValues/{context id}
This returns the default values specific to the {context id} object.
Formats
JSON, XML
HTTP Method
HEAD, GET, POST
Authentication
Authorization: Bearer token
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SObject Relationships
Parameters
None required
Example for getting Account actions
curl
https://yourInstance.salesforce.com/services/data/v28.0/sobjects/Account/quickActions
-H "Authorization: Bearer token"
Considerations
The resources return all actionsboth global and standardin addition to the ones requested.
SObject Relationships
Accesses records by traversing object relationships via friendly URLs. You can retrieve, update, or delete the record associated with the
traversed relationship field. If there are multiple related records, you can retrieve the complete set of associated records. This resource
is available in REST API version 36.0 and later.
URI
/vXX.X/sobjects/SObject/id/relationship field name
Formats
JSON, XML
HTTP Methods
GET, PATCH, DELETE
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
fields
Optional for GET. A list of fields in the associated relationship record to return. Fields
are separated by commas. For example:
/services/data/v36.0/sobjects/SObject/id/relationship
field?fields=field1,field2
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Response Body
For retrievals via GET, the response body is the contents of the record associated with the relationship field. Here is an example of a
request and JSON response body for a simple relationship traversal that returns the Distributor__c record associated with a relationship
field on custom object Merchandise__c.
https://yourInstance.salesforce.com/services/data/v38.0/sobjects/Merchandise__c/a01D000000INjVe/Distributor__r
{
"attributes" :
{
"type" : "Distributor__c",
"url" : "/services/data/v36.0/sobjects/Distributor__c/a03D0000003DUhcIAG"
},
"Id" : "a03D0000003DUhcIAG",
"OwnerId" : "005D0000001KyEIIA0",
"IsDeleted" : false,
"Name" : "Distributor1",
"CreatedDate" : "2011-12-16T17:43:01.000+0000",
"CreatedById" : "005D0000001KyEIIA0",
"LastModifiedDate" : "2011-12-16T17:43:01.000+0000",
"LastModifiedById" : "005D0000001KyEIIA0",
"SystemModstamp" : "2011-12-16T17:43:01.000+0000",
"Location__c" : "San Francisco"
}
A response body isnt returned for updates via PATCH and deletions via DELETE.
Error Responses
If no record is associated with a relationship field, a 404 error response is returned. If the relationship field normally resolves to multiple
records and no relationship set exists, a 200 response is returned. If the fields parameter is used with fields that dont exist or
arent visible to the consumer by field-level security, a 400 error response is returned. For other error messages, see Status Codes
and Error Responses on page 210.
Example
For examples of using SObject Relationships to access relationship fields, see Traverse Relationships with Friendly URLs on page 51.
Syntax
URI
To return suggested articles for a case, work order, or work order line item that is being created, use
vXX.X/sobjects/SObject/suggestedArticles?language=article
language&subject=subject&description=description. The SObject can be Case, WorkOrder, or
WorkOrderLineItem. Suggestions are based on common keywords in the title, description, and other information thats
entered before the record has been saved and assigned an ID.
For example: vXX.X/sobjects/Case/suggestedArticles?language=article
language&subject=subject&description=description or
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Reference
vXX.X/sobjects/WorkOrder/suggestedArticles?language=article
language&subject=subject&description=description.
Request body
None required
Request parameters
Parameter
Description
articleTypes
Optional. Three-character ID prefixes indicating the desired article types. You can specify
multiple values for this parameter in a single REST call, by repeating the parameter
name for each value. For example, articleTypes=ka0&articleTypes=ka1.
categories
Optional. The name of the data category group and the data category API name (not
category title) for desired articles. The syntax is
categories={"Group":"Category"}. Characters in the URL might need
to be encoded. For example:
categories=%7B%22Regions%22%3A%22Asia%22%2C%22
Products%22%3A%22Laptops%22%7D
The same data category group cant be specified more than once. However, you can
specify multiple data category group and data category pairs. For example,
categories={"Regions":"Asia","Products":"Laptops"}.
description
Text of the description. Valid only for new records without an existing ID and required
if subject is null. Article suggestions are based on common keywords in the subject,
description, or both.
language
limit
publishStatus
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Parameter
Description
subject
Text of the subject. Valid only for new records without an existing ID and required if
description is null. Article suggestions are based on common keywords in the
subject, description, or both.
topics
validationStatus
Example for getting suggested articles for a case thats being created
curl
https://yourInstance.salesforce.com/services/data/v30.0/sobjects/Case/suggestedArticles?
language=en_US&subject=orange+banana&articleTypes=ka0&articleTypes=ka1
-H "Authorization: Bearer token"
Usage
Salesforce Knowledge must be enabled in your organization. The user must have the View Articles permission enabled. The articles
suggested include only the articles the user can access, based on the data categories and article types the user has permissions to view.
Articles are suggested based on a relevance algorithm. The suggestedArticles resource is designed to get the IDs of articles
relevant to a case, work order, or work order line item. Its intended to be used with other services that then use the IDs to get article
data for display.
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Reference
AppMenu
Formats
JSON, XML
HTTP Method
HEAD, GET, POST, DELETE
Authentication
Authorization: Bearer token
Parameters
None required
Example
For examples of getting password information, setting a password, and resetting a password, see Manage User Passwords on page
76.
Considerations
If the session does not have permission to access the user information, an INSUFFICIENT_ACCESS error will be returned.
When using this resource to set a new password, the new password must conform to the password policies for the organization,
otherwise you will get an INVALID_NEW_PASSWORD error response.
You can only set one password per request.
When you use the DELETE method of this resource, Salesforce will reset the user password to an auto-generated password,
which will be returned in the response.
AppMenu
Returns a list of items in either the Salesforce app drop-down menu or the Salesforce1 navigation menu.
Syntax
URI
To return a list of the Salesforce app drop-down menu items, the URI is: /vXX.X/appMenu/AppSwitcher/
To return a list of the Salesforce1 navigation menu items, the URI is: /vXX.X/appMenu/Salesforce1/
Available since release
29.0
Formats
JSON, XML
HTTP methods
GET, HEAD
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None required
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AppMenu
Example
Getting appMenu types
curl https://yourInstance.salesforce.com/services/data/v29.0/appMenu/ -H "Authorization:
Bearer token"
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Reference
AppMenu
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Reference
AppMenu
"width" : 60,
"height" : 60,
"theme" : "theme4",
"url" : "http://myorg.com/img/icon/t4/custom/custom53_60.png"
}, {
"contentType" : "image/png",
"width" : 120,
"height" : 120,
"theme" : "theme4",
"url" : "http://myorg.com/img/icon/t4/custom/custom53_120.png"
} ],
"colors" : [ {
"context" : "primary",
"color" : "FC4F59",
"theme" : "theme4"
}, {
"context" : "primary",
"color" : "FC4F59",
"theme" : "theme3"
} ],
"label" : "My App Home Page",
"url" : "/servlet/servlet.Integration?lid=01rxx0000000Vsd&ic=1"
}, {
"type" : "Tab.apexPage",
"content" : "/apex/myapexpage",
"icons" : [ {
"contentType" : "image/png",
"width" : 32,
"height" : 32,
"theme" : "theme3",
"url" : "http://myorg.com/img/icon/cash32.png"
}, {
"contentType" : "image/png",
"width" : 16,
"height" : 16,
"theme" : "theme3",
"url" : "http://myorg.com/img/icon/cash16.png"
}, {
"contentType" : "image/svg+xml",
"width" : 0,
"height" : 0,
"theme" : "theme4",
"url" : "http://myorg.com/img/icon/t4/custom/custom41.svg"
}, {
"contentType" : "image/png",
"width" : 60,
"height" : 60,
"theme" : "theme4",
"url" : "http://myorg.com/img/icon/t4/custom/custom41_60.png"
}, {
"contentType" : "image/png",
"width" : 120,
"height" : 120,
"theme" : "theme4",
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"url" : "http://myorg.com/img/icon/t4/custom/custom41_120.png"
} ],
"colors" : [ {
"context" : "primary",
"color" : "3D8D8D",
"theme" : "theme4"
}, {
"context" : "primary",
"color" : "3D8D8D",
"theme" : "theme3"
} ],
"label" : "label",
"url" : "/servlet/servlet.Integration?lid=01rxx0000000Vyb&ic=1"
} ]
}
Compact Layouts
Returns a list of compact layouts for multiple objects. This resource is available in REST API version 31.0 and later.
This resource returns the primary compact layout for a set of objects. The set of objects is specified using a query parameter. Up to 100
objects can be queried at once.
Note: PersonAccount isnt supported for bulk queries. If you want to get the primary compact layout for PersonAccount, get it
directly from
/services/data/v31.0/sobjects/Account/describe/compactLayouts/primaryPersonAccount.
Syntax
URI
/vXX.X/compactLayouts?q=object list
Request parameters
Parameter
Description
A comma-delimited list of objects. The primary compact layout for each object in this
list will be returned in the response of this resource.
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Reference
Compact Layouts
Example
Request for getting compact layouts for multiple objects
/services/data/v31.0/compactLayouts?q=Account,Contact,CustomObj__c
125
Reference
FlexiPage
"width" : null,
"windowPosition" : null
},
...
"id" : null,
"label" : "System Default",
"name" : "SYSTEM"
}
"CustomObj__c" : {
"actions" : [ {
"behavior" : null,
"content" : null,
"contentSource" : null,
"custom" : false,
"encoding" : null,
"height" : null,
"icons" : null,
"label" : "Call",
"menubar" : false,
"name" : "CallHighlightAction",
"overridden" : false,
"resizeable" : false,
"scrollbars" : false,
"showsLocation" : false,
"showsStatus" : false,
"toolbar" : false,
"url" : null,
"width" : null,
"windowPosition" : null
},
...
"id" : null,
"imageItems" : null,
"label" : "System Default",
"name" : "SYSTEM"
}
}
FlexiPage
Returns a list of Lightning Pages and their details. Information returned includes Lightning Page regions, the components within each
region, and each components properties, as well as any associated QuickActions. This resource is available in API version 29.0 and later.
Note: These pages are known as FlexiPages in the API, but are referred to as Lightning Pages in the rest of the Salesforce
documentation and UI.
Syntax
URI
To return all the details of a Lightning Page, use /vXX.X/flexiPage/ID of Lightning Page.
126
Reference
FlexiPage
Formats
JSON, XML
HTTP methods
HEAD, GET
Authentication
Authorization: Bearer token
Parameters
None required
Example
Getting root Lightning Page resource
curl https://yourInstance.salesforce.com/services/data/v29.0/flexiPage/ -H
"Authorization: Bearer token"
127
Reference
FlexiPage
"value" : "Delivery__c"
} ],
"typeName" : "filterListCard",
"typeNamespace" : "flexipage"
}, {
"properties" : [ {
"name" : "entityNames",
"value" : "Delivery__c,Return_Item__c"
} ],
"typeName" : "recentItems",
"typeNamespace" : "flexipage"
} ]
} ],
"quickActionList" : {
"quickActionListItems" : [ {
"quickActionName" : "New_Delivery",
"type" : "Create",
"colors" : [ {
"color" : "e1be5c",
"theme" : "theme4",
"context" : "primary"
}, {
"color" : "AA8E0A",
"theme" : "theme3",
"context" : "primary"
} ],
"accessLevelRequired" : null,
"globalAction" : true,
"miniIconUrl" :
"http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/custom51_100/truck16.png",
"label" : "New Delivery",
"urls" : {
"defaultValuesTemplate" :
"/services/data/v29.0/quickActions/New_Delivery/defaultValues/{ID}",
"quickAction" : "/services/data/v29.0/quickActions/New_Delivery",
"defaultValues" : "/services/data/v29.0/quickActions/New_Delivery/defaultValues",
"describe" : "/services/data/v29.0/quickActions/New_Delivery/describe"
},
"targetSobjectType" : "Delivery__c",
"iconUrl" :
"http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/custom51_100/truck32.png",
"icons" : [ {
"url" : "http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/custom51_100/truck32.png",
"contentType" : "image/png",
"theme" : "theme3",
"height" : 32,
"width" : 32
}, {
"url" : "http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/custom51_100/truck16.png",
"contentType" : "image/png",
"theme" : "theme3",
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Reference
Invocable Actions
"height" : 16,
"width" : 16
}, {
"url" : "http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/t4/custom/custom98.svg",
"contentType" : "image/svg+xml",
"theme" : "theme4",
"height" : 0,
"width" : 0
}, {
"url" : "http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/t4/custom/custom98_60.png",
"contentType" : "image/png",
"theme" : "theme4",
"height" : 60,
"width" : 60
}, {
"url" :
"http://{SALESFORCE-APPSERVER-DOMAIN}/img/icon/t4/custom/custom98_120.png",
"contentType" : "image/png",
"theme" : "theme4",
"height" : 120,
"width" : 120
} ]
} ]
}
} ]
Invocable Actions
Represents a standard or custom invocable action.
Use actions to add more functionality to your applications. Choose from standard actions, such as posting to Chatter or sending email,
or create actions based on your companys needs.
This resource is available in REST API version 32.0 and later.
Syntax
URI
Get a list of custom actions:
/vXX.X/actions
129
Reference
Invocable Actions
Formats
JSON, XML
HTTP Methods
GET, POST
Authentication
Authorization: Bearer token
Parameters
None
Example
Using GET to retrieve a list of general action types for the current organization:
/services/data/v32.0/actions
Example
Using POST to send a simple email message:
/services/data/v32.0/actions/standard/emailSimple
Standard actions return their name in actionName. The value of actionName varies for custom actions.
Action
actionName value
Flow
Apex
130
Reference
Action
actionName value
Quick action
For more information about actions, see the Force.com Actions Developer Guide.
Syntax
URI
Get a list of standard actions:
/vXX.X/actions/standard
Formats
JSON, XML
HTTP Methods
GET, HEAD, POST
Authentication
Authorization: Bearer token
Parameters
None
Notes
The Post to Chatter action supports the following features using a special format in the body post.
@mentions using @[<id>]
Topics using #[<topicString>]
For example, the string Hi @[005000000000001] check this out #[some_topic]. is stored appropriately as
Hi @Joe, check this out #some_topic. where @Joe and #some_topic are links to the user and topic, respectively.
Examples
Retrieving a list of standard actions for the current organization
/services/data/v32.0/actions/standard
131
Reference
"name" : "submit",
"type" : "SUBMITAPPROVAL"
}, {
"label" : "Post to Chatter",
"name" : "chatterPost",
"type" : "CHATTERPOST" },
}, {
"label" : "Send Email",
"name" : "emailSimple",
"type" : "EMAILSIMPLE"
} ]
}
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Reference
"label" : "Subject",
"maxOccurs" : 1,
"name" : "emailSubject",
"picklistValues" : null,
"required" : true,
"sobjectType" : null,
"type" : "STRING"
}, {
"byteLength" : 0,
"description" : "Required. The body of the email in plain text.",
"label" : "Body",
"maxOccurs" : 1,
"name" : "emailBody",
"picklistValues" : null,
"required" : true,
"sobjectType" : null,
"type" : "TEXTAREA"
} ],
"label" : "Send Email",
"name" : "emailSimple",
"outputs" : [ ],
"standard" : true,
"targetEntityName" : null,
"type" : "EMAILSIMPLE"
}
Syntax
URI
Get a list of custom actions:
/vXX.X/actions/custom
Formats
JSON, XML
HTTP Methods
GET, HEAD, POST
Authentication
Authorization: Bearer token
Parameters
None
Notes
Sending email with the emailAlert action counts against your daily email limit for workflows. For more information, see Daily Limits
for Email Alerts in the Salesforce Help.
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Reference
When invoking an Apex action using the POST method and supplying the inputs in the request, only the following primitive types
are supported as inputs:
Blob
Boolean
Date
Datetime
Decimal
Double
ID
Integer
Long
String
Time
Describe and invoke for an Apex action respect the profile access for the Apex class. If you dont have access an error is issued.
If you add an Apex action to a flow, and then remove the Invocable Method annotation from the Apex class, a runtime error in the
flow occurs.
When a flow user invokes an autolaunched flow, the active flow version is run. If theres no active version, the latest version is run.
When a flow admin invokes an autolaunched flow, the latest version is always run.
If any of the following elements are used in a flow, packageable components that reference these elements arent automatically
included in the package.
Apex
Email alerts
Post to Chatter
Quick Actions
Send Email
Submit for Approval
For example, if you use an email alert, manually add the email template that is used by that email alert. To deploy the package
successfully, manually add those referenced components to the package.
Example
Retrieving a list of custom actions for the current organization:
/services/data/v33.0/actions/custom
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Reference
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None
Example:
Retrieving information about a list view
curl
https://yourInstance.salesforce.com/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK/describe
-H "Authorization: Bearer token"
135
Reference
"fieldNameOrPath" : "BillingState",
"hidden" : false,
"label" : "Billing State/Province",
"selectListItem" : "BillingState",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
}, {
"ascendingLabel" : "9-0",
"descendingLabel" : "0-9",
"fieldNameOrPath" : "Phone",
"hidden" : false,
"label" : "Phone",
"selectListItem" : "Phone",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "phone"
}, {
"ascendingLabel" : "Low to High",
"descendingLabel" : "High to Low",
"fieldNameOrPath" : "Type",
"hidden" : false,
"label" : "Type",
"selectListItem" : "toLabel(Type)",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "picklist"
}, {
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Owner.Alias",
"hidden" : false,
"label" : "Account Owner Alias",
"selectListItem" : "Owner.Alias",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "Id",
"hidden" : true,
"label" : "Account ID",
"selectListItem" : "Id",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "id"
}, {
"ascendingLabel" : null,
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Reference
"descendingLabel" : null,
"fieldNameOrPath" : "CreatedDate",
"hidden" : true,
"label" : "Created Date",
"selectListItem" : "CreatedDate",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "LastModifiedDate",
"hidden" : true,
"label" : "Last Modified Date",
"selectListItem" : "LastModifiedDate",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "SystemModstamp",
"hidden" : true,
"label" : "System Modstamp",
"selectListItem" : "SystemModstamp",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
} ],
"id" : "00BD0000005WcBe",
"orderBy" : [ {
"fieldNameOrPath" : "Name",
"nullsPosition" : "first",
"sortDirection" : "ascending"
}, {
"fieldNameOrPath" : "Id",
"nullsPosition" : "first",
"sortDirection" : "ascending"
} ],
"query" : "SELECT name, site, billingstate, phone, tolabel(type), owner.alias,
id, createddate, lastmodifieddate, systemmodstamp FROM Account WHERE CreatedDate =
THIS_WEEK ORDER BY Name ASC NULLS FIRST, Id ASC NULLS FIRST",
"scope" : null,
"sobjectType" : "Account",
"whereCondition" : {
"field" : "CreatedDate",
"operator" : "equals",
"values" : [ "THIS_WEEK" ]
}
}
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Reference
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None
Example:
Retrieving results from a specific list view
curl
https://yourInstance.salesforce.com/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCNMA0/results
-H "Authorization: Bearer token"
138
Reference
"fieldNameOrPath" : "BillingState",
"hidden" : false,
"label" : "Billing State/Province",
"selectListItem" : "BillingState",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
}, {
"ascendingLabel" : "9-0",
"descendingLabel" : "0-9",
"fieldNameOrPath" : "Phone",
"hidden" : false,
"label" : "Phone",
"selectListItem" : "Phone",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "phone"
}, {
"ascendingLabel" : "Low to High",
"descendingLabel" : "High to Low",
"fieldNameOrPath" : "Type",
"hidden" : false,
"label" : "Type",
"selectListItem" : "toLabel(Type)",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "picklist"
}, {
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Owner.Alias",
"hidden" : false,
"label" : "Account Owner Alias",
"selectListItem" : "Owner.Alias",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "Id",
"hidden" : true,
"label" : "Account ID",
"selectListItem" : "Id",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "id"
}, {
"ascendingLabel" : null,
139
Reference
"descendingLabel" : null,
"fieldNameOrPath" : "CreatedDate",
"hidden" : true,
"label" : "Created Date",
"selectListItem" : "CreatedDate",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "LastModifiedDate",
"hidden" : true,
"label" : "Last Modified Date",
"selectListItem" : "LastModifiedDate",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
}, {
"ascendingLabel" : null,
"descendingLabel" : null,
"fieldNameOrPath" : "SystemModstamp",
"hidden" : true,
"label" : "System Modstamp",
"selectListItem" : "SystemModstamp",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : false,
"type" : "datetime"
} ],
"developerName" : "MyAccounts",
"done" : true,
"id" : "00BD0000005WcCN",
"label" : "My Accounts",
"records" : [ {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "Burlington Textiles Corp of America"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "NC"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(336) 222-7000"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
140
Reference
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSTIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "Dickenson plc"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "KS"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(785) 241-6200"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Channel"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSVIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "Edge Communications"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
141
Reference
"fieldNameOrPath" : "BillingState",
"value" : "TX"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(512) 757-6000"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSSIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "Express Logistics and Transport"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "OR"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(503) 421-7800"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Channel"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSXIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
142
Reference
143
Reference
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSWIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "Pyramid Construction Inc."
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : null
}, {
"fieldNameOrPath" : "Phone",
"value" : "(014) 427-4427"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Channel"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSUIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "sForce"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "CA"
144
Reference
}, {
"fieldNameOrPath" : "Phone",
"value" : "(415) 901-7000"
}, {
"fieldNameOrPath" : "Type",
"value" : null
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSaIAJ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "United Oil and Gas Corp."
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "NY"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(212) 842-5500"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSZIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
145
Reference
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "United Oil and Gas, Singapore"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "Singapore"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(650) 450-8810"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSRIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "United Oil and Gas, UK"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "UK"
}, {
"fieldNameOrPath" : "Phone",
"value" : "+44 191 4956203"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSQIAZ"
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Reference
List Views
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
}, {
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "University of Arizona"
}, {
"fieldNameOrPath" : "Site",
"value" : null
}, {
"fieldNameOrPath" : "BillingState",
"value" : "AZ"
}, {
"fieldNameOrPath" : "Phone",
"value" : "(520) 773-9050"
}, {
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
}, {
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
}, {
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSYIAZ"
}, {
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
}, {
"fieldNameOrPath" : "SystemModstamp",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
} ],
"size" : 12
}
List Views
Returns the list of list views for the specified sObject, including the ID and other basic information about each list view. You can also get
basic information for a specific list view by ID.
This resource is available in REST API version 32.0 and later.
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Reference
List Views
URI
Get a list of list views:
/vXX.X/sobjects/{sobjectType}/listviews
Parameters
None
Example:
Retrieving a list of list views for the Account object
curl
https://yourInstance.salesforce.com/services/data/v32.0/sobjects/Account/listviews
-H "Authorization: Bearer token"
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Reference
List Views
"developerName" : "PlatinumandGoldSLACustomers",
"id" : "00BD0000005WcC6MAK",
"label" : "Platinum and Gold SLA Customers",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcC6MAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcC6MAK"
}, {
"describeUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCEMA0/describe",
"developerName" : "RecentlyViewedAccounts",
"id" : "00BD0000005WcCEMA0",
"label" : "Recently Viewed Accounts",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCEMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCEMA0"
}, {
"describeUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0/describe",
"developerName" : "AllAccounts",
"id" : "00BD0000005WcCFMA0",
"label" : "All Accounts",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0"
}, {
"describeUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCNMA0/describe",
"developerName" : "MyAccounts",
"id" : "00BD0000005WcCNMA0",
"label" : "My Accounts",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCNMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCNMA0"
} ],
"nextRecordsUrl" : null,
"size" : 6,
"sobjectType" : "Account"
}
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Reference
"developerName" : "NewThisWeek",
"id" : "00BD0000005WcBeMAK",
"label" : "New This Week",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK"
}
Syntax
The root endpoint for all Knowledge support APIs that can be open to guest users.
Available since release
38.0
Method
GET
Formats
JSON, XML
Authentication
OAuth accesstoken
Endpoint
<prefix>/support
HTTP headers
Accept: Optional. Can be either application/json or application/xml.
Input
None
Output
The following resources are related to Knowledge.
{
"dataCategoryGroups" : "/services/data/vxx.0/support/dataCategoryGroups",
"knowledgeArticles" : "/services/data/vxx.0/support/knowledgeArticles"
:
}
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Reference
IN THIS SECTION:
Data Category Groups
Get data category groups that are visible to the current user.
Data Category Detail
Get data category details and the child categories by a given category.
Articles List
Get a page of online articles for the given language and category through either search or query.
Articles Details
Get all article fields, accessible to the user.
Syntax
Available since release
38.0
Method
GET
Formats
JSON, XML
Authentication
OAuth accesstoken
Endpoint
[prefix]/support/dataCategoryGroups
HTTP headers
Accept: Optional. Can be either application/json or application/xml.
Accept-language: Optional. Language to translate the categories. Any ISO-639 language abbreviation, and an ISO-3166 country
code subtag in the HTTP Accept-Language header. Only one language accepted. If no language specified, the non-translated labels
are returned.
Input:
string sObjectName: Required. KnowledgeArticleVersion only.
boolean topCategoriesOnly: Optional. Defaults to true
True returns only the top level categories.
False returns the entire tree.
Note: All the input parameters are case-sensitive.
Output:
A list of the active data category groups that are visible to the current user in the site context. Returns id, name, label, and their top
level categories or the entire data category group tree that are visible to the current user. The labels must be translated to the given
language if they are available.
Data Category Group List
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Reference
This payload lists the active root Data Category Groups that can be used in other requests to return the data categories and
articles related to it.
{
"categoryGroups": [ Data Category Group, ....],
}
Note: Returns only the active groups that are associated to the given entity (by sObjectName). Only
KnowledgeArticleVersion is supported.
Data Category Group
This represents an individual data category group, and its root category.
{
"name": String, // the unique name of the category group
"label": String, // returns the translated version if it is available
"objectUsage" : String, // currently only "KnowledgeArticleVersion" is available.
"topCategories": [ Data Category Summary, ....]
}
Note: The URL property is a pre-calculated path to the unique resource representing this data category, in this case it is
a Data Category Detail API.
Example
Input
/services/data/v38.0/support/dataCategoryGroups?sObjectName=KnowledgeArticleVersion
Output
{
"categoryGroups" : [ {
"label" : "Doc",
"name" : "Doc",
"objectUsage" : "KnowledgeArticleVersion",
"topCategories" : [ {
"childCategories" : null,
"label" : "All",
"name" : "All",
"url" :
152
Reference
"/services/data/v38.0/support/dataCategoryGroups/Doc/dataCategories/All?sObjectName=KnowledgeArticleVersion"
} ]
}, {
"label" : "Manual",
"name" : "Manual",
"objectUsage" : "KnowledgeArticleVersion",
"topCategories" : [ {
"childCategories" : null,
"label" : "All",
"name" : "All",
"url" :
"/services/data/v38.0/support/dataCategoryGroups/Manual/dataCategories/All?sObjectName=KnowledgeArticleVersion"
} ]
} ]
}
Usage
Salesforce Knowledge must be enabled in your organization. This resource can be used in API version 38.0 and later. Use the language
code format used in Which Languages Does Salesforce Support?.
Only the users visible data categories are returned. A user might be able to see several sub trees in the category group, therefore, the
top categories that are visible to the user in each group are returned.
Syntax
Available since release
38.0
Method
GET
Formats
JSON, XML
Authentication
OAuth accesstoken
Endpoint
[prefix]/support/dataCategoryGroups/[group]/dataCategories/[category]
HTTP headers
Accept: Optional. Can be either application/json or application/xml.
Accept-language: Optional. Language to translate the categories. Any ISO-639 language abbreviation, and an ISO-3166 country
code subtag in the HTTP Accept-Language header. Only one language accepted. If no language specified, the non-translated labels
are returned.
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Reference
Input:
string sObjectName: Required. KnowledgeArticleVersion only.
Output:
Details of the category and a list of child categories (name, label, etc.).
Data Category Detail
Used for situations where the hierarchical representation of data categories is important. The child property contains a list of
child data categories.
{
"name": String, // the unique name of the category
"label": String, // returns the translated version if it is available
"url": URL,
"childCategories": [ Data Category Summary, ....],
}
Note: If the category isnt visible to the current user the return is empty.
Example
Input
/services/data/v38.0/support/dataCategoryGroups/Doc/dataCategories/All?sObjectName=KnowledgeArticleVersion
Output
{
"childCategories" : [ {
"childCategories" : null,
"label" : "Help",
"name" : "Help",
"url" :
"/services/data/v38.0/support/dataCategoryGroups/Doc/dataCategories/Help?sObjectName=KnowledgeArticleVersion"
}, {
"childCategories" : null,
"label" : "QA",
"name" : "QA",
"url" :
"/services/data/v38.0/support/dataCategoryGroups/Doc/dataCategories/QA?sObjectName=KnowledgeArticleVersion"
} ],
"label" : "All",
"name" : "All",
"url" :
"/services/data/v38.0/support/dataCategoryGroups/Doc/dataCategories/All?sObjectName=KnowledgeArticleVersion"
}
Usage
Salesforce Knowledge must be enabled in your organization. This resource can be used in API version 38.0 and later. Use the language
code format used in Which Languages Does Salesforce Support?.
154
Reference
Articles List
Articles List
Get a page of online articles for the given language and category through either search or query.
Syntax
Available since release
38.0
Method
GET
Formats
JSON, XML
Authentication
OAuth accesstoken
Endpoint
[prefix]/support/knowledgeArticles
HTTP headers
Accept: Optional. Can be either application/json or application/xml.
Accept-language: Required. The article must be an active language in the users organization
If the language code isnt valid, an error message is returned: The language code is not valid or not supported by Knowledge.
If the language code is valid, but not supported by Knowledge, then an error message is returned: Invalid language code. Check
that the language is included in your Knowledge language settings."
Input:
string q: Optional, Performs an SOSL search. If the query string is null, empty, or not given, an SOQL query runs.
string channel: Optional, defaults to users context. For information on channel values, see Valid channel values.
App: Visible in the internal Salesforce Knowledge application
Pkb: Visible in the public knowledge base
Csp: Visible in the Customer Portal
Prm: Visible in the Partner Portal
string categories in map json format {group1:category1,group2:category2,...} )
Optional, defaults to None. Category group must be unique in each group:category pair, otherwise you get
ARGUMENT_OBJECT_PARSE_ERROR.
string queryMethod values are: AT, BELOW, ABOVE, ABOVE_OR_BELOW. Only valid when categories are specified,
defaults to ABOVE_OR_BELOW.
string sort: Optional, a sortable field name LastPublishedDate, CreatedDate, Title, ViewScore. Defaults
to LastPublishedDate for query and relevance for search.
Note: When sorting on ViewScore it is only available for query, not search, and no pagination is supported. You only get
one page of results.
string order: Optional, either ASC or DESC, defaults to DESC. Valid only when sort is valid.
integer pageSize: Optional, defaults to 20. Valid range 1 to 100.
integer pageNumber : Optional, defaults to 1.
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Reference
Articles List
Output:
A page of online articles in the given language and category visible to the current user.
Article Page
A page of articles. The individual entries are article summaries so the size can be kept at a minimum.
{
articles: [ Article Summary, ], // list of articles
currentPageUrl: URL,
// the article list API with current page number
nextPageUrl: URL, // the article list API with next page number,
which can be null if there are no more articles.
pageNumber: Int // the current page number, starting at 1.
}
Note: The API supports paging. Each page of responses includes a URL to its page, as well as the URL to the next page
of articles.
Article Summary
A summary of an article used in a list of article responses. It shares similar properties to the Article Detail representation, as one
is a superset of the other.
{
id: Id,
// articleId
articleNumber: String,
title: String,
summary: String,
url: URL, // to the Article Detail API
viewCount: Int,
// view count in the interested channel
viewScore: double (in xxx.xxxx precision),
// view score in the interested
channel.
upVoteCount: int, // up vote count in the interested channel.
downVoteCount: int, // down vote count in the interested channel.
lastPublishedDate: Date // last publish date in ISO8601 format
categoryGroups: [ Data Category Group, . ]}
The url property always points to the Article Details resource endpoint. For information on valid channel values, see the channel
parameter description
Data Category Group
An individual data category group, its root category, and a list of selected data categories in the group.
{
groupName: String, // the unique name of the category group
groupLabel: String, // returns the translated version
selectedCategories: [ Data Category Summary, ]
}
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Reference
Articles List
url:
Note: The outputs of Data Category Group and Data Category Summary in Article List API are different from the Data
Category Groups API.
Example
Input
/services/data/v38.0/support/knowledgeArticles?sort=ViewScore&channel=Pkb&pageSize=3
HTTP Headers:
Content-Type: application/json; charset=UTF-8
Accept: application/json
Accept-Language: en-US
Output
{
"articles" : [ {
"articleNumber" : "000001002",
"categoryGroups" : [ ],
"downVoteCount" : 0,
"id" : "kA0xx000000000BCAQ",
"lastPublishedDate" : "2015-02-25T02:07:18Z",
"summary" : "With this online Chinese input tool, you can type Chinese characters
through your web browser without installing any Chinese input software in your system.
The Chinese online input tool uses the popular Pin Yin input method. It is a fast and
convenient tool to input Chinese on English OS environments.",
"title" : "Long text test",
"upVoteCount" : 0,
"url" : "/services/data/v38.0/support/knowledgeArticles/kA0xx000000000BCAQ",
"viewCount" : 4,
"viewScore" : 100.0
}, {
"articleNumber" : "000001004",
"categoryGroups" : [ ],
"downVoteCount" : 0,
"id" : "kA0xx000000000LCAQ",
"lastPublishedDate" : "2016-06-21T21:11:02Z",
"summary" : "The number of characters required for complete coverage of all these
languages' needs cannot fit in the 256-character code space of 8-bit character encodings,
requiring at least a 16-bit fixed width encoding or multi-byte variable-length encodings.
\r\n\r\nAlthough CJK encodings have common character sets, the encodings often used to
represent them have been developed separately by different East Asian governments and
software companies, and are mutually incompatible. Unicode has attempted, with some
controversy, to unify the character sets in a process known as Han unification.\r\n\r\nCJK
character encodings should consist minimally of Han characters p",
"title" : "Test Images",
"upVoteCount" : 0,
"url" : "/services/data/v38.0/support/knowledgeArticles/kA0xx000000000LCAQ",
"viewCount" : 0,
"viewScore" : 0.0
}, {
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Reference
Articles Details
"articleNumber" : "000001012",
"categoryGroups" : [ ],
"downVoteCount" : 0,
"id" : "kA0xx000000006GCAQ",
"lastPublishedDate" : "2016-06-21T21:10:48Z",
"summary" : null,
"title" : "Test Draft 2",
"upVoteCount" : 0,
"url" : "/services/data/v38.0/support/knowledgeArticles/kA0xx000000006GCAQ",
"viewCount" : 0,
"viewScore" : 0.0
} ],
"currentPageUrl" :
"/services/data/v38.0/support/knowledgeArticles?channel=Pkb&pageSize=3&sort=ViewScore",
"nextPageUrl" : null,
"pageNumber" : 1
}
Usage
Salesforce Knowledge must be enabled in your organization. This resource can be used in API version 38.0 and later. The Custom File
Field is not supported because it returns a link to a binary stream. Use the language code format used in Which Languages Does Salesforce
Support?.
Articles Details
Get all article fields, accessible to the user.
158
Reference
Articles Details
Syntax
Available since release
38.0
Method
GET
Formats
JSON, XML
Authentication
OAuth accesstoken
Endpoint
[prefix]/support/knowledgeArticles/{articleId}
HTTP headers
Accept: Optional. Can be either application/json or application/xml.
Accept-language: Required. The article must be an active language in the users organization
If the language code isnt valid, an error message is returned: The language code is not valid or not supported by Knowledge.
If the language code is valid, but not supported by Knowledge, then an error message is returned: Invalid language code. Check
that the language is included in your Knowledge language settings."
Input:
string channel: Optional, defaults to users context. For information on channel values, see Valid channel Values.
App: Visible in the internal Salesforce Knowledge application
Pkb: Visible in the public knowledge base
Csp: Visible in the Customer Portal
Prm: Visible in the Partner Portal
boolean updateViewStat: Optional, defaults to true. If true, API updates the view count in the given channel as well as the
total view count.
Output:
The detailed fields of the article, if the article is online and visible to the current user.
Article Detail
Full detail of an article, with complete metadata and layout-driven fields used for display of an article. It includes all the same
properties as an Article Summary representation.
{
"id": Id,
// articleId,
"articleNumber": String,
"title": String,
"summary": String,
"url": URL,
"versionNumber": Int,
"createdDate": Date, // in ISO8601 format
"createdBy": User Summary on page 160,
"lastModifiedDate": Date,
// in ISO8601 format
"lastModifiedBy": User Summary on page 160,
"lastPublishedDate": Date, // in ISO8601 format
"layoutItems": [ Article Field, ... ], // standard and custom fields visible
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Reference
Articles Details
User Summary
{
"id": String
"isActive": boolean
// true/false
"userName": String
// login name
"firstName": String
"lastName": String
"email": String
"url": String
// to the chatter user detail url:
/services/data/xx.x/chatter/users/{userId}, for guest user, it will return null.
}
Article Field
An individual field of article information, which is listed in an Article Detail in the order required by the administrators layout.
{
"type": Enum,
"name": String,
"label": String,
"value": String,
}
Example
Input
/services/data/v38.0/support/knowledgeArticles/kA0xx000000000LCAQ
HTTP Headers:
Content-Type: application/json; charset=UTF-8
160
Reference
Articles Details
Accept: application/json
Accept-Language: en-US
Output
{
"allViewCount" : 17,
"allViewScore" : 100.0,
"appDownVoteCount" : 0,
"appUpVoteCount" : 0,
"appViewCount" : 17,
"appViewScore" : 100.0,
"articleNumber" : "000001004",
"categoryGroups" : [ ],
"createdBy" : {
"email" : "[email protected]",
"firstName" : "Test",
"id" : "005xx000001SvoMAAS",
"isActive" : true,
"lastName" : "User",
"url" : "/services/data/v38.0/chatter/users/005xx000001SvoMAAS",
"userName" : "[email protected]"
},
"createdDate" : "2016-06-21T21:10:54Z",
"cspDownVoteCount" : 0,
"cspUpVoteCount" : 0,
"cspViewCount" : 0,
"cspViewScore" : 0.0,
"id" : "kA0xx000000000LCAQ",
"lastModifiedBy" : {
"email" : "[email protected]",
"firstName" : "Test",
"id" : "005xx000001SvoMAAS",
"isActive" : true,
"lastName" : "User",
"url" : "/services/data/v38.0/chatter/users/005xx000001SvoMAAS",
"userName" : "[email protected]"
},
"lastModifiedDate" : "2016-06-21T21:11:02Z",
"lastPublishedDate" : "2016-06-21T21:11:02Z",
"layoutItems" : [ {
"label" : "Out of Date",
"name" : "IsOutOfDate",
"type" : "CHECKBOX",
"value" : "false"
}, {
"label" : "sample",
"name" : "sample",
"type" : "PICK_LIST",
"value" : null
}, {
"label" : "Language",
"name" : "Language",
"type" : "PICK_LIST",
"value" : "en_US"
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Reference
Articles Details
}, {
"label" : "MyNumber",
"name" : "MyNumber",
"type" : "NUMBER",
"value" : null
}, {
"label" : "My File",
"name" : "My_File",
"type" : "FILE",
"value" : null
} ],
"pkbDownVoteCount" : 0,
"pkbUpVoteCount" : 0,
"pkbViewCount" : 0,
"pkbViewScore" : 0.0,
"prmDownVoteCount" : 0,
"prmUpVoteCount" : 0,
"prmViewCount" : 0,
"prmViewScore" : 0.0,
"summary" : "The number of characters required for complete coverage of all these
languages' needs cannot fit in the 256-character code space of 8-bit character encodings,
requiring at least a 16-bit fixed width encoding or multi-byte variable-length encodings.
\r\n\r\nAlthough CJK encodings have common character sets, the encodings often used to
represent them have been developed separately by different East Asian governments and
software companies, and are mutually incompatible. Unicode has attempted, with some
controversy, to unify the character sets in a process known as Han unification.\r\n\r\nCJK
character encodings should consist minimally of Han characters p",
"title" : "Test Images",
"url" : "/services/data/v38.0/support/knowledgeArticles/kA0xx000000000LCAQ",
"versionNumber" : 7
}
Usage
Salesforce Knowledge must be enabled in your organization. This resource can be used in API version 38.0 and later. The Custom File
Field is not supported because it returns a link to a binary stream. Use the language code format used in Which Languages Does Salesforce
Support?.
A lookup custom field is visible to guest users depending on the lookup entity type. For example, User is visible, but Case and Account
are not visible. Following standard fields are not visible to a guest user, even if they are in the layout:
archivedBy
isLatestVersion
translationCompletedDate
translationImportedDate
translationExportedDate
versionNumber
visibleInInternalApp
visibleInPKB
visibleToCustomer
visbileToPartner
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Reference
Parameterized Search
Parameterized Search
Executes a simple RESTful search using parameters instead of a SOSL clause. Indicate parameters in a URL in the GET method. Or, use
POST for more complex JSON searches.
Syntax
URI
/vXX.X/parameterizedSearch/?q=search string
Formats
JSON, XML
HTTP Method
GET, POST
Authentication
Authorization: Bearer token
Description
163
Reference
Parameterized Search
Type
dataCategory string
Supported Description
Methods
GET
defaultLimit string
GET,
POST
Single value. The maximum number of results to return for each sobject (GET)
or sobjects (POST) specified.
The maximum defaultLimit is 2000.
At least one sobject must be specified.
GET example:
defaultLimit=10&sobject=Account&sobject=Contact.
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Reference
Parameterized Search
Name
Type
Supported Description
Methods
division
string
GET,
POST
fields
string
GET
Comma-separated list of one or more fields to return in the response for each
sobject specified. At least one sobject must be specified at the global level.
For example: fields=id&sobject=Account&sobject=Contact.
The global fields parameter is overridden when sobject are specified using
sobject.fields=field names. For example,
Contact.fields=id,FirstName,LastName would override the global
setting of just returning the id.
If unspecified, then the search results contain the IDs of records matching all fields
for the specified object.
Functions
The following optional functions can be used within the fields parameter.
toLabel: Translates response field value into the users language. For example,
Lead.fields=id,toLabel(Status). This function requires extra
setup.
convertCurrency: Converts response currency fields to the users currency.
For example,
Opportunity.fields=id,convertCurrency(Amount). This
function requires extra setup. Multi-currency must be enabled for your org.
format: Applies localized formatting to standard and custom number, date,
time, and currency fields. For example,
Opportunity.fields=id,format(Amount).
Aliasing is support within fields for toLabel, convertCurrency, and
format. In addition, aliasing is required when the query includes the same field
multiple times. For example,
Opportunity.fields=id,format(Amount) AliasAmount
fields
string[]
POST
Array of one or more fields to return in the response for each sobjects specified.
At least one sobjects must be specified at the global level.
For example:
{
"q":"Acme",
"fields":["Id", "Name", "Phone"],
"sobjects":[{"name": "Account"},
{"name": "Contact", "fields":["Id",
"FirstName", "LastName"]},
165
Reference
Parameterized Search
Name
Type
Supported Description
Methods
{"name": "Lead"}]
}
166
Reference
Parameterized Search
Name
Type
Supported Description
Methods
"format(Amount) AliasAmount"]}]
...
}
in
string
GET,
POST
Scope of fields to search. If you specify one or more scope values, the fields are
returned for all found objects.
Use one of the following values:
ALL
NAME
EMAIL
PHONE
SIDEBAR
This clause doesn't apply to articles, documents, feed comments, feed items, files,
products, and solutions. If any of these objects are specified, the search is not limited
to specific fields; all fields are searched.
metadata
string
GET,
POST
netWorkIds string
GET
netWorkIds string[]
POST
offset
string
GET,
POST
Single value. The starting row offset into the result set returned.
The maximum offset is 2000.
Only one sobject can be specified when using this parameter.
overallLimit string
GET,
POST
Single value. The maximum number of results to return across all sobject
parameters specified.
The maximum overallLimit is 2000.
pricebookId string
GET,
POST
Single value. Filters product search results by a price book ID for only the Product2
object. The price book ID must be associated with the product that youre searching
for. For example,
?q=laptop&sobject=product2&pricebookId=01sxx0000002MffAAE
snippet
string
GET,
POST
167
Reference
Parameterized Search
Name
Type
Supported Description
Methods
are used to differentiate matches to the search term in article search results. The
target length can be from 50 to 1000 characters.
Snippet and highlights are generated from email, text, and text area (long and rich)
fields. Snippets arent displayed for partially matching searches or if the user doesnt
have access to the field that contains the snippet. Snippets are only displayed when
20 or fewer results are returned on a page.
At least one of the following sobject values must be specified.
To search a specific article type, use the article type name with the suffix
__kav.
To search all article types, use KnowledgeArticleVersion.
To search case, case comment, feed, feed comment, idea, and idea comment
types, use Case, CaseComment, FeedItem, FeedComment, Idea,
and IdeaComment.
For example, q=tourism&sobject=Case&snippet=500.
sobject
string
GET
If unspecified, then the search results contain the IDs of all objects.
sobjects
sobjectsFilter[]
POST
Objects to return in the response. Must contain valid object types. Use with the
required parameters.
For example:
{
"q":"Acme",
"fields":["id", "title"],
"sobjects":[{"name":"Solution__kav",
"where":"language='en_US' and publishstatus='draft'"},
{"name":"FAQ__kav",
"where":"language='en_US' and publishstatus='draft'"}]
}
If unspecified, then the search results contain the IDs of all objects.
updateTracking string
GET,
POST
Specifies a value of true to track keywords that are used in Salesforce Knowledge
article searches only.
If unspecified, the default value of false is applied.
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Parameterized Search
Name
Type
Supported Description
Methods
updateViewStat string
GET,
POST
Specifies a value of true to update an articles view statistics. Valid only for
Salesforce Knowledge article searches.
If unspecified, the default value of false is applied.
dataCategoriesFilter[] Parameters
Parameters must be specified in the order presented in the table (groupName, operator, categories).
Name
Type
Description
groupName string
operator string
Valid values:
ABOVE
ABOVE_OR_BELOW
AT
BELOW
categories string[]
Name
Type
Description
fields
string[] Array of one or more fields to return in the response for the sobject.
limit
string
Specify the maximum number of rows that are returned for the sobject.
name
string
orderBy
string
Controls the field order of the results using the following syntax "orderBy" : "field
{ASC|DESC} [NULLS_{FIRST|LAST}]"
For example:
{
...
"sobjects":[ {"name": "Account", "fields":["Id", "name"], "orderBy":
"Name DESC Nulls_last"}]
...
}
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Reference
Parameterized Search
Name
Type
Description
where
string
The following optional parameters can be used with the sobject parameter in a GET method to further refine search results.
These settings would override any settings specified at the global level.
The format is sobject.parameter, such as Account.fields. An sobject must be specified to use these parameters,
for example, sobject=Account&Account.fields=id,name.
Name
Type
Description
fields
string
limit
string
Specifies the maximum number of rows that are returned for the sobject.
For example, Account.limit=10.
orderBy
string
Controls the field order of the results using the following syntax orderBy = field {ASC|DESC}
[NULLS_{FIRST|LAST}]
string
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Process Approvals
Process Approvals
Returns a list of all approval processes. Can also be used to submit a particular record if that entity supports an approval process and one
has already been defined. Records can be approved and rejected if the current user is an assigned approver. When using a POST request
to do bulk approvals, the requests that succeed are committed and the requests that dont succeed send back an error.
Syntax
URI
To return a list of the approvals, the URI is: /vXX.X/process/approvals/
Available since release
30.0
Formats
JSON, XML
HTTP methods
GET, HEAD, POST
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
The request body contains an array of process requests that contain the following information:
Name
Type
Description
actionType
string
contextActorId ID
contextId
ID
comments
string
The comment to add to the history step associated with this request.
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Reference
Process Rules
Name
Type
Description
nextApproverIds ID[]
If the process requires specification of the next approval, the ID of the user to be
assigned the next request.
processDefinitionNameOrId string
skipEntryCriteria boolean
Determines whether to evaluate the entry criteria for the process (true) or not
(false) if the process definition name or ID isnt null. If the process definition name
or ID isnt specified, this argument is ignored, and standard evaluation is followed
based on process order. By default, the entry criteria isnt skipped if its not set
by this request.
Response body
The response contains an array of process results that contain the following information:
Name
Type
Description
actorIds
ID[]
IDs of the users who are currently assigned to this approval step.
entityId
ID
errors
Error[]
instanceId
ID
The ID of the ProcessInstance associated with the object submitted for processing.
instanceStatus string
The status of the current process instance (not an individual object but the entire
process instance). The valid values are Approved, Rejected, Removed, or
Pending.
newWorkItemIds ID[]
success
boolean
Examples
See Get a List of All Approval Processes.
See Submit a Record for Approval.
See Approve a Record.
See Reject a Record.
See Bulk Approvals.
Process Rules
Returns a list of all active workflow rules. If a rule has actions, the actions will be listed under the rule. Can also be used to trigger all
workflow rules that are associated with a specified record. The actions for a rule are only fired if the rules criteria is met. When using a
POST request, if anything fails, the whole transaction is rolled back.
Cross-object workflow rules cannot be invoked using the REST API.
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Reference
Query
Syntax
URI
To get a list of the workflow rules or to trigger one or more workflow rules, the URI is: /vXX.X/process/rules/
To get the rules for a particular object: /vXX.X/process/rules/SObjectName
To get the metadata for a particular rule: /vXX.X/process/rules/SObjectName/workflowRuleId
Available since release
30.0
Formats
JSON, XML
HTTP methods
HEAD, GET, POST
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
The request body contains an array of context IDs:
Name
Type
Description
contextId
ID
Examples
See Get a List of Process Rules.
See Get a Particular Process Rule.
See Trigger Process Rules.
Query
Executes the specified SOQL query.
If the query results are too large, the response contains the first batch of results and a query identifier in the nextRecordsUrl field
of the response. The identifier can be used in an additional request to retrieve the next batch.
URI
/vXX.X/query/?q=SOQL query
For retrieving additional query results if the initial results are too large:
/vXX.X/query/query identifier
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Reference
Query
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
A SOQL query. Note that you will need to replace spaces with + characters in your query string to
create a valid URI. An example query parameter string might look like:
SELECT+Name+FROM+MyObject. If the SOQL query string is invalid, a MALFORMED_QUERY response
is returned.
explain
A SOQL query to get performance feedback on. Use explain instead of q to get a response that
details how Salesforce will process your query. You can use this feedback to further optimize your
queries. You can also use a report or list view ID in place of the query string to get feedback on how
Salesforce will process your report or list view.
The explain parameter is available in API version 30.0 and later.
Note: Using explain with the REST API query resource is a beta feature. There is no support
associated with this beta feature. For more information, contact Salesforce.
If the SOQL query string is invalid, a MALFORMED_QUERY response is returned. If the report or list
view ID is invalid, an INVALID_ID response is returned.
Response body
For a query using the q parameter, the response contains an array of query result records. For a query using the explain parameter,
the response contains one or more query plans that can be used to execute the query, report, or list view. The plans are sorted from
most optimal to least optimal. Each plan has the following information:
Name
Type
Description
cardinality
number
The estimated number of records the query would return, based on index
fields, if any.
fields
string[]
The index fields used for the query, if the leading operation type is Index,
otherwise null.
leadingOperationType
string
The primary operation type that will be used to optimize the query. This can
be one of these values:
IndexThe query will use an index on the query object.
OtherThe query will use optimizations internal to Salesforce.
SharingThe query will use an index based on the users sharing rules.
If there are sharing rules that limit which records are visible to the current
user, those rules can be used to optimize the query.
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Reference
QueryAll
Name
Type
Description
TableScanThe query will scan all records for the query object, and wont
use an index.
notes
feedback note[] An array of one or more feedback notes. Each note contains:
description A detailed description of an aspect of the optimization.
This could include information on optimizations that could not be used,
with details on why they werent used.
fields An array of one or more fields used for the optimization.
tableEnumOrId The table name for the fields used for the
optimization.
This response field is available in API version 33.0 and later.
relativeCost
number
The cost of this query compared to the SOQL selective query threshold. A
value greater than 1.0 means the query wont be selective. See More Efficient
SOQL Queries in the Apex Code Developers Guide for more information on
selective queries.
sobjectCardinality
number
The approximate count of all records in your organization for the query object.
sobjectType
string
Example
For an example of making a query and retrieving additional query results using the query identifier, see Execute a SOQL Query on
page 62.
For an example using the explain parameter to get feedback on a query and a report, see Get Feedback on Query Performance
on page 65.
For more information on SOQL see the Force.com SOQL and SOSL Reference. For more information on query batch sizes, see Changing
the Batch Size in Queries in the SOAP API Developer's Guide.
QueryAll
Executes the specified SOQL query. Unlike the Query resource, QueryAll will return records that have been deleted because of a merge
or delete. QueryAll will also return information about archived Task and Event records. QueryAll is available in API version 29.0 and later.
If the query results are too large, the response contains the first batch of results and a query identifier in the nextRecordsUrl field
of the response. The identifier can be used in an additional request to retrieve the next batch. Note that even though nextRecordsUrl
has query in the URL, it will still provide remaining results from the initial QueryAll request. The remaining results will include deleted
records that matched the initial query.
URI
/vXX.X/queryAll/?q=SOQL query
For retrieving additional query results if the initial results are too large:
/vXX.X/queryAll/query identifier
Formats
JSON, XML
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Reference
Quick Actions
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
A SOQL query. Note that you will need to replace spaces with + characters in your
query string to create a valid URI. An example query parameter string might look like:
SELECT+Name+FROM+MyObject.
Example
For an example of making a query that includes deleted items, see Execute a SOQL Query that Includes Deleted Items on page
64
For an example of a query that retrieves additional results using the query identifier, see Retrieving the Remaining SOQL Query
Results on page 64
For more information on SOQL see the Force.com SOQL and SOSL Reference. For more information on query batch sizes, see Changing
the Batch Size in Queries in the SOAP API Developer's Guide.
Quick Actions
Returns a list of global actions and object-specific actions. This resource is available in REST API version 28.0 and later. When working
with actions, also refer to SObject Quick Actions.
URI
/vXX.X/quickActions/
Formats
JSON, XML
HTTP Method
HEAD, GET, POST
Authentication
Authorization: Bearer token
Parameters
None required
Considerations
Add all required fields to an object before you create a quick action for that object. If you add a required field after creating a quick
action, the field wont appear in the quick actions describe results. Then, when the quick action runs, the field wont be available
and an error occurs for the missing field. If you dont want the required field to appear in the quick actions layout, set a default value
for the field.
Example usage for getting global quick actions
curl https://yourInstance.salesforce.com/services/data/v28.0/quickActions/ -H
"Authorization: Bearer token"
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Reference
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None
Example:
Retrieving recent list views for the Account object
curl
https://yourInstance.salesforce.com/services/data/v32.0/sobjects/Account/listviews/recent
-H "Authorization: Bearer token"
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Reference
}, {
"describeUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK/describe",
"developerName" : "NewThisWeek",
"id" : "00BD0000005WcBeMAK",
"label" : "New This Week",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcBeMAK"
}, {
"describeUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0/describe",
"developerName" : "AllAccounts",
"id" : "00BD0000005WcCFMA0",
"label" : "All Accounts",
"resultsUrl" :
"/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v32.0/sobjects/Account/listviews/00BD0000005WcCFMA0"
} ],
"nextRecordsUrl" : null,
"size" : 3,
"sobjectType" : "Account"
}
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
limit
An optional limit that specifies the maximum number of records to be returned. If this
parameter is not specified, the default maximum number of records returned is the
maximum number of entries in RecentlyViewed, which is 200 records per object.
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Reference
Relevant Items
Example
For an example of retrieving a list of recently viewed items, see View Recently Viewed Records on page 74.
For an example of setting records as recently viewed, see Mark Records as Recently Viewed on page 75.
Relevant Items
Gets the current users most relevant items. Relevant items include records for objects in the users global search scope and also most
recently used (MRU) objects.
Relevant items include up to 50 of the most recently viewed or updated records for each object in the users global search scope.
Note: The users global search scope includes the objects the user interacted with most in the last 30 days, including objects the
user pinned from the search results page in the Salesforce Classic.
Then, the resource finds more recent records for each most recently used (MRU) object until the maximum number of records, which
is 2,000, is returned.
This resource only accesses the relevant item information. Modifying the list of relevant items is not currently supported.
This resource is available in API version 35.0 and later.
URI
/vXX.X/sobjects/relevantItems
Formats
JSON
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
lastUpdatedId
Optional. Compares the entire current list of relevant items to a previous version, if
available. Specify the lastUpdatedId value returned in a previous response.
sobjects
Optional. To scope the results to a particular object or set of objects, specify the name
for one or more sObjects.
Note: SObject names are case-sensitive.
sobject.lastUpdatedId
Optional. Compares the current list of relevant items for this particular object to a
previous version, if available. Specify the lastUpdatedId value returned in a
previous response.
Note: You can only specify this parameter for the sObjects specified in the
sobjects parameter.
Response header
The response contains headers unique to this resource.
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Reference
Name
Type
Description
lastUpdatedId
string
newResultSetSinceLastQuery boolean (true If a response was previously requested for the current user, indicates
whether the current response matches the previous response, or the
or false)
one specified by a lastUpdatedId.
Response body
The response contains an array of records for each object returned, including the following information for each record.
Name
Type
Description
apiName
string
key
ID
The first 3 characters of the sObjects ID that indicates the object type.
label
string
lastUpdatedId
string
qualifiedApiName
string
recordIds
ID
Example
See View Relevant Items.
Syntax
URI
/services/data/v31.0/knowledge Management/settings
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Reference
Search
Request body
None required
Request parameters
None
Usage
Salesforce Knowledge must be enabled in your organization. The user must have the Knowledge User license on their profile. This
resource can be used in API version 31.0 and later. It retrieves the Knowledge language settings, including the default knowledge
language and a list of supported Knowledge language information.
Search
Executes the specified SOSL search. The search string must be URL-encoded.
For more information on SOSL see the Force.com SOQL and SOSL Reference.
Syntax
URI
/vXX.X/search/?q=SOSL search string
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Reference
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
Parameter
Description
Example
See Search for a String on page 66.
Syntax
URI
/vXX.X/search/scopeOrder
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Example
See Get the Default Search Scope and Order.
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Reference
Syntax
URI
/vXX.X/search/layout/?q=Comma delimited object list
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Example
Get Search Result Layouts for Objects
Syntax
URI
vXX.X/search/suggestions?q=search string&sobject=object types
Request body
None required
Request parameters
Parameter
Description
fields
Optional. Used for creating lookup queries. Specify multiple fields using a
comma-separated list. Specifies which lookup fields to be returned in the response.
groupId
Optional. Specifies one or more unique identifiers of one or more groups that the
question to return was posted to. Specify multiple groups using a comma-separated
list. This parameter is only applicable when the parameter type equals question.
Dont use with the userId.
ignoreUnsupportedSObjects
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Reference
Parameter
Description
unsupported object is included, the object is ignored and no error is returned. See the
Unsupported Objects section for reference. The default is false.
limit
Optional. Specifies the maximum number of suggested records to return. If a limit isnt
specified, 5 records are returned by default. If there are more suggested records than
the limit specified, the response bodys hasMoreResults property is true.
networkId
Optional. Specifies one or more unique identifiers for the community(ies) that the
question to return is associated to. Specify multiple communities using a
comma-separated list. This parameter is only applicable when the parameter type
equals question or parameter sobject equals user.
Required. The users search query string, properly URL-encoded. Suggestions are
returned only if the users query string meets the minimum length requirements: one
character for queries in Chinese, Japanese, Korean, and Thai; three characters for all
other languages. Query strings that exceed the maximum length of 255 characters (or
200 consecutive characters without a space break) return an error.
sobject
Required. The objects that the search is scoped to, such as Account or offer__c.
If the sobject value is feedItem, it is required to have the type parameter
with a value of question.
Specify up to 10 objects with a comma-separated list. For example:
sobject=Account,Contact,Lead. To take advantage of this feature, activate
the CrossObjectTypeahead permission.
To specify the specific fields to return by object, use the following syntax with multiple
fields in a comma-separated list. The sobject is lowercase.
sobject=sobject.fields=fields
For example:
&sobject=Account,Contact,Lead&account.fields=Website,Phone
&contact.fields=Phone
topicId
Optional. Specifies the unique identifier of the single topic that the question to return
was tagged as. This parameter is only applicable when the parameter type equals
question.
type
Required when the sobject value is feedItem. Including this parameter for all
other sobject values doesnt affect the query. Specifies that the type of Feed is
questions. Valid value: question.
userId
Optional. Specifies one or more unique identifiers of one or more users who authored
the question to return. Specify multiple users using a comma-separated list. This
parameter is only applicable when the parameter type equals question. Dont use
with the groupId.
where
Optional for single object requests. Not supported when multiple objects are specified
in the request. A filter constraint following the same syntax as the SOQL where clause.
For example: my_field__c LIKE 'foo%' AND RecordType='bar'
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Reference
Parameter
Description
This expression needs to be properly URL encoded. Cant be used for Question
object.
Usage
The suggestions resource returns records when the records name field includes the exact text in the search string. The last term in the
search string can match the beginning of a word. Records that contain the search string within a word arent considered a match.
Note: If the users search query contains quotation marks or wildcards, those symbols are automatically removed from the query
string in the URI.
Example: The text string national u is treated as national u* and returns National Utility, National Urban Company,
and First National University.
Description
Attributes
The records object type and the URL for accessing the record.
Also includes the requested lookup fields values. For example, if you requested
fields=Id,Name, the result would include the ID and name.
The records Name field. In the absence of a standard Name field, the Title field is used
for these objects:
Dashboard
Idea
IdeaTheme
Note
Question
In the absence of a standard Name or Title field, the main identifying field is used. For
example, in cases, the Case Number is used.
Id
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Reference
},
"Id" : "001xx000003DH6WAAW"
"Name" : "National Utility Service"
}, {
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v32.0/sobjects/Account/001xx000003DHJ4AAO"
},
"Id" : "001xx000003DHJ4AAO"
"Name" : "National Utility Service"
}, {
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v32.0/sobjects/Account/001xx000003DHscAAG"
},
"Id" : "001xx000003DHscAAG"
"Name" : "National Urban Technology Center"
} ]
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Reference
<autoSuggestResults type="Account"
url="/services/data/v32.0/sobjects/Account/001xx000003DH6WAAW">
<Id>001xx000003DH6WAAW</Id>
<Name>National Utility Service</Name>
</autoSuggestResults>
<autoSuggestResults type="Account"
url="/services/data/v32.0/sobjects/Account/001xx000003DHJ4AAO">
<Id>001xx000003DHJ4AAO</Id>
<Name>National Utility Service</Name>
</autoSuggestResults>
<autoSuggestResults type="Account"
url="/services/data/v32.0/sobjects/Account/001xx000003DHscAAG">
<Id>001xx000003DHscAAG</Id>
<Name>National Urban Technology Center</Name>
</autoSuggestResults>
<hasMoreResults>true</hasMoreResults>
</suggestions>
Unsupported Objects
The suggestions resource supports all searchable objects except the following.
ContentNote
Event
FeedComment
FeedPost
IdeaComment
Pricebook2
Reply
TagDefinition
Task
Syntax
URI
/vXX.X/search/suggestTitleMatches?q=search string&language=article
language&publishStatus=article publication status
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Reference
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None required
Request parameters
Parameter
Description
articleTypes
Optional. Three-character ID prefixes indicating the desired article types. You can specify
multiple values for this parameter in a single REST call, by repeating the parameter
name for each value. For example, articleTypes=ka0&articleTypes=ka1.
categories
Optional. The name of the data category group and name of the data category for
desired articles, expressed as a JSON mapping. You can specify multiple data category
group and data category pairs in this parameter. For example,
categories={"Regions":"Asia","Products":"Laptops"}.
Characters in the URL might need to be encoded. For this example,
categories=%7B%22Regions%22%3A%22Asia
%22%2C%22Products%22%3A%22Laptops%22%7D.
channel
Optional. The channel where the matching articles are visible. Valid values:
AllChannelsVisible in all channels the user has access to
AppVisible in the internal Salesforce Knowledge application
PkbVisible in the public knowledge base
CspVisible in the Customer Portal
PrmVisible in the Partner Portal
If channel isnt specified, the default value is determined by the type of user.
Pkb for a guest user
Csp for a Customer Portal user
Prm for a Partner Portal user
App for any other type of user
If channel is specified, the specified value may not be the actual value requested,
because of certain requirements.
For guest, Customer Portal, and Partner Portal users, the specified value must match
the default value for each user type. If the values dont match or AllChannels
is specified, then App replaces the specified value.
For all users other than guest, Customer Portal, and Partner Portal users:
If Pkb, Csp, Prm, or App are specified, then the specified value is used.
If AllChannels is specified, then App replaces the specified value.
language
Required. The language of the users query. Specifies the language that matching
articles are written in.
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Reference
Parameter
Description
limit
Optional. Specifies the maximum number of articles to return. If there are more
suggested articles than the limit specified, the response bodys hasMoreResults
property is true.
publishStatus
Required. The users search query string, properly URL-encoded. Suggestions are
returned only if the users query string meets the minimum length requirements: one
character for queries in Chinese, Japanese, and Korean, and three characters for all
other languages. Query strings exceeding the maximum length of 250 characters return
an error.
topics
validationStatus
Usage
Salesforce Knowledge must be enabled in your organization. The user must have the View Articles permission enabled. The articles
suggested include only the articles the user can access, based on the data categories and article types the user has permissions to view.
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Reference
The Suggest Article Title Matches resource is designed to return display-ready data about likely relevant articles. Articles are suggested
if their titles contain the entire query string, except stopwords, such as a, for, and the.
For example, a search for Backpacking for desert returns the article, Backpacking in the desert.
Note: Articles with titles that include stopwords from the query string, such as Backpacking for desert survival in this example,
appear before matching articles with titles that dont include the stopwords.
Stopwords at the end of the query string are treated as search terms.
A wildcard is automatically appended to the last token in the query string.
Note: If the users search query contains quotation marks or wildcards, those symbols are automatically removed from the query
string in the URI along with any other special characters.
If the number of suggestions returned exceeds the limit specified in the request, the end of the response contains a field called
hasMoreResults. Its value is true if the suggestions returned are only a subset of the suggestions available, and false otherwise.
SEE ALSO:
SObject Suggested Articles
Syntax
URI
vXX.X/search/suggestSearchQueries?q=search string&language=language of query
Request body
None required
Request parameters
Parameter
Description
channel
Optional. Specifies the Salesforce Knowledge channel where the article can be viewed.
Valid values:
AllChannelsVisible in all channels the user has access to
AppVisible in the internal Salesforce Knowledge application
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Reference
Parameter
Description
PkbVisible in the public knowledge base
CspVisible in the Customer Portal
PrmVisible in the Partner Portal
If channel isnt specified, the default value is determined by the type of user.
Pkb for a guest user
Csp for a Customer Portal user
Prm for a Partner Portal user
App for any other type of user
If channel is specified, the specified value may not be the actual value requested,
because of certain requirements.
For guest, Customer Portal, and Partner Portal users, the specified value must match
the default value for each user type. If the values dont match or AllChannels
is specified, then App replaces the specified value.
For all users other than guest, Customer Portal, and Partner Portal users:
If Pkb, Csp, Prm, or App are specified, then the specified value is used.
If AllChannels is specified, then App replaces the specified value.
language
limit
Optional. Specifies the maximum number of suggested searches to return. If there are
more suggested queries than the limit specified, the response bodys
hasMoreResults property is true.
Required. The users search query string, properly URL-encoded. Suggestions are
returned only if the users query string meets the minimum length requirements: one
character for queries in Chinese, Japanese, and Korean, and three characters for all
other languages. Query strings exceeding the maximum length of 250 characters return
an error.
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Reference
Tabs
Usage
Salesforce Knowledge must be enabled in your organization.
Queries are suggested if they exactly match the query string text. The text string must be a prefix within the query; its not considered
a match if it appears within a word. For example, the text string app would return suggested queries apple banana and banana apples
but not pineapple.
If the number of suggestions returned exceeds the limit specified in the request, the end of the response contains a field called
hasMoreResults. Its value is true if the suggestions returned are only a subset of the suggestions available, and false otherwise.
If the users search query contains quotation marks or wildcards, those symbols are automatically removed from the query string in the
URI.
Tabs
Returns a list of all tabsincluding Lightning Page tabsavailable to the current user, regardless of whether the user has chosen to
hide tabs via the All Tabs (+) tab customization feature. This resource is available in REST API version 31.0 and later.
Syntax
URI
/vXX.X/tabs/
Formats
JSON, XML
HTTP methods
GET, HEAD
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None
Example
Usage for getting tabs
/services/data/v31.0/tabs
192
Reference
Themes
"context" : "primary",
"theme" : "theme3"
} ],
"custom" : false,
"iconUrl" : "https://yourInstance.salesforce.com/img/icon/accounts32.png",
"icons" : [ {
"contentType" : "image/png",
"height" : 32,
"theme" : "theme3",
"url" : "https://yourInstance.salesforce.com/img/icon/accounts32.png",
"width" : 32
}, {
"contentType" : "image/png",
"height" : 16,
"theme" : "theme3",
"url" : "https://yourInstance.salesforce.com/img/icon/accounts16.png",
"width" : 16
}, {
"contentType" : "image/svg+xml",
"height" : 0,
"theme" : "theme4",
"url" : "https://yourInstance.salesforce.com/img/icon/t4/standard/account.svg",
"width" : 0
}, {
"contentType" : "image/png",
"height" : 60,
"theme" : "theme4",
"url" : "https://yourInstance.salesforce.com/img/icon/t4/standard/account_60.png",
"width" : 60
}, {
"contentType" : "image/png",
"height" : 120,
"theme" : "theme4",
"url" : "https://yourInstance.salesforce.com/img/icon/t4/standard/account_120.png",
"width" : 120
} ],
"label" : "Accounts",
"miniIconUrl" : "https://yourInstance.salesforce.com/img/icon/accounts16.png",
"name" : "standard-Account",
"sobjectName" : "Account",
"url" : "https://yourInstance.salesforce.com/001/o",
...]
Themes
Gets the list of icons and colors used by themes in the Salesforce application. Theme information is provided for objects in your organization
that use icons and colors in the Salesforce UI.
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Reference
Themes
The If-Modified-Since header can be used with this resource, with a date format of EEE, dd MMM yyyy HH:mm:ss
z. When this header is used, if the object metadata has not changed since the provided date, a 304 Not Modified status code
is returned, with no response body.
Syntax
URI
/vXX.X/theme
Request body
None
Request parameters
None
Response data
An array of theme items. Each theme item contains the following fields:
Name
Type
Description
colors
icons
name
string
Name of the object that the theme colors and icons are associated with.
Type
Description
color
string
The color described in Web color RGB format, for example, 00FF00.
context
string
The color context, which determines whether the color is the main color
(primary) for the object, or not.
theme
string
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Reference
Themes
Name
Type
Description
customTheme associated with a custom icon
Type
Description
contentType
string
height
number
The icons height in pixels. If the icon content type is an SVG type, height and
width values are not used.
theme
string
url
string
width
number
The icons width in pixels. If the icon content type is an SVG type, height and
width values are not used.
Example
The following is an example JSON response using a request of services/data/v29.0/theme:
{
"themeItems" : [
{
"name" : "Merchandise__c",
"icons" : [
{
"contentType" : "image/png",
"width" : 32,
"url" : "https://yourInstance.salesforce.com/img/icon/computer32.png",
"height" : 32,
"theme" : "theme3"
},
{
"contentType" : "image/png",
"width" : 16,
"url" : "https://yourInstance.salesforce.com/img/icon/computer16.png",
"height" : 16,
"theme" : "theme3"
} ],
195
Reference
Composite Resources
"colors" : [
{
"context"
"color" :
"theme" :
},
{
"context"
"color" :
"theme" :
},
: "primary",
"6666CC",
"theme3"
: "primary",
"66895F",
"theme4"
...
}
...
}
Composite Resources
Use REST API composite resources to improve your applications performance by minimizing the number of round-trips between the
client and server.
Batch
Executes up to 25 subrequests in a single request. The response bodies and HTTP statuses of the subrequests in the batch are returned
in a single response body. Each subrequest counts against rate limits.
The requests in a batch are called subrequests. All subrequests are executed in the context of the same user. Subrequests are independent,
and you cant pass information between them. Subrequests execute serially in their order in the request body. When a subrequest
executes successfully, it commits its data. Commits are reflected in the output of later subrequests. If a subrequest fails, commits made
by previous subrequests are not rolled back. If a batch request doesnt complete within 10 minutes, the batch times out and the remaining
subrequests arent executed.
Batching for the following resources and resource groups is available in API version 34.0 and later.
LimitsvXX.X/limits
SObject resourcesvXX.X/sobjects/
QueryvXX.X/query/?q=soql
QueryAllvXX.X/queryAll/?q=soql
SearchvXX.X/search/?q=sosl
Connect resourcesvXX.X/connect/
Chatter resourcesvXX.X/chatter/
Batching for the following resources and resource groups is available in API version 35.0 and later.
ActionsvXX.X/actions
The API version of the resource accessed in each subrequest must be no earlier than 34.0 and no later than the Batch version in the
top-level request. For example, if you post a Batch request to /services/data/v35.0/composite/batch, you can include
subrequests that access version 34.0 or 35.0 resources. But if you post a Batch request to
/services/data/v34.0/composite/batch, you can only include subrequests that access version 34.0 resources.
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Reference
Batch
URI
/vXX.X/composite/batch
Formats
JSON, XML
HTTP method
POST
Authentication
Authorization: Bearer token
Parameters
None required
Request body
Batch Request Body on page 197
Response body
Batch Response Body on page 199
Examples
For an example of using the Batch resource, see Update a Record and Get Its Field Values in a Single Request on page 88.
Type
Description
Required or
Optional
batchRequests
Subrequest[]
Required
haltOnError
Boolean
Optional
197
Reference
Batch
JSON example
{
"batchRequests" : [
{
"method" : "PATCH",
"url" : "v34.0/sobjects/account/001D000000K0fXOIAZ",
"richInput" : {"Name" : "NewName"}
},{
"method" : "GET",
"url" : "v34.0/sobjects/account/001D000000K0fXOIAZ?fields=Name,BillingPostalCode"
}]
}
Subrequest
Contains the resource, method, and accompanying information for the subrequest.
Properties
Name
Type
Description
Required or
Optional
binaryPartName
String
Optional
method
String
The method to use with the requested resource. For a list of valid Required
methods, refer to the documentation for the requested resource.
The input body for the request.
richInput
Optional
String
198
Required
Reference
Batch
JSON example
{
"method" : "GET",
"url" : "v34.0/sobjects/account/001D000000K0fXOIAZ?fields=Name,BillingPostalCode"
}
SEE ALSO:
Batch
Update a Record and Get Its Field Values in a Single Request
Batch Results
Properties
Name
Type
Description
hasErrors
Boolean
true if at least one of the results in the result set is an HTTP status code
in the 400 or 500 range; false otherwise.
results
Subrequest Result[]
JSON example
{
"hasErrors" : false,
"results" : [{
"statusCode" : 204,
"result" : null
},{
"statusCode" : 200,
"result": {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v34.0/sobjects/Account/001D000000K0fXOIAZ"
},
"Name" : "NewName",
"BillingPostalCode" : "94105",
"Id" : "001D000000K0fXOIAZ"
}
}]
}
199
Reference
SObject Tree
Subrequest Result
Properties
Name
Type
Description
result
statusCode
Integer
JSON example
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v34.0/sobjects/Account/001D000000K0fXOIAZ"
},
"Name" : "NewName",
"BillingPostalCode" : "94015",
"Id" : "001D000000K0fXOIAZ"
}
SEE ALSO:
Batch
Update a Record and Get Its Field Values in a Single Request
SObject Tree
Creates one or more sObject trees with root records of the specified type. An sObject tree is a collection of nested, parent-child records
with a single root record.
In the request data, you supply the record hierarchies, required and optional field values, each records type, and a reference ID for each
record. Upon success, the response contains the IDs of the created records. If an error occurs while creating a record, the entire request
fails. In this case, the response contains only the reference ID of the record that caused the error and the error information.
The request can contain the following:
Up to a total of 200 records across all trees
Up to five records of different types
SObject trees up to five levels deep
Because an sObject tree can contain a single record, you can use this resource to create up to 200 unrelated records of the same type.
200
Reference
SObject Tree
When the request is processed and records are created, triggers, processes, and workflow rules fire separately for each of the following
groups of records.
Root records across all sObject trees in the request
All second-level records of the same typefor example, second-level Contacts across all sObject trees in the request
All third-level records of the same type
All fourth-level records of the same type
All fifth-level records of the same type
URI
/vXX.X/composite/tree/SObjectName
Formats
JSON, XML
HTTP method
POST
Authentication
Authorization: Bearer token
Parameters
None required
Request body
SObject Tree Request Body on page 201
Response body
SObject Tree Response Body on page 204
Examples
For an example of creating unrelated records of the same type, see Create Multiple Records on page 90.
For an example of creating nested records, see Create Nested Records on page 89.
Type
Description
records
201
Required or
Optional
Reference
SObject Tree
JSON example
{
"records" :[{
"attributes" : {"type" : "Account", "referenceId" : "ref1"},
"name" : "SampleAccount",
"phone" : "1234567890",
"website" : "www.salesforce.com",
"numberOfEmployees" : "100",
"industry" : "Banking",
"Contacts" : {
"records" : [{
"attributes" : {"type" : "Contact", "referenceId" : "ref2"},
"lastname" : "Smith",
"title" : "President",
"email" : "[email protected]"
},{
"attributes" : {"type" : "Contact", "referenceId" : "ref3"},
"lastname" : "Evans",
"title" : "Vice President",
"email" : "[email protected]"
}]
}
},{
"attributes" : {"type" : "Account", "referenceId" : "ref4"},
"name" : "SampleAccount2",
"phone" : "1234567890",
"website" : "www.salesforce2.com",
"numberOfEmployees" : "100",
"industry" : "Banking"
}]
}
XML example
<SObjectTreeRequest>
<records type="Account" referenceId="ref1">
<name>SampleAccount</name>
<phone>1234567890</phone>
<website>www.salesforce.com</website>
<numberOfEmployees>100</numberOfEmployees>
<industry>Banking</industry>
<Contacts>
<records type="Contact" referenceId="ref2">
<lastname>Smith</lastname>
<title>President</title>
<email>[email protected]</email>
</records>
<records type="Contact" referenceId="ref3">
<lastname>Evans</lastname>
<title>Vice President</title>
<email>[email protected]</email>
</records>
</Contacts>
</records>
202
Reference
SObject Tree
Type
Description
Required or
Optional
attributes
Collection
Depends on
field
Required
Depends on
field
Optional
Child relationships
SObject Tree
Collection
Input
Optional
JSON example
{
"attributes" : {"type" : "Account", "referenceId" : "ref1"},
"name" : "SampleAccount",
"phone" : "1234567890",
"website" : "www.salesforce.com",
"NumberOfEmployees" : "100",
"industry" : "Banking",
"Contacts" : {
203
Reference
SObject Tree
"records" : [{
"attributes" : {"type" : "Contact", "referenceId" : "ref2"},
"lastname" : "Smith",
"title" : "President",
"email" : "[email protected]"
},{
"attributes" : {"type" : "Contact", "referenceId" : "ref3"},
"lastname" : "Evans",
"title" : "Vice President",
"email" : "[email protected]"
}]
}
}
XML example
<records type="Account" referenceId="ref1">
<name>SampleAccount</name>
<phone>1234567890</phone>
<website>www.salesforce.com</website>
<numberOfEmployees>100</numberOfEmployees>
<industry>Banking</industry>
<Contacts>
<records type="Contact" referenceId="ref2">
<lastname>Smith</lastname>
<title>President</title>
<email>[email protected]</email>
</records>
<records type="Contact" referenceId="ref3">
<lastname>Evans</lastname>
<title>Vice President</title>
<email>[email protected]</email>
</records>
</Contacts>
</records>
SEE ALSO:
SObject Tree
Create Multiple Records
Create Nested Records
Type
Description
hasErrors
Boolean
results
Collection
204
Reference
SObject Tree
Name
Type
Description
ID of the record that caused the error, error status code, error message,
and fields related to the error. In the case of duplicate reference IDs,
results contains one item for each instance of the duplicate ID.
205
Reference
Headers
"errors" : [{
"statusCode" : "INVALID_EMAIL_ADDRESS",
"message" : "Email: invalid email address: 123",
"fields" : [ "Email" ]
}]
}]
}
SEE ALSO:
SObject Tree
Create Multiple Records
Create Nested Records
Headers
This section lists custom HTTP request and response headers used for REST API.
IN THIS SECTION:
Assignment Rule Header
The Assignment Rule header is a request header applied when creating or updating Cases or Leads. If enabled, the active assignment
rules are used. If disabled, the active assignment rules are not applied. If a valid AssignmentRule ID is provided, the AssignmentRule
is applied. If the header is not provided with a request, REST API defaults to using the active assignment rules.
Call Options Header
Specifies the client-specific options when accessing REST API resources. For example, you can write client code that ignores namespace
prefixes by specifying the prefix in the call options header.
Limit Info Header
This response header is returned in each request to the REST API. You can use the information to monitor API limits.
Package Version Header
Specifies the version of each package referenced by a client. A package version is a number that identifies the set of components
and behavior contained in a package. This header can also be used to specify a package version when making calls to an Apex REST
web service.
Query Options Header
Specifies options used in a query, such as the query results batch size. Use this request header with the Query resource.
206
Reference
Field values
TRUE. Active assignment rules are applied for created or updated Cases or Leads.
FALSE. Active assignment rules are not applied for created or updated Cases or Leads.
Valid AssignmentRule ID. The given AssignmentRule is applied for created Cases or Leads.
TRUE and FALSE are not case-sensitive.
If the header is not provided in the request, the default value is TRUE.
Example
Sforce-Auto-Assign: FALSE
Field values
clientA string that identifies a client.
defaultNamespaceA string that identifies a developer namespace prefix. Resolve field names in managed packages
without having to specify the namespace everywhere.
Example
If the developer namespace prefix is battle, and you have a custom field called botId in a package, set the default namespace
with the call options header:
Sforce-Call-Options: client=SampleCaseSensitiveToken/100, defaultNamespace=battle
207
Reference
Using this header allows you to write client code without having to specify the namespace prefix. In the previous example, without
the header you must write battle__botId__c.
If this field is set, and the query also specifies the namespace, the response doesnt include the prefix. For example, if you set this
header to battle, and issue a query like SELECT+Id+battle__botID__c+FROM+Account, the response uses a
botId__c element, not a battle_botId__c element.
The defaultNamespace field is ignored when retrieving describe information, which avoids ambiguity between namespace
prefixes and customer fields of the same name.
Field values
api-usageSpecifies the API usage for the organization against which the call was made in the format nn/nnnn. The first
number is the number of API calls used, and the second number is the API limit for the organization.
per-app-api-usageSpecifies the limit quota information for the currently connected app. API limit app quotas are
currently available through a pilot program. For information on enabling this feature for your organization, contact Salesforce.
This example includes the limit quota for a sample-connected-app connected app. If there is no limit quota information,
this field isnt returned.
Sforce-Limit-Info: api-usage=25/5000;
per-app-api-usage=17/250(appName=sample-connected-app)
Example
Response to a REST request for a Merchandise record, including the limit information in line three:
HTTP/1.1 200 OK
Date: Mon, 20 May 2013 22:21:46 GMT
Sforce-Limit-Info: api-usage=18/5000
Last-Modified: Mon, 20 May 2013 20:49:32 GMT
Content-Type: application/json;charset=UTF-8
Transfer-Encoding: chunked
{
"attributes" : {
"type" : "Merchandise__c",
"url" : "/services/data/v38.0/sobjects/Merchandise__c/a00D0000008pQSNIA2"
},
"Id" : "a00D0000008pQSNIA2",
"OwnerId" : "005D0000001QX8WIAW",
"IsDeleted" : false,
"Name" : "Phone Case - iPhone 4/4S",
"CreatedDate" : "2013-05-20T20:49:32.000+0000",
"CreatedById" : "005D0000001QX8WIAW",
"LastModifiedDate" : "2013-05-20T20:49:32.000+0000",
"LastModifiedById" : "005D0000001QX8WIAW",
208
Reference
"SystemModstamp" : "2013-05-20T20:49:32.000+0000",
"LastActivityDate" : null,
"LastViewedDate" : "2013-05-20T22:19:56.000+0000",
"LastReferencedDate" : "2013-05-20T22:19:56.000+0000",
"Description__c" : "Phone Case for iPhone 4/4S",
"Price__c" : 16.99,
"Stock_Price__c" : 12.99,
"Total_Inventory__c" : 108.0
}
Example
x-sfdc-packageversion-clientPackage: 1.0
Field values
batchSizeA numeric value that specifies the number of records returned for a query request. Child objects count toward
the number of records for the batch size. For example, in relationship queries, multiple child objects are returned per parent row
returned.
The default is 2,000; the minimum is 200, and the maximum is 2,000. There is no guarantee that the requested batch size is the
actual batch size. Changes are made as necessary to maximize performance.
Example
Sforce-Query-Options: batchSize=1000
209
Reference
Description
200
201
204
300
The value returned when an external ID exists in more than one record. The response body contains the list
of matching records.
304
The request content has not changed since a specified date and time. The date and time is provided in a
If-Modified-Since header. See Get Object Metadata Changes for an example.
400
The request couldnt be understood, usually because the JSON or XML body contains an error.
401
The session ID or OAuth token used has expired or is invalid. The response body contains the message and
errorCode.
403
The request has been refused. Verify that the logged-in user has appropriate permissions.
404
The requested resource couldnt be found. Check the URI for errors, and verify that there are no sharing issues.
405
The method specified in the Request-Line isnt allowed for the resource specified in the URI.
415
The entity in the request is in a format thats not supported by the specified method.
500
An error has occurred within Force.com, so the request couldnt be completed. Contact Salesforce Customer
Support.
Incorrect ID example
Using a non-existent ID in a request using JSON or XML (request_body.json or request_body.xml)
{
"fields" : [ "Id" ],
"message" : "Account ID: id value of incorrect type: 001900K0001pPuOAAU",
"errorCode" : "MALFORMED_ID"
}
210
Reference
"errorCode" : "NOT_FOUND"
}
211
INDEX
A
AppMenu 120
ApprovalLayouts 106
Approvals 171
Assignment Rule Header 207
Authentication
Additional resources 19
OAuth 56, 12, 15, 17
OAuth endpoints 6
Remote access applications 6
B
base URI 2
base64 content 56
Batch 88, 196
Batch Request Body 197
Batch Response Body 199
Blob
insert blob data 57
update blob data 57
Bulk approval 80
C
Call Options Header 207
Compact Layouts for Multiple Objects 124
CompactLayouts 107
Composite 196, 200
Composite Resources 196
Compression
deflate 3
gzip 3
Conditional Requests
ETag 4
If-Match 4
If-Modified-Since 4
If-None-Match 4
If-Unmodified-Since 4
CORS 20
Create 43, 8990
cURL 5, 2122, 26
Custom Invocable Actions 133
D
date-time 2
Delete record 45
F
Field values
retrieving from a standard object 45
retrieving from an external object 46
FlexiPage 126
G
Get
base64 field content 56
H
Headers
Assignment Rule 207
Call Options 207
If-Modified-Since 39, 42
Limit Info 208
Package Version 209
Query Options 209
I
If-Modified-Since Header 39, 42
Insert
blob data 57
Invocable Actions 129
Invocable Actions Custom 133
Invocable Actions Standard 131
J
JavaScript 20
JSON 2, 2122
L
Layouts
Named layouts 103
Limit Info Header 208
Limits 35, 98
List REST resources 37
List View Describe 135
List View Results 138
List Views 147
212
Index
N
Named layouts 103
O
OAuth
access token 21
Additional resources 19
OAuth 2.0 2
Refresh token 17
User-agent OAuth flow 12
Username-password OAuth flow 15
Web server OAuth flow 6
Object metadata retrieval 40
Organization 22
P
Package Version Header 209
Password management 76, 119
PATCH
creating records with 43
PlatformAction 114
POST
creating multiple records with 90
creating nested records with 89
Process 171172
Process approvals 7879
Process rule metadata 82
Process rules 8182
Q
Query
explain parameter 65
Query Options Header 209
Query that includes deleted items 64
QueryAll 64, 175
Quick Actions
Layouts 112
QuickActions 115, 176
quickstart
prerequisites 22
Quickstart
access token 22
Developer Edition 22
OAuth 22
Recent Items
Mark recently viewed records 75
View recently viewed records 74
213
Index
S
Salesforce Knowledge
knowledgeManagement/settings 180
Search
Layouts 70
suggestedSearchQueries 190
suggestions 183
suggestTitleMatches 187
SObject
ApprovalLayouts 106
CompactLayouts 107
QuickActions 112, 115
relationships 116
SuggestedArticles 117
SObject Basic Information 100
SObject Blob Retrieve 105
SObject Describe 40, 42, 85, 100
SObject Get Deleted 60, 8587, 101
SObject Get Updated 61, 102
SObject Row 44, 104
SObject Tree 200
SObject Tree Request Body 201
SObject Tree Response Body 204
SObject upsert 105
SObject user
password 119
Standard Invocable Actions 131
T
Tabs 192
Themes 193
U
Update
blob data 57
Upsert 47
Upsert, sObject 105
URI
base URI 2122, 26
V
Versions 34, 97
W
Workflow rules 172
X
XML 2
214