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Complete API Guide

This document provides an overview and guide to using the Salesforce REST API. It covers topics such as: - What REST API is and how it works architecturally - Authentication methods like OAuth 2.0 - Common request and response headers - Examples of CRUD operations on objects and records - Working with object metadata and field values - Searching, querying, and traversing relationships - Composite resources to execute multiple requests together - Event monitoring and managing user passwords The guide is split into chapters that introduce REST API concepts and provide quick start instructions, followed by code examples for various use cases.

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0% found this document useful (0 votes)
34 views

Complete API Guide

This document provides an overview and guide to using the Salesforce REST API. It covers topics such as: - What REST API is and how it works architecturally - Authentication methods like OAuth 2.0 - Common request and response headers - Examples of CRUD operations on objects and records - Working with object metadata and field values - Searching, querying, and traversing relationships - Composite resources to execute multiple requests together - Event monitoring and managing user passwords The guide is split into chapters that introduce REST API concepts and provide quick start instructions, followed by code examples for various use cases.

Uploaded by

imsalmimrm27
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 403

COMPLETE

API
GUIDE
CONTENTS

Chapter 1: Introduction to REST API........................................1


What Is REST API?......................................................2
API Compatible Editions and Development Environments...........................2
REST Resources and Requests.............................................3
REST API Architecture...................................................4
Authorization Through Connected Apps and OAuth 2.0............................6
Headers............................................................6
Assignment Rule Header.............................................7
Call Options Header................................................8
Compression Headers..............................................8
Conditional Request Headers..........................................9
Duplicate Rule Header..............................................11
Limit Info Header..................................................11
Package Version Header............................................12
Query Options Header..............................................12
Warning Header..................................................13
Send REST Requests with cURL............................................13
Configure Salesforce CORS Allowlist.........................................14
Valid Date and DateTime Formats..........................................15
Status Codes and Error Responses.........................................16
API End-of-Life.......................................................17

Chapter 2: Quick Start................................................18


Using cURL.........................................................19
Step One: Sign up for Salesforce Developer Edition...............................19
Step Two: Set Up Authentication...........................................20
Step Three: Walk Through the Sample Code...................................22
Using Other Tools....................................................26
Chapter 3: Examples................................................27
Getting Information About My Organization...................................28
List Available REST API Versions........................................28
List Org Limits....................................................29
List Available REST Resources.........................................33
Get a List of Objects................................................36
Get a List of Objects If Metadata Has Changed.............................37
Working with Object Metadata............................................37
Retrieve Metadata for an Object.......................................37
Get Field and Other Metadata for an Object...............................38
Contents

Get Object Metadata Changes........................................39


Working with Records..................................................40
Create a Record..................................................41
Update a Record..................................................41
Delete a Record..................................................43
Get Field Values from a Standard Object Record............................43
Get Field Values from an External Object Record by Using the Salesforce ID..........44
Get Field Values from an External Object Record by Using the External ID Standard
Field..........................................................44
Retrieve a Record Using an External ID...................................45
Insert or Update (Upsert) a Record Using an External ID.......................45
Traverse Relationships with Friendly URLs.................................49
Get a List of Deleted Records Within a Given Timeframe.......................55
Get a List of Updated Records Within a Given Timeframe.......................56
Delete Lightning Experience Event Series.....................................56
Working with Searches and Queries........................................57
Execute a SOQL Query..............................................58
Execute a SOQL Query that Includes Deleted Items...........................59
Get Feedback on Query Performance (Beta)...............................60
Search for a String.................................................61
Get the Default Search Scope and Order..................................64
Get Search Result Layouts for Objects....................................65
View Relevant Items...............................................67
Get an Image from a Rich Text Area Field.....................................69
Insert or Update Blob Data..............................................70
Retrieve Blob Data....................................................76
Working with Recently Viewed Information....................................77
View Recently Viewed Records........................................77
Mark Records as Recently Viewed......................................78
Managing User Passwords..............................................78
Manage User Passwords............................................79
Working with Approval Processes and Process Rules.............................80
Get a List of All Approval Processes.....................................81
Submit a Record for Approval.........................................81
Approve a Record.................................................82
Reject a Record..................................................83
Bulk Approvals...................................................83
Get a List of Process Rules...........................................84
Get a Particular Process Rule.........................................85
Trigger Process Rules..............................................86
Using Event Monitoring.................................................86
Describe Event Monitoring Using REST...................................87
Query Event Monitoring Data with REST...................................88
Get Event Monitoring Content from a Record ..............................89
Contents

Download Large Event Log Files Using cURL with REST.........................90


Delete Event Monitoring Data.........................................90
Query or View Hourly Event Log Files.....................................91
Using Composite Resources.............................................93
Execute Dependent Requests in a Single API Call............................94
Update an Account, Create a Contact, and Link Them with a Junction Object.........96
Update a Record and Get Its Field Values in a Single Request...................98
Upsert an Account and Create a Contact.................................99
Create Nested Records.............................................100
Create Multiple Records............................................102
Using Composite Graphs...........................................103
Using a Composite Graph..........................................109
allOrNone Parameters in Composite and Collections Requests..................113

Chapter 4: Generating an OpenAPI 3.0 Document for sObjects REST API (Beta).....117

Chapter 5: Reference ...............................................122


Versions..........................................................131
Resources by Version..................................................131
Limits............................................................132
Describe Global.....................................................136
sObject Basic Information...............................................137
Retrieve Object Metadata Using sObject Basic Information.....................137
Create Records Using sObject Basic Information............................138
sObject Describe....................................................139
sObject Get Deleted..................................................140
sObject Get Updated..................................................142
sObject Named Layouts................................................143
sObject Rows.......................................................144
Get Records Using sObject Rows......................................144
Update Records Using sObject Rows...................................146
Delete Records Using sObject Rows....................................147
sObject Rows by External ID.............................................149
Get Records Using sObject Rows by External ID............................149
Create Records Using sObject Rows by External ID..........................150
Upsert Records Using sObject Rows by External ID..........................151
Delete Records Using sObject Rows by External ID..........................152
Return Headers Using sObject Rows by External ID..........................153
sObject Blob Retrieve..................................................153
sObject ApprovalLayouts...............................................154
Get Approval Layouts..............................................154
Return Headers for Approval Layouts...................................155
sObject Single Approval Process..........................................156
Get a Layout for a Single Approval Process on a Specified Object................156
Contents

Return Headers for a Single Approval Process on a Specified Object..............157


sObject CompactLayouts...............................................157
Get Compact Layouts Using sObject CompactLayouts........................158
Return Headers Using sObject CompactLayouts............................163
sObject Layouts.....................................................163
Get Layouts and Descriptions for a Specified Object..........................164
Return Layout Headers for a Specified Object..............................165
sObject Layouts for an Object With Multiple Record Types.........................166
Get Layouts and Descriptions for an Object With Multiple Record Types............166
Return Layout Headers for an Object With Multiple Record Types.................167
sObject Global Publisher Layouts..........................................167
Get Global Publisher Layouts and Descriptions.............................168
Return Headers for All Global Publisher Layouts............................169
sObject PlatformAction.................................................170
sObject Quick Actions.................................................170
Get sObject Quick Actions...........................................171
Return Headers Using sObject Quick Actions..............................171
sObject Specific Quick Actions............................................172
Retrieve Specific sObject Quick Actions..................................172
Create Records Using Specific sObject Quick Actions.........................173
Return Headers Using Specific sObject Quick Actions.........................174
sObject Quick Action Details.............................................174
Get sObject Quick Action Details.......................................175
Return Headers Using sObject Quick Action Details..........................175
sObject Quick Action Default Values........................................176
Get sObject Quick Action Default Values.................................176
Return Headers Using sObject Quick Action Default Values....................177
sObject Quick Action Default Values by ID....................................177
Get sObject Quick Action Default Values by ID.............................178
Return Headers Using sObject Quick Action Default Values by ID.................178
sObject Rich Text Image Retrieve..........................................179
sObject Relationships.................................................180
Get Records Using sObject Relationships.................................181
Update Records Using sObject Relationships..............................182
Delete Records Using sObject Relationships...............................183
sObjects Suggested Articles.............................................184
sObjects Suggested Articles by ID.........................................186
sObject User Password................................................187
Get User Password Expiration Status...................................188
Set User Password...............................................188
Reset User Password..............................................189
Return Headers Using sObject User Password.............................190
sObject Self-Service User Password........................................190
Get Self-Service User Password Expiration Status............................191
Contents

Set Self-Service User Password........................................191


Reset Self-Service User Password......................................192
Return Headers Using sObject Self-Service User Password.....................193
Platform Event Schema by Event Name......................................193 Platform Event
Schema by Schema ID......................................199 Retrieve AppMenu
Types...............................................204 AppMenu Items.....................................................204
Return AppMenu Items............................................205
Return Headers of App Menu Item Requests..............................205
AppMenu Mobile Items...............................................206 Return AppMenu Mobile
Items.......................................206
Return Headers of AppMenu Mobile Item Requests.........................209
Compact Layouts....................................................210
Consent..........................................................212
Use the Consent API with Customer Data Platform..........................219
Consent Write......................................................222
Embedded Service Configuration Describe...................................225 Retrieve Embedded Service
Configuration................................226 Return Headers for Embedded Service
Configuration........................227
Invocable Actions....................................................228 Get Invocable
Actions.............................................228
Return HTTP Headers for Invocable Actions...............................229
Invocable Actions Custom..............................................229 Get Custom Invocable
Actions........................................229
Return HTTP Headers for Custom Invocable Actions.........................231
Invocable Actions Standard.............................................232 Get Standard Invocable
Actions.......................................232
Return HTTP Headers for Standard Invocable Actions........................234
List View Basic Information.............................................234 List View
Describe...................................................235 List View Results.....................................................238
List Views for an Object................................................248 Support Knowledge with REST
API.........................................250 Data Category Groups.............................................251
Data Category Detail..............................................253 Articles
List.....................................................255 Articles Details..................................................259
Parameterized Search................................................263 Search with Parameters in the
URI.....................................264
Search with Parameters in the Request Body..............................268
Portability.........................................................274
Compile Data for a Portability Request..................................274
Get the Status of Your Portability Request................................275
Process Approvals...................................................277
Contents

Get Process Approvals.............................................277


Submit, Approve, or Reject Process Approvals.............................277 Return HTTP Headers for
Process Approvals..............................279
Process Rules......................................................280 Get Process
Rules................................................280 Trigger Process Rules.............................................280
Return HTTP Headers for Process Rules..................................281
Process Rule for an sObject.............................................282
Retrieve a Process Rule for an sObject..................................282
Trigger a Process Rule for an sObject...................................283
Return HTTP Headers for a Process Rule of an sObject.......................284
Process Rule List for an sObject..........................................284 Get Process Rules for an
sObject......................................285
Return HTTP Headers for Process Rules of an sObject........................286
Product Schedules...................................................286
Query............................................................288
Customer Data Platform Query Profile Parameters..........................290
Query More Results...................................................291
QueryAll..........................................................292 QueryAll More
Results.................................................294 Query Performance Feedback
(Beta).......................................295 Quick Actions......................................................297 Get Quick
Actions................................................297 Create Records Using Quick
Actions...................................298 Return Headers of Quick Actions......................................299
Recent List Views....................................................299 Recently Viewed
Items................................................300 Record Count.......................................................301
Record Count Response Body........................................302 sObject Relevant
Items................................................303 Get Knowledge Language
Settings........................................305 Search...........................................................306 Search
Scope and Order...............................................306 Search Result
Layouts.................................................307 Lightning Toggle
Metrics...............................................308 Lightning Usage by App
Type............................................308 Lightning Usage by Browser............................................309
Lightning Usage by Page...............................................310 Lightning Usage by
FlexiPage............................................311 Lightning Exit by Page
Metrics............................................312 Salesforce Scheduler
Resources..........................................313 Scheduling.....................................................314
Get Appointment Slots.............................................314
Get Appointment Candidates........................................318
Contents

Request Bodies.................................................322
Response Bodies................................................323
Search for Records Suggested by Autocomplete and Instant Results..................325
Search Suggested Article Title Matches.....................................330
Search Suggested Queries.............................................333
Salesforce Surveys Translation Resources...................................335
Add or Change the Translation of a Survey Field............................336
Add or Update the Translated Value of Multiple Survey Fields in One or More
Languages....................................................337
Delete the Translated Value of a Survey Field..............................338
Delete the Translated Value of Multiple Survey Fields in One or More Languages.....339
Get Translated Value of a Survey Field..................................340
Get the Translated Values of Multiple Survey Fields in One or More Languages.......341
Tabs............................................................343
Retrieve Tabs...................................................343
Return Headers Using Tabs.........................................345
Themes..........................................................345
Composite........................................................348
Send Multiple Requests Using Composite................................348
Retrieve a List of Composite Resources..................................362
Composite Graph...................................................363
Composite Subrequest.............................................367
Composite Graph Limits............................................370
Composite Batch....................................................371
Batch Request Body...............................................372
Batch Response Body.............................................374
sObject Tree.......................................................376
sObject Tree Request Body..........................................377
sObject Tree Response Body.........................................380
sObject Collections...................................................381
Create Records Using sObject Collections................................382
Get Records Using sObject Collections..................................384
Get Records with a Request Body Using sObject Collections....................385
Update Records Using sObject Collections...............................387
Upsert Records Using sObject Collections................................390
Delete Records Using sObject Collections................................393
CHAPTER 1 Introduction to REST API

In this chapter ... REST API provides you with programmatic access to your data in Salesforce. The flexibility and scalability
of REST API make it an excellent choice for integrating Salesforce into your applications and for
•What Is REST API? performing complex operations on a large scale.
•API Compatible
Use this guide to set up your deployment environment and learn about advanced details regarding data
Editions and
access. However, understanding and using REST API requires basic familiarity with software
development,
Development
Environments web services, and the Salesforce user interface.
•REST Resources and If you want to get right to the action, the Quick Start guide covers the basics to get you up and running.
Requests
If you’re looking for more context about Salesforce APIs, check out the list of links.
•REST API Architecture
• Authorization Tip: Salesforce REST API is designed to work with Salesforce objects. See the Object Reference for
Through Connected the Salesforce Platform for an introduction and more information about Salesforce objects.
Apps and OAuth 2.0
• Headers SEE ALSO:
•Send REST Requests Trailhead: Lightning Platform API Basics
with cURL
Which API Do I Use?
•Configure Salesforce
CORS Allowlist
•Valid Date and
DateTime Formats
•Status Codes and
Error Responses
•API End-of-Life

1
Introduction to REST API What Is REST API?

What Is REST API?


REST API is one of several web interfaces that you can use to access your Salesforce data without using the Salesforce user interface. With
API access, you can perform operations and integrate Salesforce into your applications as you like.
You can use REST API tools to create, manipulate, and search data in Salesforce by sending HTTP requests to endpoints in Salesforce.
Depending on where you send requests, you access and operate on different pieces of information, called resources. Resources include
records, query results, metadata, and more.
REST API uses RESTful architecture to provide a straightforward and consistent interface. A primary benefit of REST API is that it doesn’t
require much tooling to access your data. It’s simpler to use than SOAP API but still provides plenty of functionality.
Although REST API is great for accessing and querying records, other Salesforce APIs, such as Bulk 2.0 API, Metadata API, and Connect
REST API, offer additional functionality for specific tasks.

SEE ALSO:
REST Resources and Requests
REST API Architecture
Which API Do I Use?

API Compatible Editions and Development Environments


To access your Salesforce data using APIs, you need a Salesforce org with API access and the API Enabled user permission within that
org.

API Access
API access is available with Professional Edition, Performance Edition, Enterprise Edition, Unlimited Edition, and Developer Edition. For
Professional Edition, all requests for API access must be purchased and can be processed by contacting your Account Executive.
Note: If you send an API request to an org without API access, Salesforce returns a
API_DISABLED_FOR_ORG error.
To protect your live data, we recommend performing all development and testing in Developer Edition, sandboxes, or scratch orgs. This
way you create a separate environment to try out things before implementing the changes.

API Enabled Permission


Within an org that has API access, your administrator must assign the API Enabled permission to your user profile. For Developer Edition,
this permission is assigned by default. For more information, see User Permissions in Salesforce Help.

SEE ALSO:
Get your very own Developer Edition
Scratch Orgs
Sandboxes
Salesforce DX Developer Guide

2
Introduction to REST API REST Resources and Requests

REST Resources and Requests


REST API is based on the usage of resources—pieces of data in Salesforce, such as records, collections of records, query results, metadata,
or API information. Each resource is exposed by a uniform resource identifier (URI) and is accessed by sending HTTP requests to the
corresponding URI.
Depending on which resource you want to access and how you construct an HTTP request, you can perform several types of operations,
including:
•Determine available API versions
•Access limits for your Salesforce org
•Retrieve object metadata
•Create, read, update, and delete records
•Query and search for data
You can send HTTP requests using a variety of software tools, which means that the exact appearance of a request can look different
from the cURL examples in this guide. However, no matter how you submit requests, the elements don’t change. A typical request
consists of these elements.
•URI
•HTTP method
• Headers
•Request body (not required for GET requests)

URIs
The URI is the path to a resource in Salesforce. Although the URI changes from resource to resource, the basic structure remains the
same.

https://MyDomainName.my.salesforce.com/services/data/vXX.X/resource/

Use
https:// to securely access resources.
Replace MyDomainName with the subdomain of your Salesforce org. Salesforce runs on multiple server instances, so the examples
in this guide use MyDomainName in place of a specific instance.
Replace XX.X with the version of the API that you want to use. You can find a list of available versions by accessing the Versions on
page 131 resource.
Replace resource with the rest of the path to the resource. Depending on the resource, the path can contain parameters, such as
IDs to identify a specific record. You can find the URIs for different resources in the Reference section of this guide.
sObject resources access standard and custom objects in Salesforce. For information about objects, see Object Reference for the Salesforce
Platform.
Note: Some parts of URIs are case-sensitive, such as IDs. Other parts of URIs aren't case-sensitive, such as object and field names.
If your requests aren't successful, check that your URI has the right letter cases by comparing the URI to the examples in this guide.

HTTP Methods
REST API supports standard HTTP request methods (HEAD, GET, POST, PATCH, PUT, and DELETE), which follow the specifications at
https://www.w3.org/Protocols/rfc2616/rfc2616-sec9.html.

3
Introduction to REST API REST API Architecture

The purpose of each method varies depending on the resource. For information on how and when to use each method, check the page
for that resource in the Reference section of this guide.

Headers
Use headers to pass parameters and customize options for HTTP requests. REST API supports several standard HTTP headers, as well as
custom headers that are specific to Salesforce.
Common headers used in the examples include:
•HTTP Accept—Indicates the format that your client accepts for the response body. Possible values are
application/json
and
application/xml. The default value is application/json.
•HTTP Content-type—Indicates the format of the request body that you attach to the request. Possible values are
application/json and application/xml.
•HTTP Authorization—Provides the OAuth 2.0 access token to authorize your client. REST API supports the Bearer authentication
type.
•Compression header—Compresses the request or the response. For more information, see Compression Headers on page 8.
•Conditional request header—Validates the records that you access against a precondition. For more information, see Conditional
Request Headers on page 9.
Request Bodies
A request body is a rich input that can be included in the request to provide additional information, such as field values for creating or
updating records. A request body can be in JSON or XML format.
Note: Resources accessed with the GET method don’t require you to attach a request body.

Use the HTTP Content-type header to indicate the file format of the request body. If you use cURL to send the request, attach the JSON
or XML file to the request
—data-binary orusing
-d the
option.

SEE ALSO:
Send REST Requests with cURL
Setting Up Your Java Developer Environment

REST API Architecture


REST API follows the standard RESTful principles and characteristics.
Client-server
Client applications are independent from Salesforce REST API, meaning each is managed and updated independently.
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 URIs, 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 HTTPS.

4
Introduction to REST API REST API Architecture

Named resources
All resources are named using a base URI that follows your Lightning Platform endpoint. See REST Resources and Requests for details
and examples.
Layered components
Intermediaries, such as proxy servers and gateways, are allowed between the client and the resources.
In addition to the standard RESTful principles, REST API includes other key characteristics in its architecture that are important to understand
and consider as you develop your applications.
Authentication
REST API supports OAuth 2.0 (an open protocol to allow secure API authorization). See Authorize Apps with OAuth inSalesforce Help
for more details.
Support for JSON and XML
JSON is the default. You can use the HTTPACCEPT header to select either JSON or XML, or append json or xml to the URI
(for example,
/Account/001D000000INjVe.json).
The JavaScript Object Notation (JSON) format is supported with UTF-8.
XML requests are supported in UTF-8 and UTF-16, and XML responses are provided in UTF-8.
Compression
Compression reduces bandwidth loads by compressing the messages sent between REST API and your client. REST API supports
compression with gzip and deflate, as defined by the HTTP 1.1 specification. See Compression Headers.
Conditional Requests
Response caching is supported by conditional request headers that follow the standards defined by the HTTP 1.1 specification, with a
few exceptions. See Conditional Request Headers.
Cross-Origin Resource Sharing
Cross-Origin Resource Sharing (CORS) enables web browsers to request resources from origins other than their own. For example,
using CORS, JavaScript code at https://www.example.com could request a resource from https://www.salesforce.com. To access
supported Salesforce APIs, Apex REST resources, and Lightning Out from JavaScript code in a web browser, add the origin serving the
code to a Salesforce CORS allowlist. See Perform Cross-Origin Requests from Web Browsers.
Salesforce ID Length
Salesforce IDs in response bodies are always 18-character IDs. In request bodies, you can use either 15 character IDs or 18 character
IDs.
Method Overriding
To override an HTTP method if you use an HTTP library that doesn’t allow overriding or setting an arbitrary HTTP method name, use
the request parameter
_HttpMethod.
POSThttps:// instance_name
/services/data/v57.0/chatter/
/chatter/users/me/conversations/03MD0000000008KMAQ
?_HttpMethod=PATCH&read=true

Note: The _HttpMethod parameter is case-sensitive. Use the correct case for all values.

HTTPS
All communication between client and server is over HTTPS.

5
Introduction to REST API Authorization Through Connected Apps and OAuth 2.0

Authorization Through Connected Apps and OAuth 2.0


For a client application to access REST API resources, it must be authorized as a safe visitor. To implement this authorization, use a
connected app and an OAuth 2.0 authorization flow.

Configure a Connected App


A connected app requests access to REST API resources on behalf of the client application. For a connected app to request access, it
must be integrated with your org’s REST API using the OAuth 2.0 protocol. OAuth 2.0 is an open protocol that authorizes secure data
sharing between applications through the exchange of tokens.
For instructions to configure a connected app, see Create a Connected App in Salesforce Help. Specifically, follow the steps in Enable
OAuth Settings for API Integration.

Apply an OAuth Authorization Flow


OAuth authorization flows grant a client app restricted access to REST API resources on a resource server. Each OAuth flow offers a
different process for approving access to a client app, but in general the flows consist of three main steps.
1.To initiate an authorization flow, a connected app on behalf of a client app requests access to a REST API resource.
2.In response, an authorizing server grants access tokens to the connected app.
3.A resource server validates these access tokens and approves access to the protected REST API resource.
After reviewing and selecting an OAuth authorization flow, apply it to your connected app. For details about each supported flow, see
OAuth Authorization Flows in Salesforce Help.

More Resources
Salesforce offers the following resources to help you navigate connected apps and OAuth:
•Salesforce Help: Connected Apps
•Salesforce Help: Authorize Apps with OAuth
•Salesforce Help: OpenID Connect Token Introspection
•Trailhead: Build Integrations Using Connected Apps

Headers
REST API supports several standard and custom HTTP headers, including both request headers and response headers.

IN THIS SECTION:
Assignment Rule Header
The Assignment Rule header is a request header applied when creating or updating Accounts, 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 options for the client you’re using to access REST API resources. For example, you can provide a default namespace prefix
so that you don’t need to specify the prefix in your code.

6
Introduction to REST API Assignment Rule Header

Compression Headers
Use a compression header to compress a REST API request or response. Compression reduces the bandwidth required for a request,
although it requires more processing power at your client. In most cases, this tradeoff benefits the overall performance of your
application.
Conditional Request Headers
Use a conditional request header to validate resources before accessing them. By setting a precondition in the header, you ensure
that your request succeeds only if that precondition is met. This functionality helps you prevent mistakes and reject outdated requests
when updating Salesforce data. You can implement a variety of techniques with conditional request headers, such as response
caching.
Duplicate Rule Header
Configure options for duplicate rules. Salesforce uses duplicate rules to see if the record that is being created, updated, or upserted
is a duplicate of an existing record. Duplicate rules are part of Duplicate Management.
Limit Info Header
This response header is returned in each request to 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.
Warning Header
This header is returned if there are warnings, such as the use of a deprecated version of the API.

Assignment Rule Header


The Assignment Rule header is a request header applied when creating or updating Accounts, 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.
Note: This header also gets applied when making REST API calls that indirectly result in creating or updating Accounts, Cases, or
Leads. For example, if you use this header with a call that updates a record, and the update executes an Apex trigger that updates
a Case, the assignment rules would be applied.

Header Field Name and Values


Field name
Sforce-Auto-Assign
Field values

TRUE. Active assignment rules are applied for created or updated Accounts, Cases, or Leads.

FALSE. Active assignment rules are not applied for created or updated Accounts, Cases, or Leads.
•Valid AssignmentRule ID. The given AssignmentRule is applied for created Accounts, Cases, or Leads.
TRUE and FALSE are not case-sensitive.
If the header is not provided in the request, the default value is
TRUE.

7
Introduction to REST API Call Options Header

Example
Sforce-Auto-Assign: FALSE

Call Options Header


Specifies options for the client you’re using to access REST API resources. For example, you can provide a default namespace prefix so
that you don’t need to specify the prefix in your code.
The Call Options header can be used with sObject Basic Information, sObject Rows, sObject Rows by External ID, Query, QueryAll, and
Search. It is also supported in Bulk API and Bulk API 2.0.

Header Field Name and Values


Field name
Sforce-Call-Options
Field values
• client—A string used as an identifier for the client sending the request. This string appears in log files, helping you keep
track of which client sent a request.
• defaultNamespace—A developer namespace prefix used as the default namespace for the request. With this header field,
the request resolves field names in managed packages without specified namespaces. (Not supported in Bulk API.)

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=caseSensitiveToken; defaultNamespace=battle

Then queries such as the following succeed:

/services/data/vXX.X/query/?q=SELECT+Id+botID__c+FROM+Account

In this case, the actual field queried


battle__botId__c field. is the
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 doesn’t 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
element, not a
battle_botId__c element.
The
defaultNamespace field is ignored when retrieving describe information, which avoids ambiguity between namespace
Compression Headers
prefixes and customer fields of the same name.

Use a compression header to compress a REST API request or response. Compression reduces the bandwidth required for a request,
although it requires more processing power at your client. In most cases, this tradeoff benefits the overall performance of your application.
REST API supports the gzip and deflate compression algorithms, as defined by the HTTP 1.1 specification. If you’re unsure about which
one to use, gzip is more common than deflate.

8
Introduction to REST API Conditional Request Headers

Tip: For better performance, we suggest that clients accept and support compression as defined by the HTTP 1.1 specification.

Request Compression
IncludeContent-Encoding:gzip
a or Content-Encoding: deflate header to compress a request. REST API
decompresses any requests before processing.
This example request is compressed with gzip.
curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/Account/-H
access-token
"Authorization:Bearer "-H"Content-Type:application/json"-H
"Content-Encoding: gzip" —data-binary @new-account.json -X POST

Response Compression
Salesforce compresses a response only
Accept-Encoding:gzip or ifAccept-Encoding:
the request contains an
deflate header. REST API isn’t required to compress the response even if you’ve specified Accept-Encoding, but it normally does. If
compressed, the response contains a Content-Encoding header with the compression algorithm so that your client knows to decompress
it.
This example request asks for a compressed response.
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/0015e000009sS0DAAU
-H "Authorization: Bearer access-token" -H "Content-Type: application/json" -H
"Accept-Encoding: gzip" -X GET

Conditional Request Headers


Use a conditional request header to validate resources before accessing them. By setting a precondition in the header, you ensure that
your request succeeds only if that precondition is met. This functionality helps you prevent mistakes and reject outdated requests when
updating Salesforce data. You can implement a variety of techniques with conditional request headers, such as response caching.
Two types of validation are available with conditional request headers: strong and weak. Strong validation checks whether the

precondition
exactly matches the resource in Salesforce. Strong validation headers include If-Match and If-None-Match, which use entity
tags (ETags) to compare the precondition to the record in Salesforce.
Weak validation checks a precondition against the resource in Salesforce, but it doesn’t guarantee that the two are identical. Weak
validation headers include
If-Modified-Since or If-Unmodified-Since, which compare the precondition to the last
modified date of the record in Salesforce.
REST API conditional headers follow the HTTP 1.1 specification with the following exceptions.
•When you include an invalid header value for
If-Match, If-None-Match, or If-Unmodified-Since on a PATCH or
POST request, a
400BadRequest status code is returned.
ETag
•The
The
If-Range header
ETag header is a isn’t supported.
response header that’s returned when you access the sObject Rows resource. It’s a hash of the content that’s
•DELETE requests
used by the aren’t supported
If-Match and If-None-Match request headers in subsequent requests to determine if the content has changed.

9
Introduction to REST API Conditional Request Headers

This header is supported by sObject Rows (Account records only) resources.


This example shows an
ETag returned by REST API.
ETag: "U5iWijwWbQD18jeiXwsqxeGpZQk=-gzip"

You can find the HTTP 1.1 specification for the ETag header at www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.19 .

If-Match
The If-Match header is a request header for sObject Rows that includes a list of ETags. If the ETag of the record that you’re requesting
matches an ETag specified as a precondition in the header, the request is processed. Otherwise, a 412 Precondition Failed status code
is returned, and the request isn’t processed.
This header supports sObject Rows (Account records only) resources.
In this example an,
If-Match header is included with a request.
If-Match: "Jbjuzw7dbhaEG3fd90kJbx6A0ow=-gzip", "U5iWijwWbQD18jeiXwsqxeGpZQk=-gzip"

You can find the HTTP 1.1 specification for the If-Match header at www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.24 .

If-None-Match
The If-None-Match header is a request header for sObject Rows that’s the inverse of If-Match. If the ETag of the record that
you’re requesting matches an ETag specified in the header, the request isn’t processed. A 304 Not Modified status code is returned for
GET or HEAD requests, and a 412 Precondition Failed status code is returned for PATCH requests.
This header supports sObject Rows (Account records only) resources.
In this example, an
If-None-Match header is included with a request.
If-None-Match: "Jbjuzw7dbhaEG3fd90kJbx6A0ow=-gzip", "U5iWijwWbQD18jeiXwsqxeGpZQk=-gzip"
You can find the HTTP 1.1 specification for If-None-Match header at www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.26
the .

If-Modified-Since
The If-Modified-Since header is a time-based request header. The request is processed only if the data has changed since the
date and time specified in the header. Otherwise, a 304 Not Modified status code is returned, and the request isn’t processed.
This header supports sObject Rows, sObject Describe, Describe Global, and Invocable Actions resources.
In this example an
If-Modified-Since header is included with a request.
If-Modified-Since: Tue, 10 Aug 2015 00:00:00 GMT
You can find the HTTP 1.1 specification for the If-Modified-Since header at
www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.25 .

If-Unmodified-Since
The If-Unmodified-Since header is a request header that’s the inverse of If-Modified-Since. If you make a request
and include the If-Unmodified-Since header, REST API processes the request only if the data hasn’t changed since the specified date.
Otherwise, a 412 Precondition Failed status code is returned, and the request isn’t processed.

10
Introduction to REST API Duplicate Rule Header

This header supports sObject Rows, sObject Describe, Describe Global, and Invocable Actions resources.
In this example, an
If-Unmodified-Since header is included in a request.
If-Unmodified-Since: Tue, 10 Aug 2015 00:00:00 GMT
You can find the HTTP 1.1 specification for the If-Unmodified-Since header at
www.w3.org/Protocols/rfc2616/rfc2616-sec14.html#sec14.28 .

Duplicate Rule Header


Configure options for duplicate rules. Salesforce uses duplicate rules to see if the record that is being created, updated, or upserted is a
duplicate of an existing record. Duplicate rules are part of Duplicate Management.
This header is available in API version 52.0 and later.

Header Field Name and Values


The default value for all fields is false.
Field name
allowSave
Field values
• true—allow the user to acknowledge the alert and save the duplicate record. Applicable if an alert is enabled for the action.
• false—don't allow the user to acknowledge the alert or save the duplicate record. Applicable if an alert is enabled for the
action.
Field name
includeRecordDetails
Field values
• true—return all fields in the duplicate record.
• false —return the duplicate record ID, but not the fields.
Field name
runAsCurrentUser
Field values
• true—when the duplicate rule is run, use the current user's sharing rules.
• false —when the duplicate rule is run, use the system sharing rules, not the current user's sharing rules.
Example
Allow the user to acknowledge the alert and save the duplicate record. Indicate that the duplicate field's records are returned, and that
the current user's sharing rules are enforced. These duplicate management configuration options are now applied when records are
created, updated, and upserted.

Sforce-Duplicate-Rule-Header: allowSave=true,
includeRecordDetails=true, runAsCurrentUser=true

Limit Info Header


This response header is returned in each request to REST API. You can use the information to monitor API limits.

11
Introduction to REST API Package Version Header

Header Field Name and Values


Field name
Sforce-Limit-Info
Field values

api-usage—Specifies the daily API usage for the organization against which the call was made. The first number is the
number of API calls used, and the second number is the API limit for the organization.
The values returned in the header represent standard REST API limits and usage, except when calls are made using Salesforce
Functions. Calls made using Salesforce Functions draw from a Functions-specific allocation.
Example
Sforce-Limit-Info: api-usage=10018/100000

SEE ALSO:
Salesforce Functions Guide : Functions 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.
The Package Version header can be used with the following resources: Describe Global, sObject Describe, sObject Basic Information,
sObject Rows, sObject Layouts, Query, QueryAll, Search, and sObject Rows by External ID.

Header Field Name and Values


Field name and value
x-sfdc-packageversion-[namespace]: xx.x, where [namespace] is the unique namespace of the managed
package and
xx.x is the package version.
Example
x-sfdc-packageversion-clientPackage: 1.0

Query Options Header


Specifies options used in a query, such as the query results batch size. Use this request header with the Query resource.

Header Field Name and Values


Field name
Sforce-Query-Options
Field values
• batchSize—A 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.

12
Introduction to REST API Warning Header

Example
Sforce-Query-Options: batchSize=1000

Warning Header
This header is returned if there are warnings, such as the use of a deprecated version of the API.

Header Field Name and Values


Field name
Warning
Field Values
warningCode warningMessage
For warnings about deprecated API versions, the warningCode is 299.

Example
Warning: 299 - "This API is deprecated and will be removed by Summer '22. Please
see https://help.salesforce.com/articleView?id=000351312 for details."

Send REST Requests with cURL


The examples in this guide use the cURL tool to send HTTP requests that access, create, and manipulate resources in Salesforce. If you
use a different tool to send requests, you can use the same elements from the cURL examples to send requests.
cURL is pre-installed on many Linux and macOS systems. Windows users can download a version at curl.haxx.se/. When using HTTPS
on Windows, ensure that your system meets the cURL requirements for SSL.
Note: cURL is an open-source tool and isn’t supported by Salesforce.

Attaching Request Bodies


Many examples include request bodies—JSON or XML files that contain data for the request. When using cURL, save these files to your
local system and attach them to the request using the —data-binary or -d option.
This example attaches the
new-account.json file.
curlhttps:// MyDomainName .my.salesforce.com/services/data/v57.0/sobjects/Account/-H
"AuthorizationBearer access-token
"-H“Content-Type:application/json”—data-binary @new-
account.json -X POST

Handling Exclamation Marks in Access Tokens


When you run cURL examples, you can get an error on macOS and Linux systems due to the presence of the exclamation mark (!) special
character in OAuth access tokens. To avoid getting this error, either escape the exclamation mark or use single quotes.

13
Introduction to REST API Configure Salesforce CORS Allowlist

To escape the exclamation mark in the access token, insert a backslash before it (\!) when the access token is enclosed within double
quotes. For example, the access token string in this cURL command has the exclamation mark (!) escaped.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H "Authorization: Bearer

00D50000000IehZ\!AQcAQH0dMHZfz972Szmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1E6LYUfiDUkWe6H34r1AAwOR8B8fLEz6n

Or, you can enclose the access token within single quotes.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H 'Authorization: Bearer

00D50000000IehZ!AQcAQH0dMHZfz972Szmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1E6LYUfiDUkWe6H34r1AAwOR8B8fLEz6n

SEE ALSO:
Setting Up Your Java Developer Environment

Configure Salesforce CORS Allowlist


Cross-Origin
EDITIONSResource Sharing (CORS) allows web browsers to request resources from other origins.
For example, using CORS, the JavaScript for a web application at
https://www.example.com
can request a resource from
https://www.salesforce.com. To allow access to supportedAvailable in: Salesforce
Salesforce APIs, Apex REST resources, and Lightning Out from JavaScript code in a web browser,
Classic (not available in all
add the requesting origin to your Salesforce CORS allowlist. For Lightning apps that allow weborgs) and Lightning
browsers to make requests from their orgs, CORS allowlist prevents requests to Lightning appsExperience
unless the request comes from an approved URL.
Available in: Developer,
These Salesforce technologies support CORS.
Enterprise, Performance,
•Apex RESTand Unlimited Editions
•Bulk APIAvailable with API access
•Bulk API 2.0enabled in: Professional
•Connect REST APIEdition
•Lightning Out
•REST APIUSER PERMISSIONS
•Salesforce IoT REST APITo create, read, update, and
•CRM Analytics REST APIdelete:
•Modify All Data
•User Interface API
Add an origin serving the request code to the CORS allowlist. If a browser that supports CORS makes
a request to an origin in the allowlist, Salesforce returns the origin in the
Access-Control-Allow-Origin HTTP header along
with any additional CORS HTTP headers. If the origin isn’t included in the allowlist, Salesforce returns HTTP status code 403.
1.From Setup, in the Quick Find box, enter CORS, and then select CORS.
2.Select New.
3.Enter a resource in Origin URL Pattern.
Tip: The origin URL pattern doesn’t always match the URL that appears in your browser's address bar.

4.Save your changes.

14
Introduction to REST API Valid Date and DateTime Formats

The origin URL pattern must include the HTTPS protocol (unless you’re using your localhost) and a domain name. It can also include a
port. The wildcard character (*) is supported and must be in front of a second-level domain name. For example, https://*.example.com
adds all subdomains of example.com to the allowlist.
The origin URL pattern can be an IP address. But an IP address and a domain that resolve to the same address aren’t the same origin,
and you must add them to the CORS allowlist as separate entries.
Google Chrome™ and Mozilla® Firefox® browser extensions are allowed as resources in API version 53 (Winter ‘22) or later . Chrome
extensions must use the
chrome-extension:// andprefix
32 characters without digits or capital letters, for example
chrome-extension://abdkkegmcbiomijcbdaodaflgehfffed. Firefox extensions must use

the prefix
moz-extension:// and an 8-4-4-4-12 format of small alphanumeric characters, for example
moz-extension://1234ab56-78c9-1df2-3efg-4567891hi1j2.
You can get a successful response when requesting a REST resource in a CORS preflight test, but receive an unsuccessful response to the
actual request. This discrepancy can occur when the resource is deleted after the preflight test and before the request is made. It can
also occur if the resource doesn’t exist. A CORS preflight confirms if resources can be passed between servers, but doesn’t check if a
specific resource exists or not. CORS preflight requests are typically issued automatically by a browser.
Note: To access certain OAuth endpoints with CORS, other requirements apply. See Enable CORS for OAuth Endpoints.

Valid Date and DateTime Formats


Specify the right format for dateTime and date fields.

dateTime
Use the yyyy-MM-ddTHH:mm:ss.SSS+/-HH:mm or yyyy-MM-ddTHH:mm:ss.SSSZ formats to specify dateTime
fields.
•yyyy is the four-digit year

MM is the two-digit month (01-12)

dd is the two-digit day (01-31)
•'T' is a separator indicating that time-of-day follows

HH is the two-digit hour (00-23)

mm is the two-digit minute (00-59)

ss is the two-digit seconds (00-59)

SSS is the optional three-digit milliseconds (000-999)

date
+/-HH:mm is the Zulu (UTC) time zone offset
•'Z'
Use isthetheyyyy-MM-dd
reference UTC timezone
format to specify date fields.
When a timezone is added to a UTC
Note: Specifying an offset for dateTime,
date is not supported.
the result is the date and time in that timezone. For example, 2002-10-10T12:00:00+05:00
is 2002-10-10T07:00:00Z and 2002-10-10T00:00:00+05:00 is 2002-10-09T19:00:00Z. See W3C XML Schema Part 2: DateTime Datatype.

15
Introduction to REST API Status Codes and Error Responses

Status Codes and Error Responses


Either when an error occurs or when a response is successful, the response header contains an HTTP code, and the response body
usually contains:
•The HTTP response code
•The message accompanying the HTTP response code
•The field or object where the error occurred (if the response returns information about an error)

HTTP response Description


code
200 “OK” success code, for GET, HEAD, and some PATCH requests.

201 “Created” success code, for POST requests and some PATCH requests.

204 “No Content” success code, for DELETE requests and some PATCH requests.

300 The value returned when an external ID exists in more than one record. The response body contains the list
of matching records.
The request content has not changed since a specified date and time. The date and time is provided in a
304
If-Modified-Since header. See Get Object Metadata Changes for an example.
The request couldn’t be understood, usually because the JSON or XML body contains an error.
400
The session ID or OAuth token used has expired or is invalid. The response body contains the
401 message and
errorCode.

403 The request has been refused. Verify that the logged-in user has appropriate permissions. If the error code is
REQUEST_LIMIT_EXCEEDED, you’ve exceeded API request limits in your org.
The requested resource couldn’t be found. Check the URI for errors, and verify that there are no sharing issues.
404
The method specified in the Request-Line isn’t allowed for the resource specified in the URI.
405
The request could not be completed due to a conflict with the current state of the resource. Check that the
409
API version is compatible with the resource you are requesting.
The requested resource has been retired or removed. Delete or update any references to the resource.
410
The request was not executed because one or more of the preconditions that the client specified in the request
412 headers was not satisfied. For example, the request includes an
If-Unmodified-Since header, but the
data was modified after the specified date.

The length of the URI exceeds the 16,384-byte limit.


414
The entity in the request is in a format that’s not supported by the specified method.
415
The request was not executed because it was not conditional. Add one of the Conditional Request Headers,
428
such as
If-Match, to the request and resubmit it.
The combined length of the URI and headers exceeds the 16,384-byte limit.
431
An error has occurred within Lightning Platform, so the request couldn’t be completed. Contact Salesforce
500 Customer Support.

16
Introduction to REST API API End-of-Life

HTTP Description
response
code
503 The server is unavailable to handle the request. Typically this occurs if the server is down for maintenance or
is currently overloaded.

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"
}
]

Resource does not exist


Requesting a resource that doesn’t exist, for example, if you try to create a record using a misspelled object name

[
{
"message" : "The requested resource does not exist",
"errorCode" : "NOT_FOUND"
}
]

API End-of-Life
Salesforce is committed to supporting each API version for a minimum of three years from the date of first release. In order to mature
and improve the quality and performance of the API, versions that are more than three years old might cease to be supported.
When an API version is to be deprecated, advance notice is given at least one year before support ends. Salesforce will directly notify
customers using API versions planned for deprecation.

Salesforce API Versions


Version Support Status Version Retirement Info

Versions 31.0 through 57.0 Supported.

Versions 21.0 through 30.0 As of Summer ‘22, these versions are Salesforce Platform API Versions 21.0 through 30.0
deprecated and no longer supported by Retirement
Salesforce.
Starting from Summer ‘23, these versions will
be retired and unavailable.

Versions 7.0 through 20.0 As of Summer ‘22, these versions are retired Salesforce Platform API Versions 7.0 through 20.0
and unavailable. Retirement

If410:GONE
you request anycode.
error resource or use an operation from a retired API version, REST API returns
To identify requests made from old or unsupported API versions of REST API, access the free API Total Usage event type.

17
CHAPTER 2Quick Start

In this chapter ... To set up and run REST API, send a few basic requests to Salesforce. This Quick Start explains setting up
a basic environment and updating a record using REST API. You can set up and use REST API in many
• Using cURL ways, and the examples show how to use the free Developer Edition and cURL.
• Step One: Sign up for
Salesforce Developer
Edition
• Step Two: Set Up
Authentication
• Step Three: Walk
Through the Sample
Code
• Using Other Tools

18
Quick Start Using cURL

Using cURL
Get to know the formatting that you can use with cURL to make requests to Salesforce. This Quick Start uses cURL examples, but you
can use any tool or development environment that can make REST requests.
Familiarize yourself with cURL enough to be able to understand the examples in this guide and translate them into the tool that you’re
using. To attach files containing the body of the request, you must properly format the access token. Use these tips to help you use cURL
while working through the Quick Start. For more information about cURL, see curl.se.
Attach Request Bodies
Many examples include request bodies—JSON or XML files that contain data for the request. When using cURL, save these files to your
local system and attach them to the request using the
—data-binary or -d option.
This example attaches the
new-account.json file.
curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/ -H
'Authorization Bearer
00DE0X0A0M0PeLE!AQcAQH0dMHEXAMPLEzmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1EXAMPLEDUkWe6H34r1AAwOR8B8fLEz6nE
-H "Content-Type: application/json" —d @new-account.json -X POST

Handle Exclamation Marks in Access Tokens


When you run cURL examples, you can get an error on macOS and Linux systems due to the presence of the exclamation mark (!) in
OAuth access tokens. To avoid getting this error, either escape the exclamation mark or use single quotes. To escape the exclamation
mark in the access token, insert a backslash before it when the access token is enclosed in double quotes.

\!

For example, the access token string in this cURL command has the exclamation mark (!) escaped.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H "Authorization: Bearer

00DE0X0A0M0PeLE\!AQcAQH0dMHEXAMPLEzmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1EXAMPLEDUkWe6H34r1AAwOR8B8fLEz6n

Or, you can enclose the access token within single quotes to not escape the exclamation mark.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H 'Authorization: Bearer

00DE0X0A0M0PeLE!AQcAQH0dMHEXAMPLEzmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1EXAMPLEDUkWe6H34r1AAwOR8B8fLEz6nE

Important: All quotes, whether single or double, must be straight quotes, not curly quotes.

Step One: Sign up for Salesforce Developer Edition


Developer Edition provides a free and easy solution so that you can use Salesforce for testing and development.
To sign up for a Developer Edition account, go to
developer.salesforce.com/signup.
Note: The Developer Edition data storage maximum is 5 MB. This limit doesn’t prevent you from working with these examples.

If you have a development sandbox, you can use it with these examples.

19
Quick Start Step Two: Set Up Authentication

Before you begin, verify that your user profile has the API Enabled permission by following the instructions in UserSalesforce
Permissions in Help.

SEE ALSO:
User Permissions
Knowledge Article: Salesforce editions with API access

Step Two: Set Up Authentication


To successfully send requests, REST API requires an access token obtained by authentication. Although you can create and authenticate
against your own connected app, these Quick Start examples use Salesforce CLI for convenience. Salesforce CLI is a connected app that
you can authenticate, and it requires no work to configure.

Get an Access Token with Salesforce CLI


Use the access token (also known as a “bearer token”) that you get from Salesforce CLI to authenticate cURL requests.
1.Install or update Salesforce CLI. .
a.If you already have Salesforce CLI installed, update it using the instructions in Update Salesforce CLI.
b.If you need to Install Salesforce CLI, install the latest version for your operating system.
c.Verify Your Installation.

2.Log in to your Developer org with Salesforce CLI.

sfdx auth:web:login

A browser opens to https://login.salesforce.com.


3 In the browser, log in to your Developer org with your user’s credentials.
. In the browser, click Allow to allow access.
4 At the command line, you see a similar confirmation message.
.
Successfully authorized [email protected] with org
ID 00D5fORGIDEXAMPLE

5. At the command line, get the access token by viewing authentication information about your org.

sfdx force:org:display --targetusername <username>

For example:

sfdx force:org:display --targetusername [email protected]

Example command output:

=== Org Description


KEY VALUE
────────────────
───────────────────────────────────────────────────────────────────────────────────────────────────
Access Token
00DE0X0A0M0PeLE!AQcAQH0dMHEXAMPLEzmpkb58urFRkgeBGsxL_QJWwYMfAbUeeG7c1EXAMPLEDUkWe6H34r1AAwOR8B8fLEz

20
Quick Start Step Two: Set Up Authentication

Client Id PlatformCLI
Connected Status Connected
Id 00D5fORGIDEXAMPLE
Instance Url https://MyDomainName.my.salesforce.com
Username [email protected]

In the command output, make note of the long Access Token string and the Instance Url string. You need both to make cURL requests.

Note: To get a new token after your access token expires, repeat this step of viewing your authentication information.

Optional Salesforce CLI Shortcuts


After you’ve authenticated successfully with the SFDX command line, try out these optional shortcuts in your cURL workflow to
streamline future authentication with the SDFX CLI.
List My Orgs

sfdx force:org:list

Lists all the orgs that you’ve created or authenticated to.


Open My Org

sfdx force:org:open -u <user>

Opens the specified org (identified by user) in your browser. Because you’ve successfully authenticated with this org previously using
SFDX, it’s not required to provide your credentials again.
Display the Access Token for My Org

sfdx force:org:display -u <user>

Output includes your access token, client ID, connected status, org ID, instance URL, username, and alias, if applicable.
Set an Alias for My Username
For convenience, create an alias for your username so that you don’t have to enter the entire Salesforce string. For example, instead of

[email protected]

Create an alias like

dev

To set the alias in this example, you invoke

sfdx alias:set [email protected]

Use These Commands in a Script


Use the CLI’s JSON output by invoking the --json flag. Requesting JSON output provides a consistent output format, which is ideal
for running scripts. Without the
--jsonAlso
See flag, the CLI can change the output format.
• Salesforce CLI Setup Guide

21
Quick Start Step Three: Walk Through the Sample Code

• Salesforce CLI Command Reference

SEE ALSO:

Salesforce Help: Authorize Apps with OAuth

Step Three: Walk Through the Sample Code


To access different types of resources in Salesforce, make a series of REST requests. Before you try these examples, make sure to
complete the prerequisites and obtain an access token in Step 1 of this Quick Start.
You can copy and paste these examples to send them with cURL. But first replace MyDomainName in the base URI with your Salesforce
domain. For information on the anatomy of a REST request, see REST Resources and Requests on page 3.

Get the Salesforce Version


To retrieve information about each available Salesforce version, submit a Versions request. In this case, the request doesn’t
require authentication.

curl https://MyDomainName.my.salesforce.com/services/data/

The output from this request, including the response header, specifies all valid versions. Your result can include more than one value.

Content-Length: 88
Content-Type: application/json;
charset=UTF-8 Server:
[
{
"label":"Spring '11",
"url":"/services/data/v21.0",
"version":"21.0"
}
...
]

Get a List of Resources


To retrieve a list of the resources available for Salesforce, in this example, for version 57.0, submit a Resources by Version request.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H "Authorization: Bearer


access_token"

The output from this request shows that sobjects is one of the available resources in Salesforce version 57.0.

{
"sobjects" : "/services/data/v57.0/sobjects",
"search" : "/services/data/v57.0/search",
"query" : "/services/data/v57.0/query",
"recent" : "/services/data/v57.0/recent"
}

22
Quick Start Step Three: Walk Through the Sample Code

Get a List of Available Objects


To request a list of the available objects, submit a Describe Global request.

MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/ -H "Authorization:
curl https://
Bearer access_token"

The output from this request shows that the Account object is available.

Transfer-Encoding: chunked
Content-Type: application/json;
charset=UTF-8 Server:
{
"encoding" : "UTF-8",
"maxBatchSize" : 200,
"sobjects" : [ {
"name" : "Account",
"label" : "Account",
"custom" : false,
"keyPrefix" : "001",
"updateable" : true,
"searchable" : true,
"labelPlural" : "Accounts",
"layoutable" : true,
"activateable" : false,
"urls" : { "sobject" : "/services/data/v57.0/sobjects/Account",
"describe" : "/services/data/v57.0/sobjects/Account/describe",
"rowTemplate" : "/services/data/v57.0/sobjects/Account/{ID}" },
"createable" : true,
"customSetting" : false,
"deletable" : true,
"deprecatedAndHidden" : false,
"feedEnabled" : false,
"mergeable" : true,
"queryable" : true,
"replicateable" : true,
"retrieveable" : true,
"undeletable" : true,
"triggerable" : true },
},
...

Get Basic Object Information


To retrieve basic information about the available Account object’s metadata, submit a sObject Basic Information request.

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/ -H
"Authorization: Bearer access_token
"

The output from this request shows basic attributes of the Account object such as its name and label, and it lists the most recently used
accounts.

{
"objectDescribe"
: {

23
Quick Start Step Three: Walk Through the Sample Code

"name" : "Account",
"updateable" : true,
"label" : "Account",
"keyPrefix" : "001",

...

"replicateable" : true,
"retrieveable" : true,
"undeletable" : true,
"triggerable" : true
},
"recentItems" :
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000INjVeIAL"
},
"Id" : "001D000000INjVeIAL",
"Name" : "asdasdasd"

},

...

]
}

Get a List of Fields


To retrieve more detailed information, submit a sObject Describe request.

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/
-H "Authorization: Bearer access_token"

The output from this request shows more detailed information about the Account object, such as its field attributes and child relationships.

{
"name" : "Account",
"fields" :
[
{
"length" : 18,
"name" : "Id",
"type" : "id",
"defaultValue" : { "value" : null },
"updateable" : false,
"label" : "Account ID",
...
},
...
],
"updateable" : true,

24
Quick Start Step Three: Walk Through the Sample Code

"label" : "Account",
...
"urls" :
{
"uiEditTemplate" : "https://MyDomainName.my.salesforce.com/{ID}/e",
"sobject" : "/services/data/v57.0/sobjects/Account",
"uiDetailTemplate" : "https://MyDomainName.my.salesforce.com/{ID}",
"describe" : "/services/data/v57.0/sobjects/Account/describe",
"rowTemplate" : "/services/data/v57.0/sobjects/Account/{ID}",
"uiNewRecord" : "https://MyDomainName.my.salesforce.com/001/e"
},
"childRelationships" :
[
{
"field" : "ParentId",
"deprecatedAndHidden" : false,
...
},
...

],

"createable" : true,
"customSetting" : false,
...
}

Execute a SOQL Query


To execute a SOQL query that retrieves a list of all the Account name values, submit a Query request.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query?q=SELECT+name+from+Account
-H "Authorization: Bearer access_token"

The output lists the available Account names, and each name’s preceding attributes include the Account IDs.

{
"done" : true,
"totalSize" : 14,
"records" :
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IRFmaIAH"
},
"Name" : "Test 1"
},
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IomazIAB"

25
Quick Start Using Other Tools

},
"Name" : "Test 2"
},
...
]
}

Note: You can find more information about SOQL in the Salesforce SOQL and SOSL Reference Guide.

Update a Field on a Record


To retrieve one of the accounts and update its billing city, submit an sObject Rows request. To update the object, create a text file called
patchaccount.json containing the new billing city information.

{
"BillingCity" : "Fremont"
}

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 to update a REST resource. This cURL command retrieves the specified Account object
using its ID field and updates its billing city.
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/001D0000
00IroHJ -H "Authorization: Bearer access_token" -H "Content-Type: application/json"
--data-binary
@patchaccount.json -X PATCH
No response body is returned, just the headers.

HTTP/1.1 204 No
Content Server:
Content-Length: 0

To see that the billing address has changed to Fremont, refresh the page on the account.

Using Other Tools


Other tools are available to obtain data from your Salesforce org.
If you don’t want to use CURL, you can use other tools to exercise the API. Possible choices include:
•Salesforce CLI.
•Postman (a third-party tool). For more information, see the Postman API Client Trailhead module.
These tools provide functionality that simplifies the process of creating and sending many API requests.

26
CHAPTER 3 Examples

In this chapter ... This section provides examples of using REST API resources to do a variety of different tasks, including
working with objects, organization information, and queries.
•Getting Information
About My For complete reference information on REST API resources, see Reference on page 122.
Organization
•Working with Object
Metadata
•Working with
Records
•Delete Lightning
Experience Event
Series
•Working with
Searches and
Queries
•Get an Image from a
Rich Text Area Field
•Insert or Update Blob
Data
•Retrieve Blob Data
•Working with
Recently Viewed
Information
•Managing User
Passwords
•Working with
Approval Processes
and Process Rules
•Using Event
Monitoring
•Using Composite
Resources

27
Examples Getting Information About My Organization

Getting Information About My Organization


The examples in this section use REST API resources to retrieve organization-level information, such as a list of all objects available in
your organization.

IN THIS SECTION:
List Available REST API Versions
Use the Versions resource to list summary information about each REST API version currently available, including the version, label,
and a link to each version's root. You don’t need authentication to retrieve the list of versions.
List Org Limits
Use the Limits resource to list your org limits.
List Available REST Resources
Use the Resources by Version resource to list the resources available for the specified API version. This provides the name and URI
of each additional resource.
Get a List of Objects
Use the Describe Global resource to list the objects available in your org and available to the logged-in user. This resource also returns
the org encoding, as well as maximum batch size permitted in queries.
Get a List of Objects If Metadata Has Changed
Use the Describe Global resource and the If-Modified-Since HTTP header to determine if an object’s metadata has changed.

List Available REST API Versions


Use the Versions resource to list summary information about each REST API version currently available, including the version, label, and
a link to each version's root. You don’t need authentication to retrieve the list of versions.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/ -H "Authorization: Bearer


token"

Example request body


none required
Example JSON response body

[
{
"label" : "Spring '11",
"url" :
"/services/data/v21.0",
}, "version" : "21.0"
{
"label" : "Summer '11",
"url" :
"/services/data/v22.0",
}, "version" : "22.0"
{
"label" : "Winter '12",
"url" : "/services/data/v23.0",

28
Examples List Org Limits

"version" : "23.0"
}
...
]

Example XML response body

<?xml version="1.0" encoding="UTF-8"?>


<Versions>
<Version>
<label>Spring &apos;11</label>
<url>/services/data/v21.0</url>
<version>21.0</version>
</Version>
<Version>
<label>Summer &apos;11</label>
<url>/services/data/v22.0</url>
<version>22.0</version>
</Version><Version>
<label>Winter &apos;12</label>
<url>/services/data/v23.0</url>
<version>23.0</version>
</Version>
...
</Versions>

SEE ALSO:
Versions

List Org Limits


Use the Limits resource to list your org limits.

Max is the limit for the org.

Example usage
Remaining is the number of calls or events left for the org.
curl https://MyDomainName.my.salesforce.com/services/data/v57.0/limits/ -H
"Authorization: Bearer token
" -H "X-PrettyPrint:1"

Example request body


none required
Example response body

{
"ActiveScratchOrgs": {
"Max": 3,
"Remaining": 3
},
"AnalyticsExternalDataSizeMB": {
"Max": 40960,
"Remaining": 40960

29
Examples List Org Limits

},
"ConcurrentAsyncGetReportInstances": {
"Max": 200,
"Remaining": 200
},
"ConcurrentEinsteinDataInsightsStoryCreation": {
"Max": 5,
"Remaining": 5
},
"ConcurrentEinsteinDiscoveryStoryCreation": {
"Max": 2,
"Remaining": 2
},
"ConcurrentSyncReportRuns": {
"Max": 20,
"Remaining": 20
},
"DailyAnalyticsDataflowJobExecutions": {
"Max": 60,
"Remaining": 60
},
"DailyAnalyticsUploadedFilesSizeMB": {
"Max": 51200,
"Remaining": 51200
},
"DailyFunctionsApiCallLimit" : {
"Max" : 235000,
"Remaining" : 235000
},
"DailyApiRequests": {
"Max": 5000,
"Remaining": 4937
},
"DailyAsyncApexExecutions": {
"Max": 250000,
"Remaining": 250000
},
"DailyAsyncApexTests": {
"Max": 500,
"Remaining": 500
},
"DailyBulkApiBatches": {
"Max": 15000,
"Remaining": 15000
},
"DailyBulkV2QueryFileStorageMB": {
"Max": 976562,
"Remaining": 976562
},
"DailyBulkV2QueryJobs": {
"Max": 10000,
"Remaining": 10000
},
"DailyDeliveredPlatformEvents" : {

30
Examples List Org Limits

"Max" : 10000,
"Remaining" : 10000
},
"DailyDurableGenericStreamingApiEvents": {
"Max": 10000,
"Remaining": 10000
},
"DailyDurableStreamingApiEvents": {
"Max": 10000,
"Remaining": 10000
},
"DailyEinsteinDataInsightsStoryCreation": {
"Max": 1000,
"Remaining": 1000
},
"DailyEinsteinDiscoveryPredictAPICalls": {
"Max": 50000,
"Remaining": 50000
},
"DailyEinsteinDiscoveryPredictionsByCDC": {
"Max": 5000000,
"Remaining": 5000000
},
"DailyEinsteinDiscoveryStoryCreation": {
"Max": 100,
"Remaining": 100
},
"DailyGenericStreamingApiEvents": {
"Max": 10000,
"Remaining": 10000
},
"DailyScratchOrgs": {
"Max": 6,
"Remaining": 6
},
"DailyStandardVolumePlatformEvents": {
"Max": 10000,
"Remaining": 10000
},
"DailyStreamingApiEvents": {
"Max": 10000,
"Remaining": 10000
},
"DailyWorkflowEmails": {
"Max": 100000,
"Remaining": 100000
},
"DataStorageMB": {
"Max": 1024,
"Remaining": 1024
},
"DurableStreamingApiConcurrentClients": {
"Max": 20,
"Remaining": 20

31
Examples List Org Limits

},
"FileStorageMB": {
"Max": 1024,
"Remaining": 1024
},
"HourlyAsyncReportRuns": {
"Max": 1200,
"Remaining": 1200
},
"HourlyDashboardRefreshes": {
"Max": 200,
"Remaining": 200
},
"HourlyDashboardResults": {
"Max": 5000,
"Remaining": 5000
},
"HourlyDashboardStatuses": {
"Max": 999999999,
"Remaining": 999999999
},
"HourlyLongTermIdMapping": {
"Max": 100000,
"Remaining": 100000
},
"HourlyManagedContentPublicRequests": {
"Max": 50000,
"Remaining": 50000
},
"HourlyODataCallout": {
"Max": 20000,
"Remaining": 20000
},
"HourlyPublishedPlatformEvents": {
"Max": 50000,
"Remaining": 50000
},
"HourlyPublishedStandardVolumePlatformEvents": {
"Max": 1000,
"Remaining": 1000
},
"HourlyShortTermIdMapping": {
"Max": 100000,
"Remaining": 100000
},
"HourlySyncReportRuns": {
"Max": 500,
"Remaining": 500
},
"HourlyTimeBasedWorkflow": {
"Max": 1000,
"Remaining": 1000
},
"MassEmail": {

32
Examples List Available REST Resources

"Max": 5000,
"Remaining": 5000
},
"MonthlyEinsteinDiscoveryStoryCreation": {
"Max": 500,
"Remaining": 500
},
"MonthlyPlatformEventsUsageEntitlement": {
"Max": 3750000,
"Remaining": 3750000
},
"Package2VersionCreates": {
"Max": 6,
"Remaining": 6
},
"Package2VersionCreatesWithoutValidation": {
"Max": 500,
"Remaining": 500
},
"PermissionSets": {
"Max": 1500,
"Remaining": 1499,
"CreateCustom": {
"Max": 1000,
"Remaining": 999
}
},
"PrivateConnectOutboundCalloutHourlyLimitMB": {
"Max": 0,
"Remaining": 0
},
"SingleEmail": {
"Max": 5000,
"Remaining": 5000
},
"StreamingApiConcurrentClients": {
"Max": 20,
"Remaining": 20

}
}

List Available REST Resources


Use the Resources by Version resource to list the resources available for the specified API version. This provides the name and URI of
each additional resource.
Example

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/ -H "Authorization:


Bearer token
"

Example request body


none required

33
Examples List Available REST Resources

Example JSON response body

{
"tooling" : "/services/data/v57.0/tooling",
"metadata" : "/services/data/v57.0/metadata",
"eclair" : "/services/data/v57.0/eclair",
"folders" : "/services/data/v57.0/folders",
"prechatForms" : "/services/data/v57.0/prechatForms", "contact-
tracing" : "/services/data/v57.0/contact-tracing", "jsonxform" :
"/services/data/v57.0/jsonxform",
"chatter" : "/services/data/v57.0/chatter",
"payments" : "/services/data/v57.0/payments",
"tabs" : "/services/data/v57.0/tabs",
"appMenu" : "/services/data/v57.0/appMenu",
"quickActions" : "/services/data/v57.0/quickActions",
"queryAll" : "/services/data/v57.0/queryAll",
"commerce" : "/services/data/v57.0/commerce",
"wave" : "/services/data/v57.0/wave",
"iot" : "/services/data/v57.0/iot",
"analytics" : "/services/data/v57.0/analytics",
"search" : "/services/data/v57.0/search",
"smartdatadiscovery" : "/services/data/v57.0/smartdatadiscovery",
"identity" : "https://MyDomainName.my.salesforce.com/id/
00DRO0000008aXd2AI/005RO000000HfnkYAC",
"composite" : "/services/data/v57.0/composite",
"parameterizedSearch" :
"/services/data/v57.0/parameterizedSearch", "fingerprint" :
"/services/data/v57.0/fingerprint",
"theme" : "/services/data/v57.0/theme",
"nouns" : "/services/data/v57.0/nouns",
"domino" : "/services/data/v57.0/domino",
"event" : "/services/data/v57.0/event",
"serviceTemplates" : "/services/data/v57.0/serviceTemplates",
"recent" : "/services/data/v57.0/recent",
"connect" : "/services/data/v57.0/connect",
"licensing" : "/services/data/v57.0/licensing",
"limits" : "/services/data/v57.0/limits",
"process" : "/services/data/v57.0/process",
"dedupe" : "/services/data/v57.0/dedupe",
"async-queries" : "/services/data/v57.0/async-queries",
"query" : "/services/data/v57.0/query",
"jobs" : "/services/data/v57.0/jobs",
"localizedvalue" : "/services/data/v57.0/localizedvalue",
"mobile" : "/services/data/v57.0/mobile",
"emailConnect" : "/services/data/v57.0/emailConnect",
"consent" : "/services/data/v57.0/consent",
"tokenizer" : "/services/data/v57.0/tokenizer",
"compactLayouts" : "/services/data/v57.0/compactLayouts",
"sobjects" : "/services/data/v57.0/sobjects",
"actions" : "/services/data/v57.0/actions",
"support" : "/services/data/v57.0/support"

34
Examples List Available REST Resources

Example XML response body

<?xml version="1.0" encoding="UTF-8"?>


<urls>
<tooling>/services/data/v57.0/tooling</tooling>
<metadata>/services/data/v57.0/metadata</metadata>
<eclair>/services/data/v57.0/eclair</eclair>
<folders>/services/data/v57.0/folders</folders>
<prechatForms>/services/data/v57.0/prechatForms</prechatForms>
<contact-tracing>/services/data/v57.0/contact-tracing</contact-tracing>
<jsonxform>/services/data/v57.0/jsonxform</jsonxform>
<chatter>/services/data/v57.0/chatter</chatter>
<payments>/services/data/v57.0/payments</payments>
<tabs>/services/data/v57.0/tabs</tabs>
<appMenu>/services/data/v57.0/appMenu</appMenu>
<quickActions>/services/data/v57.0/quickActions</quickActions>
<queryAll>/services/data/v57.0/queryAll</queryAll>
<commerce>/services/data/v57.0/commerce</commerce>
<wave>/services/data/v57.0/wave</wave>
<iot>/services/data/v57.0/iot</iot>
<analytics>/services/data/v57.0/analytics</analytics>
<search>/services/data/v57.0/search</search>
<smartdatadiscovery>/services/data/v57.0/smartdatadiscovery</smartdatadiscovery>
<identity>https://MyDomainName.my.salesforce.com/id/
00DRO0000008aXd2BI/005RO000000HfnkYAB</identity>
<composite>/services/data/v57.0/composite</composite>
<parameterizedSearch>/services/data/v57.0/parameterizedSearch</parameterizedSearch>
<fingerprint>/services/data/v57.0/fingerprint</fingerprint>
<theme>/services/data/v57.0/theme</theme>
<nouns>/services/data/v57.0/nouns</nouns>
<domino>/services/data/v57.0/domino</domino>
<event>/services/data/v57.0/event</event>
<serviceTemplates>/services/data/v57.0/serviceTemplates</serviceTemplates>
<recent>/services/data/v57.0/recent</recent>
<connect>/services/data/v57.0/connect</connect>
<licensing>/services/data/v57.0/licensing</licensing>
<limits>/services/data/v57.0/limits</limits>
<process>/services/data/v57.0/process</process>
<dedupe>/services/data/v57.0/dedupe</dedupe>
<async-queries>/services/data/v57.0/async-queries</async-queries>
<query>/services/data/v57.0/query</query>
<jobs>/services/data/v57.0/jobs</jobs>
<localizedvalue>/services/data/v57.0/localizedvalue</localizedvalue>
<mobile>/services/data/v57.0/mobile</mobile>
<emailConnect>/services/data/v57.0/emailConnect</emailConnect>
<consent>/services/data/v57.0/consent</consent>
<tokenizer>/services/data/v57.0/tokenizer</tokenizer>
<compactLayouts>/services/data/v57.0/compactLayouts</compactLayouts>
<sobjects>/services/data/v57.0/sobjects</sobjects>
<actions>/services/data/v57.0/actions</actions>
<support>/services/data/v57.0/support</support>
</urls>

35
Examples Get a List of Objects

Further Information
For information about the identity resource, see Identity URLs.
For the other resources, see Reference .

Get a List of Objects


Use the Describe Global resource to list the objects available in your org and available to the logged-in user. This resource also returns
the org encoding, as well as maximum batch size permitted in queries.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/ -H
"Authorization: Bearer token
"

Example request body


none required
Example response body

{
"encoding" : "UTF-8",
"maxBatchSize" : 200,
"sobjects" : [ {
"activateable" : false,
"custom" : false,
"customSetting" : false,
"createable" : true,
"deletable" : true,
"deprecatedAndHidden" : false,
"feedEnabled" : true,
"keyPrefix" : "001",
"label" : "Account",
"labelPlural" : "Accounts",
"layoutable" : true,
"mergeable" : true,
"mruEnabled" : true,
"name" : "Account",
"queryable" : true,
"replicateable" : true,
"retrieveable" : true,
"searchable" : true,
"triggerable" : true,
"undeletable" : true,
"updateable" : true,
"urls" : {
"sobject" : "/services/data/v57.0/sobjects/Account",
"describe" : "/services/data/v57.0/sobjects/Account/describe",
"rowTemplate" : "/services/data/v57.0/sobjects/Account/{ID}"
},
},
...
]
}

36
Examples Get a List of Objects If Metadata Has Changed

Get a List of Objects If Metadata Has Changed


Use the Describe Global resource and the If-Modified-Since HTTP header to determine if an object’s metadata has changed.
You can include the
If-Modified-Since header with a date in EEE,ddMMMyyyyHH:mm:ssz format when you use
the Describe Global resource. If you do, response metadata is returned only if an available object’s metadata has changed since the
provided date. If no metadata has been modified since the provided date, a 304NotModified status code is returned with no
response body.
Example Describe
The following Global
example request
assumes that no changes have been made to objects after March 23, 2015.
/services/data/v57.0/sobjects
Example If-Modified-Since header used with request
If-Modified-Since: Tue, 23 Mar 2015 00:00:00 GMT
Example response body
No response body returned
Example response status code

HTTP/1.1 304 Not Modified


Date: Wed, 25 Jul 2015 00:05:46 GMT

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.

Working with Object Metadata


The examples in this section use REST API resources to retrieve object metadata information. For modifying or creating object metadata
information, see the Metadata API Developer Guide.

IN THIS SECTION:
Retrieve Metadata for an Object
Use the sObject Basic Information resource to retrieve metadata for an object.
Get Field and Other Metadata for an Object
Use the sObject Describe resource to retrieve all the metadata for an object, including information about each field, URLs, and child
relationships.
Get Object Metadata Changes
Use the sObject Describe resource and the
If-Modified-Since HTTP header to determine if object metadata has changed.

Retrieve Metadata for an Object


Use the sObject Basic Information resource to retrieve metadata for an object.
Example for retrieving Account metadata

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/ -H
"Authorization: Bearer token
"

Example request body for retrieving Account metadata


none required

37
Examples Get Field and Other Metadata for an Object

Example response body for retrieving Account metadata

{
"objectDescribe" :
{
"name" : "Account",
"updateable" : true,
"label" : "Account",
"keyPrefix" : "001",

...

"replicateable" : true,
"retrieveable" : true,
"undeletable" : true,
"triggerable" : true
},
"recentItems" :
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000INjVeIAL"
},
"Id" : "001D000000INjVeIAL",
"Name" : "asdasdasd"
},

...

]
}

To get a complete description of an object, including field names and their metadata, see Get a List of Objects.

Get Field and Other Metadata for an Object


Use the sObject Describe resource to retrieve all the metadata for an object, including information about each field, URLs, and child
relationships.
Example

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/desc
ribe/ -H "Authorization: Bearer token"

Example request body


none required
Example response body

{
"name" : "Account",
"fields" :

38
Examples Get Object Metadata Changes

[
{
"length" : 18,
"name" : "Id",
"type" : "id",
"defaultValue":{ "value":null },
"updateable" : false,
"label" : "Account ID",
...
},

...

],

"updateable" :
true, "label" :
"Account",
"keyPrefix" :
"001", "custom" :
false,
...

"urls" :
{
"uiEditTemplate" : "https://MyDomainName.my.salesforce.com/{ID}/e",
"sobject" : "/services/data/v57.0/sobjects/Account",
"uiDetailTemplate" : "https://MyDomainName.my.salesforce.com/{ID}",
...
},

"childRelationships" :
[
{
"field" : "ParentId",
"deprecatedAndHidden" : false,
...
},

....

],

"createable" : true,
"customSetting" : false,
...
}

For more information about the items in the request body, see DescribesObjectResult in the SOAP API Developers Guide.

Get Object Metadata Changes


Use the sObject Describe resource and the If-Modified-Since HTTP header to determine if object metadata has changed.

39
Examples Working with Records

You can include the If-Modified-Since header with a date in EEE,ddMMMyyyyHH:mm:ssz format when you use
the sObject Describe resource. If you do, response metadata will only be returned if the object metadata has changed since the

provided
date. If the metadata has not been modified since the provided date, a 304NotModified status code is returned, with no response
body.
The following
Example example
sObject assumes
Describe that no changes, such as new custom fields, have been made to the Merchandise__c object after July
request
3rd, 2013.
/services/data/v57.0/sobjects/Merchandise__c/describe
Example If-Modified-Since header used with request
If-Modified-Since: Wed, 3 Jul 2013 19:43:31 GMT
Example response body
No response body returned
Example response status code

HTTP/1.1 304 Not Modified


Date: Fri, 12 Jul 2013 05:03:24 GMT

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.

Working with Records


The examples in this section use REST API resources to create, retrieve, update, and delete records, along with other record-related
operations.

IN THIS SECTION:
Create a Record
Use the sObject Basic Information resource to create new records. You supply the required field values in the request data, and send
the request using the POST HTTP method. The response body contains the ID of the new record if the call is successful.
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.
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.
Get Field Values from a Standard Object Record
You use the GET method of the sObject Rows resource to retrieve field values from a record.
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.
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.

40
Examples Create a Record

Retrieve a Record Using an External ID


You can use the GET method of the sObject Rows by External ID resource to retrieve records with a specific external ID.
Insert or Update (Upsert) a Record Using an External ID
You can use the sObject Rows by External ID resource to create records or update existing records (upsert) based on the value of a
specified external ID field.
Traverse Relationships with Friendly URLs
You can traverse relationship fields in standard and custom objects by constructing friendly URLs using the sObject Relationship
resource. This approach allows you to directly access records associated by relationships. Using friendly URLs is an easier alternative
to accessing records by obtaining object IDs from relationship fields and then inspecting the associated object ID record.
Get a List of Deleted Records Within a Given Timeframe
Use the sObject Get Deleted resource to get a list of deleted records for the specified object. Specify the date and time range within
which the records for the given object were deleted. Deleted records are written to a delete log (that is periodically purged), and
will be filtered out of most operations, such as sObject Rows or Query (although QueryAll will include deleted records in results).
Get a List of Updated Records Within a Given Timeframe
Use the sObject Get Updated resource to get a list of updated (modified or added) records for the specified object. Specify the date
and time range within which the records for the given object were updated.

Create a Record
Use the sObject Basic Information resource to create new records. You supply the required field values in the request data, and send
the request using the POST HTTP method. The response body contains the ID of the new record if the call is successful.
The following example request creates a new Account record, with the field values for the new record provided in
newaccount.json.
Only the name field is specified in this example, but you could also provide values for other Account fields.
Example for creating a new Account

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/ -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d "@newaccount.json"

Example request body newaccount.json file for creating a new Account

{
"Name" : "Express Logistics and Transport"
}

Example response body after successfully creating a new Account

{
"id" : "001D000000IqhSLIAZ",
"errors" : [ ],
"success" : true
}

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.

41
Examples Update a Record

Example for updating an Account object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/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"
}

Example response body for updating fields in an Account object


none returned
Error response
See Status Codes and Error Responses on page 16.
The following example uses Java and HttpClient to update a record using REST API. Note that there is no PatchMethod in HttpClient, so
PostMethod is overridden to return “PATCH” as its method name. This example assumes the resource URL has been passed in and
contains the object name and record ID.

public static void patch(String url, String sid) throws IOException {


PostMethod m = new PostMethod(url) {
@Override public String getName() { return "PATCH"; }
};

m.setRequestHeader("Authorization", "OAuth " + sid);

Map<String, Object> accUpdate = new HashMap<String, Object>();


accUpdate.put("Name", "Patch test");
ObjectMapper mapper = new ObjectMapper();
m.setRequestEntity(new StringRequestEntity(mapper.writeValueAsString(accUpdate),
"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;
}

42
Examples Delete a Record

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");

SEE ALSO:
sObject Rows
Conditional Request Headers

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://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/001D000000INjVe
-H "Authorization: Bearer token" -X DELETE

Example request body


None needed
Example response body
None returned

Get Field Values from a Standard Object Record


You use the GET method of the sObject Rows resource to retrieve field values from a record.
You can specify the fields you want to retrieve with the optional
fields parameter. If you specify fields that don’t exist or are inaccessible
to you by field-level security, a 400 error response is returned.
If you don’t use the
fields parameter, the request retrieves all standard and custom fields from the record. These retrieved fields are
the same as the fields returned by an sObject Describe request for the object. Fields that are inaccessible to you by field-level security
are not returned in the response body.
In the following
Example example,
for retrieving the Account
values Number
from fields and
on an Billing Postal
Account objectCode are retrieved from an Account.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/001D0
00000INjVe ?fields=AccountNumber,BillingPostalCode -H "Authorization: Bearer
token"
Example request body
None required
Example response body

{
"AccountNumber" : "CD656092",
"BillingPostalCode" : "27215",
}

43
Examples Get Field Values from an External Object Record by Using the
Salesforce ID

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 that’s associated with a
non-high-data-volume external data source.
Example for retrieving values from fields on the Customer external object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Customer__x/x01D0000000002
-H "Authorization: Bearer token"

Example request body


None required
Example response body

{
"attributes" : {
"type" : "Customer__x",
"url" : "/services/data/v57.0/sobjects/Customer__x/x01D0000000002RIAQ"
},
"Country__c" : "Argentina",
"Id" : "x01D0000000002RIAQ"
}

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 fields parameter
the and use the GET method of the resource.
In the following example, the id (CACTU) isn’t a
Country__c custom field is retrieved from an external object. Notice that the
Salesforce ID. Instead, it’s the External ID standard field of the external object.
Example for retrieving values from fields on the Customer external object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Customer__x/CACTU?fields=C
-H "Authorization: Bearer token"

Example request body


None required
Example response body

{
"attributes" : {
"type" : "Customer__x",
"url" : "/services/data/v57.0/sobjects/Customer__x/CACTU"
},
"Country__c" : "Argentina",

44
Examples Retrieve a Record Using an External ID

"ExternalId" : "CACTU"
}

Retrieve a Record Using an External ID


You can use the GET method of the sObject Rows by External ID resource to retrieve records with a specific external ID.
The following example assumes there is a Merchandise__c custom object with a MerchandiseExtID__c external ID field.
Example usage for retrieving a Merchandise__c record using an external ID

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/Merchandise
-H "Authorization: Bearer token"

Example request body


none required
Example response body

{
"attributes" : {
"type" : "Merchandise__c",
"url" : "/services/data/v57.0/sobjects/Merchandise__c/a00D0000008oWP8IAM"
},
"Id" : "a00D0000008oWP8IAM",
"OwnerId" : "005D0000001KyEIIA0",
"IsDeleted" : false,
"Name" : "Example Merchandise",
"CreatedDate" : "2012-07-12T17:49:01.000+0000",
"CreatedById" : "005D0000001KyEIIA0",
"LastModifiedDate" : "2012-07-12T17:49:01.000+0000",
"LastModifiedById" : "005D0000001KyEIIA0",
"SystemModstamp" : "2012-07-12T17:49:01.000+0000",
"Description__c" : "Merch with external ID",
"Price__c" : 10.0,
"Total_Inventory__c" : 100.0,
"Distributor__c" : null,
"MerchandiseExtID__c" : 123.0

Insert or Update (Upsert) a Record Using an External ID


You can use the sObject Rows by External ID resource to create records or update existing records (upsert) based on the value of a
specified external ID field.
Important: Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain
terms to avoid any effect on customer implementations.
•If the external ID isn’t matched, then a new record is created according to the request body.
•If the external ID is matched one time, then the record is updated according to the request body.
•If the external ID is matched multiple times, then a 300 error is reported, and the record isn’t created or updated.
The following sections show you how to work with the external ID resource to retrieve records by external ID and upsert records.

45
Examples Insert or Update (Upsert) a Record Using an External ID

Note:In REST API, upsert uses external ids, not record ids. In Apex, however, upsert can be used with both external ids and record
ids. Be aware of the difference if you use both REST API and Apex.

Upserting New Records


This example uses the PATCH method to insert a new record. It assumes that an external ID field, “customExtIdField__c,” has been
added to Account. It also assumes that an Account record with a customExtIdField value of 11999 doesn’t already exist.
Example for upserting a record that doesn’t yet exist

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/custo
mExtIdField__c/11999 -H "Authorization: Bearer token" -H "Content-Type:
application/json" -d @newrecord.json
-X PATCH
Example JSON request body newrecord.json file

{
"Name" : "California Wheat
Corporation", "Type" : "New Customer"
}

Example JSON response


The successful response is:

{
"id" : "00190000001pPvHAAU",
"errors" : [ ],
"success" : true,
"created": true
}

The HTTP status code is 201 (Created).

Note: The
created parameter is present in the response in API version 46.0 and later. It doesn't appear in earlier versions.
Error responses
Incorrect external ID field:

{
"message" : "The requested resource does not
exist", "errorCode" : "NOT_FOUND"
}

For more information, see Status Codes and Error Responses on page 16.

Inserting New Records Using Id as the External ID


This example
Id field usesasthethePOST
is treated method
external ID. as a special
Because thecase to insert a record where the
value of
Id is null, it’s omitted from the request. This pattern is useful when you’re writing code to upsert multiple records by different
external IDs and you don’t want to request a separate resource. POST using
Id is available in API version 37.0 and later.

46
Examples Insert or Update (Upsert) a Record Using an External ID

Example of inserting a record that doesn’t yet exist

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/Id -H
"Authorization: Bearer token
" -H "Content-Type: application/json" -d @newrecord.json
-X POST

Example JSON request body newrecord.json file

{
"Name" : "California Wheat
Corporation", "Type" : "New Customer"
}

Example JSON response


The successful response is:

{
"id" : "001D000000Kv3g5IAB",
"success" : true,
"errors" : [ ],
"created": true
}
The HTTP status code is 201 (Created).

Note: The
created parameter is present in the response in API version 46.0 and later. It doesn't appear in earlier versions.

Upserting Existing Records


This example uses the PATCH method to update an existing record. It assumes that an external ID field, “customExtIdField__c,” has
been added to Account and an Account record with a customExtIdField value of 11999 exists. The request uses
updates.json to specify
the updated field values.
Example of upserting an existing record

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/customExtIdField__
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d @updates.json
-X PATCH

Example JSON request body updates.json file

{
"BillingCity" : "San Francisco"
}

Example JSON response


In API version 46.0 and later, the HTTP status code is 200 (OK) and the successful response is:

{
"id" : "001D000000Kv3g5IAB",
"success" : true,
"errors" : [ ],
"created": false
}

In API version 45.0 and earlier, the HTTP status code is 204 (No Content) and there isn’t a response body.

47
Examples Insert or Update (Upsert) a Record Using an External ID

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 16.
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"
}

Upserting Records and Associating with an External ID


If you have an object that references another object using a relationship, you can use REST API to both insert or update a record and
reference another object using an external ID.
The following example creates a record and associates it with a parent record via external ID. It assumes the following:
•A Merchandise__c custom object that has an external ID field named MerchandiseExtID__c.
•A Line_Item__c custom object that has an external ID field named LineItemExtID__c, and a relationship to Merchandise__c.
•A Merchandise__c record exists that has a MerchandiseExtID__c value of 123.
•A Line_Item__c record with a LineItemExtID__c value of 456 does not exist. This is the record that gets created and associated to
the Merchandise__c record.

Example of upserting a record and referencing a related object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Line_Item__c/LineItemExtID
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d @new.json -X
PATCH

Example JSON request body new.json file


Notice that the related Merchandise__c record is referenced using the Merchandise__c’s external ID field.

{
"Name" :
"LineItemCreatedViaExtID",
"Merchandise__r" :
{
} "MerchandiseExtID__c" : 123
}

Example JSON response


The successful response is:

{
"id" : "a02D0000006YUHrIAO",
"errors" : [ ],
"success" : true,
"created": true
}
The HTTP status code is 201 (Created).

Note: The
created parameter is present in the response in API version 46.0 and later. It doesn't appear in earlier versions.

48
Examples Traverse Relationships with Friendly URLs

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 16.
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"
}

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://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Line_Item__c/LineItemExtID
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d @updates.json
-X PATCH

Example JSON request body updates.json file


This assumes another Merchandise__c record exists with a MerchandiseExtID__c value of 333.

{
"Merchandise__r" :
{
"MerchandiseExtID__c" : 333
}
}

Example JSON response


In API version 46.0 and later, the HTTP status code is 200 (OK) and the successful response is:

{
"id" : "001D000000Kv3g5IAB",
"success" : true,
"errors" : [ ],
"created": false
}

In API version 45.0 and earlier, the HTTP status code is 204 (No Content) and there isn’t a response body.
If the relationship type is master-detail and the relationship is set to not allow reparenting, and you try to update the parent external ID,
you get an HTTP status code 400 error with an error code of INVALID_FIELD_FOR_INSERT_UPDATE.

SEE ALSO:
sObject Rows by External ID

Traverse Relationships with Friendly URLs


You can traverse relationship fields in standard and custom objects by constructing friendly URLs using the sObject Relationship
resource. This approach allows you to directly access records associated by relationships. Using friendly URLs is an easier alternative to
accessing records by obtaining object IDs from relationship fields and then inspecting the associated object ID record.

49
Examples Traverse Relationships with Friendly URLs

Important: Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain
terms to avoid any effect on customer implementations.
Relationship names follow certain conventions that depend on the direction (parent to child, or child to parent) of the relationship and
the name of the related object. The conventions are described in Understanding Relationship Names in the SOQL and SOSL Reference.
There are limits to the number of relationship traversals you can make in a single REST API call. These limits are the same as the limits
for SOQL, as described in Understanding Relationship Query Limitations in the SOQL and SOSL Reference. Keep the following limitations
in mind when traversing relationships.
•When specifying child-to-parent relationships, no more than five levels can be traversed. The following traverses two child-to-parent
relationships.

https://MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/ChildOfChild__c/ record
id/Child__r/ParentOfChild__r

• When specifying parent-to-child relationships, no more than one level can be traversed. The following traverses one parent-to-
child relationship.

https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/ParentOfChild__c/
record
id/Child__r

Traversing Standard Objects


The standard object Contact contains a relationship field to the Account standard object. The following example retrieves the Account
record related to a Contact record.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Contact/0035e00000PiemmAAB/A
-H "Authorization: Bearer token"

Example request body for traversing a standard object relationship


none required
Example response body for traversing a standard object simple relationship

{
"attributes": {
"type": "Account",
"url": "/services/data/v57.0/sobjects/Account/0015e00000TwULCAA3"
},
"Id": "0015e00000TwULCAA3",
"IsDeleted": false,
"Name": "relationshipAccountName",
"PhotoUrl": "/services/images/photo/0015e00000TwULCAA3",
"OwnerId": "0055e000003E8ooAAC",
"CreatedDate": "2021-11-06T17:38:40.000+0000",
"CreatedById": "0055e000003E8ooAAC",
"LastModifiedDate": "2021-11-06T17:38:40.000+0000",
"LastModifiedById": "0055e000003E8ooAAC",
"SystemModstamp": "2021-11-06T17:38:40.000+0000",
"LastActivityDate": null,
"LastViewedDate": "2021-11-06T17:40:50.000+0000",
"LastReferencedDate": "2021-11-06T17:40:50.000+0000"

50
Examples Traverse Relationships with Friendly URLs

Example of traversing a simple relationship


This custom object named Merchandise__c contains a lookup relationship field to a child Distributor__c custom object. The
following example retrieves the Distributor__c record related to a Merchandise__c record.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000I
-H "Authorization: Bearer token"

Example request body for traversing a simple relationship


none required
Example response body for traversing a simple relationship

{
"attributes" :
{
"type" : "Distributor__c",
"url" : "/services/data/v57.0/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"

If no related record is associated with the relationship name, the REST API call fails, because the relationship can’t 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 don’t 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://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Line_Item__c/a02D0000006YL7X
-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://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000I
-H "Authorization: Bearer token" -d @update_info.json -X PATCH

51
Examples Traverse Relationships with Friendly URLs

Example JSON request body for updating a relationship record contained in update_info.json

{
"Location__c" : "New York"
}

Example response body for updating relationship record


none returned
Finally, using the DELETE method, you can delete the related record.
Example using DELETE to delete a relationship record

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000I
-H "Authorization: Bearer token" -X DELETE

Example request body for deleting a relationship record


none required
Example response body for update relationship record
none returned

Traversing Relationships with Multiple Records


You can traverse relationships with multiple records, and get a response that contains the set of records. For relationships that resolve
to multiple records, only GET methods are supported.
Example traversing a relationship with multiple records
If we have a custom object named Merchandise__c that contains a master—detail relationship field to a Line_Item__c custom
object, the following example retrieves the set of Line_Item__c records related to a Merchandise__c record.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000I
-H "Authorization: Bearer token"

Example request body for traversing a relationship with multiple records


none required
Example response body for traversing a relationship with multiple records
For this example, two Line_Item__c records were retrieved.

{
"done" : true,
"totalSize" : 2,
"records" :
[
{
"attributes" :
{
"type" : "Line_Item__c",
"url" : "/services/data/v57.0/sobjects/Line_Item__c/a02D0000006YL7XIAW"

},
"Id" : "a02D0000006YL7XIAW",
"IsDeleted" : false,
"Name" : "LineItem1",

52
Examples Traverse Relationships with Friendly URLs

"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/v57.0/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 288 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/v57.0/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 don’t include any parameters. The final batch of records doesn’t
have a
Example usage for retrieving
nextRecordsUrl the remaining results
field.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query/01gD0000002HU6KIAW-2000
-H "Authorization: Bearer token"

53
Examples Traverse Relationships with Friendly URLs

Example request body for retrieving the remaining results


none required
Example response body for retrieving the remaining results

{
"done" : true,
"totalSize" : 3200,
"records" : [...]
}

Filtering Result Fields


When retrieving records via relationship traversals, you can optionally specify only a subset of the record fields be returned by using the
fields parameter. Multiple fields are separated by commas. The following example retrieves just the Location__c field from the
Distributor__c record associated with a Merchandise__c record:

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000INj
-H "Authorization: Bearer token"

The JSON response data would look like the following:

{
"attributes" :
{
"type" : "Distributor__c",
"url" : "/services/data/v57.0/sobjects/Distributor__c/a03D0000003DUhhIAG"
},
"Location__c" : "Chicago",
}

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://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000INj
-H "Authorization: Bearer token"

The response data would look like the following.

{
"done" : true,
"totalSize" : 2,
"records" :
[
{
"attributes" :
{
"type" : "Line_Item__c",
"url" : "/services/data/v57.0/sobjects/Line_Item__c/a02D0000006YL7XIAW"
},
"Name" : "LineItem1",
"Units_Sold__c" : 10.0

54
Examples Get a List of Deleted Records Within a Given Timeframe

},
{
"attributes" :
{
"type" : "Line_Item__c",
"url" : "/services/data/v57.0/sobjects/Line_Item__c/a02D0000006YL7YIAW"
},
"Name" : "LineItem2",
"Units_Sold__c" : 8.0
}
]
}

If any field listed in the fields parameter set isn’t 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.

Get a List of Deleted Records Within a Given Timeframe


Use the sObject Get Deleted resource to get a list of deleted records for the specified object. Specify the date and time range within
which the records for the given object were deleted. Deleted records are written to a delete log (that is periodically purged), and will
be filtered out of most operations, such as sObject Rows or Query (although QueryAll will include deleted records in results).
Example usage for getting a list of Merchandise__c records that were deleted between May 5th, 2013 and May 10th, 2013

curlhttps:// MyDomainName
.my/services/data/v57.0/sobjects/Merchandise__c/deleted/ ?
start=2013-05-05T00%3A00%3A00%2B00%3A00&end=2013-05-10T00%3A00%3A00%2B00%3A00 -H
"Authorization:Bearer "token

Example request body


None required
JSON example response body

{
"deletedRecords" :
[
{
"id" : "a00D0000008pQRAIA2",
"deletedDate" : "2013-05-07T22:07:19.000+0000"
}
],
"earliestDateAvailable" : "2013-05-
03T15:57:00.000+0000", "latestDateCovered" : "2013-05-
} 08T21:20:00.000+0000"

XML example response body

<?xml version="1.0" encoding="UTF-8"?>


<Merchandise__c>
<deletedRecords>
<deletedDate>2013-05-07T22:07:19.000Z</deletedDate>
<id>a00D0000008pQRAIA2</id>
</deletedRecords>
<earliestDateAvailable>2013-05-03T15:57:00.000Z</earliestDateAvailable>
<latestDateCovered>2013-05-08T21:20:00.000Z</latestDateCovered>
</Merchandise__c>

55
Examples Get a List of Updated Records Within a Given Timeframe

Get a List of Updated Records Within a Given Timeframe


Use the sObject Get Updated resource to get a list of updated (modified or added) records for the specified object. Specify the date and
time range within which the records for the given object were updated.
Example usage for getting a list of Merchandise__c records that were updated between May 6th, 2013 and May 10th, 2013

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/updated/
?start=2013-05-06T00%3A00%3A00%2B00%3A00&end=2013-05-10T00%3A00%3A00%2B00%3A00 -H
"Authorization: Bearer token"

Example request body


None required
JSON example response body

{
"ids" :
[
"a00D0000008pQR5IAM",
"a00D0000008pQRGIA2",
"a00D0000008pQRFIA2"
],
"latestDateCovered" : "2013-05-08T21:20:00.000+0000"
}

XML example response body

<?xml version="1.0" encoding="UTF-8"?>


<Merchandise__c>
<ids>a00D0000008pQR5IAM</ids>
<ids>a00D0000008pQRGIA2</ids>
<ids>a00D0000008pQRFIA2</ids>
<latestDateCovered>2013-05-08T21:20:00.000Z</latestDateCovered>
</Merchandise__c>

Delete Lightning Experience Event Series


Use the HTTP DELETE method to remove one or more IsRecurrence2 events in a series. You can remove a single event, all events
following and including a specific event, or an entire event series.

Delete a Single Event in a Series


Use the sObject Rows on page 144 resource to delete event records. To delete a single occurrence in a series, specify the event ID and
use the DELETE method on page 43 of the resource to delete a record.

Delete Multiple Events or All Events from a Series


To delete all events in a series from a specific occurrence and onwards, specify the event ID and use the DELETE method of the resource
to delete a record. When calling this method, IsRecurrence2 must be true and IsRecurrence2Exclusion must be false.

56
Examples Working with Searches and Queries

To delete an entire event series, specify the event ID of the first occurrence in the series and use the DELETE method of the resource to
delete a record.
Example for deleting multiple events or all events from a series

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Event/00Uxx0000000000/from
-H "Authorization: Bearer token" -X DELETE

Example request body

None needed

Example response body after successfully deleting events

{
success: We’re deleting the selected events from the series. Wait for all events to be
removed.
}

Considerations
Deleting from an event onwards doesn’t support calls from events that:
•Occurred before the original value of Recurrence2PatternStartDate.
•Are defined as child events.
If the event series originated outside of Salesforce and the event ID of the first occurrence is unavailable, you can’t delete all events in a
series. Instead, delete events from a specific occurrence onwards.

Working with Searches and Queries


The examples in this section use REST API resources to search and query records using Salesforce Object Search Language (SOSL) and
Salesforce Object Query Language (SOQL), and other search APIs. For more information on SOSL and SOQL see the SOQL and SOSL
Reference.

IN THIS SECTION:
Execute a SOQL Query
Use the Query resource to execute a SOQL query that returns all the results in a single response, or if needed, returns part of the
results and a locator used to retrieve the remaining results.
Execute a SOQL Query that Includes Deleted Items
Use the QueryAll resource to execute a SOQL query that includes information about records that have been deleted because of a
merge or delete. Use QueryAll rather than Query, because the Query resource will automatically filter out items that have been
deleted.
Get Feedback on Query Performance (Beta)
To get feedback on how Salesforce executes your query, report, or list view, use the Query resource along with the
explain
parameter. Salesforce analyzes each query to find the optimal approach to obtain the query results. Depending on the query and
query filters, Salesforce uses an index or internal optimization. To return details on how Salesforce optimizes your query, without
actually running the query, use the
explain parameter. Based on the response, decide whether to fine-tune the performance of
your query, like adding filters to make the query more selective.

57
Examples Execute a SOQL Query

Search for a String


Use the Search resource to execute a SOSL search or use the Parameterized Search resource to execute a simple RESTful search
without SOSL.
Get the Default Search Scope and Order
Use the Search Scope and Order resource to retrieve the default global search scope and order for the logged-in user, including any
pinned objects in the user’s search results page.
Get Search Result Layouts for Objects
Use the Search Result Layouts resource to retrieve the search result layout configuration for each object specified in the query string.
View Relevant Items
Use the Relevant Items resource to get a list of relevant records.

Execute a SOQL Query


Use the Query resource to execute a SOQL query that returns all the results in a single response, or if needed, returns part of the
results and a locator used to retrieve the remaining results.
The following query requests the value from
name fields
Example from for
usage all Account records.
executing a query

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query/?q=SELECT+name+from+Account
-H "Authorization: Bearer token"

Example request body for executing a query


none required
Example response body for executing a query

{
"done" : true,
"totalSize" : 14,
"records" :
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IRFmaIAH"
},
"Name" : "Test 1"
},
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IomazIAB"
},
"Name" : "Test 2"
},

...

58
Examples Execute a SOQL Query that Includes Deleted Items

]
}

Retrieving the Remaining SOQL Query Results


If the initial query returns only part of the results, the end of the response contains a field called nextRecordsUrl:

"nextRecordsUrl" : "/services/data/v57.0/query/01gD0000002HU6KIAW-2000"
In such cases, request the next batch of records and repeat until all records have been retrieved. These requests nextRecordsUrl,
use and do not include any parameters.
Example usage for retrieving the remaining query results

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query/01gD0000002HU6KIAW-2000
-H "Authorization: Bearer token"

Example request body for retrieving the remaining query results


none required
Example response body for retrieving the remaining query results

{
"done" : true,
"totalSize" : 3214,
"records" : [...]
}

Execute a SOQL Query that Includes Deleted Items


Use the QueryAll resource to execute a SOQL query that includes information about records that have been deleted because of a merge
or delete. Use QueryAll rather than Query, because the Query resource will automatically filter out items that have been deleted.
The following query requests the value from the
Name field from all deleted Merchandise__c records, in an organization that has one
deleted Merchandise__c record. The same query using Query instead of QueryAll would return no records, because Query
Example usage for executing a query for deleted Merchandise__c records
automatically
filters out any deleted record from the result set.
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/queryAll/?q=SELECT+Name+from+Mercha
-H "Authorization: Bearer token"

Example request body for executing a query


none required
Example response body for executing a query

{
"done" : true,
"totalSize" : 1,
"records" :
[
{
"attributes" :

59
Examples Get Feedback on Query Performance (Beta)

{
"type" : "Merchandise__c",
"url" : "/services/data/v57.0/sobjects/Merchandise__c/a00D0000008pQRAIX2"

},
"Name" : "Merchandise 1"
},
]
}

Retrieving the Remaining SOQL Query Results


If the initial query returns only part of the results, the end of the response will contain a field nextRecordsUrl. For example,
called you might find this attribute at the end of your query:

"nextRecordsUrl" : "/services/data/v57.0/query/01gD0000002HU6KIAW-2000"
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.
Although the
nextRecordsUrl has query in the URL, it still provides remaining results from the initial QueryAll request. The
remaining results include deleted records that matched the initial query.
Example usage for retrieving the remaining results

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query/01gD0000002HU6KIAW-2000
-H "Authorization: Bearer token"

Example request body for retrieving the remaining results


none required
Example response body for retrieving the remaining results

{
"done" : true,
"totalSize" : 3214,
"records" : [...]
}

Get Feedback on Query Performance (Beta)


To get feedback on how Salesforce executes your query, report, or list view, use the Query resource along with the explain parameter.
Salesforce analyzes each query to find the optimal approach to obtain the query results. Depending on the query and query filters,
Salesforce uses an index or internal optimization. To return details on how Salesforce optimizes your query, without actually running
the query, use the
explain parameter. Based on the response, decide whether to fine-tune the performance of your query, like adding
filters to make the query more selective.

Note: This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
is subject to the applicable Beta Services Terms provided at Agreements and Terms.
The response contains one or more query execution plans, sorted from most optimal to least optimal. The most optimal plan is the plan
that’s used when the query, report, or list view is executed.

60
Examples Search for a String

For more details on the fields returned when using explain, see the explain parameter in Query Options Headers. For more
information on making queries more selective, see Working with Very Large SOQL Queries in the Apex Developer Guide.

Example: Feedback on Query Performance


The following performance feedback query uses Merchandise__c:

curlhttps:// MyDomainName.my.salesforce.com/services/data/v57.0/query/?explain=
SELECT+Name+FROM+Merchandise__c+WHERE+CreatedDate+=+TODAY+AND+Price__c+>+10.0

The response body for a performance feedback query looks like this:

{
"plans" : [ {
"cardinality" : 1,
"fields" : [ "CreatedDate" ],
"leadingOperationType" : "Index",
"notes" : [ {
"description" : "Not considering filter for optimization because unindexed",
"fields" : [ "IsDeleted" ],
"tableEnumOrId" : "Merchandise__c"
}],
"relativeCost" : 0.0,
"sobjectCardinality" : 3,
"sobjectType" : "Merchandise__c"
},{
"cardinality" : 1,
"fields" : [ ],
"leadingOperationType" : "TableScan",
"notes" : [ {
"description" : "Not considering filter for optimization because unindexed",
"fields" : [ "IsDeleted" ],
"tableEnumOrId" : "Merchandise__c"
}],
"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. If the query is executed, the first
plan is used. Both plans note that there’s no secondary optimization for filtering out records marked as deleted because the IsDeleted
field isn’t indexed.

Search for a String


Use the Search resource to execute a SOSL search or use the Parameterized Search resource to execute a simple RESTful search without
SOSL.

Example SOSL Search Using the GET Method


The following example executes a SOSL search for Acme. The search string in this example must be URL-encoded.

61
Examples Search for a String

Example usage

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/search/?q=FIND+%7BAcme%7D
-H "Authorization: Bearer token"

Example request body


None required
Example response body

{
"searchRecords" : [ {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IqhSLIAZ"
},
"Id" : "001D000000IqhSLIAZ",
},{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IomazIAB"
},
"Id" : "001D000000IomazIAB",
} ]
}

Example Parameterized Search Using the GET Method


The following example executes a parameterized search for Acme. The search string in this example must be URL-encoded.
Example usages
Global search for all results containing Acme

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/parameterizedSearch/?q=Acme
-H "Authorization: Bearer token"

Account search for results containing Acme, returning the id and name fields

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/parameterizedSearch/?q=Acme&sobject
-H "Authorization: Bearer token"

Example request body


None required
Example response body

{
"searchRecords" : [ {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IqhSLIAZ"
},
"Id" : "001D000000IqhSLIAZ"
},{

62
Examples Search for a String

"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IomazIAB"
},
"Id" : "001D000000IomazIAB"
} ]
}

Example response body with metadata parameter

Note: The metadata parameter is only returned if the request specified metadata=LABELS.

{
"searchRecords" : [ {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IqhSLIAZ"
},
"Id" : "001D000000IqhSLIAZ",
},{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IomazIAB"
},
"Id" : "001D000000IomazIAB",
}],
"metadata" : {
"entityetadata" : [ {
"entityName" : "Account",
"fieldMetadata" : [ {

"name" : "Name",
"label" : "Account Name"
} ]
} ]
}
}

Example Parameterized Search Using the POST Method


Execute a parameterized search using the POST method to access all search features available.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/parameterizedSearch
"Authorization: Bearer token " -H "Content-Type: application/json” -d "@search.json”

Example request body


None required
Example JSON file

{
"q":"Smith",

63
Examples Get the Default Search Scope and Order

"fields" : ["id", "firstName", "lastName"],


"sobjects":[{"fields":["id", "NumberOfEmployees"],
"name": "Account",
"limit":20},
{"name": "Contact"}],
"in":"ALL",
"overallLimit":100,
"defaultLimit":10
}

Example response body

{
"searchRecords" : [ {
"attributes" : {
"type" : "Contact",
"url" : "/services/data/v57.0/sobjects/Contact/003xx000004TraiAAC"
},
"Id" : "003xx000004TraiAAC",
"FirstName" : "Smith",
"LastName" : "Johnson"
},{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DHXnAAO"
},
"Id" : "001xx000003DHXnAAO",
"NumberOfEmployees" : 100
} ]
}

SEE ALSO:
Search
Parameterized Search

Get the Default Search Scope and Order


Use the Search Scope and Order resource to retrieve the default global search scope and order for the logged-in user, including any
pinned objects in the user’s search results page.
In the following example, the default global search scope of the logged-in user consists of the site, idea, case, opportunity, account, and
user objects, in the order in which they are returned in the response body.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/search/scopeOrder -H
"Authorization: Bearer token
"

Example request body


none required

64
Examples Get Search Result Layouts for Objects

Example response body

[
{
"type":"Site",
"url":"/services/data/v57.0/sobjects/Site/describe"
},
{
"type":"Idea",
"url":"/services/data/v57.0/sobjects/Idea/describe"
},
{
"type":"Case",
"url":"/services/data/v57.0/sobjects/Case/describe"
},
{
"type":"Opportunity",
"url":"/services/data/v57.0/sobjects/Opportunity/describe"
},
{
"type":"Account",
"url":"/services/data/v57.0/sobjects/Account/describe"
},
{
"type":"User",
"url":"/services/data/v57.0/sobjects/User/describe"
}
]

Get Search Result Layouts for Objects


Use the Search Result Layouts resource to retrieve the search result layout configuration for each object specified in the query string.
Example usage

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/search/layout/?q=Account,Contact,Le
"Authorization: Bearer token"

Example request body


None required
Example response body

[ { "label" : "Search Results",


"limitRows" : 25,
"searchColumns" : [ { "field" : "Account.Name",
"format" : null,
"label" : "Account Name",
"name" : "Name"
},
{ "field" : "Account.Site",
"format" : null,
"label" : "Account Site",
"name" : "Site"

65
Examples Get Search Result Layouts for Objects

},
{ "field" : "Account.Phone",
"format" : null,
"label" : "Phone",
"name" : "Phone"
},
{ "field" : "User.Alias",
"format" : null,
"label" : "Account Owner Alias",
"name" : "Owner.Alias"
}
]
},
{ "label" : "Search Results",
"limitRows" : 25,
"searchColumns" : [ { "field" : "Contact.Name",
"format" : null,
"label" : "Name",
"name" : "Name"
},
{ "field" : "Account.Name",
"format" : null,
"label" : "Account Name",
"name" : "Account.Name"
},
{ "field" : "Account.Site",
"format" : null,
"label" : "Account Site",
"name" : "Account.Site"
},
{ "field" : "Contact.Phone",
"format" : null,
"label" : "Phone",
"name" : "Phone"
},
{ "field" : "Contact.Email",
"format" : null,
"label" : "Email",
"name" : "Email"
},
{ "field" : "User.Alias",
"format" : null,
"label" : "Contact Owner Alias",
"name" : "Owner.Alias"
}
]
},
{ "label" : "Search Results",
"limitRows" : 25,
"searchColumns" : [ { "field" : "Lead.Name",
"format" : null,
"label" : "Name",
"name" : "Name"
},

66
Examples View Relevant Items

{ "field" : "Lead.Title",
"format" : null,
"label" : "Title",
"name" : "Title"
},
{ "field" : "Lead.Phone",
"format" : null,
"label" : "Phone",
"name" : "Phone"
},
{ "field" : "Lead.Company",
"format" : null,
"label" : "Company",
"name" : "Company"
},
{ "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"
}
]

},
]

View Relevant Items


Use the Relevant Items resource to get a list of relevant records.
Example usage for getting a list of the current user’s most relevant records

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/relevantItems
-H"Authorization:Bearer " token

Example request body


None required
Example response body

[ {
"apiName" : "Contact",
"key" : "003",
"label" : "Contacts",
"lastUpdatedId" : "135866748",
"recordIds" : [ "003xx000004TxBA" ]
},{ "apiName":"Account",

67
Examples View Relevant Items

"key" : "001",
"label" : "Accounts",
"lastUpdatedId" : "193640553",
"recordIds" : [ "001xx000003DWsT" ]
},{
"apiName" : "User",
"key" : "005",
"label" : "Users",
"lastUpdatedId" : "-199920321",
"recordIds" : [ "005xx000001Svqw", "005xx000001SvwK", "005xx000001SvwA" ]
}, { "apiName" : "Case",
"key" : "069",
"label" : "Cases",
"lastUpdatedId" : "1033471693",
"recordIds" : [ "069xx0000000006", "069xx0000000001", "069xx0000000002" ]
} ]

Example usage for filtering the response to certain objects

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/relevantItems?sobjects=Acc
-H "Authorization: Bearer token"

Example request body


None required
Example response body

[ {
"apiName" : "Account",
"key" : "001",
"label" : "Accounts",
"lastUpdatedId" : "193640553",
"recordIds" : [ "001xx000003DWsT" ]
},{
"apiName" : "User",
"key" : "005",
"label" : "Users",
"lastUpdatedId" : "102959935",
"recordIds" : [ "005xx000001Svqw", "005xx000001SvwK", "005xx000001SvwA" ]
} ]

Example usage for comparing the user’s current list of relevant records to a previous version

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/relevantItems?lastUpdatedI
-H "Authorization: Bearer token"

Example request body


None required
Example response header

lastUpdatedId: 102959935
newResultSetSinceLastQuery: true

68
Examples Get an Image from a Rich Text Area Field

Example response body

[ {
"apiName" : "User",
"key" : "003",
"label" : "Users",
"lastUpdatedId" : "102959935",
"recordIds" : [ "003xx000004TxBA" ]
},{
"apiName" : "Account",
"key" : "001",
"label" : "Accounts",
"lastUpdatedId" : "193640553",
"recordIds" : [ "001xx000003DWsT" ]
},{
"apiName" : "Case",
"key" : "005",
"label" : "Cases",
"lastUpdatedId" : "1740766611",
"recordIds" : [ "005xx000001Svqw", "005xx000001SvwA" ]
} ]

Example usage for comparing the user’s current list of relevant records to a previous version for a particular object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/relevantItems?mode=MRU&sob
-H "Authorization: Bearer token"

Example request body


None required
Example response body

[ {
"apiName" : "Account",
"key" : "001",
"label" : "Accounts",
"lastUpdatedId" : "193640553",
"recordIds" : [ "001xx000003DWsT" ]
} ]

SEE ALSO:
sObject Relevant Items

Get an Image from a Rich Text Area Field


Use the sObject Rich Text Image Retrieve resource to retrieve an image from a rich text area field. In this example, we retrieve an image
from a custom rich text field of a Lead record called
LeadPhotoRichText__c. We assume that an image has already been uploaded
to this field.

69
Examples Insert or Update Blob Data

Obtain the Image Reference ID


Before you can retrieve the image with a request, you must first obtain the refid from the rich text field. Use the sObject Rows on
page 144 resource to retrieve the field information for the Lead record.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Lead/00Q112222233333
-H "Authorization: Bearer token"

Here’s an example of abridged output from the request.

{
"attributes": {
"type": "Lead",
"url": "/services/data/v51.0/sobjects/Lead/00Q112222233333"
},
"Id": "00Q112222233333",
"IsDeleted": false,
"MasterRecordId": null,
"LastName": "Smith",
"FirstName": "John",

...

"LeadPhotoRichText__c": "<img alt=\"johnSmithPhoto\"


src=\"https://MyDomainName.documentforce.com/servlet/rtaImage?eid=a005e000007Dksm&amp;feoid=00N5
}

You can see from the LeadPhotoRichText__c field that the refid of the image is 0EM5e000000B9LQ. Use this value in the next
step to retrieve the image.

Retrieve the Image


Use the Lead record ID, rich text field name, and image refid to retrieve the image. The response returns the image as encoded data
with the same file type as it was uploaded with. Save the returned data as an image file with the appropriate file type using the
--output
filename parameter.
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Lead/00Q112222233333/richTex
-H "Authorization: Bearer token" --output "LeadPhoto.jpeg"

Insert or Update Blob Data


You can use the sObject Basic Information on page 137, sObject Rows on page 144, or sObject Collections on page 381 resources to
insert or update binary large objects (blobs) in Salesforce, such as images or PDFs. You can upload files or binary data of any type to
any standard object that contains a blob field.
To insert and update blob data, create a multipart request body. The first part of the request body contains non-binary field data, such
as the description or name of the new record. The second part contains the binary data of the file you’re uploading. The request body
must conform to the MIME multipart content-type standard. For more information, see the W3C Standard for multipart content types.

70
Examples Insert or Update Blob Data

If you use the sObject Basic Information or sObject Rows resources, the maximum file size for uploads is 2 GB for ContentVersion objects
and 500 MB for all other eligible standard objects. If you use the sObject Collections resource, the maximum total size of all files in a
single request is 500 MB.
Note: You can insert or update blob data using a non-multipart message, but you are limited to 50 MB of text data or 37.5 MB
of base64–encoded data.
These sections provide examples of how to insert or update blob data using a multipart content-type request. The request bodes for
these examples use JSON formatting.

Inserting a Document with Blob Data


This example request and request body creates a Document record that contains the binary data of a PDF file. In addition to the binary
data of the file itself, the request body also specifies other field data, including the
FolderId, which is required for the Document
object.
If you don’t have a Folder record for the new Document record in Salesforce, you must create one using the sObject Basic Information
resource before you can follow this example. Make sure the
Type field of the Folder record is Document.
Tip: After you successfully send the request, you can view the new Document in Salesforce Classic. Salesforce Lightning doesn’t
display Documents in the user interface.
Example request for creating a Document

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/Document/-H
token
"Authorization:Bearer "-H"Content-Type:multipart/form-data;
boundary=\"boundary_string\"" --data-binary @NewDocument.json

Example request body for creating a Document


This request body represents the contents of NewDocument.json. The binary data for the PDF content has been omitted for
brevity and replaced with “Binary data goes here.” An actual request contains the full binary content.
--boundary_string
Content-Disposition: form-data;
name="entity_document"; Content-Type: application/json

{
"Description" : "Marketing brochure for Q1
2011", "Keywords" : "marketing,sales,update",
"FolderId" : "005D0000001GiU7",
"Name" : "Marketing Brochure Q1",
"Type" : "pdf"
}

--boundary_string
Content-Type: application/pdf
Content-Disposition: form-data; name="Body"; filename="2011Q1MktgBrochure.pdf"

Binary data goes here.

--boundary_string--

71
Examples Insert or Update Blob Data

Example response body


On success, the ID of the new Document is returned.

{
"id" : "015D0000000N3ZZIA0",
"errors" : [ ],
"success" : true
}

Example error response

{
"fields" : [ "FolderId" ],
"message" : "Folder ID: id value of incorrect type:
005D0000001GiU7", "errorCode" : "MALFORMED_ID"
}

Updating a Document with Blob Data


This example updates an existing Document record. Depending on the contents of the request body, you can update the fields of the
record, the binary data associated with it, or both.
If you want to update only the record fields, the request body doesn’t require the multipart content type.
Example request for updating binary data in a Document object

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/Document/015D0000000N3ZZIA0
-H "Authorization: Bearer token" -H "Content-Type: multipart/form-data;
boundary=\"boundary_string\"" --data-binary @UpdateDocument.json -X PATCH

Example request body for updating binary data in a Document object


This request body represents the contents of UpdateDocument.json. This example updates the binary data of the record, as
well as the
Name and Keywords fields. If you want to update only the binary data, you can remove the lines of code with the
Name and Keywords fields.
The binary data for the PDF content has been omitted for brevity and replaced with “Updated document binary goes here.” An actual
request contains the full binary content.
--boundary_string
Content-Disposition: form-data;
name="entity_content"; Content-Type: application/json

{
"Name" : "Marketing Brochure Q1 - Sales",
"Keywords" : "sales, marketing, first quarter"
}

--boundary_string
Content-Type: application/pdf
Content-Disposition: form-data; name="Body"; filename="2011Q1MktgBrochure.pdf"

Updated document binary data goes here.

--boundary_string--

72
Examples Insert or Update Blob Data

Example response body for updating fields in a Document object


None returned
Error responses
See Status Codes and Error Responses on page 16.

Inserting a ContentVersion
This example inserts a new ContentVersion. In addition to the binary data of the file itself, this code also provides values for other
fields, such as the
ReasonForChange
because a and PathOnClient. This message contains the ContentDocumentId
ContentVersion is always associated with a ContentDocument.

Tip: The ContentVersion object doesn’t support updates. Therefore, you can’t 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

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/sobjects/ContentVersion
-H "Authorization: Bearer token" -H "Content-Type: multipart/form-data;
boundary=\"boundary_string\"" --data-binary @NewContentVersion.json

Example request body for inserting a ContentVersion


This request body represents the contents of the file NewContentVersion.json. The binary data for the PDF content has
been omitted for brevity and replaced with “Binary data goes here.” An actual request contains the full binary content.
--boundary_string
Content-Disposition: form-data;
name="entity_content"; Content-Type: application/json

{
"ContentDocumentId" : "069D00000000so2",
"ReasonForChange" : "Marketing materials updated",
"PathOnClient" : "Q1 Sales Brochure.pdf"
}

--boundary_string
Content-Type: application/octet-stream
Content-Disposition: form-data; name="VersionData"; filename="Q1 Sales Brochure.pdf"

Binary data goes here.

--boundary_string--

Example response body for inserting a ContentVersion

{
"id" : "068D00000000pgOIAQ",
"errors" : [ ],
"success" : true
}

Error responses for inserting a ContentVersion


See Status Codes and Error Responses on page 16.

73
Examples Insert or Update Blob Data

Using sObject Collections to Insert a Collection of Blob Records


This example inserts a collection of new Documents. In addition to the binary data of the files themselves, this code also specifies other
field data, such as the
Description and Name for each record in the collection.
Tip: After you successfully send the request, you can view the new Document in Salesforce Classic. Salesforce Lightning doesn’t
display Documents in the user interface.
Attributes
If you’re using sObject Collections with blob data, you must specify certain attribute values in addition to type in the request
body’s attributes map.

Parameter Description

binaryPartName Required for blob data. A unique identifier for the binary part.

binaryPartNameAlias Required for blob data. The name of the field in which the binary data is inserted or
updated.

Example for creating Documents

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/composite/sobjects/-H
token
"Authorization:Bearer "-H"Content-Type:multipart/form-data;
boundary=\"boundary_string\"" --data-binary @newdocuments.json

Example request body for creating Documents


This code is the contents of newdocuments.json. The binary data for the PDF content has been omitted for brevity and replaced
with “Binary data goes here.” An actual request contains the full binary content.
--boundary_string
Content-Disposition: form-data;
name="collection" Content-Type: application/json

{
"allOrNone" : false,
"records" :
[
{
"attributes" :
{
"type" : "Document",
"binaryPartName": "binaryPart1",
"binaryPartNameAlias": "Body"
},
"Description" : "Marketing Brochure",
"FolderId" : "005xx000001Svs4AAC",
"Name" : "Brochure",
"Type" : "pdf"
},
{
"attributes" :
{
"type" : "Document",
"binaryPartName": "binaryPart2",

74
Examples Insert or Update Blob Data

"binaryPartNameAlias": "Body"
},
"Description" : "Pricing Overview",
"FolderId" : "005xx000001Svs4AAC",
"Name" : "Pricing",
"Type" : "pdf"
}
]
}

--boundary_string
Content-Disposition: form-data; name="binaryPart1";
filename="Brochure.pdf" Content-Type: application/pdf

Binary data goes here.

--boundary_string
Content-Disposition: form-data; name="binaryPart2";
filename="Pricing.pdf" Content-Type: application/pdf

Binary data goes here.

--boundary_string--

Example response body for creating Documents


On success, the IDs of the new Documents are returned.

[
{
"id": "015xx00000013QjAAI",
"errors": [],
"success": true
},
{
"id": "015xx00000013QkAAI",
"errors": [],
"success": true
}
]

For more information, see sObject Collections.

Multipart Message Considerations


Following are some considerations for the format of a multipart message when you insert or update blob data.
Boundary String
• Separates the various parts of a multipart request body.
• Must be specified in the
Content-Type header of multipart request.

Can be up to 70 characters.

Can’t be a string value that appears anywhere in any part of the request body.

75
Examples Retrieve Blob Data

• Includes a two hyphen (--) prefix for the first boundary


• string. Includes a two hyphen (--) suffix for the last boundary
string.
Content-Disposition Header
• Required in each part of the request body.
• Must have
form-data as a value and a name attribute.
–In the non-binary part of the request body, use any value for the
name attribute.
–For single documents, in the binary part of the request body, use the
name attribute to specify the name of the blob data
field for the object. For example, the name of the blob data field for the Document object is
Body.

–For documents inserted or updated using sObject Collections, use the
Content-Type Header
name attribute in each binary part of the request
• Required
body toinspecify
each part of the identifier
a unique multipart for
request body.These identifiers are referenced by the non-binary part of the request body.
that part.
• Supports the
Must contain a application/json and application/xml content types for the non-binary part of the multipart
filename attribute for the binary part that represents the name of the local file.
request body.

Supports any content type for the binary part of the multipart request body.
New Line
A new line must be added between the header and the data for each part of the multipart request body. As you can see in the
examples, a new line separates the
Content-Type and Content-Disposition headers from the JSON or binary data.

SEE ALSO:
sObject Basic Information
sObject Rows
sObject Collections
Retrieve Blob Data

Retrieve Blob Data


Use the sObject Blob Retrieve resource to retrieve blob data for a given record. To retrieve blob data, a record with blob data must
exist in Salesforce.
Only certain standard objects have blob fields, such as Attachment, ContentNote, ContentVersion, Document, Folder, and Note.

Note: The sObject Blob Retrieve resource isn’t compatible with Composite API requests, because it returns binary data instead
of data in JSON or XML formats. Instead, make individual sObject Blob Retrieve requests to retrieve blob data.
The following example retrieves the blob data for the Document record that was created in Insert or Update Blob Data on page 70.

Example for retrieving blob data from a Document record


curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Document/015D0000000N3ZZIA0/
-H "Authorization: Bearer token"

76
Examples Working with Recently Viewed Information

Example request body


none required
Example response body
Document body content is returned in binary form. The response content type isn’t JSON or XML since the returned data is binary.
You can save the returned binary data to a file to store and access it.

SEE ALSO:
Insert or Update Blob Data

Working with Recently Viewed Information


The examples in this section use REST API Query and Recently Viewed resources to programmatically retrieve and update recently
viewed record information.

IN THIS SECTION:
View Recently Viewed Records
Use the Recently Viewed Items resource to get a list of recently viewed records.
Mark Records as Recently Viewed
To mark a record as recently viewed using REST API, use the Query resource with a
FORVIEW or FORREFERENCE clause. Use
SOQL to mark records as recently viewed to ensure that information such as the date and time the record was viewed is correctly
set.

View Recently Viewed Records


Use the Recently Viewed Items resource to get a list of recently viewed records.
Example usage for getting the last two most recently viewed records

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/recent/?limit=2 -H
"Authorization: Bearer token
"

Example request body


none required
Example response body

{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/a06U000000CelH0IAJ"
},
"Id" : "a06U000000CelH0IAJ",
"Name" : "Acme"
},
{
"attributes" :
{
"type" : "Opportunity",

77
Examples Mark Records as Recently Viewed

"url" : "/services/data/v57.0/sobjects/Opportunity/a06U000000CelGvIAJ"
},
"Id" : "a06U000000CelGvIAJ",
"Name" : "Acme - 600 Widgets"
}

Mark Records as Recently Viewed


To mark a record
FORVIEW or asFORREFERENCE
recently viewed using REST API, use
clause. Usethe Query resource with a
SOQL to mark records as recently viewed to ensure that information such as the date and time the record was viewed is correctly set.
Use
FORVIEW to notify Salesforce when a record is viewed from a custom interface, such as a mobile application or from a custom
page. Use
FORREFERENCE when a record is referenced from a custom interface. A record is referenced every time a related record
Example usage for executing a query that marks one Account record as recently viewed
is viewed. For more information, see “FOR VIEW” and “FOR REFERENCE” in the SOQL and SOSL Reference.
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query/?q=SELECT+Name+FROM+Account+L
-H "Authorization: Bearer token"

Example request body for executing a query


none required
Example response body for executing a query

{
"done" : true,
"totalSize" : 1,
"records" :
[
{
"attributes" :
{
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000IRFmaIAH"
},
"Name" : "Acme"
},

]
}

SEE ALSO:
Query

Managing User Passwords


The examples in this section use REST API resources to manage user passwords, such as setting or resetting passwords.

78
Examples Manage User Passwords

IN THIS SECTION:
Manage User Passwords
Use the sObject User Password resource to set, reset, or get information about a user password. Use the HTTP GET method to get
password expiration status, the HTTP POST method to set the password, and the HTTP DELETE method to reset the password.

Manage User Passwords


Use the sObject User Password resource to set, reset, or get information about a user password. Use the HTTP GET method to get
password expiration status, the HTTP POST method to set the password, and the HTTP DELETE method to reset the password.
The associated session must have permission to access the given user password information. If the session does not have proper
permissions, an HTTP error 403 response is returned from these methods.
These methods are available for both users and self-service users. For managing self-service user passwords, use
SelfServiceUser
instead of
User in the REST API URL.
Example
Here is anusage forof
example getting current
retrieving the password expiration
current password status status for a user:
expiration
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/User/005D0000001KyEIIA0/pa
-H "Authorization: Bearer token"

Example request body for getting current password expiration status


None required
JSON example response body for getting current password expiration status

{
"isExpired" : false
}

XML example response body for getting current password expiration status

<Password>
<isExpired>false</isExpired>
</Password>

Example error response if session has insufficient privileges

{
"message" : "You do not have permission to view this
record.", "errorCode" : "INSUFFICIENT_ACCESS"
}

Here is an example of changing the password for a given user:


Example usage for changing a user password

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/User/005D0000001KyEIIA0/pa
-H "Authorization: Bearer token" —H "Content-Type: application/json" —d @newpwd.json
—X POST

79
Examples Working with Approval Processes and Process Rules

Contents for file newpwd.json

{
"NewPassword" : "myNewPassword1234"
}

Example response for changing a user password


No response body on successful password change, HTTP status code 204 returned.
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"
}

And finally, here is an example of resetting a user password:


Example usage for resetting a user password

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/User/005D0000001KyEIIA0/pa
-H "Authorization: Bearer token" —X DELETE

Example request body for resetting a user password


None required
JSON example response body for resetting a user password

{
"NewPassword" : "2sv0xHAuM"
}

XML example response body for resetting a user password

<Result>
<NewPassword>2sv0xHAuM</NewPassword>
</Result>

SEE ALSO:
sObject User Password

Working with Approval Processes and Process Rules


The examples in this section use REST API resources to work with approval processes and process rules.

IN THIS SECTION:
Get a List of All Approval Processes
Use the Process Approvals resource to get information about approvals.
Submit a Record for Approval
Use the Process Approvals resource to submit a record or a collection of records for approval. Each call takes an array of requests.

80
Examples Get a List of All Approval Processes

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.
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.
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.
Get a List of Process Rules
Use the Process Rules resource to get information about process rules.
Get a Particular Process Rule
Use the Process Rules resource and specify thesObjectName and workflowRuleId of the rule you want to get the metadata
for.
Trigger Process Rules
Use the Process Rules resource to trigger process rules. All rules associated with the specified ID will be evaluated, regardless of the
evaluation criteria. All IDs must be for records on the same object.

Get a List of All Approval Processes


Use the Process Approvals resource to get information about approvals.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token
"

Example request body


none required
Example JSON response body

{
"approvals" : {
"Account" : [ {
"description" : null,
"id" : "04aD00000008Py9",
"name" : "Account Approval Process",
"object" : "Account",
"sortOrder" : 1
} ]
}
}

Submit a Record for Approval


Use the Process Approvals resource to submit a record or a collection of records for approval. Each call takes an array of requests.

81
Examples Approve a Record

Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token " -H "Content-Type: application/json" -d @submit.json"

Example request body submit.json file


In the following example, the record "001D000000I8mIm" is submitted for approval process "PTO_Request_Process" by skipping
its entry criteria on behalf of submitter "005D00000015rZy."

{
"requests" : [{
"actionType": "Submit",
"contextId": "001D000000I8mIm",
"nextApproverIds": ["005D00000015rY9"],
"comments":"this is a test",
"contextActorId": "005D00000015rZy",
"processDefinitionNameOrId" : "PTO_Request_Process",
"skipEntryCriteria": "true"}]
}

Example JSON response body

[ {
"actorIds" : [ "005D00000015rY9IAI" ],
"entityId" : "001D000000I8mImIAJ",
"errors" : null,
"instanceId" : "04gD0000000Cvm5IAC",
"instanceStatus" : "Pending",
"newWorkitemIds" : [ "04iD0000000Cw6SIAS" ],
"success" : 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://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d @approve.json"

Example request body approve.json file

{
"requests" : [{
"actionType" : "Approve",
"contextId" : "04iD0000000Cw6SIAS",
"nextApproverIds" : ["005D00000015rY9"],
"comments" : "this record is approved"}]
}

82
Examples Reject a Record

Example JSON response body

[ {
"actorIds" : null,
"entityId" : "001D000000I8mImIAJ",
"errors" : null,
"instanceId" : "04gD0000000CvmAIAS",
"instanceStatus" : "Approved",
"newWorkitemIds" : [ ],
"success" : true
} ]

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.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token " -H "Content-Type: application/json" -d @reject.json"

Example request body reject.json file

{
"requests" : [{
"actionType" : "Reject",
"contextId" : "04iD0000000Cw6cIAC",
"comments" : "This record is rejected."}]
}

Example JSON response body

[ {
"actorIds" : null,
"entityId" : "001D000000I8mImIAJ",
"errors" : null,
"instanceId" : "04gD0000000CvmFIAS",
"instanceStatus" : "Rejected",
"newWorkitemIds" : [ ],
"success" : true
} ]

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://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token
" -H "Content-Type: application/json" -d @bulk.json"

83
Examples Get a List of Process Rules

Example request body bulk.json file

{
"requests" :
[{
"actionType" : "Approve",
"contextId" : "04iD0000000Cw6r",
"comments" : "approving an account"
},{
"actionType" : "Submit",
"contextId" : "001D000000JRWBd",
"nextApproverIds" : ["005D00000015rY9"],
"comments" : "submitting an account"
},{
"actionType" : "Submit",
"contextId" : "003D000000QBZ08",
"comments" : "submitting a contact"
}]

Example JSON response body

[ {
"actorIds" : null,
"entityId" : "001D000000I8mImIAJ",
"errors" : null,
"instanceId" : "04gD0000000CvmZIAS",
"instanceStatus" : "Approved",
"newWorkitemIds" : [ ],
"success" : true
},{
"actorIds" : null,
"entityId" : "003D000000QBZ08IAH",
"errors" : null,
"instanceId" : "04gD0000000CvmeIAC",
"instanceStatus" : "Approved",
"newWorkitemIds" : [ ],
"success" : true
},{
"actorIds" : [ "005D00000015rY9IAI" ],
"entityId" : "001D000000JRWBdIAP",
"errors" : null,
"instanceId" : "04gD0000000CvmfIAC",
"instanceStatus" : "Pending",
"newWorkitemIds" : [ "04iD0000000Cw6wIAC" ],
"success" : true
} ]

Get a List of Process Rules


Use the Process Rules resource to get information about process rules.

84
Examples Get a Particular Process Rule

Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/ -H
"Authorization: Bearer token
"

Example request body


none required
Example JSON response body

{
"rules" : {
"Account" : [ {
"actions" : [ {
"id" : "01VD0000000D2w7",
"name" : "ApprovalProcessTask",
"type" : "Task"
}],
"description" : null,
"id" : "01QD0000000APli",
"name" : "My Rule",
"namespacePrefix" : null,
"object" : "Account"
} ]
}
}

Get a Particular Process Rule


Use the Process Rules resource and specify thesObjectName and workflowRuleId of the rule you want to get the metadata
for.
Example usage

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/Account/01QD0000000AP
-H "Authorization: Bearer token"

Example request body


none required
Example JSON response body

{
"actions" : [ {
"id" : "01VD0000000D2w7",
"name" : "ApprovalProcessTask",
"type" : "Task"
}],
"description" : null,
"id" : "01QD0000000APli",
"name" : "My Rule",
"namespacePrefix" : null,

85
Examples Trigger Process Rules

"object" : "Account"
}

Trigger Process Rules


Use the Process Rules resource to trigger process rules. All rules associated with the specified ID will be evaluated, regardless of the
evaluation criteria. All IDs must be for records on the same object.
Example usage

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/ -H
"Authorization: Bearer token " -H "Content-Type: application/json" -d @rules.json"

Example request body rules.json file

{
"contextIds" : [
"001D000000JRWBd",
"001D000000I8mIm",
"001D000000I8aaf"]
}

Example JSON response body

{
"errors" : null,
"success" : true
}

Using Event Monitoring


These examples use REST API event monitoring data that contains information useful for assessing org usage trends and user behavior.
Event monitoring is accessed through the Lightning Platform SOAP API and REST API by way of the EventLogFile object. Therefore, you
can integrate log data with your own back-end storage and data marts to correlate data from multiple orgs and across disparate
systems.
Note: For the supported event types that you can use with event monitoring, see Object Reference for Salesforce and Lightning
Platform: EventLogFile Object.
•In the unlikely case where no log files are generated for 24 hours, contact Salesforce Customer Support.
•Log data is read only. You can’t insert, update, or delete log data.
•To determine which files were generated for your org, use the
EventType field.
•An event generates log data in real time. However, daily log files are generated during nonpeak hours the day after an event takes
place. Therefore, daily log file data is unavailable for at least 1 day after an event. For hourly log files, depending on event delivery
and final processing time, expect an event to take place 3–6 hours from the time of the event to be available in the log file. However,
it can take longer.
•Log files are generated only when at least one event of a type, represented by the
EventType field, occurs for the day or hour.
If no events took place, the file isn’t generated.
•Log files are available for 30 days after their
CreatedDatein orgs with Event Monitoring licenses, after which they’re automatically
deleted. In all Developer Edition orgs, log files are available for 1 day.
86
Examples Describe Event Monitoring Using REST

•All event monitoring logs are exposed to the API through the EventLogFile object. However, there’s no access through the user
interface, except through the Event Monitoring Analytics app.
•Log files don’t count towards your org’s data or file storage allocations.
•Event Monitoring log files aren’t a system of record for user activity. They’re a source of truth, but they aren’t durable. During
Salesforce site switches, instance refreshes, or unplanned system outages, data loss can occur. For example, if Salesforce moves your
production
org instance, your event log files can have a gap in data. Salesforce makes commercially reasonable efforts to preserve event log file
data integrity and avoid data loss. When Salesforce performs a site switch or instance refresh, it uses an automated process to replicate
event logs.
•Hourly event log files are provided for you to review events in your orgs on an accelerated basis. However, it’s possible that you don’t
get all event log data in hourly event log files, especially during site switches, instance refreshes, or unplanned system outages. For
complete data, use the daily log files.
•If event transmission failures take too long to recover from, log files are retransmitted to ensure that they’re delivered at least one
time. As a result, latent log files can sometimes contain duplicate event data. When your application consumes latent log files, make
sure that your application handles duplicate event delivery.
•When a daily incremental log file is delivered, a new file replaces the original file with the full set of available logs for that date. To
ensure that you’re looking
CreatedDate field.at the most recent log file, check the

•We recommend that you always query the EventLogFile object for new log files to ensure that you also include latent ones. To
identify newly created log files, use the EventLogFile CreatedDate field. Hourly and daily incremental logs are delivered differently.
For details, see Differences Between Hourly and 24-Hour Event Logs.
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
Delete Event Monitoring Data
You can delete event log files that contain a user’s log data. Deleting log files helps you comply with data protection and privacy
regulations and controls the information that others can access. You can’t delete individual rows from event logs. Instead, you must
delete the entire log file that contains the user activity.
Query or View Hourly Event Log Files
To review events in your org on an accelerated basis, get event log files in hourly increments for recent activity. Hourly event log
files can give you quicker visibility into security anomalies and custom code performance issues.

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.

87
Examples Query Event Monitoring Data with REST

Example
You can use REST API to describe event log files. Use a GET request like this:

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/EventLogFile/describe
-H "Authorization: Bearer token"

Example raw response

{
"actionOverrides" : [ ],
"activateable" : false,
"childRelationships" : [ ],
"compactLayoutable" : false,
"createable" : false,
"custom" : false,
"customSetting" : false,
"deletable" : false,
"deprecatedAndHidden" : false,
"feedEnabled" : false,
"fields" : [ {
"autoNumber" : false,
"byteLength" : 18,
"calculated" : false,
"calculatedFormula" : null,
"cascadeDelete" : false,
"caseSensitive" : false,
"controllerName" : null,
"createable" : false,
...

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.
You can use REST API to query event monitoring data. To retrieve event monitoring records based on
LogDate and EventType,
use a GET request like this:
curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/query?q=SELECT+Id+,+EventType+,+LogFi
,+LogDate+,+LogFileLength+FROM+EventLogFile+WHERE+
LogDate+>+Yesterday+AND+EventType+=+'API' -H "Authorization: Bearer token"

Example raw response

{
"totalSize" : 4,
"done" : true,
"records" : [ {
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v57.0/sobjects/EventLogFile/0ATD000000001bROAQ" }

88
Examples Get Event Monitoring Content from a Record

"Id" : "0ATD000000001bROAQ",
"EventType" : "API",
"LogFile" : "/services/data/v57.0/sobjects/EventLogFile/0ATD000000001bROAQ/LogFile",

"LogDate" : "2014-03-14T00:00:00.000+0000",
"LogFileLength" : 2692.0
},{
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v57.0/sobjects/EventLogFile/0ATD000000001SdOAI" },
"Id" : "0ATD000000001SdOAI",
"EventType" : "API",
"LogFile" :
"/services/data/v57.0/sobjects/EventLogFile/0ATD000000001SdOAI/LogFile",
"LogDate" : "2014-03-13T00:00:00.000+0000",
"LogFileLength" : 1345.0
},{
"attributes" : {
"type" : "EventLogFile",
"url" : "/services/data/v57.0/sobjects/EventLogFile/0ATD000000003p1OAA"
"Id" : "0ATD000000003p1OAA", },
"EventType" : "API",
"LogFile" :
"/services/data/v57.0/sobjects/EventLogFile/0ATD000000003p1OAA/LogFile",
"LogDate" : "2014-06-21T00:00:00.000+0000",
"LogFileLength" : 605.0 },
{ "attributes":{
"type" : "EventLogFile",
"url" : "/services/data/v57.0/sobjects/EventLogFile/0ATD0000000055eOAA"
"Id" : "0ATD0000000055eOAA", },
"EventType" : "API",
"LogFile" :
"/services/data/v57.0/sobjects/EventLogFile/0ATD0000000055eOAA/LogFile",
"LogDate" : "2014-07-03T00:00:00.000+0000",
"LogFileLength" : 605.0
} ]

Get Event Monitoring Content from a Record


Use the sObject Blob Retrieve resource to retrieve BLOB data for a given record.
Example
You can use REST API to retrieve BLOB data for event monitoring. Use a GET request similar to this:

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/EventLogFile/0ATD000000000
-H "Authorization: Bearer token"

89
Examples Download Large Event Log Files Using cURL with REST

Example response body


Event monitoring content is returned in binary form. Note that the response content type won’t be JSON or XML because the
returned data is binary.

HTTP/1.1 200 OK
Date: Tue, 06 Aug 2013 16:46:10 GMT
Sforce-Limit-Info: api-usage=135/5000
Content-Type: application/octetstream
Transfer-Encoding: chunked
"EVENT_TYPE", "ORGANIZATION_ID", "TIMESTAMP","USER_ID", "CLIENT_IP",
"URI", "REFERRER_URI", "RUN_TIME"
"URI", "00DD0000000K5xD", "20130728185606.020", "005D0000001REDy",
"10.0.62.141", "/secur/contentDoor", "https-//login-salesforce-com/",
"11"
"URI", "00DD0000000K5xD", "20130728185556.930", "005D0000001REI0",
"10.0.62.141", "/secur/logout.jsp", "https-//MyDomainName-my-salesforce-com/00O/o",
"54"
"URI", "00DD0000000K5xD", "20130728185536.725", "005D0000001REI0",
"10.0.62.141", "/00OD0000001ckx3",
"https-//MyDomainName-my-salesforce-com/00OD0000001ckx3", "93"

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
Example: Use the “X-PrettyPrint” header and the “-o” flag to output large files to .csv formats
This command downloads a file onto your machine into your downloads folder.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/EventLogFile/
0AT30000000000uGAA/LogFile -H "Authorization: Bearer token" -H "X-PrettyPrint:1"
-o ~/downloads/outputLogFile.csv
We recommend using compression when downloading large event log files. See Compression Headers.

Delete Event Monitoring Data


You can delete event log files that contain a user’s log data. Deleting log files helps you comply with data protection and privacy
regulations and controls the information that others can access. You can’t delete individual rows from event logs. Instead, you must
delete the entire log file that contains the user activity.
To delete an event log file, enable deletion in Setup, create a permission set that includes the Delete Event Monitoring Records user
permission, and assign this permission set to your users. (Alternatively, you can assign the user permission to a custom profile.) Then
those users can query and delete the EventLogFile record by using Query and Delete resources in REST or
delete() in SOAP.
Note: You can’t delete individual rows from event logs. Because event logs are stored in blob format in the database, you must
delete the entire log file that contains the user activity.
1.In Setup, in the Quick Find box, enter Event, and then select Event Monitoring Settings.
2.Enable deletion of event monitoring data. This action is recorded in Setup Audit Trail.

90
Examples Query or View Hourly Event Log Files

The Delete Event Monitoring Records user permission is now available to assign to a permission set. (Alternatively, you can assign
the user permission to a custom profile.)
3 In Setup, in the Quick Find box, enter Permission, and then select Permission Sets.
. Create a permission set that includes the Delete Event Monitoring Records user permission, and save the permission set.
4 In Setup, in the Quick Find box, enter users, and then select Users.
. Select the user you want to grant permission to delete event monitoring data.
5 In the Permission Set Assignment section for this user, assign the permission set, and click Save. This action is recorded in Setup
. Audit Trail.
Users assigned this permission set (or any custom profile that includes the Delete Event Monitoring Records user permission) can
6 now delete event monitoring data. The next steps show you how to use the API to delete the data.
. To locate the logs containing the user activity that you want to delete, query the EventLogFile object. For details, see Query Event
8.
7 Monitoring Data with REST on page 88.
.9. Note the IDs of the returned logs.
Use the sObject Rows resource to delete records. Specify the record ID, and use the DELETE method. For more information, see
10
Delete a Record on page 43.
.

Query or View Hourly Event Log Files


To review events in your org on an accelerated basis, get event log files in hourly increments for EDITIONS
recent activity. Hourly event log files can give you quicker visibility into security anomalies and
custom code performance issues. Available in: Enterprise,
Examples Performance, Unlimited,
and Developer Editions
Suppose you’re a security analyst monitoring for anomalous user behavior. By pulling more
frequent updates into your security system, you can be alerted that a suspicious event has taken
place within hours, rather than one or two days later. USER PERMISSIONS
In another example, let’s say you’re a developer. You’ve identified a series of Apex failures in your To access the API and
org, and you want to proactively refactor your Apex code to improve performance. You review query log files:
hourly log files to pinpoint the issues and fix your code in hours, before your end users start •API Enabled AND View
complaining about poor performance. Event Log Files
Considerations To view event log files:
•View All Data
• Hourly event log file integration with the Event Monitoring Analytics app is unavailable.

91
Examples Query or View Hourly Event Log Files

• Depending on event delivery and final processing time, an event is expected to take three to six hours from the time of the event to
be available in the log file. However, it can take longer.
• When delays in processing occur and event logs for a particular hour arrive later, a new log file is created for the event/date/hour
and lists only the new events. Use the creation date and an incremental sequence number to identify a new log file. Always use the
most recently processed event log file for a particular date. However, if event log files have already been pulled into a third-party
application, they could require deduplication in that application.
If both hourly and daily logs are enabled, daily logs always have a sequence number of 0 because there is only one file per daily
interval. CreatedDate indicates when the file was generated. If CreatedDate is after the last event log file download, there are new
events to be processed.
For best practices, use CreatedDate in the WHERE clause to select logs created after the last downloaded event log file. For
example, if the last downloaded file was at 12PM 2/1/2018, to find the next log file, use +CreatedDate+>+"2018-02-01T12:00:00Z"
in the WHERE clause.

• Your event log files may show a gap in data during site switches, instance refreshes, or unplanned system outages. However, during
site switches and instance refreshes, Salesforce makes a commercially reasonable effort to avoid such data loss by using an
automated
process to replicate event logs.
• In the unlikely case in which no log files are generated for 24 hours, contact Salesforce Support.

IN THIS SECTION:

Query Hourly Event Log Files


You query hourly event log files in the same way you query 24-hour log files.
Differences Between Hourly and 24-Hour Event Logs
You receive event log files approximately every hour in addition to 24-hour log files. Review the differences between the two logs
so that you can filter your files to analyze the event data you want.

Query Hourly Event Log Files


You query hourly event log files in the same way you query 24-hour log files.
Suppose you’re an administrator. Your Chief Security Officer asks you to identify who modified specific accounts and opportunities in
the past two hours. You query the hourly URI event log files using the EventLogFile object to review the page requests and request
status. Because EventLogFile also returns 24-hour log files, use this SOQL syntax to filter out the 24-hour log files.
•Use/services/data/v57.0/query?q=SELECT+Id+,+EventType+,
REST to issue a GET request like this:
+Interval+,+LogDate+,+LogFile+FROM+EventLogFile+WHERE+EventType+=+'URI'+
AND+Interval+=+'Hourly'
In the query, makes sure that only hourly event log file data is returned. Alternatively, you can useInterval=Hourly Sequence
to filter out 24-hour event
Sequence!=0 log files (). To get both hourly and 24-hour files, use .
Sequence>=0
If your sandbox org has URI events, you see log file records in your query results. You can also download the event log files to review the
data in a CSV file. For more information, see Trailhead: Download and Visualize Event Log Files.

Differences Between Hourly and 24-Hour Event Logs


You receive event log files approximately every hour in addition to 24-hour log files. Review the differences between the two logs so
that you can filter your files to analyze the event data you want.

92
Examples Using Composite Resources

Hourly Log Files 24-Hour Log Files


One or more files generated for every hour of activity.One file generated for every 24 hours of activity.

Available in the API. You can manually import data into third-partyAvailable in the API and integrated with the Event Monitoring
visualization apps.Analytics app and third-party visualization apps.
Key values in the EventLogFile object are:Key values in the EventLogFile object are:

Interval—Hourly • Interval—Daily

CreatedDate—Timestamp of when the log file was•CreatedDate—Timestamp of when the log file was
created. Use this field to identify new files.created. Use this field to identify new files.

LogDate—Timestamp that marks the beginning of the•LogDate—Timestamp that marks the beginning of the
interval when the events occurred. For example, for eventsinterval when the events occurred. For example, for events
that occurred between 11:00 AM and 12:00 PM on 3/7/2016,that occurred on 3/7/2016, this field’s value is
this field’s value is 2016-03-07T11:00:00.000Z.2016-03-07T00:00:00.000+0000.

Sequence—1+. This value increases by 1 when events are•Sequence—0
added in the same hour after the latest event log file is created.
The value resets to 1 in the subsequent hour.
See also these Considerations regarding hourly event logs.

When an hourly incremental log file is delivered, a file with newWhen a daily incremental log file is delivered, a new file replaces
logs for that hour is created. The Sequence field is incrementedthe original file with the full set of available logs for that date. The
for each new file.
CreatedDate fieldwith
Note: Like is updated.
24-hour event monitoring, hourly event log data is available for the past 30 days.

Using Composite Resources


The examples in this section use composite resources to improve your application’s performance by minimizing the number of round-
trips between the client and server.

IN THIS SECTION:
Execute Dependent Requests in a Single API Call
The following example uses the Composite resource to execute several dependent requests all in a single call. First, it creates an
account and retrieves its information. Next it uses the account data and the Composite resource’s reference ID functionality to create
a contact and populate its fields based on the account data. Then it retrieves specific information about the account’s owner by
using query parameters in the request string. Finally, if the metadata has been modified since a certain date, it retrieves account
metadata. The
composite.json file contains the composite request and subrequest data.
Update an Account, Create a Contact, and Link Them with a Junction Object
The following example uses the Composite resource to update some fields on an account, create a contact, and link the two records
with a junction object called
AccountContactJunction. All these requests are executed in a single call. The
composite.json file contains the composite request and subrequest data.
Update a Record and Get Its Field Values in a Single Request
Use the Composite Batch resource to execute multiple requests in a single API call.

93
Examples Execute Dependent Requests in a Single API Call

Upsert an Account and Create a Contact


The following example uses the Composite resource to upsert an account and create a contact that is linked to the account. All these
requests are executed in a single call. The
composite.json file contains the composite request and subrequest data.
Create Nested Records
Use the sObject Tree resource to create nested records that share a root record type. For example, in a single request, you can create
an account along with its child contacts, and a second account along with its child accounts and contacts. Once the request is
processed, the records are created and parents and children are automatically linked by ID. In the request data, you supply the record
hierarchies, required and optional field values, each record’s type, and a reference ID for each record, and then use the POST method
of the resource. The response body will contain the IDs of the created records if the request is successful. Otherwise, the response
contains only the reference ID of the record that caused the error and the error information.
Create Multiple Records
While the sObject Tree resource can be used to create nested records, you can also create multiple, unrelated records of the same
type. In a single request, you can create up to two hundred records. In the request data, you supply the required and optional field
values for each record, each record’s type, and a reference ID for each record, and then use the POST method of the resource. The
response body will contain the IDs of the created records if the request is successful. Otherwise, the response contains only the
reference ID of the record that caused the error and the error information.
Using Composite Graphs
Composite graphs provide an enhanced way to perform composite requests, which execute a series of REST API requests in a single
call.
Using a Composite Graph
This example shows how to use a composite graph. It also demonstrates how one request can use more than one composite graph.
allOrNone Parameters in Composite and Collections Requests
IfallOrNone
a Composite request that
parameters usescan
sObject Collections,
interact, there are two or more
one on the
Composite request and one on each sObject Collections subrequest.

Execute Dependent Requests in a Single API Call


The following example uses the Composite resource to execute several dependent requests all in a single call. First, it creates an account
and retrieves its information. Next it uses the account data and the Composite resource’s reference ID functionality to create a contact
and populate its fields based on the account data. Then it retrieves specific information about the account’s owner by using query
parameters in the request string. Finally, if the metadata has been modified since a certain date, it retrieves account metadata. The
composite.json file contains the composite request and subrequest data.
Execute dependent requests in a single API call

curl https://yourInstance.salesforce.com/services/data/v57.0/composite/ -H
"Authorization: Bearer token -H "Content-Type: application/json" -d "@composite.json"

Request body composite.json file

{
"allOrNone" : true,
"compositeRequest" : [{
"method" : "POST",
"url" : "/services/data/v57.0/sobjects/Account",
"referenceId" : "NewAccount",
"body" : {
"Name" : "Salesforce",
"BillingStreet" : "Landmark @ 1 Market Street",

94
Examples Execute Dependent Requests in a Single API Call

"BillingCity" : "San Francisco",


"BillingState" : "California",
"Industry" : "Technology"
}
},{
"method" : "GET",
"referenceId" : "NewAccountInfo",
"url" : "/services/data/v57.0/sobjects/Account/@{NewAccount.id}"
},{
"method" : "POST",
"referenceId" : "NewContact",
"url" : "/services/data/v57.0/sobjects/Contact",
"body" : {
"lastname" : "John Doe",
"Title" : "CTO of @{NewAccountInfo.Name}",
"MailingStreet" : "@{NewAccountInfo.BillingStreet}",
"MailingCity" : "@{NewAccountInfo.BillingAddress.city}",
"MailingState" : "@{NewAccountInfo.BillingState}",
"AccountId" : "@{NewAccountInfo.Id}",
"Email" : "[email protected]",
"Phone" : "1234567890"
}
},{
"method" : "GET",
"referenceId" : "NewAccountOwner",
"url" :
"/services/data/v57.0/sobjects/User/@{NewAccountInfo.OwnerId}?fields=Name,companyName,Title,City,St

},{
"method" : "GET",
"referenceId" : "AccountMetadata",
"url" : "/services/data/v57.0/sobjects/Account/describe",
"httpHeaders" : {
"If-Modified-Since" : "Tue, 31 May 2016 18:13:37 GMT"
}
}]
}

Response body after successfully executing the composite request

{
"compositeResponse" : [{
"body" : {
"id" : "001R00000033JNuIAM",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v57.0/sobjects/Account/001R00000033JNuIAM"
},
"httpStatusCode" : 201,
"referenceId" : "NewAccount"
},{
"body" : {
all the account data

95
Examples Update an Account, Create a Contact, and Link Them with
a Junction Object

},
"httpHeaders" : {
"ETag" : "\"Jbjuzw7dbhaEG3fd90kJbx6A0ow=\"",
"Last-Modified" : "Fri, 22 Jul 2016 20:19:37 GMT"
},
"httpStatusCode" : 200,
"referenceId" : "NewAccountInfo"
},{
"body" : {
"id" : "003R00000025REHIA2",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v57.0/sobjects/Contact/003R00000025REHIA2"
},
"httpStatusCode" : 201,
"referenceId" : "NewContact"
},{
"body" : {
"attributes" : {
"type" : "User",
"url" : "/services/data/v57.0/sobjects/User/005R0000000I90CIAS"
},
"Name" : "Jane Doe",
"CompanyName" : "Salesforce",
"Title" : Director,
"City" : "San Francisco",
"State" : "CA",
"Id" : "005R0000000I90CIAS"
},
"httpHeaders" : { },
"httpStatusCode" : 200,
"referenceId" : "NewAccountOwner"
},{
"body" : null,
"httpHeaders" : {
"ETag" : "\"f2293620\"",
"Last-Modified" : "Fri, 22 Jul 2016 18:45:56 GMT"
},
"httpStatusCode" : 304,
"referenceId" : "AccountMetadata"

}]
}

Update an Account, Create a Contact, and Link Them with a Junction Object
The following example uses the Composite resource to update some fields on an account, create a contact, and link the two records
with a junction object called composite.json
AccountContactJunction. All these requests are executed in a single call. The
file contains the composite request and subrequest data.

96
Examples Update an Account, Create a Contact, and Link Them with
a Junction Object

Update an account, create a contact, and link them with a junction object

curl https://yourInstance.salesforce.com/services/data/v57.0/composite/ -H
"Authorization: Bearer token -H "Content-Type: application/json" -d "@composite.json"

Request body composite.json file

{
"allOrNone" : true,
"compositeRequest" : [{
"method" : "PATCH",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DIpcAAG",
"referenceId" : "UpdatedAccount",
"body" : {
"Name" : "Salesforce",
"BillingStreet" : "Landmark @ 1 Market Street",
"BillingCity" : "San Francisco",
"BillingState" : "California",
"Industry" : "Technology"
}
},{
"method" : "POST",
"referenceId" : "NewContact",
"url" : "/services/data/v57.0/sobjects/Contact/",
"body" : {
"lastname" : "John Doe",
"Phone" : "1234567890"
}
},{
"method" : "POST",
"referenceId" : "JunctionRecord",
"url" : "/services/data/v57.0/sobjects/AccountContactJunction__c",
"body" : {
"accountId__c" : "001xx000003DIpcAAG",
"contactId__c" : "@{NewContact.id}"

}
}]
}

Response body after successfully executing the composite request

{
"compositeResponse" : [{
"body" : null,
"httpHeaders" : { },
"httpStatusCode" : 204,
"referenceId" : "UpdatedAccount"
},{
"body" : {
"id" : "003R00000025R22IAE",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v57.0/sobjects/Contact/003R00000025R22IAE"

97
Examples Update a Record and Get Its Field Values in a Single Request

},
"httpStatusCode" : 201,
"referenceId" : "NewContact"
},{
"body" : {
"id" : "a00R0000000iN4gIAE",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/AccountContactJunction__c/a00R0000000iN4gIAE"
},
"httpStatusCode" : 201,
"referenceId" : "JunctionRecord"
}]
}

Update a Record and Get Its Field Values in a Single Request


Use the Composite Batch resource to execute multiple requests in a single API call.
The following example updates the name on an account and gets some of the account’s field values in a single request. The
batch.json
file contains the subrequest data.
Update a record and query its name and billing postal code in a single request

curl https://yourInstance .salesforce.com/services/data/v57.0/composite/batch/ -H


"Authorization: Bearer token -H "Content-Type: application/json" -d "@batch.json"

Request body batch.json file

{
"batchRequests" : [
{
"method" : "PATCH",
"url" : "v57.0/sobjects/account/001D000000K0fXOIAZ",
"richInput" : {"Name" : "NewName"}
},{
"method" : "GET",
"url" : "v57.0/sobjects/account/001D000000K0fXOIAZ?fields=Name,BillingPostalCode"
}]
}

Response body after successfully executing the subrequests

{
"hasErrors" : false,
"results" : [{
"statusCode" : 204,
"result" : null
},{
"statusCode" : 200,
"result": {
"attributes" : {

98
Examples Upsert an Account and Create a Contact

"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000K0fXOIAZ"
},
"Name" : "NewName",
"BillingPostalCode" : "94105",
"Id" : "001D000000K0fXOIAZ"
}
}]
}

SEE ALSO:
Composite Batch

Upsert an Account and Create a Contact


The following example uses the Composite resource to upsert an account and create a contact that is linked to the account. All these
requests are executed in a single call. The
composite.json file contains the composite request and subrequest data.
Upsert an account and create a contact

curl https://yourInstance.salesforce.com/services/data/v57.0/composite/ -H
"Authorization: Bearer token -H "Content-Type: application/json" -d "@composite.json"

Request body composite.json file

{
"allOrNone" : true,
"compositeRequest": [{
"method": "PATCH",
"url": "/services/data/v57.0/sobjects/Account/ExternalAcctId__c/ID12345",
"referenceId": "NewAccount",
"body": {
"Name": "Acme"
}
},{
"method" : "POST",
"url" : "/services/data/v57.0/sobjects/Contact",
"referenceId" : "newContact",
"body" : {
"LastName" : "Harrison",
"AccountId" : "@{NewAccount.id}"

}
}]
}

Response body after successfully executing the composite request

{
"compositeResponse" : [{
"body" : {
"id" : "0016g00000Wqu1EAAR",
"success" : true,
"errors" : [ ],
"created" : true

99
Examples Create Nested Records

},
"httpHeaders" : {
"Location" : "/services/data/v57.0/sobjects/Account/0016g00000Wqu1EAAR"
},
"httpStatusCode" : 201,
"referenceId" : "NewAccount"
},{
"body" : {
"id" : "0036g00000WKnfLAAT",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v57.0/sobjects/Contact/0036g00000WKnfLAAT"
},
"httpStatusCode" : 201,
"referenceId" : "newContact"

}]
}

SEE ALSO:
sObject Rows by External ID

Create Nested Records


Use the sObject Tree resource to create nested records that share a root record type. For example, in a single request, you can create an
account along with its child contacts, and a second account along with its child accounts and contacts. Once the request is processed,
the records are created and parents and children are automatically linked by ID. In the request data, you supply the record hierarchies,
required and optional field values, each record’s type, and a reference ID for each record, and then use the POST method of the resource.
The response body will contain the IDs of the created records if the request is successful. Otherwise, the response contains only the
reference ID of the record that caused the error and the error information.
The following example creates two sets of nested records. The first set includes an account and two child contact records. The second
set includes an account, one child account record, and one child contact record. The record data is provided in
newrecords.json.
Example for creating two new accounts and their child records

curlhttps:// yourInstance
.salesforce.com/services/data/v57.0/composite/tree/Account/
token
-H"Authorization:Bearer -H"Content-Type:application/json"-d"@newrecords.json"

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"},

100
Examples Create Nested Records

"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"
}]
},
"Contacts" : {
"records" : [{
"attributes" : {"type" : "Contact", "referenceId" : "ref6"},
"lastname" : "Jones",
"title" : "President",
"email" : "[email protected]"
}]
}

}]
}

Example response body after successfully creating records and relationships

{
"hasErrors" : false,
"results" : [{
"referenceId" : "ref1",
"id" : "001D000000K0fXOIAZ"
},{
"referenceId" : "ref4",
"id" : "001D000000K0fXPIAZ"
},{
"referenceId" : "ref2",
"id" : "003D000000QV9n2IAD"
},{
"referenceId" : "ref3",
"id" : "003D000000QV9n3IAD"
},{

101
Examples Create Multiple Records

"referenceId" : "ref5",
"id" : "001D000000K0fXQIAZ"
},{
"referenceId" : "ref6",
"id" : "003D000000QV9n4IAD"
}]
}

Once the request is processed, all six records are created with the parent-child relationships specified in the request.

SEE ALSO:
sObject Tree

Create Multiple Records


While the sObject Tree resource can be used to create nested records, you can also create multiple, unrelated records of the same type.
In a single request, you can create up to two hundred records. In the request data, you supply the required and optional field values
for each record, each record’s type, and a reference ID for each record, and then use the POST method of the resource. The response
body will contain the IDs of the created records if the request is successful. Otherwise, the response contains only the reference ID of
the record that caused the error and the error information.
The following example creates four new accounts. The record data is provided in
newrecords.json.
Example for creating four new accounts

curlhttps:// yourInstance
.salesforce.com/services/data/v57.0/composite/tree/Account/
token
-H"Authorization:Bearer -H"Content-Type:application/json"-d"@newrecords.json"

Example request body newrecords.json file for creating four new accounts

{
"records" :[{
"attributes" : {"type" : "Account", "referenceId" : "ref1"},
"name" : "SampleAccount1",
"phone" : "1111111111",
"website" : "www.salesforce.com",
"numberOfEmployees" : "100",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account", "referenceId" : "ref2"},
"name" : "SampleAccount2",
"phone" : "2222222222",
"website" : "www.salesforce2.com",
"numberOfEmployees" : "250",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account", "referenceId" : "ref3"},
"name" : "SampleAccount3",
"phone" : "3333333333",
"website" : "www.salesforce3.com",
"numberOfEmployees" : "52000",
"industry" : "Banking"
},{
"attributes" : {"type" : "Account", "referenceId" : "ref4"},

102
Examples Using Composite Graphs

"name" : "SampleAccount4",
"phone" : "4444444444",
"website" : "www.salesforce4.com",
"numberOfEmployees" : "2500",
"industry" : "Banking"
}]
}

Example response body after successfully creating records

{
"hasErrors" : false,
"results" : [{
"referenceId" : "ref1",
"id" : "001D000000K1YFjIAN"
},{
"referenceId" : "ref2",
"id" : "001D000000K1YFkIAN"
},{
"referenceId" : "ref3",
"id" : "001D000000K1YFlIAN"
},{
"referenceId" : "ref4",
"id" : "001D000000K1YFmIAN"
}]
}

SEE ALSO:
sObject Tree

Using Composite Graphs


Composite graphs provide an enhanced way to perform composite requests, which execute a series of REST API requests in a single
call. •Regular composite requests allow you to execute a series of REST API requests in a single call. And you can use the output of one
request as the input to a subsequent request.
•Composite graphs extend regular composite requests by allowing you to assemble a more complicated and complete series of
related objects and records.
•Composite graphs also enable you to ensure that the steps in a given set of requests are either all completed or all not completed.
If you use this option, you don’t have to check which requests were successful.
•Regular composite requests have a limit of 25 subrequests. Composite graphs increase this limit to 500.

Defining Composite Graphs


In general, a graph is a collection of connected nodes.

103
Examples Using Composite Graphs

In the context of composite graph operations, the nodes are composite subrequests. For example, a node can be a composite
subrequest like this:

{
"url" :
"/services/data/v57.0/sobjects/Account/", "body"
: {
"name" : "Cloudy Consulting"
},
"method" : "POST",
} "referenceId" : "reference_id_account_1"

Each node features an endpoint representing a record.


Composite graph requests support only these URLs.

URL Supported HTTP Methods

/services/data/vXX.X/sobjects/sObject POST
See sObject Basic Information.

DELETE, GET, PATCH


/services/data/vXX.X/sobjects/sObject/id
See sObject Rows.

DELETE, GET, PATCH, POST


XX.X
/services/data/v sObject
/sobjects/
/customFieldName/externalId
See sObject Rows by External ID.

A composite graph can be directed meaning that some nodes use information from other nodes. For example, a node that creates a
Contact can use the ID of an Account node to link the Contact with the Account.

For example:

{
"graphs": [{
"graphId": "graph1",
"compositeRequest": [{

104
Examples Using Composite Graphs

"body": {
"name": "Cloudy Consulting"
},
"method": "POST",
"referenceId":" ",
reference_id_account_1
"url": "/services/data/v57.0/sobjects/ Account/"
},
{
"body": {
"FirstName": "Nellie",
"LastName": "Cashman",
"AccountId": "@{reference_id_account_1.id}"
},
"method": "POST",
"referenceId":
"reference_id_contact_1", "url":
Contact/"
} "/services/data/v57.0/sobjects/
]
}]
}

Defining Composite Graphs in JSON


A composite graph is defined in JSON like this:

{
"graphId" : "graphId",
graph
}

In other words, like this, where each compositeSubrequest is a composite subrequest:

{
graphId
"graphId":" ",
"compositeRequest" : [
compositeSubrequest,
compositeSubrequest,
...
]
}
The graphId parameters enable you to identify the graphs when viewing the response. They need not be numeric, but they must
follow these restrictions:
•They must be unique within each composite graph operation.
•They must begin with an alphanumeric character.
•They must be less that 40 characters long.
•They can’t contain a period (’.’).
A single composite graph request can use one or more composite graphs. See Using a Composite Graph.

105
Examples Using Composite Graphs

Example: Create Accounts, Contacts, Campaigns, Opportunities, Leads, and


CampaignMembers with a Composite Graph Request
This example shows a composite graph that performs the following actions:
1.Create Account 1.
2.Create Account 2 as a child of Account 1.
3. Create:
a.Contact 1, linked to Account 2.
b.Contact 2, who reports to Contact 1.
c.Contact 3 who reports to Contact 2.

4.Create a Campaign.
5.Create an Opportunity linked to Account 2 and the Campaign.
6.Create a Lead.
7.Create a CampaignMember linked to the Lead and the Campaign.

The JSON for this graph is:

{
"graphId" : "1",
"compositeRequest" : [
{
"url" : "/services/data/v57.0/sobjects/ Account/",
"body" : {
"name" : "Cloudy Consulting",
"description" : "Parent account"
},
"method" : "POST",
"referenceId" : "reference_id_account_1"
},
{
"url" : "/services/data/v57.0/sobjects/
"body" : { Account/",
"name" : "Easy Spaces",
"description" : "Child account",

106
Examples Using Composite Graphs

. "ParentId" : "@{reference_id_account_1.id}"
},
"method" : "POST",
"referenceId" : "reference_id_account_2"
},
{
"url" : "/services/data/v57.0/sobjects/ Contact/",
"body" : {
"FirstName" : "Sam",
"LastName" : "Steele",
"AccountId" : "@{reference_id_account_2.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_1"
},
{
"url" : "/services/data/v57.0/sobjects/ Contact/",
"body" : {
"FirstName" : "Charlie",
"LastName" : "Dawson",
"ReportsToId" : "@{reference_id_contact_1.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_2"
},
{
"url" : "/services/data/v57.0/sobjects/ Contact/",
"body" : {
"FirstName" : "Nellie",
"LastName" : "Cashman",
"ReportsToId" : "@{reference_id_contact_2.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_3"
},
{
"url" : "/services/data/v57.0/sobjects/ Campaign/",
"body" : {
"name" : "Spring Campaign"
},
"method" : "POST",
"referenceId" : "reference_id_campaign"
},
{
"url" : "/services/data/v57.0/sobjects/
"body" : { Opportunity/",
"name" : "Opportunity",
"stageName" : "Value Proposition",
"closeDate" : "2025-12-31",

"CampaignId" :
"@{reference_id_campaign.id}", "AccountId" :
},"@{reference_id_account_2.id}"
"method" : "POST",
"referenceId" : "reference_id_opportunity"

107
Examples Using Composite Graphs

},
{
"url" : "/services/data/v57.0/sobjects/Lead/",
"body" : {
"FirstName" : "Belinda",
"LastName" : "Mulroney",
"Company" : "Klondike Quarry",
"Email" : "[email protected]"
},
"method" : "POST",
"referenceId" : "reference_id_lead"
},
{
"url" : "/services/data/v57.0/sobjects/
"body" : { CampaignMember/",

"CampaignId" :
"@{reference_id_campaign.id}", "LeadId" :
},"@{reference_id_lead.id}"
"method" : "POST",
"referenceId" : "reference_id_campaignmember"
}
]
}

Example: GET Details About a Resource and Then Use Them in a Composite Graph
Request
This example shows how you can use GET on a resource, and then use properties of that resource in subsequent requests.

{
"graphs" : [
{
"graphId" : "graph1",
"compositeRequest" : [
{
"method" : "GET",
"url" : "/services/data/v57.0/sobjects/ Account/001R0000003fSRrIAM",
"referenceId" : "refAccount"
},
{
"body" : {
"name" : "Amazing opportunity for
"StageName" : "Stage 1", @{refAccount.Name}",
"CloseDate" : "2025-06-01T23:28:56.782Z",
"AccountId" : "@{refAccount.Id}"
},
"method" : "POST",
"url" : "/services/data/v57.0/sobjects/
"referenceId" : "newOpportunity" Opportunity",

}
]
}

108
Examples Using a Composite Graph

]
}

Graph Depth
• Nodes with no parents are considered to be at depth 1.

• The depth of another node is the maximum number of edges in the graph from depth 1 to that node. An edge between two nodes
occurs when the one node uses a property
@{reference_account.id} ) (such
fromas another node.

The AllOrNone Parameter


In standard composite operations, the only control over what happens if an error occurs is the allOrNone parameter. If the value is
true, the entire composite request is rolled back. If the value is false, the remaining subrequests that don’t depend on the failed
subrequest are executed. Dependent subrequests aren’t executed, which can lead to a mix of processed and unprocessed records.
Composite graphs have the advantage that each graph is guaranteed to either complete all its subrequests successfully or to be rolled
back completely. In other words, the allOrNone parameter is implicitly considered to be true for each graph. A composite graph
request never results in a mix of processed and unprocessed records.
To ensure that graphs are independent, the following rules apply.
1.Subrequests in one graph can’t reference subrequests from another graph.
2.Each graph in one composite graph operation must be independent. If one graph can’t be processed successfully, that must not
prevent other graphs in the same operation from being processed.

Best Practices
As a general practice, keep your graphs as small as possible. For example, it’s more efficient to have 50 graphs with 10 nodes rather
than 1 graph with 500 nodes. Keeping graphs small has two advantages:
•If one item in a graph fails, only the items in that graph are rolled back. It’s easier to identify and handle errors in smaller graphs.
•The server can process multiple, smaller graphs faster and more efficiently.

Example: Submitting a Composite Graph Job


For an example showing how to submit a composite graph job, see Using a Composite Graph.

Using a Composite Graph


This example shows how to use a composite graph. It also demonstrates how one request can use more than one composite graph.

109
Examples Using a Composite Graph

•Regular composite requests allow you to execute a series of REST API requests in a single call. And you can use the output of one
request as the input to a subsequent request.
•Composite graphs extend regular composite requests by allowing you to assemble a more complicated and complete series of
related objects and records.
•Composite graphs also enable you to ensure that the steps in a given set of requests are either all completed or all not completed.
If you use this option, you don’t have to check which requests were successful.
•Regular composite requests have a limit of 25 subrequests. Composite graphs increase this limit to 500.

Create a request:

curl --request POST \


--header "Authorization: Bearer token" \
--header "Content-Type: application/json" \
--data @data.json \
instance
.salesforce.com/services/data/vXX.X/composite/graph
where the file data.json contains the JSON definition of the graphs. The general format for the JSON is:

{
"graphs": [
{
"graphId": "graphId",
"compositeRequest": [
compositeSubrequest
,
compositeSubrequest
,
...
]
},
{
"graphId": "graphId",
"compositeRequest": [
compositeSubrequest
...
,
]
compositeSubrequest
},
,
...
]
}

where compositeSubrequestResult is a composite subrequest result on page 354.


For example, two composite graph requests each create an Account and then create related records:

{
"graphs" : [
{
"graphId" : "1",
"compositeRequest" : [
{
"url" : "/services/data/v50.0/sobjects/Account/",
"body" : {
"name" : "Cloudy Consulting"
},

110
Examples Using a Composite Graph

"method" : "POST",
"referenceId" : "reference_id_account_1"
},
{
"url" : "/services/data/v50.0/sobjects/Contact/",
"body" : {
"FirstName" : "Nellie",
"LastName" : "Cashman",
"AccountId" : "@{reference_id_account_1.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_1"
},
{
"url" :
"/services/data/v50.0/sobjects/Opportunity/", "body"
: {
"CloseDate" : "2024-05-22",
"StageName" : "Prospecting",
"Name" : "Opportunity 1",
"AccountId" : "@{reference_id_account_1.id}"
},
"method" : "POST",
} "referenceId" : "reference_id_opportunity_1"
]
},
{
"graphId" : "2",
"compositeRequest" : [
{
"url" : "/services/data/v50.0/sobjects/Account/",
"body" : {
"name" : "Easy Spaces"
},
"method" : "POST",
"referenceId" : "reference_id_account_2"
},
{
"url" : "/services/data/v50.0/sobjects/Contact/",
"body" : {
"FirstName" : "Charlie",
"LastName" : "Dawson",
"AccountId" : "@{reference_id_account_2.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_2"
}
]
}
]
}

111
Examples Using a Composite Graph

The response is:

{
"graphs" : [
{
"graphId" : "1",
"graphResponse" : {
"compositeResponse" : [
{
"body" : {
"id" : "001R00000064wc7IAA",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v50.0/sobjects/Account/001R00000064wc7IAA"

},
"httpStatusCode" : 201,
"referenceId" : "reference_id_account_1"
},
{
"body" : {
"id" : "003R000000DDMlTIAX",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v50.0/sobjects/Contact/003R000000DDMlTIAX"

},
"httpStatusCode" : 201,
"referenceId" : "reference_id_contact_1"
},
{
"body" : {
"id" : "006R0000003FPYxIAO",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v50.0/sobjects/Opportunity/006R0000003FPYxIAO"
},
"httpStatusCode" : 201,
"referenceId" : "reference_id_opportunity_1"
}
]
},
"isSuccessful" : true
},
{
"graphId" : "2",
"graphResponse" : {
"compositeResponse" : [

112
Examples allOrNone Parameters in Composite and Collections Requests

{
"body" : {
"id" : "001R00000064wc8IAA",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v50.0/sobjects/Account/001R00000064wc8IAA"

},
"httpStatusCode" : 201,
"referenceId" : "reference_id_account_2"
},
{
"body" : {
"id" : "003R000000DDMlUIAX",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v50.0/sobjects/Contact/003R000000DDMlUIAX"

},
"httpStatusCode" : 201,
"referenceId" : "reference_id_contact_2"
}
]
},
"isSuccessful" : true
}
]
}

For more information, see Using Composite Graphs.

allOrNone Parameters in Composite and Collections Requests


If a Composite request uses sObject Collections, there are two or more allOrNone parameters that can interact, one on the Composite
request and one on each sObject Collections subrequest.
•If the Composite request has
allOrNone set to true, then the all-or-none behavior also applies to each of the sObject Collections
subrequests, overriding the value of
allOrNone in the subrequests.
•If the Composite request has
allOrNone set to false, then each sObject Collections subrequest behaves according to its value
of
allOrNone.
Consider, for example,
POST https:// what happens.my.salesforce.com/services/data/v57.0
MyDomainName with this job where a Composite request includes two /composite
items: an sObject
-HCollections request and
"Authorization:
a Bearer
request to create
token" a Contact. The sObject Collections request tries to create two Accounts, one of which fails because there is already
an existing Account with the same information.
{
"allOrNone" : outerFlag,

113
Examples allOrNone Parameters in Composite and Collections Requests

"collateSubrequests" : false,
"compositeRequest" : [
{
"method" : "POST",
"url" : "/services/data/v57.0/composite/sobjects",
"body" : {
"allOrNone" : innerFlag,
"records" : [
{
"attributes" : { "type" : "Account" },
"Name" : "Northern Trail Outfitters",
"BillingCity" : "San Francisco"
},
{
"attributes" : { "type" : "Account" },
"Name" : "Easy Spaces",
"BillingCity" : "Calgary"
}
]
},
"referenceId" : "newAccounts"
},
{
"method" : "POST",
"url" : "/services/data/v57.0/sObject/Contact",
"body" : {
"FirstName" : "John",
"LastName" : "Smith"
},
"referenceId" : "newContact"

}
]
}

The outerFlag and


innerFlag parameters are either true or false, which leads to four possible cases.
Case 1: = , innerFlag = false
outerFlag false
In this case, neither request has allOrNone set to true , so neither request is rolled back. One account is created and one fails.

114
Examples allOrNone Parameters in Composite and Collections Requests

Case 2: outerFlag = false, innerFlag = true


In this case, the inner sObject Collections request hasallOrNone set to true, so it is rolled back. The outer Composite request is
not rolled back.

Case 3: outerFlag = true, innerFlag = true


In this case, both requests have allOrNone set to true, so they are both rolled back.

Case 4: outerFlag = true, innerFlag = false


The response body for this case is:

{
"compositeResponse" : [
{
"body" : [
{
"id" : "001R00000066cndIAA",
"success" : true,
"errors" : [ ]
},
{
"success" : false,

115
Examples allOrNone Parameters in Composite and Collections Requests

"errors" : [
{
"statusCode" : "DUPLICATES_DETECTED",
"message" : "Use one of these records?",
"fields" : [ ]
}
]
}
],
"httpHeaders" : { },
"httpStatusCode" : 200,
"referenceId" : "collection1"
},
{
"body" : [
{
"errorCode" : "PROCESSING_HALTED",
"message" : "The transaction was rolled back since another operation in the
same transaction failed."
}
],
"httpHeaders" : { },
"httpStatusCode" : 400,
"referenceId" : "newContact"
}
]
}
In this case, the inner sObject Collections request has allOrNone
set to false, so it is not immediately rolled back. However, the
outer Composite request has true so it is rolled back, which also rolls back the inner sObject Collections request.
allOrNone set to

Note: Even though the response body for sObject Collections request shows "success":true for the creation of the
first Account, the fact that the Composite request is rolled back means that the Account creation is rolled back. The final result is
that the new Account is not created.

116
CHAPTER 4Generating an OpenAPI 3.0 Document for
sObjects REST API (Beta)

In this Beta, you can generate an OpenAPI document for the sObjects REST API.

Note: This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion.
Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements
and Terms.
With this beta feature, you can generate an OpenAPI document that represents six sObjects REST API
resources that reflect your customizations and configurations.

Supported Editions
This beta feature is available to Developer Editions, Partner Developer Editions, sandboxes, and
scratch orgs that have API Enabled.

About the Document


The OpenAPI document adheres to Version 3.0.1 of the OpenAPI Specification. For more information,
see https://www.openapis.org.
Note: This beta OpenAPI document is subject to change. Don’t build production integrations
based on this OpenAPI document.

What the OpenAPI Document Covers


This OpenAPI document describes these REST API resources that you can use to retrieve, create, and
update your object data.
1. /services/data/v57.0/sobjects
• Lists the available objects and their metadata for your data. Provides the organization
encoding, and the maximum batch size permitted in queries.
• See Describe Global.

2. /services/data/v57.0/sobjects/sObject
• Describes the individual metadata for the specified object. Can create an object record.
For example, retrieve the metadata for the Account object using the GET method or create
an Account object using the POST method.
• See sObject Basic Information.

3. /services/data/v57.0/sobjects/{sObject}/describe
• Describes the individual metadata at all levels for
• sObjects See sObject Describe.

117
Generating an OpenAPI 3.0 Document for sObjects REST
API (Beta)

4. /services/data/v57.0/sobjects/sObject/{id}
• Accesses records based on the specified object ID. Retrieves, updates, or deletes records.
Can 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.
• See sObject Rows.

5. /services/data/v57.0/sobjects/{sObject}/deleted
• Retrieves the list of individual deleted records within the timespan for
• sObjects See sObject Get Deleted.

6. /services/data/vXX.X/sobjects/{sObject}/{id}/{blobField}
• Retrieves the specified blob field from an individual record and returns it as binary
• data See sObject Blob Retrieve.

Enabling the Beta


To enable this beta, follow these steps. You must have either the Modify All Data or the Customize
Application permission.
1.From Setup, in the Quick Find box, enter UserInterface, and then select User Interface.
2.On the User Interface page, select Enable Salesforce Platform REST API, OpenAPI 3.0 Spec
Generation (Beta).
Note: Selecting this item asserts that you accept the Beta Services Terms provided at the
Agreements and Terms.

Generating an OpenAPI Document


After the beta feature is enabled, generate the OpenAPI document by following these steps.
1.Send a POST request to

MyDomainName
https:// XX.X
.my.salesforce.com/services/data/v
/async/specifications/oas3

Note: The procedure in API version 56.0 has changed from the procedure in earlier API versions.
This step now uses a POST request instead of a GET request.
The API version in this POST request, XX.X, must be 54.0 or greater.
If the server encounters errors processing the request, it reports a “Failed” status and returns a
4xx or 5xx status.
The request body must be

{
"resources" : [ selectors ]
}
can be
where selectors
• "*" (to get all the resources)

118
Generating an OpenAPI 3.0 Document for sObjects REST
API (Beta)

• or, one or more of the following selectors (to only get specific sections of the OpenAPI document)
– "/services/data/v57.0/sobjects"
– sObject sObject can be the
" where
"/services/data/v57.0/sobjects/
name of any standard or custom object that you have access to in your org
– "/services/data/v57.0/sobjects/sObject /{id}"
– "/services/data/v57.0/sobjects/sObject
/deleted"
– "/services/data/v57.0/sobjects/{sObject}/deleted"
– "/services/data/v57.0/sobjects/sObject/describe"
– "/services/data/v57.0/sobjects/{sObject}/describe"
– "/services/data/v57.0/sobjects/{sObject}/{id}/{blobField}"

{blobField}{id} {sObject} Note: , , and must be entered literally. They aren’t


variables.
Note: Don’t add trailing slashes at the end of a selector, For example,
"/services/data/v57.0/sobjects/" retrieves nothing.
Note: For the
/describe and /deleted selectors, you can use either {sObject}
literally or an object name. The response body for these requests is the same for all objects.

Note: The API version in the selectors must be the latest version, v57.0. (This does not
need to be the same version as the POST request in Step 1 or the GET request in Step 3.)
For example
{
"resources" : ["*"]
}

or

{
"resources" : [
"/services/data/v57.0/sobjects",
"/services/data/v57.0/sobjects/Contact",
"/services/data/v57.0/sobjects/Lead",
"/services/data/v57.0/sobjects/Lead/{id}",
"/services/data/v57.0/sobjects/{sObject}/deleted",
"/services/data/v57.0/sobjects/Account/describe",
"/services/data/v57.0/sobjects/{sObject}/{id}/{blobField}"

]
}

2. Assuming that the request can be parsed without errors, the server responds with HTTP status code
202 (Accepted) and a JSON response body that contains a URI where you can get the OpenAPI
document. For example:

HTTP/1.1 202
Accepted {
"href" :

119
Generating an OpenAPI 3.0 Document for sObjects REST
API (Beta)

"/v57.0/async/specifications/oas3/NTByUjAwMDAwMDAwMDBh
" }

The last part of this URI ( NTByUjAwMDAwMDAwMDBh in this example) is thelocator ID for the
OpenAPI document.
3. Send a GET request to the same URI with the locator ID appended. For example:

https://MyDomainName.my.salesforce.com/services/data/vXX.X/async/
specifications/oas3/NTByUjAwMDAwMDAwMDBh

The API version in this GET request, XX.X, must be 54.0 or greater.
a.If the server isn’t finished preparing the OpenAPI document, it responds with a 202 (Accepted)
status code and a status message of “Not Started” or “In Progress”. For example:

HTTP/1.1 202 Accepted


{
"status" : "In Progress"
}

b. If the server has finished, it responds with a 200 (OK) status and returns the OpenAPI
document in the response body. For example:

HTTP/1.1 200 OK{


"openapi": "3.0.1",
"info": {
"title": "Lightning Platform REST API",
"description": "REST API provides you with programmatic
access to your data in Salesforce. The flexibility and
scalability of REST API make it an excellent choice for
integrating Salesforce into your applications and for performing
complex operations on a large scale. You can use REST API tools
to create, manipulate, and search data in Salesforce by sending
HTTP requests to endpoints in Salesforce. Depending on where
you send requests, you access and operate on different pieces
of information, called resources. Resources include records,
query results, metadata, and more. ",
"version": "57.0
},
"servers": [
...
],
"security": [
...
],
"paths": {
"/sobjects": { ... },
"/sobjects/Contact": { ... },
"/sobjects/Lead": { ... },
"/sobjects/Lead/{id}": { ... },
"/sobjects/{sObject}/deleted": { ... },
"/sobjects/{sObject}/describe": { ... },
"/sobjects/{sObject}/{id}/{blobField}": { ... }

},

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Generating an OpenAPI 3.0 Document for sObjects REST
API (Beta)

"components": {
...
}
}

After the OpenAPI document is generated, you can retrieve the OpenAPI document again by using the
same locator ID for 48 hours. After 48 hours, using that locator ID results in a 404 (Not Found) error.
A new OpenAPI document can only be generated every 6 hours per user. If you call
/async/specifications/oas3 again within 6 hours of the last generation, even with different
request bodies, the API returns the same locator ID.
If you select a resource that doesn’t match any of the supported resources, or you select a resource
that you do not have permissions to access, the request does not fail but the OpenAPI document will
not contain that resource and its path will not be visible in the OpenAPI document.

Giving Feedback
To give us your feedback, log in to Trailhead and then join the OpenAPI Specs for Salesforce REST APIs
Trailblazer Community.
Your feedback is valuable and can help us find existing problems and inspire future change. We’re

looking
for general impressions, improvement suggestions, bugs, and feedback about how well this OpenAPI
document aligns with your OpenAPI use cases.

121
CHAPTER 5 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,
https://MyDomainName.my.salesforce.com.
For example, to retrieve basic information about an Account object in version 57.0 use
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account.
For information about standard and custom objects that you access with sObject resources, see Object Reference for the Salesforce
Platform.
Some of these resources are only available if you have the corresponding package installed or have the corresponding feature enabled.

Note: Some parts of request URIs are case-sensitive, such as IDs. Other parts of URIs aren't case-sensitive, such as object and field
names. If your requests aren't successful, check that your URI has the right letter cases by comparing the URI to the reference and
examples in this guide.

Resource Name URI and Description


Versions
/services/data
Lists summary information about each Salesforce version currently available, including the
version, label, and a link to each version's root.

Resources by Version
/services/data/vXX.X
Lists available resources for the specified API version, including resource name and URI.

Invocable Actions
/services/data/vXX.X/actions/standard
/services/data/vXX.X/actions/custom
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 company’s needs.

Analytics
/services/data/vXX.X/analytics
(Accesses Reports and
Accesses Reports and Dashboards REST API resources. See the Salesforce Reports and Dashboards
Dashboards REST API)
REST API Developer Guide.

Retrieve AppMenu Types


/services/data/vXX.X/appMenu/
Accesses App Menu types in the Salesforce app dropdown menu.

AppMenu Items
/services/data/vXX.X/appMenu/AppSwitcher
Accesses App Menu items from the Salesforce app dropdown menu.

AppMenu Mobile Items


/services/data/vXX.X/appMenu/Salesforce1/
Accesses App Menu items from the Salesforce mobile app for Android and iOS and the mobile web
navigation menu.

122
Reference

Resource Name URI and Description


Asset Management
/services/data/vXX.X/asset-management
Makes make lifecycle-managed asset data available for sales and account reps to view in Lightning
Experience. See Customer Asset Lifecycle Management in the Connect REST API Developer Guide.

Async Queries
/services/data/vXX.X/async-queries
Submits a SOQL query to be processed asynchronously. See
•Async Query in the Connect REST API Developer Guide.
•Use Async SOQL with Real-Time Event Monitoring in the Salesforce Security Guide.
•Async SOQL Use Cases in the Big Objects Implementation Guide.

Chatter
/services/data/vXX.X/chatter
(Connect REST API)
Accesses features in the Connect REST API. See the Connect REST API Developer Guide.

Commerce
/services/data/vXX.X/commerce
(Place Order REST API)
Accesses features in the Place Order REST API. See the Place Order REST API Developer Guide.

Compact Layouts
/services/data/vXX.X/compactLayouts?q=objectList
Returns a list of compact layouts for multiple objects.

Composite
/services/data/vXX.X/composite
Executes a series of REST API requests in a single POST request, or retrieves a list of other
composite resources with a GET request.

Composite Batch
/services/data/vXX.X/composite/batch
Executes up to 25 subrequests in a single request.

Using Composite Graphs


/services/data/vXX.X/composite/graph
Provides an enhanced way to perform composite requests.

sObject Tree
/services/data/vXX.X/composite/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.

sObject Collections
/services/data/vXX.X/composite/sobjects
Executes actions on multiple records in one request.

Connect REST API


/services/data/vXX.X/connect
Accesses features in the Connect REST API. See the Connect REST API Developer Guide.

Financial Services
/services/data/vXX.X/connect/financialservices
Accesses Financial Services objects. See the Financial Services Cloud Developer Guide.

123
Reference

Resource Name URI and Description


Health Cloud
/services/data/vXX.X/connect/health/care-services
Accesses Health Cloud objects. See the Health Cloud Developer Guide.

Manufacturing
/services/data/vXX.X/connect/manufacturing
Accesses Manufacturing Cloud objects. See the Manufacturing Cloud Developer Guide.

Consumer Goods
/services/data/vXX.X/connect/object-detection
/services/data/vXX.X/connect/visit/recommendations
Accesses the Consumer Goods Business API. See the Consumer Goods Cloud Developer Guide.

Consent
/services/data/vXX.X/consent
Tracks users’ consent preferences.

Contact Tracing
/services/data/vXX.X/contact-tracing
Tracks health contacts. See the Emergency Response Management for Public Health Developer
Guide.

Dedupe
/services/data/vXX.X/dedupe
Lists duplicate resources, job definitions, and jobs. See the Connect REST API Developer Guide.

Domino
/services/data/vXX.X/domino
For internal use only.

Eclair
/services/data/vXX.X/eclair
(geodata)
Accesses geodata definitions. See Charts Geodata Resource in theAnalytics REST API Developer Guide.

Email Connect
/services/data/vXX.X/emailConnect
For internal use only.

Platform Event Schema by


/services/data/vXX.X/event/eventSchema/schemaId
Schema ID
Gets the definition of a platform event in JSON format for a schema ID. This resource is available
in REST API version 40.0 and later.

Folders
/services/data/vXX.X/folders
Use the Analytics Folders API to perform operations on report and dashboard folders. See Folders
in the Reports and Dashboards REST API Developer Guide.

IoT
/services/data/vXX.X/iot
Accesses features in the IoT REST API. See the IoT REST API Getting Started Guide.

124
Reference

Resource Name URI and Description


Jobs
/services/data/vXX.X/jobs
(Bulk API 2.0)
Accesses jobs in the Bulk API 2.0. See the Bulk API 2.0 and Bulk API Developer Guide.

jsonxform
/services/data/vXX.X/jsonxform
(Analytics REST API)
Tests the results of a rule in a Tableau template. See Rules Testing with
jsonxform/transformation endpoint the Analytics Templates Developer Guide.

Knowledge Management
/services/data/vXX.X/knowledgeManagement
Accesses Salesforce Knowledge features. See the Knowledge Developer Guide.

Licensing
/services/data/vXX.X/licensing
For internal use only.

Limits
/services/data/vXX.X/limits
Lists information about limits in your org. For each limit, this resource returns the maximum
allocation and the remaining allocation based on usage.

Record Count
/services/data/vXX.X/limits/recordCount
Lists information about object record counts in your organization.

Salesforce Surveys
/services/data/vXX.X/localizedvalue
Translation Resources
Use REST APIs to translate survey fields, view, update, or delete translated survey fields. The
translated values of surveys fields are stored in Flow fields.

Metadata
/services/data/vXX.X/metadata
Accesses features in the Metadata API. See the Metadata API Developer Guide.

Parameterized Search
/services/data/vXX.X/parameterizedSearch/?q=searchString
Executes a simple REST search using parameters instead of a SOSL clause. Indicate parameters in
the URI with the GET method. Or, use the POST method to create complex searches in a request
body.
Payments
/services/data/vXX.X/payments
For internal use only.

Process Approvals
/services/data/vXX.X/process/approvals
Accesses 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
/services/data/vXX.X/process/rules

125
Reference

Resource Name URI and Description


Accesses a list of all active workflow rules. Use the GET method to retrieve records or fields. Use the
HEAD method to retrieve information in HTTP headers. Use the POST method to trigger all active
workflow rules.

Query
/services/data/vXX.X/query/?q=soql
(SOQL)
Executes the specified SOQL query.
QueryAll
/services/data/vXX.X/queryAll/?q=soql
(SOQL)
Executes the specified SOQL query. Results can include deleted, merged, and archived records.
Quick Actions
/services/data/vXX.X/quickActions
Returns 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


/services/data/vXX.X/recent
Gets the most recently accessed items that were viewed or referenced by the current user.

Salesforce Scheduler Resources


/services/data/vXX.X/scheduling/
Accesses Scheduler REST APIs to get appointment time slots or available service resources based
on work type groups and service territories.

Search
/services/data/vXX.X/search/?q=sosl
(SOSL)
Executes the specified SOSL search. The search string must be URL-encoded.
Search Scope and Order
/services/data/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.

Search Suggested Queries


/services/data/ XX.X /search/suggestSearchQueries?q=searchString
languageOfQuery
v &language=
Returns a list of suggested searches based on the user’s 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. This resource is available in REST API version 30.0 and later.

Search Suggested Article Title XX.X


/services/data/v /search/suggestTitleMatches?q= searchString
Matches articleLanguage articlePublicationStatus
&language= &publishStatus=
Returns a list of Salesforce Knowledge article titles that match the user’s search query string.
Provides a shortcut to navigate directly to likely relevant articles before the user performs a
search.
Search Result Layouts
/services/data/vXX.X/searchlayout/?q=commaDelimitedObjectList
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.

126
Reference

Resource Name URI and Description


Service Templates
/services/data/vXX.X/serviceTemplates
For internal use only.

Smart Data Discovery


/services/data/vXX.X/smartdatadiscovery
(Insights API)
Uses the Insights API to embed insights into a website, application, or dashboard. See Get
Descriptive and Diagnostic Insights Programmatically.

Describe Global
/services/data/vXX.X/sobjects

Platform Event Schema by


/services/data/vXX.X/sobjects/eventName/eventSchema
Event Name
Gets the definition of a platform event in JSON format for an event name.

Lightning Exit by Page Metrics


/services/data/vXX.X/sobjects/LightningExitByPageMetrics
Returns frequency metrics about the standard pages within which users switched from Lightning
Experience to Salesforce Classic.

Lightning Toggle Metrics


/services/data/vXX.X/sobjects/LightningToggleMetrics
Returns details about users who switched between Salesforce Classic and Lightning Experience.

Lightning Usage by App Type


/services/data/vXX.X/sobjects/LightningUsageByAppTypeMetrics
Returns the total number of Lightning Experience and Salesforce Mobile users. This resource
is available in REST API version 44.0 and later.

Lightning Usage by Browser


/services/data/vXX.X/sobjects/LightningUsageByBrowserMetrics
Returns Lightning Experience usage results grouped by browser instance.

Lightning Usage by FlexiPage


/services/data/vXX.X/sobjects/LightningUsageByFlexiPageMetrics
Returns details about the custom pages viewed most frequently in Lightning Experience.

Lightning Usage by Page


/services/data/vXX.X/sobjects/LightningUsageByPageMetrics
Represents standard pages users viewed most frequently in Lightning Experience.

sObject PlatformAction
/services/data/vXX.X/sobjects/PlatformAction
Queries 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 Relevant Items


/services/data/vXX.X/sobjects/relevantItems
Gets the current user’s most relevant items. Relevant items include records for objects in the
user’s global search scope and also most recently used (MRU) objects.

sObject Basic Information


/services/data/vXX.X/sobjects/sObject
Retrieves basic metadata for a specified object, or creates a new record for the specified object.

127
Reference

Resource Name URI and Description


sObject Get Deleted XX.X sObject /deleted/
/services/data/v /sobjects/
?start= startDateAndTime
&end= endDateAndTime
Retrieves the list of individual records that have been deleted within the given timespan for the
specified object.

sObject Describe
/services/data/vXX.X/sobjects/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.

sObject ApprovalLayouts
/services/data/vXX.X/sobjects/sObject/describe/approvalLayouts
Retrieve a list of approval layouts for a specified object. This resource is available in REST API
version 30.0 and later.

sObject CompactLayouts
/services/data/vXX.X/sobjects/sObject/describe/compactLayouts
Retrieve a list of compact layouts for a specific object. This resource is available in REST API
version 29.0 and later.

sObject Layouts /services/data/vXX.X/sobjects/sObject/describe/layouts


/services/data/vXX.X/sobjects/Global/describe/layouts
Retrieves lists of page layouts and their descriptions. You can request information for all of a
specific object’s layouts or for layouts associated with a specified record type on a specific object.

sObject Named Layouts XX.X/sobjects/


sObject/describe/namedLayouts/
layoutName
/services/data/v
Retrieves information about alternate named layouts for a given object. This resource is available
in REST API version 31.0 and later.

sObject Rows by External ID


/services/data/vXX.X/sobjects/sObject/fieldName/fieldValue
Creates records or updates existing records (upserts records) based on the value of a specified
external ID field.

List Views for an Object


/services/data/vXX.X/sobjects/sObject/listviews
/services/data/vXX.X/sobjects/sObject/listviews/listViewId
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.

List View Results sObject/listviews/listViewID/results


/services/data/vXX.X/sobjects/
Executes the SOQL query for the list view and returns the resulting data and presentation information.

List View Describe XX.X/sobjects/


sObject/listviews/
queryLocator
/services/data/v /describe
Returns detailed information about a list view, including the ID, the columns, and the SOQL query.

128
Reference

Resource Name URI and Description


Recent List Views
/services/data/vXX.X/sobjects/sObject/listviews/recent
Returns the list of recently used list views for the given object.

sObject Quick Actions


/services/data/vXX.X/sobjects/sObject/quickActions/
Access an object’s actions and the action details.

sObject Get Updated XX.X sObject /updated/


/services/data/v /sobjects/
?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 Rows
/services/data/vXX.X/sobjects/sObject/id
Accesses records based on a specified object and record ID. Retrieves, updates, or deletes records
based on the HTTP method. Use the GET method to retrieve records or specific field values, the
DELETE method to delete records, or the PATCH method to update records.

sObject Blob Retrieve


/services/data/vXX.X/sobjects/sObject/id/blobField
Retrieves the specified blob field from an individual record and returns it as binary data.

sObject Relationships
/services/data/vXX.X/sobjects/sObject/id/relationshipName
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 Rich Text Image Retrieve


/services/data/vXX.X sObject
/id//sobjects/
richTextImageFields/fieldName
/ contentReferenceId
Retrieves the specified image data from a specific rich text area field in a given record.

Delete Lightning Experience


/services/data/vXX.X/sobjects/Event/id/fromThisEventOnwards
Event Series
Removes one or more IsRecurrence2 events in a series.

Streaming Channel Push


/services/data/vXX.X/sobjects/StreamingChannel/channelId/push
(Steaming API)
Gets subscriber information, and pushes notifications for streaming channels. See the Streaming
API Developer Guide.

sObject User Password


/services/data/vXX.X/sobjects/User/userId/password
Accesses user passwords based on the specified user ID. Sets, resets, or gets the expiration status
of a user password based on the HTTP method. Use the GET method to retrieve a password’s
expiration status, the POST method to set a password, or the DELETE method to initiate a password
reset.
sObject Self-Service
/services/data/vXX.X
/sobjects/SelfServiceUser/
User Password selfServiceUserId
/password

129
Reference

Resource Name URI and Description


Accesses self-service user passwords based on the specified user ID. Sets, resets, or gets the
expiration status of a self-service user password based on the HTTP method. Use the GET method
to retrieve a password’s expiration status, the POST method to set a password, or the DELETE
method to initiate a password reset.

Data Category Groups


/services/data/vXX.X/support/dataCategoryGroups
Gets data category groups that are visible to the current user.

Data Category Detail XX.X /support/dataCategoryGroups/group/


/services/data/v
dataCategories/category
Gets data category details and the child categories by a given category.

Embedded Service
/services/data/vXX.X/support/embeddedservice/configuration/
Configuration Describe
serviceName
Returns information corresponding to one or more service report templates in field service.

Field Service Flow


/services/data/vXX.X/support/fieldservice/Flow
?developerNames=flowName
Returns information corresponding to a field service flow. See Field Service Flow in theField Service
Developer Guide.

Field Service Report Template


/services/data/vXX.X/support/fieldservice/ServiceReportTemplate
Returns information corresponding to one or more service report templates in field service.
See Service Report Template in the Field Service Developer Guide.

Articles Details
/services/data/vXX.X/support/knowledgeArticles/articleId
/services/data/vXX.X/support/knowledgeArticles/articleUrlName
Gets all online article fields, accessible to the user.

Tabs
/services/data/vXX.X/tabs
Returns a list of all tabs—including Lightning page tabs—available to the current user,
regardless of whether the user has chosen to hide tabs via the All Tabs (+) tab customization
feature.
Themes
/services/data/vXX.X/theme
Gets the list of icons and colors used by themes in the Salesforce application.

Tooling API
/services/data/vXX.X/tooling
Accesses features in the Tooling API. See the Tooling API Developer Guide.

UI API
/services/data/vXX.X/ui-api
Accesses features in the UI API. See the User Interface API Developer Guide.

130
Reference Versions

Resource Name URI and Description


Wave
/services/data/vXX.X/wave
(Analytics REST API)
Accesses features in the Analytics REST API. See the Analytics REST API Developer Guide.

Versions
Lists summary information about each Salesforce version currently available, including the version, label, and a link to each
version's root.

Syntax
URI
/services/data/
Formats
JSON, XML
HTTP Method
GET
Authentication
none
Parameters
none

Example
See List Available REST API Versions on page 28.

Resources by Version
Lists available resources for the specified API version, including resource name and URI.

Syntax
URI
/services/data/vXX.X/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

131
Reference Limits

Parameters
none

Example
See List Available REST Resources. on page 33

Limits
Lists information about limits in your org. For each limit, this resource returns the maximum allocation and the remaining
allocation based on usage.
This resource is available in REST API version 29.0 and later for API users with the View Setup and Configuration permission.

Syntax
URI
/services/data/vXX.X/limits/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Response Body

Limit Label Description


Analytics

AnalyticsExternalDataSizeMB Maximum amount of external data in bytes that can be uploaded daily via
REST API
Concurrent REST API requests for results of asynchronous report runs
ConcurrentAsyncGetReportInstances
Concurrent synchronous report runs via REST API
ConcurrentSyncReportRuns
Hourly asynchronous report runs via REST API
HourlyAsyncReportRuns
Hourly synchronous report runs via REST API
HourlySyncReportRuns
Hourly dashboard refreshes via REST API
HourlyDashboardRefreshes
Hourly REST API requests for dashboard results
HourlyDashboardResults
Hourly dashboard status requests via REST API
HourlyDashboardStatuses

Email

MassEmail Daily number of mass emails that are sent to external email addresses
via Apex or APIs

132
Reference Limits

Limit Label Description

SingleEmail Daily number of single emails that are sent to external email addresses

Note: For orgs created before Spring ’19, the daily limit is enforced
only for emails sent via Apex and Salesforce APIs except for the REST
API. For orgs created in Spring ’19 and later, the daily limit is also
enforced for email alerts, simple email actions, Send Email actions
in flows, and REST API. If one of the newly counted emails can’t be
sent because your org has reached the limit, we notify you by email
and add an entry to the debug logs.

Lightning Platform REST and Bulk APIs

DailyApiRequests Daily API calls

DailyAsyncApexExecutions Daily number of asynchronous Apex method executions, which includes


batch Apex, future methods, Queueable Apex, and scheduled Apex.
Daily number of asynchronous Apex test executions. This limit is available
DailyAsyncApexTests
in API version 56.0 and later.
(API version 49.0 and
DailyBulkApiBatches Daily Bulk API and Bulk API 2.0 batches.
(API version
later) or DailyBulkApiRequests
48.0 and earlier) In Bulk API, batches are used by both ingest and query operations. In Bulk
API 2.0, batches are used only by ingest operations.

Daily storage for queries in Bulk API 2.0 (measured in MB). This limit is
DailyBulkV2QueryFileStorageMB
available in API version 47.0 and later.
Daily number of query jobs in Bulk API 2.0. This limit is available in API version
DailyBulkV2QueryJobs47.0 and later.

Platform Events

These values apply only to platform events. They don’t apply to change data capture events.

HourlyPublishedPlatformEventsHigh-volume platform event notifications published per hour

HourlyPublishedStandardVolumePlatformStandard-volume platform event notifications published per hour


Events(You can no longer define standard-volume events. New platform events
are high volume by default.)

DailyStandardVolumePlatformEventsDaily standard-volume platform event notifications delivered to CometD


clients
(You can no longer define standard-volume events. New platform events
are high volume by default.)

Platform Events and Change Data Capture

These values apply to platform events and change data capture events.

DailyDeliveredPlatformEvents Org Without Add-On License: Daily Usage and Default Allocation

133
Reference Limits

Limit Label Description


To get the number of high-volume platform events and change events
delivered to CometD and Pub/Sub API clients in the last 24 hours, use
DailyDeliveredPlatformEvents. This value doesn’t apply to
other subscribers, such as Apex triggers, flows, and processes. This value
applies to orgs that haven’t purchased the high-volume platform event or
Change Data Capture add-on.
Usage tracking frequency:
DailyDeliveredPlatformEvents is
updated within a few minutes after event delivery.
MonthlyPlatformEvents (API version 47.0 Org Without Add-On License: Monthly Usage and Default Allocation
and earlier)
To get the monthly delivery usage for high-volume platform events and
change events to CometD and Pub/Sub API clients, use
MonthlyPlatformEvents. This value doesn’t apply to other
subscribers, such as Apex triggers, flows, and processes. This value applies
to orgs that haven’t purchased the high-volume platform event or Change
Data Capture add-on.
Usage tracking frequency:
MonthlyPlatformEvents is updated
within a few minutes after event delivery.
Org With Add-On License: Monthly Usage-Based Entitlement
MonthlyPlatformEventsUsageEntitlement
(API version 48.0 and later)
If your org has purchased the high-volume platform event or Change Data
Capture add-on, use
MonthlyPlatformEventsUsageEntitlement. This
value is the
monthly entitlement and usage of event delivery to CometD and Pub/Sub
API clients and is incremented for each client. This value doesn’t apply to
other subscribers, such as Apex triggers, flows, and processes. This value
includes usage for both high-volume platform events and change events.
Usage tracking frequency:
MonthlyPlatformEventsUsageEntitlement
updated once is
a day.
The entitlement is reset every month after your contract start date.
Entitlement usage is computed only for production orgs. It is not available
in sandbox or trial orgs. For more information, see Usage-based
Entitlement Fields.
With an add-on license, you can exceed the maximum entitlement by a
certain amount. As a result, the remaining value returned can be negative
if you exceeded the maximum value.
Use
MonthlyPlatformEventsUsageEntitlement
API with
version 48.0 or later to get an accurate event delivery usage based on the
first day of your contract. In API version 47.0 and earlier, the
MonthlyPlatformEvents value returns the usage based on the first
Private Connect of the month instead of the contract start date.

134
Reference Limits

Limit Label Description


Maximum amount of data in bytes that can be transferred per hour via
PrivateConnectOutboundCalloutHourlyLimitMB
outbound private connections.

Salesforce Connect

HourlyLongTermIdMapping Hourly new long-term external record ID mappings

HourlyODataCallout Hourly OData callouts

HourlyShortTermIdMapping Hourly new short-term external record ID mappings

Salesforce Developer Experience

ActiveScratchOrgs The maximum number of scratch orgs you can have at any given time based
on the edition type. Allocation becomes available if you delete a scratch
org or if a scratch org expires.
The maximum number of successful scratch org creations you can initiate
DailyScratchOrgs
in a rolling (sliding) 24-hour window. Allocations are determined based on
the number of scratch orgs created in the preceding 24 hours.

Package2VersionCreates
Daily number of package versions that you can create. Applies to unlocked
and second-generation managed packages.
Daily number of package versions that skip validation that you can create.
Package2VersionCreatesWithoutValidation
Applies to unlocked and second-generation managed packages.

Salesforce Functions

DailyFunctionsApiCallLimit (API versionDaily API calls in an org with Functions. Values are visible only if Salesforce
53.0 and later) Functions is enabled. For more information, see Functions Limits.

Storage

DataStorageMB Data storage (MB)


(The API user must have the Manage Users permission)

File storage (MB)


FileStorageMB
(The API user must have the Manage Users permission)

Streaming API—Durable (API version 37.0 and later)

Generic events notifications delivered in the past 24 hours to all CometD


DailyDurableGenericStreamingApiEvents
clients
PushTopic event notifications delivered in the past 24 hours to all CometD
DailyDurableStreamingApiEvents
clients
Concurrent CometD clients (subscribers) across all channels and for all event
DurableStreamingApiConcurrentClients
types

Streaming API (API version 36.0 and earlier)

135
Reference Describe Global

Limit Label Description

DailyGenericStreamingApiEvents Generic events notifications delivered in the past 24 hours to all CometD
clients
PushTopic event notifications delivered in the past 24 hours to all CometD
DailyStreamingApiEvents
clients
Concurrent CometD clients (subscribers) across all channels and for all event
StreamingApiConcurrentClients
types

Workflows

DailyWorkflowEmails Daily workflow emails

HourlyTimeBasedWorkflow Hourly workflow time triggers

Example
See List Org Limits.

Describe Global
Lists the available objects and the associated metadata.
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 or If-Unmodified-Since header with this resource. When using the
If-Modified-Since header, if no available object’s metadata has changed since the provided date, a 304NotModified
status code is returned with no response body.
Note: The
If-Modified-Since and If-Unmodified-Since headers check for more than object-specific metadata
changes. They also check for org-wide events, such as changes to permissions, profiles, or field labels.
Syntax
URI
/services/data/vXX.X/sobjects/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

136
Reference sObject Basic Information

Parameters

Parameter Description

If-Modified-Since An optional header specifying a date and time. The request returns records that have
been modified after that date and time.
The format is
EEE,ddMMMyyyyHH:mm:ssz. For example:
If-Modified-Since: Mon, 30 Nov 2020 08:34:54 MST.
If-Unmodified-Since An optional header specifying a date and time. The request returns records that have
not been modified after that date and time.
The format is
EEE,ddMMMyyyyHH:mm:ssz. For example:
If-Unmodified-Since: Mon, 30 Nov 2020 08:34:54 MST.

Example
See Get a List of Objects on page 36.

SEE ALSO:
Conditional Request Headers

sObject Basic Information


Retrieves basic metadata for a specified object, or creates a new record for the specified object.
For example, this resource can be used to retrieve the metadata for the Account object using the GET method, or create a new Account
object using the POST method.

IN THIS SECTION:
Retrieve Object Metadata Using sObject Basic Information
Retrieves basic metadata for a specified object, including some object properties, recent items, and URIs for other resources related
to the object.
Create Records Using sObject Basic Information
Creates a new record for a specified object based on field values in the request body.

Retrieve Object Metadata Using sObject Basic Information


Retrieves basic metadata for a specified object, including some object properties, recent items, and URIs for other resources related
to the object.
To retrieve the complete metadata for an object, use the sObject Describe resource.

137
Reference Create Records Using sObject Basic Information

Syntax
URI
/services/data/vXX.X/sobjects/sObject/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObject The name of the object. For example, Account.


A required path parameter.

Example
For an example of retrieving metadata for an object, see Retrieve Metadata for an Object on page 37.

SEE ALSO:
Object Reference for the Salesforce Platform

Create Records Using sObject Basic Information


Creates a new record for a specified object based on field values in the request body.
You must specify values for required fields in the request body. Specifying values for other fields is optional.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/
Formats
JSON, XML
HTTP Method
POST
Authentication
Authorization: Bearer token

138
Reference sObject Describe

Parameters

Parameter Description

Content-Type An optional header, specifying the format for the request and response. Possible
choices are:
• Content-Type: application/json
• Content-Type: application/xml

sObject The name of the object. For example, Account.


A required path parameter.

Example
• For an example of creating a new record using POST, see Create a Record on page 41.
• For an example of create a new record along with providing blob data for the record, see Insert or Update Blob Data on page 70.

SEE ALSO:
Object Reference for the Salesforce Platform

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.
For more information about the metadata that is retrieved, see DescribesObjectResult in the SOAP API Developers Guide.
You can use the
If-Modified-Since or If-Unmodified-Since header with this resource. When using the
If-Modified-Since header, if no available object’s metadata has changed since the provided date, a 304 Not Modified
status code is returned with no response body.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

139
Reference sObject Get Deleted

Parameters

Parameter Description

sObject The name of the object. For example, Account.


A required path parameter.

If-Modified-Since An optional header specifying a date and time. The request returns records that have
been modified after that date and time.
The format is
EEE,ddMMMyyyyHH:mm:ssz. For example:
If-Modified-Since: Mon, 30 Nov 2020 08:34:54 MST.
If-Unmodified-Since An optional header specifying a date and time. The request returns records that have
not been modified after that date and time.
The format is
EEE,ddMMMyyyyHH:mm:ssz. For example:
If-Unmodified-Since: Mon, 30 Nov 2020 08:34:54 MST.

Example
See Get Field and Other Metadata for an Object. For an example that uses the If-Modified-Since HTTP header, see Get Object
Metadata Changes.

SEE ALSO:
Object Reference for the Salesforce
Platform Conditional Request Headers

sObject Get Deleted


Retrieves the list of individual records that have been deleted within the given timespan for the specified object. This resource is
available in REST API version 29.0 and later.
This resource is commonly used in data replication applications. Note the following considerations:
•Deleted records are written to a delete log which this resource accesses. A background process that runs every two hours purges
records that have been in an organization's delete log for more than two hours if the number of records is above a certain limit.
Starting with the oldest records, the process purges delete log entries until the delete log is back below the limit. This is done to
protect Salesforce from performance issues related to massive delete logs
•Information on deleted records is returned only if the current session user has access to them.
•Results are returned for no more than 15 days previous to the day the call is executed (or earlier if an administrator has purged the
Recycle Bin).
See “Data Replication” in the SOAP API Developer Guide for additional details on data replication and data replication limits.

140
Reference sObject Get Deleted

Syntax
URI
XX.X/sobjects/sObject/deleted/?start=
/services/data/v startDateAndTime
&end=endDateAndTime
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

start Starting date/time (Coordinated Universal Time (UTC)—not 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). The
date and time must be formatted as described in Valid Date and DateTime Formats.
The date/time value for
start must chronologically precede end. This parameter
should be URL-encoded.
end Ending date/time (Coordinated Universal Time (UTC)—not 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 must be formatted as described in Valid Date and DateTime Formats.
This parameter should be URL-encoded

Response Body

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.
ISO 8601 format timestamp (Coordinated Universal Time (UTC)—not local—
earliestDateAvailableString
timezone) of the last physically deleted object.
ISO 8601 format timestamp (Coordinated Universal Time (UTC)—not local—
latestDateCovered String
time zone) of the last date covered in the request.

141
Reference sObject Get Updated

Example
For an example of getting a list of deleted items, see Get a List of Deleted Records Within a Given Timeframe.

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Get Updated


Retrieves the list of individual records that have been updated (added or changed) within the given timespan for the specified object.
This resource is available in REST API version 29.0 and later.
This resource is commonly used in data replication applications. Note the following considerations:
•Results are returned for no more than 30 days previous to the day the call is executed.
•Your client application can replicate any objects to which it has sufficient permissions. For example, to replicate all data for your
organization, your client application must be logged in with “View All Data” access rights to the specified object. Similarly, the objects
must be within your sharing rules.
•There is a limit of 600,000 IDs returned from this resource. If more than 600,000 IDs would be returned, EXCEEDED_ID_LIMIT is
returned. You can correct the error by choosing start and end dates that are closer together.
See “Data Replication” in the SOAP API Developer Guide for additional details on data replication and data replication limits.

Syntax
URI
XX.X/sobjects/sObject/updated/?start=
/services/data/v startDateAndTime
&end=endDateAndTime
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

start Starting date/time (Coordinated Universal Time (UTC) time zone—not 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).
The date and time must be formatted as described in Valid Date and DateTime Formats.
The date/time value for
start must chronologically precede end. This parameter
should be URL-encoded
end Ending date/time (Coordinated Universal Time (UTC) time zone—not 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).

142
Reference sObject Named Layouts

Parameter Description
The date and time must be formatted as described in Valid Date and DateTime
Formats. This parameter should be URL-encoded

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.

String ISO 8601 format timestamp (Coordinated Universal Time (UTC)—not local
latestDateCovered


time zone) of the last date covered in the request.

Examples
For an example of getting a list of updated deleted items, see Get a List of Updated Records Within a Given Timeframe.

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Named Layouts


Retrieves information about alternate named layouts for a given object. This resource is available in REST API version 31.0 and later.
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.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/namedLayouts/layoutName
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Request body
None

143
Reference sObject Rows

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/User/describe/namedLayouts
-H "Authorization: Bearer token"

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Rows
Accesses records based on a specified object and record ID. Retrieves, updates, or deletes records based on the HTTP method. Use the
GET method to retrieve records or specific field values, the DELETE method to delete records, or the PATCH method to update records.
To create new records, use the sObject Basic Information or sObject Rows by External ID resources.

IN THIS SECTION:
Get Records Using sObject Rows
Gets a record based on the specified object and record ID. The fields and field values of the record are returned in the response body.
This resource can be used with external objects in API version 32.0 and later.
Update Records Using sObject Rows
Updates a record based on the specified object and record ID. Field values provided in the request body replace the existing values
in the record. This resource can be used with external objects in API version 32.0 and later.
Delete Records Using sObject Rows
Deletes records based on the specified object and record ID. This resource can be used with external objects in API version 32.0 and
later.

Get Records Using sObject Rows


Gets a record based on the specified object and record ID. The fields and field values of the record are returned in the response body.
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.
For information about the items in the response body, see DescribeSObjectResult in the SOAP API Developer’s Guide.
If the object is an Account object, the response also contains an ETag header. For example:
ETag:
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip" This ETag can be used with

the If-Match and


If-None-Match headers. For more information, see Conditional Request Headers.
Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/

144
Reference Get Records Using sObject Rows

Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObject The name of the object. For example, Account.

id The identifier of the object. For example, 001R0000005hDFYIA2.

fields A comma-delimited list of fields specifying the fields and values returned in the
response body. For example,
?
fields=name,description,numberofemployees,industry.
If-Match
An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag matches one of the ETags in the list.
For example:
If-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--
gzip".
If-None-Match
An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag does not match one of the ETags in the list.
For example:
If-None-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
If-Modified-Since An optional header specifying a date and time. The request returns records that have
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--
gzip".
been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z
For example:
If-Modified-Since: Mon, 30 Nov 2020 08:34:54
MST.
If-Unmodified-Since An optional header specifying a date and time. The request returns records that have
not been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z
For example:
If-Unmodified-Since: Mon, 30 Nov 2020 08:34:54
MST.

145
Reference Update Records Using sObject Rows

Example
For examples of retrieving records, see Get Field Values from a Standard Object Record.

SEE ALSO:
Object Reference for the Salesforce Platform

Update Records Using sObject Rows


Updates a record based on the specified object and record ID. Field values provided in the request body replace the existing values in
the record. 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.
For information about the items in the response body, see DescribeSObjectResult in the SOAP API Developer Guide.
If the object is an Account object, the response also contains an ETag header. For example:
ETag:
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip" This ETag can be used with

the If-Match and


If-None-Match headers. For more information, see Conditional Request Headers.
Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/
Formats
JSON, XML
HTTP Method
PATCH
Authentication
Authorization: Bearer token
Parameters

Parameter Description

Content-Type An optional header that specifies the format for the request and response. The
possible header values are:
• Content-Type: application/json
• Content-Type: application/xml

sObject The name of the object. For example, Account and CustomObject__c.

id The identifier of the object. For example, 001R0000005hDFYIA2.

146
Reference Delete Records Using sObject Rows

Parameter Description

If-Match An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag matches one of the ETags in the list.
For example:
If-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip".
If-None-Match An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag does not match one of the ETags in the list.
For example:
If-None-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip".
If-Modified-Since An optional header specifying a date and time. The request returns records that have
been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z
For example:
If-Modified-Since: Mon, 30 Nov 2020 08:34:54
MST.
If-Unmodified-Since An optional header specifying a date and time. The request returns records that have
not been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z
For example:
If-Unmodified-Since: Mon, 30 Nov 2020 08:34:54
MST.

Example
For an example of updating a record using PATCH, see Update a Record.

SEE ALSO:
Object Reference for the Salesforce Platform
Conditional Request Headers

Delete Records Using sObject Rows


Deletes records based on the specified object and record ID. 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.

147
Reference Delete Records Using sObject Rows

IfETag:
the object is an Account object, the response also contains an ETag header. For example:
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip" This ETag can be If-Match and the
used with
If-None-Match headers. For more information, see Conditional Request Headers.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObject The name of the object. For example, Account.

id The identifier of the record. For example,


001R0000005hDFYIA2.

If-Match
An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag matches one of the ETags in the list.
For example:
If-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip".

If-None-Match An optional header specifying a comma-delimited list of one or more ETags. This only
has an effect when used with Account objects. The request is only processed if the
Account’s ETag does not match one of the ETags in the list.
For example:
If-None-Match:
"94C83JSreaVMGpL+lUzv8Dr3inI0kCvuKATVJcTuApA=--gzip",
"ddpAdaTHz+GcV35e7NLJ9iKD3XXVqAzXT1Sl2ykkP7g=--gzip".

If-Modified-Since An optional header specifying a date and time. The request returns records that have
been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z
For example:
If-Modified-Since: Mon, 30 Nov 2020 08:34:54
MST.
If-Unmodified-Since An optional header specifying a date and time. The request returns records that have
not been modified after that date and time.
The format is
EEE, dd MMM yyyy HH:mm:ss z

148
Reference sObject Rows by External ID

Parameter Description
For example: If-Unmodified-Since: Mon, 30 Nov 2020 08:34:54
MST.

Example
For an example of deleting a record using DELETE, see Delete a Record.

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Rows by External ID


Creates, retrieves, upserts, or deletes records based on the value of a specified external ID field. By using the PATCH method with this
resource, you can send upsert requests to Salesforce.

IN THIS SECTION:
Get Records Using sObject Rows by External ID
Retrieves a record based on the value of the specified external ID field.
Create Records Using sObject Rows by External ID
Creates a new record based on the field values included in the request body. This resource does not require the use of an external
ID field.
Upsert Records Using sObject Rows by External ID
Upserts a record based on the value of the specified external ID field. Based on whether the value of the external ID already exists,
the request either creates a new record or updates an existing one.
Delete Records Using sObject Rows by External ID
Deletes a record based on the value of the specified external ID field.
Return Headers Using sObject Rows by External ID
Returns only the headers that are returned by sending a GET request to the sObject Rows by External ID resource. This gives you a
chance to see returned header values of the GET request before retrieving the content itself.

Get Records Using sObject Rows by External ID


Retrieves a record based on the value of the specified external ID field.

Note: For security reasons, some Top Level Domains (TLD) can conflict with certain file format extensions. Adjust your
implementation to work around such cases.
For example, using an email address, such as
[email protected], as the External ID returns a “404 not found” error.
There are several workarounds to handle conflicting TLDs.
•Use a different External ID field.
•Create a new External ID field that is the same as the email field and replace the "." with an "_" to handle this case.
•Run a query for emails ending in ".inc" to retrieve the record ID and use that for the upsert request.

149
Reference Create Records Using sObject Rows by External ID

• Use SOAP API instead of REST API for upsert requests.


• Accept the email as a query parameter instead of a path parameter by creating a custom Apex REST API. Use Apex to perform
the upsert request.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/fieldName/fieldValue
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None

Example
For an example of retrieving a record based on an external ID, see Retrieve a Record Using an External ID on page 45.

SEE ALSO:
Object Reference for the Salesforce Platform

Create Records Using sObject Rows by External ID


Creates a new record based on the field values included in the request body. This resource does not require the use of an external ID
field.
As a special case, in API version 37.0 and later, you can create a record with a POST request to
/services/data/vXX.X/sobjects/sObjectName/Id. Because Id has a null value, it is omitted from the request,
and the record is created according to the request body. Creating records with this resource is useful because you can use the same URI
in each POST request for each new record. In this case, you are not required to specify an external ID to create a record.
Note: Do not specify
Id or an external ID field in the request body or an error is generated.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/Id
Formats
JSON, XML
HTTP Method
POST

150
Reference Upsert Records Using sObject Rows by External ID

Authentication
Authorization: Bearer token
Parameters
None

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/Id -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d "@newaccount.json"

SEE ALSO:
Object Reference for the Salesforce Platform

Upsert Records Using sObject Rows by External ID


Upserts a record based on the value of the specified external ID field. Based on whether the value of the external ID already exists, the
request either creates a new record or updates an existing one.
•If the external ID doesn't match an existing record, then a new record is created according to the request body.
•If the external ID matches one existing record, then the existing record is updated according to the request body.
•If the external ID matches multiple existing records, then a 300 error is returned, and no records are created or updated.
If you are upserting a record for an object that has a custom field with both the
ExternalID and Unique attributes selected (a
unique index), you do not need any special permissions. The
Unique attribute prevents the creation of duplicates. If you are upserting
a record for an object that has the
ExternalID attribute selected but not the Unique attribute selected, (a non-unique index)
your client application must have the permission “View All Data” to execute this call.

Note: For security reasons, some Top Level Domains (TLD) can conflict with certain file format extensions. Adjust your
implementation to work around such cases.
For example, using an email address, such as
[email protected], as the External ID returns a “404 not found” error.
There are several workarounds to handle conflicting TLDs.
•Use a different External ID field.
•Create a new External ID field that is the same as the email field and replace the "." with an "_" to handle this case.
•Run a query for emails ending in ".inc" to retrieve the record ID and use that for the upsert request.
•Use SOAP API instead of REST API for upsert requests.
•Accept the email as a query parameter instead of a path parameter by creating a custom Apex REST API. Use Apex to perform
the upsert request.
Syntax
URI
/services/data/vXX.X/sobjects/sObject/fieldName/fieldValue

151
Reference Delete Records Using sObject Rows by External ID

Formats
JSON, XML
HTTP Method
PATCH
Authentication
Authorization: Bearer token
Parameters
None

Example
For examples of creating and updating records based on external IDs, see Insert or Update (Upsert) a Record Using an External ID on
page 45.

SEE ALSO:
Object Reference for the Salesforce Platform

Delete Records Using sObject Rows by External ID


Deletes a record based on the value of the specified external ID field.

Note: For security reasons, some Top Level Domains (TLD) can conflict with certain file format extensions. Adjust your
implementation to work around such cases.
For example, using an email address, such as
[email protected], as the External ID returns a “404 not found” error.
There are several workarounds to handle conflicting TLDs.
•Use a different External ID field.
•Create a new External ID field that is the same as the email field and replace the "." with an "_" to handle this case.
•Run a query for emails ending in ".inc" to retrieve the record ID and use that for the upsert request.
•Use SOAP API instead of REST API for upsert requests.
•Accept the email as a query parameter instead of a path parameter by creating a custom Apex REST API. Use Apex to perform
the upsert request.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/fieldName/fieldValue
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token

152
Reference Return Headers Using sObject Rows by External ID

Parameters
None

SEE ALSO:
Object Reference for the Salesforce Platform

Return Headers Using sObject Rows by External ID


Returns only the headers that are returned by sending a GET request to the sObject Rows by External ID resource. This gives you a
chance to see returned header values of the GET request before retrieving the content itself.
Note: For security reasons, some Top Level Domains (TLD) can conflict with certain file format extensions. Adjust your
implementation to work around such cases.
For example, using an email address, such as
[email protected], as the External ID returns a “404 not found” error.
There are several workarounds to handle conflicting TLDs.
•Use a different External ID field.
•Create a new External ID field that is the same as the email field and replace the "." with an "_" to handle this case.
•Run a query for emails ending in ".inc" to retrieve the record ID and use that for the upsert request.
•Use SOAP API instead of REST API for upsert requests.
•Accept the email as a query parameter instead of a path parameter by creating a custom Apex REST API. Use Apex to perform
the upsert request.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/fieldName/fieldValue
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Blob Retrieve


Retrieves the specified blob field from an individual record and returns it as binary data. Only certain standard objects have blob
fields, such as Attachment, ContentNote, ContentVersion, Document, Folder, and Note.

153
Reference sObject ApprovalLayouts

Note: The sObject Blob Retrieve resource isn’t compatible with Composite API requests, because it returns binary data instead
of data in JSON or XML formats. Instead, make individual sObject Blob Retrieve requests to retrieve blob data.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/blobField
Formats
Binary data
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
none required

Example
For an example of retrieving blob data from a Document, see Retrieve Blob Data on page 76.

SEE ALSO:
Object Reference for the Salesforce Platform

sObject ApprovalLayouts
Retrieve a list of approval layouts for a specified object. This resource is available in REST API version 30.0 and later.

IN THIS SECTION:
Get Approval Layouts
Gets a list of approval layouts for a specified object. This resource is available in REST API version 30.0 and later.
Return Headers for Approval Layouts
Returns only the headers that are returned by a GET request to sObject ApprovalLayouts resources. This gives you a chance to see
header values before retrieving the content of the resource. This resource is available in REST API version 30.0 and later.

SEE ALSO:
Object Reference for the Salesforce Platform

Get Approval Layouts


Gets a list of approval layouts for a specified object. This resource is available in REST API version 30.0 and later.

154
Reference Return Headers for Approval Layouts

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/approvalLayouts/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/approvalL
-H "Authorization: Bearer token"

Example Response Body

{
"approvalLayouts" : [ {
"id" : "04aD00000008Py9IAE",
"label" : "MyApprovalProcessName",
"layoutItems" : [...],
"name" : "MyApprovalProcessName"
},{
"id" : "04aD00000008Q0KIAU",
"label" : "Process1",
"layoutItems" : [...],
"name" : "Process1"
} ]
}

If you haven’t defined any approval layouts for an object, the response is {"approvalLayouts" : [ ]}.

Return Headers for Approval Layouts


Returns only the headers that are returned by a GET request to sObject ApprovalLayouts resources. This gives you a chance to see
header values before retrieving the content of the resource. This resource is available in REST API version 30.0 and later.

Syntax
URI
To return headers of a request for an approval layout description for a specified object, use
/services/data/vXX.X/sobjects/sObject/describe/approvalLayouts/

155
Reference sObject Single Approval Process

Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/approvalL
-H "Authorization: Bearer token"

sObject Single Approval Process


Retrieves an approval layout for a named approval process on a specified object. This resource is available in REST API version 30.0 and
later.

Get a Layout for a Single Approval Process on a Specified Object


Retrieves an approval layout for a named approval process on a specified object. This resource is available in REST API version 30.0 and
later.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/approvalLayouts/approvalProcessName
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

156
Reference Return Headers for a Single Approval Process on a Specified
Object

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/approvalL
-H "Authorization: Bearer token"

Example Response Body

{
"approvalLayouts" : [ {
"id" : "04aD00000008Py9IAE",
"label" : "ExampleApprovalProcessName",
"layoutItems" : [...],
"name" : "ExampleApprovalProcessName"
} ]
}

Return Headers for a Single Approval Process on a Specified Object


Returns only the headers that are returned by a GET request to sObject ApprovalLayouts resources. This gives you a chance to see header
values before retrieving the content of the resource. Specify a particular approval process name to limit the request to one specific
approval layout. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/approvalLayouts/approvalProcessName
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/approvalL
-H "Authorization: Bearer token"

sObject CompactLayouts
Retrieve a list of compact layouts for a specific object. This resource is available in REST API version 29.0 and later.

157
Reference Get Compact Layouts Using sObject CompactLayouts

IN THIS SECTION:
Get Compact Layouts Using sObject CompactLayouts
Retrieves a list of compact layouts for a specific object. This resource is available in REST API version 29.0 and later.
Return Headers Using sObject CompactLayouts
Returns only the headers that are returned by a GET request to the sObject CompactLayouts resource. This gives you a chance to
see header values ahead of time before retrieving the content of the resource. This resource is available in REST API version 29.0 and
later.

SEE ALSO:
Object Reference for the Salesforce Platform

Get Compact Layouts Using sObject CompactLayouts


Retrieves a list of compact layouts for a specific object. This resource is available in REST API version 29.0 and later.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/compactLayouts/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/compactLa
-H "Authorization: Bearer token"

Example Response Body


This sample JSON response is for compact layouts created on the Account object. In this example, only one custom compact layout
was created for Account. The custom compact layout is assigned as the primary compact layout for the object, and it contains two
fields:
AccountName and Phone.

{
"compactLayouts" : [ {
"actions" : [ {
"custom" : false,
"icons" : null,

158
Reference Get Compact Layouts Using sObject CompactLayouts

"label" : "Call",
"name" : "CallHighlightAction"
},{
"custom" : false,
"icons" : null,
"label" : "Send Email",
"name" : "EmailHighlightAction"
},{
"custom" : false,
"icons" : null,
"label" : "Map",
"name" : "MapHighlightAction"
},{
"custom" : false,
"icons" : null,
"label" : "Read News",
"name" : "NewsHighlightAction"
},{
"custom" : false,
"icons" : null,
"label" : "View Website",
"name" : "WebsiteHighlightAction"
}],
"fieldItems" : [ {
"editable" : false,
"label" : "Account Name",
"layoutComponents" : [ {
"components" : [ ],
"details" : {
"autoNumber" : false,
"byteLength" : 765,
"calculated" : false,
"calculatedFormula" : null,
"cascadeDelete" : false,
"caseSensitive" : false,
"controllerName" : null,
"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 Name",
"length" : 255,

159
Reference Get Compact Layouts Using sObject CompactLayouts

"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,
"createable" : true,
"custom" : false,
"defaultValue" : null,
"defaultValueFormula" : null,
"defaultedOnCreate" : false,
"dependentPicklist" : false,
"deprecatedAndHidden" : false,
"digits" : 0,
"displayLocationInDecimal" : false,
"externalId" : false,
"extraTypeInfo" : null,

160
Reference Get Compact Layouts Using sObject CompactLayouts

"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" : [ {
"components" : [ ],
"details" : {
"autoNumber" : false,
"byteLength" : 765,
"calculated" : false,
"calculatedFormula" : null,
"cascadeDelete" : false,
"caseSensitive" : false,
"controllerName" : null,
"createable" : false,
"custom" : false,

161
Reference Get Compact Layouts Using sObject CompactLayouts

"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",
"value" : "PhotoUrl"
}],
"placeholder" : false,
"required" : false
}],
"label" : "Custom Account Compact Layout",
"name" : "Custom_Account_Compact_Layout"
}],
"defaultCompactLayoutId" :
"0AHD000000000AbOAI",
"recordTypeCompactLayoutMappings" : [ {
"available" : true,

162
Reference Return Headers Using sObject CompactLayouts

"compactLayoutId" : "0AHD000000000AbOAI",
"compactLayoutName" : "Custom_Account_Compact_Layout",
"recordTypeId" : "012000000000000AAA",
"recordTypeName" : "Master",
"urls" : {
"compactLayout" :
"/services/data/v57.0/sobjects/Account/describe/compactLayouts/012000000000000AAA"
}
}],
"urls" : {
"primary" : "/services/data/v57.0/sobjects/Account/describe/compactLayouts/primary"

}
}

If you haven’t defined any compact layouts for an object, the compactLayoutId returns as Null.

Return Headers Using sObject CompactLayouts


Returns only the headers that are returned by a GET request to the sObject CompactLayouts resource. This gives you a chance to see
header values ahead of time before retrieving the content of the resource. This resource is available in REST API version 29.0 and
later.

Syntax
URI
For a compact layout description for a specific object, use
/services/data/vXX.X/sobjects/sObject/describe/compactLayouts/
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/describe/compactLa
-H "Authorization: Bearer token"

sObject Layouts
Retrieves lists of page layouts and their descriptions. You can request information for all of a specific object’s layouts or for
layouts associated with a specified record type on a specific object.

163
Reference Get Layouts and Descriptions for a Specified Object

IN THIS SECTION:
Get Layouts and Descriptions for a Specified Object
Retrieves lists of layouts and their descriptions for a single object.
Return Layout Headers for a Specified Object
Returns only the headers that are returned by a GET request to sObject Layouts resources. This gives you a chance to see header
values ahead of time before retrieving the content of the resource.

SEE ALSO:
Object Reference for the Salesforce Platform

Get Layouts and Descriptions for a Specified Object


Retrieves lists of layouts and their descriptions for a single object.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/layouts/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Battle_Station__c/describe
-H "Authorization: Bearer token"

Example Response Body

{
"layouts" : [ {
"buttonLayoutSection" : {
"detailButtons" : [
...
]
},
"detailLayoutSections" : [
...
],
"editLayoutSections" : [

164
Reference Return Layout Headers for a Specified Object

...
],
"feedView" : null,
"highlightsPanelLayoutSection" : null,
"id" : "00ho000000BKMebAAH",
"multirowEditLayoutSections" : [ ],
"offlineLinks" : [ ],
"quickActionList" : {
"quickActionListItems" : [
...
]
},
"relatedContent" : null,
"relatedLists" : [
...
],
"saveOptions" : [ ]
}],
"recordTypeMappings" : [
...
],
"recordTypeSelectorRequired" : [ false ]
}

Return Layout Headers for a Specified Object


Returns only the headers that are returned by a GET request to sObject Layouts resources. This gives you a chance to see header values
ahead of time before retrieving the content of the resource.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/layouts/
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Battle_Station__c/describe
-H "Authorization: Bearer token"

165
Reference sObject Layouts for an Object With Multiple Record Types

sObject Layouts for an Object With Multiple Record Types


Retrieves lists of page layouts and their descriptions for objects that have more than one record type defined.

Get Layouts and Descriptions for an Object With Multiple Record Types
Retrieves lists of layouts and their descriptions.
For a layout description for objects that have more than one record type defined, the recordTypeId can be obtained from the
result from
/services/data/vXX.X/sobjects/sObject/describe/layouts/
A GET request for objects that have more than one record type defined returns
null for the layouts section of the response.
Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/layouts/recordTypeId
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
Chocolate__c
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/
/describe/layouts/0125c000000oIN9AAM
-H "Authorization: Bearer token"

Example Response Body

{
"buttonLayoutSection" : {
"detailButtons" : [
...
]
},
"detailLayoutSections" : [
...
],
"editLayoutSections" : [
...
],
"feedView" : null,
"highlightsPanelLayoutSection" : null,

166
Reference Return Layout Headers for an Object With Multiple Record
Types

"id" : "00ho000000CUJWIAA5",
"multirowEditLayoutSections" : [ ],
"offlineLinks" : [ ],
"quickActionList" : {
"quickActionListItems" : [
...
]
},
"relatedContent" : null,
"relatedLists" : [
...
],
"saveOptions" : [ ]
}

Return Layout Headers for an Object With Multiple Record Types


Returns only the headers that are returned by a GET request to sObject Layouts resources. This gives you a chance to see header values
ahead of time before retrieving the content of the resource.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/describe/layouts/recordTypeId
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Chocolate__c/describe/layo
-H "Authorization: Bearer token"

sObject Global Publisher Layouts


Retrieves lists of global publisher layouts. Global publisher layouts customize the actions on global pages (like the Home page). In
Lightning Experience, these layouts populate the Global Actions menu.

167
Reference Get Global Publisher Layouts and Descriptions

IN THIS SECTION:
Get Global Publisher Layouts and Descriptions
Retrieves lists of global publisher layouts and their descriptions. Global publisher layouts customize the actions on global pages (like
the Home page). In Lightning Experience, these layouts populate the Global Actions menu.
Return Headers for All Global Publisher Layouts
Returns only the headers that are returned by a GET request to sObject Layouts resources. This gives you a chance to see header
values ahead of time before retrieving the content of the resource.

Get Global Publisher Layouts and Descriptions


Retrieves lists of global publisher layouts and their descriptions. Global publisher layouts customize the actions on global pages (like
the Home page). In Lightning Experience, these layouts populate the Global Actions menu.

Syntax
URI
/services/data/vXX.X/sobjects/Global/describe/layouts/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Global/describe/layouts/
-H "Authorization: Bearer token"

Example Response Body

{
"layouts": [
{
"buttonLayoutSection": null,
"detailLayoutSections": [],
"editLayoutSections": [],
"feedView": null,
"highlightsPanelLayoutSection": null,
"id": "00hRO000000Mo6jYAC",
"multirowEditLayoutSections": [],
"offlineLinks": [],
"quickActionList": {
"quickActionListItems": [

168
Reference Return Headers for All Global Publisher Layouts

{
"accessLevelRequired": null,
"colors": [
{
"color": "65CAE4",
"context": "primary",
"theme": "theme4"
}
],
"iconUrl": null,
"icons": [
{
"contentType": "image/svg+xml",
"height": 0,
"theme": "theme4",
"url":
"https://rockyroads.test1.my.pc-rnd.salesforce.com/img/icon/t4v35/action/share_post.svg",

"width": 0
},
...
],
"label": "Post",
"miniIconUrl": "",
"quickActionName": "FeedItem.TextPost",
"targetSobjectType": null,
"type": "Post",
"urls": {}
},
...
]
},
"relatedContent": null,
"relatedLists": [],
"saveOptions": []
}
],
"recordTypeMappings": [],
"recordTypeSelectorRequired": [
false
]
}

Return Headers for All Global Publisher Layouts


Returns only the headers that are returned by a GET request to sObject Layouts resources. This gives you a chance to see header values
ahead of time before retrieving the content of the resource.

Syntax
URI
/services/data/vXX.X/sobjects/Global/describe/layouts/

169
Reference sObject PlatformAction

Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Global/describe/layouts/
-H "Authorization: Bearer token"

sObject PlatformAction
Returns the description of the 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. This resource is available in API version 33.0 and later.
The only thing you can do with this resource is Query it.

Syntax
URI
/services/data/vXX.X/sobjects/PlatformAction
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Quick Actions


Access an object’s actions and the action details. This resource is available in REST API version 28.0 and later.

170
Reference Get sObject Quick Actions

When working with actions, also refer to Quick Actions.

IN THIS SECTION:
Get sObject Quick Actions
Returns a specific object’s actions as well as global actions. This resource is available in REST API version 28.0 and later.
Return Headers Using sObject Quick Actions
Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance
to see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.

SEE ALSO:
Object Reference for the Salesforce Platform

Get sObject Quick Actions


Returns a specific object’s actions as well as global actions. This resource is available in REST API version 28.0 and
later. This resource returns all actions—both global and standard—in addition to the ones requested.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/
-H "Authorization: Bearer token"

Return Headers Using sObject Quick Actions


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance to
see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.
This resource returns all actions—both global and standard—in addition to the ones requested.

171
Reference sObject Specific Quick Actions

When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/
-H "Authorization: Bearer token"

sObject Specific Quick Actions


Access a specific action for an object. By using the POST method with this resource, you can create records using an object’s quick
actions. When working with actions, also refer to Quick Actions.

IN THIS SECTION:
Retrieve Specific sObject Quick Actions
Returns a specific action for an object, as well as the action’s details. This resource is available in REST API version 28.0 and later.
Create Records Using Specific sObject Quick Actions
Creates a record via the specified quick action based on the field values included in the request body. This resource is available in
REST API version 28.0 and later.
Return Headers Using Specific sObject Quick Actions
Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance
to see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.

Retrieve Specific sObject Quick Actions


Returns a specific action for an object, as well as the action’s details. This resource is available in REST API version 28.0 and
later. When working with actions, also refer to Quick Actions.

172
Reference Create Records Using Specific sObject Quick Actions

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

Create Records Using Specific sObject Quick Actions


Creates a record via the specified quick action based on the field values included in the request body. This resource is available in REST
API version 28.0 and later.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName
Formats
JSON, XML
HTTP Method
POST
Authentication
Authorization: Bearer token
Parameters
None required

173
Reference Return Headers Using Specific sObject Quick Actions

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quick
Actions/CreateContact -H 'Authorization: Bearer token -H "Content-Type:
application/json" -d @newcontact.json'
Example Request Body

"contextId" : "001D000000JRSGf",
"record" : { "LastName" : "Smith" }

Return Headers Using Specific sObject Quick Actions


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance to
see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

sObject Quick Action Details


Access the descriptive detail for a specific action on an object.
When working with actions, also refer to Quick Actions.

174
Reference Get sObject Quick Action Details

IN THIS SECTION:
Get sObject Quick Action Details
Returns a specific action’s descriptive detail. This resource is available in REST API version 28.0 and later.
Return Headers Using sObject Quick Action Details
Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance
to see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.

Get sObject Quick Action Details


Returns a specific action’s descriptive detail. This resource is available in REST API version 28.0 and
later. When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/describe/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

Return Headers Using sObject Quick Action Details


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance to
see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/describe/
Formats
JSON, XML

175
Reference sObject Quick Action Default Values

HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

sObject Quick Action Default Values


Retrieves the default values, including default field values, for a specific action on an
object. When working with actions, also refer to Quick Actions.

IN THIS SECTION:
Get sObject Quick Action Default Values
Returns a specific action’s default values, including field values. This resource is available in REST API version 28.0 and later.
Return Headers Using sObject Quick Action Default Values
Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance
to see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.

Get sObject Quick Action Default Values


Returns a specific action’s default values, including field values. This resource is available in REST API version 28.0 and
later. When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/defaultValues/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

176
Reference Return Headers Using sObject Quick Action Default Values

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

Return Headers Using sObject Quick Action Default Values


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance to
see the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/defaultValues/
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

sObject Quick Action Default Values by ID


Evaluates the default values for a specific action on an object. Responses include default field values.
When working with actions, also refer to Quick Actions.

IN THIS SECTION:
Get sObject Quick Action Default Values by ID
Returns the default values for an action specific to the context_id object. This resource is available in REST API version 29.0 and
later.

177
Reference Get sObject Quick Action Default Values by ID

Return Headers Using sObject Quick Action Default Values by ID


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance
to see the header values before retrieving the content of the resource. This resource is available in REST API version 29.0 and later.

Get sObject Quick Action Default Values by ID


Returns the default values for an action specific to the context_id object. This resource is available in REST API version 29.0 and
later.
In API version 28.0, to evaluate the default values for an action, use
parent_id.
/services/data/vXX.X/sobjects/sObject/quickActions/action_name/defaultValues/
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/defaultValues/contextId
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

Return Headers Using sObject Quick Action Default Values by ID


Returns only the headers that are returned by sending a GET request to the sObject Quick Actions resource. This gives you a chance to
see the header values before retrieving the content of the resource. This resource is available in REST API version 29.0 and later.
In API version 28.0, to evaluate the default values for an action, use
/services/data/vXX.X/sobjects/sObject/quickActions/action_name/defaultValues/pare
nt_id.
When working with actions, also refer to Quick Actions.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/quickActions/actionName/defaultValues/contextId

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Reference sObject Rich Text Image Retrieve

Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/quickActions/Creat
-H "Authorization: Bearer token"

sObject Rich Text Image Retrieve


Retrieves the specified image data from a specific rich text area field in a given record. To retrieve an image, you must have a record
with an image uploaded to a rich text area field.

Syntax
URI
XX.X/sobjects/sObject/id/richTextImageFields/
/services/data/v fieldName
/contentReferenceId
Formats
Binary data
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObjectName Indicates the name of the standard object of the record.

id The ID of the object.

fieldName The name of the rich text area field.

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Reference sObject Relationships

Parameter Description

contentReferenceId The reference ID that uniquely identifies an image within a rich text area field.
You can obtain the reference by retrieving information for the object. The description
shows the contents of the rich text area field. For example:

{
"attributes" : {
"type" : "Lead",
"url" :
"/services/data/v57.0/sobjects/Lead/00QRM000003ZfDb2AK"
},
"Id" : "00QRM000003ZfDb2AK",
...
"ContactPhoto__c" :
"Sarah Loehr and her two dogs.
<img alt=\"Sarah Loehr.\"

MyDomainName.file.force.com/servlet/rtaImage?
src=\"https://

eid=00QRM000003ZfDb&amp;
feoid=00NRM000001E73j&amp;
refid=0EMRM00000002Ip\"></img>"
}

The parameter of the image (


refid 0EMRM00000002Ip in this example) is the
.
contentReferenceId

Note: If you’re not using enhanced domains, your org’s My Domain URLs are
different. For details, see My Domain URL Formats in Salesforce Help.

Example
For an example of retrieving the blob data from a rich text area field, see Get an Image from a Rich Text Area Field on page 69.

SEE ALSO:
Object Reference for the Salesforce Platform

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.

IN THIS SECTION:
Get Records Using sObject Relationships
Gets a record based on the specified object, record ID, and relationship field. The fields and field values of the record are returned
in the response body. If there are multiple related records, you can retrieve the complete set of associated records.

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Reference Get Records Using sObject Relationships

Update Records Using sObject Relationships


Updates a record based on the specified object, record ID, and relationship field name. Field values provided in the request body
replace the existing values in the record.
Delete Records Using sObject Relationships
Deletes records based on the specified object, record ID, and relationship field name.

Get Records Using sObject Relationships


Gets a record based on the specified object, record ID, and relationship field. The fields and field values of the record are returned in
the response body. If there are multiple related records, you can retrieve the complete set of associated records.
If there’s no record 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 don’t exist
or aren’t visible to the consumer by field-level security, a 400 error response is returned. For other error messages, see Status Codes

and
Error Responses.
Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/relationshipFieldName
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObject The name of the object. For example, Account.

id The identifier of the record. For example, 001R0000005hDFYIA2.

relationshipFieldFame The name of the field that contains the relationship. For example,Opportunities.

fields Optional for GET. A comma-delimited list of fields in the associated relationship
record returned in the response body. For example:

/services/data/v57.0/sobjects/sObject/id/relationship
field?fields=field1,field2

Example
For examples of using sObject Relationships to access relationship fields, see Traverse Relationships with Friendly URLs.

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Reference Update Records Using sObject Relationships

Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Merchandise__c/a01D000000I
-H “Authorization: Bearer token”

Example Response Body


The response body is the contents of the record associated with the relationship field. Here’s 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.

{
"attributes" :
{
"type" : "Distributor__c",
"url" : "/services/data/v57.0/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"

SEE ALSO:
Object Reference for the Salesforce Platform

Update Records Using sObject Relationships


Updates a record based on the specified object, record ID, and relationship field name. Field values provided in the request body
replace the existing values in the record.
If the
fields parameter is used with fields that don’t exist or aren’t visible to the consumer by field-level security, a 400 error response
is returned. For other error messages, see Status Codes and Error Responses.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/relationshipFieldName
Formats
JSON, XML
HTTP Method
PATCH
Authentication
Authorization: Bearer token

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Reference Delete Records Using sObject Relationships

Parameters

Parameter Description

sObject The name of the object. For example, Account.

id The identifier of the record. For example, 001R0000005hDFYIA2.

relationshipFieldName The name of the field that contains the relationship. For example,Opportunities.

Example
For an example of updating a record using PATCH, see
Update a Record.

SEE ALSO:
Object Reference for the Salesforce Platform

Delete Records Using sObject Relationships


Deletes records based on the specified object, record ID, and relationship field name.
If the
fields parameter is used with fields that don’t exist or aren’t visible to the consumer by field-level security, a 400 error response
is returned. For other error messages, see Status Codes and Error Responses.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/id/relationshipFieldName
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token
Parameters

Parameter Description

sObject The name of the object. For example, Account.

id The identifier of the record. For example, 001R0000005hDFYIA2.

relationshipFieldName The name of the field that contains the relationship. For example,Opportunities.

183
Reference sObjects Suggested Articles

Example
For examples of using sObject Relationships to delete a relationship record, see Traverse Relationships with Friendly URLs.

SEE ALSO:
Object Reference for the Salesforce Platform

sObjects Suggested Articles


Returns results on suggested articles for a Case, Work Order, or Work Order Line. These suggestions are based on common keywords in
the title, description, and other information that’s entered before the record has been saved and assigned an ID. This resource is
available in REST API version 30.0 and later.
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. It’s intended to be used with other services that than use the IDs to get article
data for display.

Syntax
URI
XX.X
/services/data/v /sobjects/sObject/suggestedArticles
?language= articleLanguage &subject=subject
&description= description.

Formats
JSON, XML
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 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

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Reference sObjects Suggested Articles

Parameter Description
The same data category group can’t 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 Required. Language that the article is written in.
limit
Optional. Specifies the maximum number of suggested articles to return.
publishStatus Optional. The article’s publication status. Valid values:
• Draft
–Not published
• Online
–Published in Salesforce Knowledge
• Archived

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.
Optional. The topic of returned articles. For example:
topics
topics=outlook&topics=email.
Optional. The validation status of returned articles.
validationStatus

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Case/suggestedArticles?
language=en_US&subject=orange+banana&articleTypes=ka0&articleTypes=ka1
-H "Authorization: Bearer token"

Example Response Body

[ {
"attributes" : {
"type" : "KnowledgeArticleVersion",
"url" : "/services/data/v57.0/sobjects/KnowledgeArticleVersion/ka0D00000004CcQ"
"Id" : "ka0D00000004CcQ"
},{
"attributes" : {
"type" : "KnowledgeArticleVersion",
"url" : "/services/data/v57.0/sobjects/KnowledgeArticleVersion/ka0D00000004CXo"
},
"Id" : "ka0D00000004CXo"
} ]

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Reference sObjects Suggested Articles by ID

sObjects Suggested Articles by ID


When you enter an article ID, you can retrieve records that offer similar information as the ID you entered. This resource is available in
REST API version 30.0 and later.
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. It’s intended to be used with other services that than use the IDs to get article
data for display.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/ID/suggestedArticles?language=articleLanguage
Formats
JSON, XML
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 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 can’t be specified more than one time. 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 Required. Language that the article is written in.

186
Reference sObject User Password

Parameter Description

limit Optional. Specifies the maximum number of suggested articles to return.

publishStatus Optional. The article’s publication status. Valid values:


–Not published
• Draft
–Published
• Online in Salesforce Knowledge
• Archived

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.
Optional. The topic of returned articles. For example:
topics
topics=outlook&topics=email.
Optional. The validation status of returned articles.
validationStatus

Example
Example Response Body

[ {
"attributes" : {
"type" : "KnowledgeArticleVersion",
"url" : "/services/data/v57.0/sobjects/KnowledgeArticleVersion/ka0D00000004CcQ"
"Id" : "ka0D00000004CcQ"
},{
"attributes" : {
"type" : "KnowledgeArticleVersion",
"url" : "/services/data/v57.0/sobjects/KnowledgeArticleVersion/ka0D00000004CXo"
},
"Id" : "ka0D00000004CXo"
} ]

sObject User Password


Accesses user passwords based on the specified user ID. Sets, resets, or gets the expiration status of a user password based on the
HTTP method. Use the GET method to retrieve a password’s expiration status, the POST method to set a password, or the DELETE
method to initiate a password reset.

IN THIS SECTION:
Get User Password Expiration Status
Gets a user’s password expiration status based on the specified user ID. A True or False value is returned in the response body. This
resource is available in REST API version 24.0 and later.
Set User Password
Sets a user’s password based on the specified user ID. The password provided in the request body replaces the user’s existing
password. This resource is available in REST API version 24.0 and later.

187
Reference Get User Password Expiration Status

Reset User Password


Initiates a password reset for a user based on the specified user ID. The user’s current password becomes invalid and the user receives
an email with a password reset link. To log in again, the user must finish resetting their password. This resource is available in REST
API version 24.0 and later.
Return Headers Using sObject User Password
Returns only the headers that are returned by sending a GET request to the sObject User Password resource. This operation allows
you to see returned header values of the GET request before retrieving the content itself. This resource is available in REST API version
24.0 and later.

Get User Password Expiration Status


Gets a user’s password expiration status based on the specified user ID. A True or False value is returned in the response body.
This resource is available in REST API version 24.0 and later.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

Syntax
URI
/services/data/vXX.X/sobjects/User/userId/password
Formats
JSON, XML
HTTP Method
GET
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Set User Password


Sets a user’s password based on the specified user ID. The password provided in the request body replaces the user’s existing
password. This resource is available in REST API version 24.0 and later.
You can only set one password per request. The new password must conform to the password policies for the organization, otherwise
an INVALID_NEW_PASSWORD error is returned.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

188
Reference Reset User Password

Syntax
URI
/services/data/vXX.X/sobjects/User/userId/password
Formats
JSON, XML
HTTP Method
POST
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Reset User Password


Initiates a password reset for a user based on the specified user ID. The user’s current password becomes invalid and the user receives
an email with a password reset link. To log in again, the user must finish resetting their password. This resource is available in REST API
version 24.0 and later.
Salesforce auto-generates a temporary password for the user and returns it in the response body. If the user can’t access the email

link,
they can finish resetting their password by logging in with the temporary password.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.
Syntax
URI
/services/data/vXX.X/sobjects/User/userId/password
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token
Parameters
None required

189
Reference Return Headers Using sObject User Password

Example
For examples of getting password information, setting a password, and resetting a password, see Manage User Passwords on page 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Return Headers Using sObject User Password


Returns only the headers that are returned by sending a GET request to the sObject User Password resource. This operation allows you
to see returned header values of the GET request before retrieving the content itself. This resource is available in REST API version 24.0
and later.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

Syntax
URI
/services/data/vXX.X/sobjects/User/userId/password
Formats
JSON, XML
HTTP Method
HEAD
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

sObject Self-Service User Password


Accesses self-service user passwords based on the specified user ID. Sets, resets, or gets the expiration status of a self-service user
password based on the HTTP method. Use the GET method to retrieve a password’s expiration status, the POST method to set a
password, or the DELETE method to initiate a password reset.

IN THIS SECTION:
Get Self-Service User Password Expiration Status
Retrieves a self-service user’s password expiration status based on the specified user ID. A True or False value is returned in the
response body. This resource is available in REST API version 24.0 and later.

190
Reference Get Self-Service User Password Expiration Status

Set Self-Service User Password


Sets a self-service user’s password based on the specified user ID. The password provided in the request body replaces the user’s
existing password. This resource is available in REST API version 24.0 and later.
Reset Self-Service User Password
Initiates a password reset for a self-service user based on the specified user ID. The user’s current password becomes invalid and the
user receives an email with a password reset link. To log in again, the user must finish resetting their password. This resource is
available in REST API version 24.0 and later.
Return Headers Using sObject Self-Service User Password
Returns only the headers that are returned by sending a GET request to the sObject Self-Service User Password resource. This operation
allows you to see returned header values of the GET request before retrieving the content itself. This resource is available in REST
API version 24.0 and later.

Get Self-Service User Password Expiration Status


Retrieves a self-service user’s password expiration status based on the specified user ID. A True or False value is returned in the
response body. This resource is available in REST API version 24.0 and later.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

Syntax
URI
/services/data/vXX.X/sobjects/SelfServiceUser/selfServiceUserId/password
Formats
JSON, XML
HTTP Method
GET
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Set Self-Service User Password


Sets a self-service user’s password based on the specified user ID. The password provided in the request body replaces the user’s
existing password. This resource is available in REST API version 24.0 and later.
You can only set one password per request. The new password must conform to the password policies for the organization, otherwise
an INVALID_NEW_PASSWORD error is returned.

191
Reference Reset Self-Service User Password

If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

Syntax
URI
/services/data/vXX.X/sobjects/SelfServiceUser/selfServiceUserId/password
Formats
JSON, XML
HTTP Method
POST
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Reset Self-Service User Password


Initiates a password reset for a self-service user based on the specified user ID. The user’s current password becomes invalid and the
user receives an email with a password reset link. To log in again, the user must finish resetting their password. This resource is
available in REST API version 24.0 and later.
Salesforce auto-generates a temporary password for the user and returns it in the response body. If the user can’t access the email

link,
they can finish resetting their password by logging in with the temporary password.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.
Syntax
URI
/services/data/vXX.X/sobjects/SelfServiceUser/selfServiceUserId/password
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token
Parameters
None required

192
Reference Return Headers Using sObject Self-Service User Password

Example
For examples of getting password information, setting a password, and resetting a password, see Manage User Passwords on page 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Return Headers Using sObject Self-Service User Password


Returns only the headers that are returned by sending a GET request to the sObject Self-Service User Password resource. This operation
allows you to see returned header values of the GET request before retrieving the content itself. This resource is available in REST API
version 24.0 and later.
If the session doesn’t have permission to access the user information, an INSUFFICIENT_ACCESS error is returned.

Syntax
URI
/services/data/vXX.X/sobjects/SelfServiceUser/selfServiceUserId/password
Formats
JSON, XML
HTTP Method
HEAD
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 79.

SEE ALSO:
Object Reference for the Salesforce Platform

Platform Event Schema by Event Name


Gets the definition of a platform event in JSON format for an event name. This resource is available in REST API version 40.0 and later.

400 Bad Request Description


In API version The request was formatted incorrectly—an invalid value was passed for the
payloadFormat parameter
43.0 and later in the URI.
In API version
The request was formatted incorrectly—the
payloadFormat parameter was passed in the URI but this
42.0
API version doesn’t support this parameter.
and earlier

193
Reference Platform Event Schema by Event Name

Syntax
URI
/services/data/vXX.X/sobjects/eventName/eventSchema
Formats
JSON
HTTP methods
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

payloadFormat (Optional query parameter. Available in API version 43.0 and later.) The format of the returned
event schema. This parameter can take one of the following values.

EXPANDED—The JSON representation of the event schema, which is the default format when
payloadFormat isn’t specified in API version 43.0 and later. The expanded event schema
is in the open-source Apache Avro format but doesn’t strictly adhere to the record complex
type. For more information about the schema fields, see Apache Avro Format.

COMPACT—The JSON representation of the event schema that adheres to the open-source
Apache Avro specification for the record complex type. For more information about the schema
fields, see Apache Avro Format. Subscribers use the compact schema format to deserialize
compact events received in binary form.

Examples for API Version 43.0 and Later


This URI gets the schema of a platform event named Low_Ink__e. In API version 43.0 and later, the default response format is the
JSON representation of the event schema.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Low_Ink__e/eventSchema
-H "Authorization: Bearer token"

Or:

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Low_Ink__e/eventSchema?paylo
-H "Authorization: Bearer token"

The returned response for the expanded format looks like the following in API version 57.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "expanded-record",
"fields": [
{
"name": "data",

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Reference Platform Event Schema by Event Name

"type": {
"type": "record",
"name": "Data",
"namespace": "",
"fields": [
{
"name": "schema",
"type": "string"
},
{
"name": "payload",
"type": {
"type": "record",
"name": "Payload",
"doc": "",
"fields": [
{
"name": "CreatedDate",
"type": "string",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"
},
{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",
"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{
"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
]

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Reference Platform Event Schema by Event Name

}
},
{
"name": "event",
"type": {
"type": "record",
"name": "Event",
"fields": [
{
"name": "replayId",
"type": "long"
}
]
}
}
]
}
},
{
"name": "channel",
"type": "string"
}
]
}

To get the compact (Apache Avro) format, use the following URI.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Low_Ink__e/eventSchema?paylo
-H "Authorization: Bearer token"

The returned response for the compact format looks like the following in API version 57.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "record",
"fields": [
{
"name": "CreatedDate",
"type": "long",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"
},
{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",

196
Reference Platform Event Schema by Event Name

"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{
"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
],
"uuid": "5E5OtZj5_Gm6Vax9XMXH9A"
}

Note: The compact schema doesn’t include the replayId or channel fields because these fields aren’t necessary for
deserializing the compact event received.

Examples for API Version 42.0 and Earlier


In API version 42.0 and earlier, the response format adheres to the open-source Apache Avro specification for the record complex type.

Note: This format is what the API returns in API version 43.0 and later when appending the
?payloadFormat=COMPACT
parameter.
curl
https://MyDomainName.my.salesforce.com/services/data/v42.0/sobjects/Low_Ink__e/eventSchema
-H "Authorization: Bearer token"

The returned response looks like the following in API version 42.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "record",
"fields": [
{
"name": "CreatedDate",
"type": "long",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"

197
Reference Platform Event Schema by Event Name

},
{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",
"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{
"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
],
"uuid": "5E5OtZj5_Gm6Vax9XMXH9A"
}

Note: When you change the definition of a platform event, the schema ID for this platform event changes.

Apache Avro Format


The fields in the returned response adhere to the open-source Apache Avro specification for the record complex type (see Avro Records
in the Apache Avro specification). Note the following:

name is the name of the platform event.

namespace corresponds to com.sforce.eventbus.

type is the Avro complex type.

fields is a JSON array containing the fields of the platform event. For each field:

type indicates that the field can be either null or have a value of the specified type. When the field isn’t present, the value is
default.

doc describes the field data type and includes the field ID for custom fields. This field is intended for internal use. For example,
Salesforce uses the data type information to convert DateTime fields from long to DateTime. We recommend that you don't rely
on this field's value because it might change in the future.
The response also includes the 198

uuid field, which contains the schema’s ID. The ID is the MD5 fingerprint of the normalized Avro schema
encoded as a base-64 URL variant. You can append this ID to the
Reference Platform Event Schema by Schema ID

Platform Event Schema by Schema ID


Gets the definition of a platform event in JSON format for a schema ID. This resource is available in REST API version 40.0 and later.

400 Bad Request Description


In API version The request was formatted incorrectly—an invalid value was passed for the
payloadFormat parameter
43.0 and later in the URI.
In API version
The request was formatted incorrectly—the
payloadFormat parameter was passed in the URI but this
42.0
API version doesn’t support this parameter.
and earlier

Syntax
URI
/services/data/vXX.X/event/eventSchema/schemaId
Formats
JSON
HTTP methods
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

payloadFormat (Optional query parameter. Available in API version 43.0 and later.) The format of the returned
event schema. This parameter can take one of the following values.

EXPANDED—The JSON representation of the event schema, which is the default format when
payloadFormat isn’t specified in API version 43.0 and later. The expanded event schema
is in the open-source Apache Avro format but doesn’t strictly adhere to the record complex
type. For more information about the schema fields, see Apache Avro Format.

COMPACT—The JSON representation of the event schema that adheres to the open-source
Apache Avro specification for the record complex type. For more information about the schema
fields, see Apache Avro Format. Subscribers use the compact schema format to deserialize
compact events received in binary form.

Examples for API Version 43.0 and Later


This URI gets the schema of a platform event whose schema ID is 5E5OtZj5_Gm6Vax9XMXH9A. This schema ID is a sample ID.
Replace it with a valid schema ID for your event.

/services/data/v57.0/event/eventSchema/5E5OtZj5_Gm6Vax9XMXH9A

Or:

/services/data/v57.0/event/eventSchema/5E5OtZj5_Gm6Vax9XMXH9A?payloadFormat=EXPANDED

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Reference Platform Event Schema by Schema ID

In API version 43.0 and later, the response format is the JSON representation of the event schema by default. The returned response
looks like the following in API version 57.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "expanded-record",
"fields": [
{
"name": "data",
"type": {
"type": "record",
"name": "Data",
"namespace": "",
"fields": [
{
"name": "schema",
"type": "string"
},
{
"name": "payload",
"type": {
"type": "record",
"name": "Payload",
"doc": "",
"fields": [
{
"name": "CreatedDate",
"type": "string",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"
},
{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",
"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{

200
Reference Platform Event Schema by Schema ID

"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
]
}
},
{
"name": "event",
"type": {
"type": "record",
"name": "Event",
"fields": [
{
"name": "replayId",
"type": "long"
}
]
}
}
]
}
},
{
"name": "channel",
"type": "string"
}
]
}

To get the compact (Apache Avro) format, use the following URI.

/services/data/v57.0/event/eventSchema/5E5OtZj5_Gm6Vax9XMXH9A?payloadFormat=COMPACT

The returned response for the compact format looks like the following in API version 57.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "record",
"fields": [
{
"name": "CreatedDate",
"type": "long",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"
},

201
Reference Platform Event Schema by Schema ID

{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",
"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{
"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
],
"uuid": "5E5OtZj5_Gm6Vax9XMXH9A"
}

Note: The compact schema doesn’t include the replayId or channel fields because these fields aren’t necessary for
deserializing the compact event received.

Example for API Version 42.0 and Earlier


In API version 42.0 and earlier, the response format adheres to the open-source Apache Avro specification for the record complex type.

Note: This format is what the API returns in API version 43.0 and later when appending the
?payloadFormat=COMPACT
parameter.
This URI gets the schema of a platform event whose schema ID is
5E5OtZj5_Gm6Vax9XMXH9A. This schema ID is a sample ID.
Replace it with a valid schema ID for your event.
/services/data/v42.0/event/eventSchema/5E5OtZj5_Gm6Vax9XMXH9A

The returned response looks like the following in API version 42.0.

{
"name": "Low_Ink__e",
"namespace": "com.sforce.eventbus",
"type": "record",
"fields": [
{
"name": "CreatedDate",

202
Reference Platform Event Schema by Schema ID

"type": "long",
"doc": "CreatedDate:DateTime"
},
{
"name": "CreatedById",
"type": "string",
"doc": "CreatedBy:EntityId"
},
{
"name": "Printer_Model__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001krnv",
"default": null
},
{
"name": "Serial_Number__c",
"type": [
"null",
"string"
],
"doc": "Data:Text:00NRM000001kro0",
"default": null
},
{
"name": "Ink_Percentage__c",
"type": [
"null",
"double"
],
"doc": "Data:Double:00NRM000001kro5",
"default": null
}
],
"uuid": "5E5OtZj5_Gm6Vax9XMXH9A"
}

Note: When you change the definition of a platform event, the schema ID for this platform event changes.

If you don’t have the schema ID, you can get the schema by supplying the platform event name. Make a GET request to
/services/data/vXX.X/sobjects/eventName/eventSchema. See Platform Event Schema by Event N

Apache Avro Format


The fields in the returned response adhere to the open-source Apache Avro specification for the record complex type (see Avro Records
in the Apache Avro specification). Note the following:

name is the name of the platform event.

namespace corresponds to com.sforce.eventbus.

type is the Avro complex type.
• 203
fields is a JSON array containing the fields of the platform event. For each field:
Reference Retrieve AppMenu Types

– type indicates that the field can be either null or have a value of the specified type. When the field isn’t present, the value is
default.

doc describes the field data type and includes the field ID for custom fields. This field is intended for internal use. For example,
Salesforce uses the data type information to convert DateTime fields from long to DateTime. We recommend that you don't rely
on this field's value because it might change in the future.
The response also includes the
uuid field, which contains the schema’s ID. The ID is the MD5 fingerprint of the normalized Avro schema
encoded as a base-64 URL variant. You can append this ID to the
Retrieve AppMenu Types
/vXX.X/event/eventSchema/ URI to retrieve the schema.

Returns a list of App Menu types in the Salesforce app dropdown menu. This resource is available in REST API version 29.0 and later.

Syntax
URI
/services/data/vXX.X/appMenu/
Formats
JSON, XML
HTTP method
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None required

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/appMenu/ -H
"Authorization: Bearer token
"

AppMenu Items
Accesses App Menu items from the Salesforce app dropdown menu. To retrieve a list of App Menu items, use the GET method. To
retrieve the headers returned by a request for App Menu items, use the HEAD method.

IN THIS SECTION:
Return AppMenu Items
Returns a list of the App Menu items in the Salesforce Lightning dropdown menu. This resource is available in REST API version 29.0
and later.

204
Reference Return AppMenu Items

Return Headers of App Menu Item Requests


Returns only the headers that are returned by a GET request for the Salesforce app dropdown menu items. Use this URI to see the
header values before you retrieve the content of the resource. This resource is available in REST API version 29.0 and later.

Return AppMenu Items


Returns a list of the App Menu items in the Salesforce Lightning dropdown menu. This resource is available in REST API version 29.0
and later.

Syntax
URI
/services/data/vXX.X/appMenu/AppSwitcher/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None required

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/appMenu/AppSwitcher -H
"Authorization: Bearer token
"

Return Headers of App Menu Item Requests


Returns only the headers that are returned by a GET request for the Salesforce app dropdown menu items. Use this URI to see the
header values before you retrieve the content of the resource. This resource is available in REST API version 29.0 and later.

Syntax
URI
/services/data/vXX.X/appMenu/AppSwitcher/
Formats
JSON, XML
HTTP method
HEAD

205
Reference AppMenu Mobile Items

Authentication
Authorization: Bearer token
Request body
None
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/appMenu/AppSwitche
r -H "Authorization: Bearer token"

AppMenu Mobile Items


Accesses App Menu items from the Salesforce mobile app for Android and iOS and the mobile web navigation menu.

IN THIS SECTION:
Return AppMenu Mobile Items
Returns a list of the App Menu items in the Salesforce mobile app for Android and iOS and the mobile web navigation menu. This
resource is available in REST API version 29.0 and later.
Return Headers of AppMenu Mobile Item Requests
Returns only the headers that are returned by a GET request to the Salesforce mobile app for Android and iOS and the mobile web
navigation menu. Use this URI to see the header values before you retrieve the content of the resource. This resource is available in
REST API version 29.0 and later.

Return AppMenu Mobile Items


Returns a list of the App Menu items in the Salesforce mobile app for Android and iOS and the mobile web navigation menu. This
resource is available in REST API version 29.0 and later.

Syntax
URI
/services/data/vXX.X/appMenu/Salesforce1/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token

206
Reference Return AppMenu Mobile Items

Request body
None
Request parameters
None required

Example
Example Request

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/appMenu/Salesforce1/ -
H"Authorization:Bearer " token

Example Response Body

{
"appMenuItems" : [ {
"type" : "Standard.Search",
"content" : null,
"icons" : null,
"colors" : null,
"label" : "Smart Search Items",
"url" : "/search"
},{
"type" : "Standard.MyDay",
"content" : null,
"icons" : null,
"colors" : null,
"label" : "Today",
"url" : "/myDay"
},{
"type" : "Standard.Tasks",
"content" : null,
"icons" : null,
"colors" : null,
"label" : "Tasks",
"url" : "/tasks"
},{
"type" : "Standard.Dashboards",
"content" : null,
"icons" : null,
"colors" : null,
"label" : "Dashboards",
"url" : "/dashboards"
},{
"type" : "Tab.flexiPage",
"content" : "MySampleFlexiPage",
"icons" : [ {
"contentType" : "image/png",
"width" : 32,
"height" : 32,
"theme" : "theme3",
"url" : "http://myorg.com/img/icon/custom51_100/bell32.png"
},{
"contentType" : "image/png",

207
Reference Return AppMenu Mobile Items

"width" : 16,
"height" : 16,
"theme" : "theme3",
"url" : "http://myorg.com/img/icon/custom51_100/bell16.png"
},{
"contentType" : "image/svg+xml",
"width" : 0,
"height" : 0,
"theme" : "theme4",
"url" : "http://myorg.com/img/icon/t4/custom/custom53.svg"
},{
"contentType" : "image/png",
"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",

208
Reference Return Headers of AppMenu Mobile Item Requests

"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",
"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"
} ]
}

Return Headers of AppMenu Mobile Item Requests


Returns only the headers that are returned by a GET request to the Salesforce mobile app for Android and iOS and the mobile web
navigation menu. Use this URI to see the header values before you retrieve the content of the resource. This resource is available in REST
API version 29.0 and later.

Syntax
URI
/services/data/vXX.X/appMenu/Salesforce1/
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None required

209
Reference Compact Layouts

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/appMenu/Salesforce
1 -H "Authorization: Bearer token"

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 isn’t supported for bulk queries. If you want to get the primary compact layout for PersonAccount, get it
directly from
/services/data/v57.0/sobjects/Account/describe/compactLayouts/primaryPersonAccount.

Syntax
URI
/services/data/vXX.X/compactLayouts?q=objectList
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters

Parameter Description

q 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.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/compactLayouts?q=Account,Contact,Cu
-H "Authorization: Bearer token"

Example Response Body

{
"Account" : {
"actions" : [ {

210
Reference Compact Layouts

"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" : "0AHD000000000AbOAI",
"label" : "Custom Account Compact Layout",
"name" : "Custom_Account_Compact_Layout"
},
"Contact" : {
"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,
"label" : "System Default",
"name" : "SYSTEM"
}
"CustomObj__c" : {
"actions" : [ {

211
Reference Consent

"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"
}
}

Consent
Your users can store consent preferences in different locations and possibly inconsistently. You can locate your customers’ preferences
for consent across multiple records when using API version 44.0 and later. Tracking consent preferences helps you and your users
respect the most restrictive requests. You can use the Consent API with specific Customer Data Platform parameters with API version
50.0 and later. See the syntax and parameters for Customer Data Platform in the following section.
Consent API aggregates consent settings across the Contact, Contact Point Type Consent, Data Use Purpose, Individual, Lead, Person
Account,
address and User objects when the records have a lookup relationship. The Consent API can't locate records in which the email
field is protected by Platform Encryption.
The API returns consent details based on a single action, like email or track. Starting with API version 45.0, the multiaction endpoint
allows you to request multiple actions in a single API call.
You can use the Consent API with specific Customer Data Platform parameters with API version 50.0 and later. Syntax and parameters
for Customer Data Platform are at the end of this topic.

Consent API Syntax


URI
/services/data/vXX.X/consent/action/action
?ids= listOfIds

/services/data/vXX.X/consent/multiaction?actions=list_of_actions&ids=list_of_Ids
(Available in API version 45.0 and later.)

212
Reference Consent

Formats
JSON
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters

Parameter Description

actions Comma-separated list of proposed actions. This required parameter applies only to
the multiaction endpoint.
This parameter is available in API version 45.0 and later.
If this parameter is used,
action can't be used.

aggregatedConsent Optional: true or false.


aggregatedConsent is the same as
aggregatedConsent=true. If true, one result is returned indicating whether
to proceed or not, rather than a result for each ID. If any ID in the list returns false, the
aggregated result is false.
datetime
Optional. The timestamp for which consent is determined. The value is converted to
the UTC timezone and must be formatted as described in Valid Date and DateTime
Formats. If not specified, defaults to the current date and time.
ids
Required. Comma-separated list of IDs. The ID can be the record ID or the email address
listed on the record.
policy
Optional. Use
policy=requireExplicitConsent to specify in the API
response whether explicit consent was given for a contact point channel. The API
returns an infoNotFound response when consent isn’t specified.
This parameter is available in API version 49.0 and later.
purpose

verbose Optional. The reason for contacting a customer.

Optional: true or false.


verbose is the same as verbose=true. Verbose responses
are slower than non-verbose responses. See the examples for a verbose response.
Action
Allowed values are:
• email
•fax
• geotrack
• mail
• phone

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Reference Consent

• portability
• process
• profile
• shouldforget
• social
• solicit
• storepiielsewhere
• track
• web
is used,
If action
actions can't be used.
Note: When you select email as the action, the API only aggregates consent for records that contain the same email address.
If the record ID specified in the URI is associated with a record that contains a different email address, the consent settings of
the associated record aren’t included in the API response.

Examples
Simple URI structure

/services/data/v57.0/consent/action/track?ids=003xx000004TxyY,00Qxx00000syyO,003zz000004zzZ

Multiaction URI structure

/services/data/v57.0/consent/multiaction?actions=track,geotrack,email&ids=003xx000008TiyY,00Qxx0000

Email addresses as IDs, specified purpose and timespan, and a verbose response

/services/data/v57.0/consent/action/[email protected],[email protected]&datetime=

Response

{
"[email protected]" : {
"result" : "Success",
"proceed" : {
"email" : "true"
"emailResult" : "Success"
},
"explanation" : [ {
"objectConsulted" : "ContactTypePointConsent",
"status" : "opt_in",
"purpose" : "billing",
"recordId" : "003xx000004TxyY",
"value" : "true"
},{
"objectConsulted" : "Contact",
"field" : "HasOptedOutOfTracking",
"recordId" : "1",
"value" : "true"
}]
},
"[email protected]" : {

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Reference Consent

"result" : "Success",
"proceed" : {
"email" : "false"
"emailResult" : "Success"
},
"explanation" : [ {
"objectConsulted" : "Contact",
"field" : "HasOptedOutOfEmail",
"recordId" : "00Qxx00000skwO",
"value" : "true"
} ]
}
}

Security
To call Consent API, you must have either the View All Data or the Allow User Access to Privacy Data user permission. Requiring a perm
ensures that the System Administrator gives explicit permission. This API accesses org-wide consent data, such as links between
records and the value of consent flags, not just records to which the user ordinarily has access.

Usage
The following table shows how the API responses are determined. If the consulted fields find conflicting consent preferences, the
response returns the least permissive preference. For example, if Contact.HasOptedOutOfEmail is
false, but Lead.HasOptedOutOfEmail is true,
the response indicates that you can’t proceed with emailing the user.
When you select email as the action, the API only aggregates consent for records that contain the same email address. If the record ID
specified in the URI is associated with a record that contains a different email address, the consent settings of the associated record
aren’t included in the API response.
Note: When the API compares consent settings across records, it doesn’t incorporate settings from converted leads.

Action Fields Consulted API Response Response Schema

email Contact.HasOptedOutOfEmailWithin the time range {


ContactPointTypeConsent.ContactPointTypeif specified in "<ID/Email>" :
ContactPointTypeConsent:
ContactPointTypeConsent.EffectiveFrom {
Returns TRUE if all
ContactPointTypeConsent.EffectiveTo "result" : "<Success/errormessage>",
consulted field values
"proceed" : { "emailResult" : "<Success/errormessage>",
ContactPointTypeConsent.PrivacyConsentStatusare 0.
email : “<true/false>” }
DataUsePurpose.NameReturns FALSE if any
}
Lead.HasOptedOutOfEmailconsulted field value is
}
1 or if no related
PersonAccount.HasOptedOutOfEmail
Contact, Contact Point
Type Consent, Lead, or
Person Account object
exists.

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Reference Consent

fax Contact.HasOptedOutOfFax Returns TRUE if all {


DataUsePurpose.Name consulted field values "<ID/Email>" :
are 0.
Lead.HasOptedOutOfFax {
Returns FALSE if any
PersonAccount.HasOptedOutOfFaxconsulted field value is "result" : "<Success/errormessage>",
1 or if no related "proceed" : { "faxResult" : "<Success/errormessage>", fax
Contact, Lead, or : "<true/false>" }
Person Account object
}
exists.
}

geotrack DataUsePurpose.NameReturns TRUE if the {


Individual.HasOptedOutGeoTrackingconsulted field value is "<ID/Email>" :
0.
{
Returns FALSE if the
"result" : "<Success/errormessage>",
consulted field value is
1 or if no related "proceed" : { "geotrackResult" : "<Success/errormessage>",
Individual object exists. "geotrack" : "<true/false>" }
}
}

mail ContactPointTypeConsent.ContactPointTypeWithin the {


time range ContactPointTypeConsent.EffectiveFromif "<ID/Email>" :
specified in {
ContactPointTypeConsent:
ContactPointTypeConsent.EffectiveTo "result" : "<Success/errormessage>",
Returns TRUE if all
ContactPointTypeConsent.PrivacyConsentStatus "proceed" : { "mailingResult" : "<Success/errormessage>",
consulted field values "mail" : "<true/false>" }
DataUsePurpose.Nameare 0.
}
Returns FALSE if any
}
consulted field value is
1 or if no related
Contact, Contact Point
Type Consent, Lead, or
Person Account object
phone exists.
Contact.DoNotCallWithin the time range {
ContactPointTypeConsent.ContactPointTypeif specified in "<ID/Email>" :
ContactPointTypeConsent:
ContactPointTypeConsent.EffectiveFrom {
Returns TRUE if all
ContactPointTypeConsent.EffectiveTo "result" : "<Success/errormessage>",
consulted field values
"proceed" : { "phoneResult" : "<Success/errormessage>",
ContactPointTypeConsent.PrivacyConsentStatusare 0.
"phone" : "<true/false>" }
DataUsePurpose.NameReturns FALSE if any
}
Lead.DoNotCallconsulted field value is
}
1 or if no related
PersonAccount.DoNotCall
Contact, Contact Point

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Reference Consent

Type Consent, Lead, or


Person Account object
exists.

portability DataUsePurpose.Name Returns TRUE if the {


Individual.SendIndividualData consulted field value is "<ID/Email>" :
1.
{
Returns FALSE if the
consulted field value is "result" : "<Success/errormessage>",
0 or if no related "proceed" : { "portabilityResult" :
Individual object exists. "<Success/errormessage>", "portability" : "<true/false>"
}
}
}

process DataUsePurpose.NameReturns TRUE if the {


Individual.HasOptedOutProcessingconsulted field value is "<ID/Email>" :
0.
{
Returns FALSE if the
"result" : "<Success/errormessage>",
consulted field value is
1 or if no related "proceed" : { "processResult" : "<Success/errormessage>",
Individual object exists. "process" : "<true/false>" }
}
}

profile DataUsePurpose.NameReturns TRUE if the {


Individual.HasOptedOutProfilingconsulted field value is "<ID/Email>" :
0.
{
Returns FALSE if the
"result" : "<Success/errormessage>",
consulted field value is
1 or if no related "proceed" : { "profileResult" : "<Success/errormessage>",
Individual object exists. "profile" : "<true/false>" }
}
}

shouldforget DataUsePurpose.Name Returns TRUE if the {


Individual.ShouldForget consulted field value is "<ID/Email>" :
1.
{
Returns FALSE if the
consulted field value is "result" : "<Success/errormessage>",
0 or if no related "proceed" : { "shouldForgetResult" :
Individual object exists. "<Success/errormessage>", "shouldforget" :
"<true/false>" }
}

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Reference Consent

social ContactPointTypeConsent.ContactPointTypeWithin the {


time range ContactPointTypeConsent.EffectiveFromif "<ID/Email>" :
specified in {
ContactPointTypeConsent:
ContactPointTypeConsent.EffectiveTo "result" : "<Success/errormessage>",
Returns TRUE if all
ContactPointTypeConsent.PrivacyConsentStatus "proceed" : { "socialResult" : "<Success/errormessage>",
consulted field values "social" : "<true/false>" }
DataUsePurpose.Nameare 0.
}
Returns FALSE if any
}
consulted field value is
1 or if no related
Contact, Contact Point
Type Consent, Lead, or
Person Account object
solicit exists.
DataUsePurpose.Name Returns TRUE if the {
Individual.HasOptedOutSolicit consulted field value is "<ID/Email>" :
0.
{
Returns FALSE if the
consulted field value is "result" : "<Success/errormessage>",
1 or if no related "proceed" : { "solicitResult" : "<Success/errormessage>",
Individual object exists. "solicit" : "<true/false>" }
}
}

storepiielsewhere
DataUsePurpose.NameReturns TRUE if the {
Individual.CanStorePiiElsewhereconsulted field value is "<ID/Email>" :
1.
{
Returns FALSE if the
"result" : "<Success/errormessage>",
consulted field value is
0 or if no related "proceed" : { "storePIIElsewhereResult" :
Individual object exists. "<Success/errormessage>", "storepiielsewhere" :
"<true/false>" }
}
}

track DataUsePurpose.NameReturns TRUE if the {


Individual.HasOptedOutTrackingconsulted field value is "<ID/Email>" :
0.
{
Returns FALSE if the
"result" : "<Success/errormessage>",
consulted field value is
1 or if no related "proceed" : { "trackResult" : "<Success/errormessage>",
Individual object exists. "track" : "<true/false>" }

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Reference Use the Consent API with Customer Data Platform

}
}

web ContactPointTypeConsent.ContactPointTypeWithin the {


time range ContactPointTypeConsent.EffectiveFromif "<ID/Email>" :
specified in {
ContactPointTypeConsent:
ContactPointTypeConsent.EffectiveTo "result" : "<Success/errormessage>",
Returns TRUE if all
ContactPointTypeConsent.PrivacyConsentStatus "proceed" : { "webResult" : "<Success/errormessage>",
consulted field values "web" : "<true/false>" }
DataUsePurpose.Nameare 0.
}
Returns FALSE if any
}
consulted field value is
1 or if no related
Contact, Contact Point
Type Consent, Lead, or
Person Account object
exists.

Use the Consent API with Customer Data Platform


The Consent API supports Customer Data Platform. Use the Consent API to read and write to the Customer Data Platform profile.
Contact your Salesforce Representative for consumer rights guidance within Customer Data Platform.

Required Permissions
To use Customer Data Platform parameters for Consent API, you must have either the ModifyAllData or the ConsentApiUpdate user
permission. Requiring a perm ensures that the Salesforce admin gives explicit permission. These parameters write org-wide consent
data, such as links between records and the value of consent flags, which are usually inaccessible to non-admin users.

Actions supported by Consent API with Customer Data Platform

Action Description
Processing This action is used to restrict processing of data in Customer Data Platform processes such as
query, segmentation and so on.

Portability This action is used to allow export of Customer Data Platform profile data.

Shouldforget This action indicates right to be forgotten, which means delete my PII (Personally Identifiable
Information) data and any related records.

Customer Data Platform Read Parameters


The Consent API allows you to gather information about the Customer Data Platform profile. Use themode and ids Customer Data
Platform parameters as described below.

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Reference Use the Consent API with Customer Data Platform

Syntax
HTTP method
GET
Available since release:
48.0
URI

Note: You can access the consent API using three different URIs based on the Action. The Actions supported are
processing,
, and
portability
shouldforget.
/services/data/vXX.X/consent/action/processing?ids=<list_of_ids>&mode=<cdp>
/services/data/vXX.X/consent/action/portability?ids=<list_of_ids>&mode=<cdp>
/services/data/vXX.X/consent/action/shouldforget?ids=<list_of_ids>&mode=<cdp>

Request parameters

Parameter Description

ids Required. Comma-separated list of IDs. The ID can be the record ID or the email address
listed on the record. When mode is set to cdp, the ids value is a string equal to the
Individual ID attribute. This is the email address used to sync consent.
Optional. Default is normal. Valid value to retrieve a CDP profile is
mode
cdp.

Customer Data Platform Read Example


URI
/services/data/v57.0/consent/action/portability?ids=00932I3SU92&mode=cdp
Response
{ "j00932I3SU92" : { "result" : "Success", "proceed" : { "portability" : "true"
"portabilityResult" : "Success" } } }

Customer Data Platform Write Parameters


The Consent API also allows you to write information to the Customer Data Platform profile. Use the ids, mode, and status parameters
as described below.
Note: You can update your consent information with the consent API using three different URIs. The URIs are based on the action
that is to be performed on the CDP profile. The actions supportedprocessing,
are portability, and shouldforget.

Syntax
HTTP method
PATCH
Available since release
50.0

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Reference Use the Consent API with Customer Data Platform

URI when action is processing


/services/data/vXX.X/consent/action/processing?ids=list_of_ids&mode=cdp&status=optin
or optout
Request parameters when action is processing

Parameter Description

ids Required. Comma-separated list of IDs. The ID can be the record ID or the email
address listed on the record. When mode is cdp, the ids value is a string equal to the
Individual ID attribute. This is the email address used to sync consent.
Optional. Default is normal. Valid value to use for updating a CDP profile is
mode
cdp.
status Required. Status of the consent. Allowed values are optin or optout. However, when
action is processing use status as
optout.

URI when action is shouldforget


/services/data/vXX.X/consent/action/shouldforget?ids=
list_of_ids&mode=cdp&status=optin
or optout
Request parameters when action is shouldforget

Parameter Description

ids Required. Comma-separated list of IDs. The ID can be the record ID or the email
address listed on the record. When mode is cdp, the ids value is a string equal to the
Individual ID attribute. This is the email address used to sync consent.
Optional. Default is normal. Valid value to use for updating a CDP profile is
mode
cdp.
status Required. Status of the consent. Allowed values are optin or optout. However, when
action
optin. is shouldforget use status as

URI action is portability


/services/data/vXX.X/consent/action/portability?ids=list_of_ids&mode=cdp&status=optin
or optout
Request parameters when action is portability

Parameter Description

ids Required. Comma-separated list of IDs. The ID can be the record ID or the email
address listed on the record. When mode is cdp, the ids value is a string equal to the
Individual ID attribute. This is the email address used to sync consent.
Optional. Default is normal. Valid value to use for updating a CDP profile is
mode
cdp.
status Required. Status of the consent. Allowed values are optin or optout. When action is
portability use status as
optin.

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Reference Consent Write

Parameter Description

aws_s3_bucket_id Required only when mode is 'cdp' and the action is 'portability'. This parameter must
be passed in as part of the PATCH request body. This parameter is used to pass the S3
bucket location for portability requests to Customer Data Platform.
Required only when mode is 'cdp' and the action is 'portability'. This parameter must
aws_access_key_id
be passed in as part of the PATCH request body. This parameter is used to pass the S3
bucket access key for portability requests to Customer Data Platform.

aws_secret_access_key Required only when mode is 'cdp' and the action is 'portability'. This parameter must
be passed in as part of the PATCH request body. This parameter is used to pass the S3
bucket secret access key for portability requests to Customer Data Platform.

aws_s3_folder Required only when mode is 'cdp' and the action is 'portability'. This parameter must
be passed in as part of the PATCH request body. This parameter is used to pass the S3
bucket folder for portability requests to Customer Data Platform.

Required only when mode is 'cdp' and the action is 'portability'. This parameter must
aws_region
be passed in as part of the PATCH request body. This parameter is used to pass the S3
bucket's aws region for portability requests to Customer Data Platform.

Customer Data Platform Write Example


When action is processing

/services/data/v57.0/consent/action/processing?
ids=100000695&mode=cdp&status=optout body: {}

When action is portability

/services/data/v57.0/consent/action/portability?ids=100000695&mode=cdp&status=optin
body:{
"aws_s3_bucket_id" : "cdpgdprtest",
"aws_access_key_id": "AKIAS4AK7TBJBHUPOBEI",
"aws_secret_access_key": "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",
"aws_s3_folder": "yyun/Person",
"aws_region": "us-west-1"
}

When action is shouldforget

/services/data/v57.0/consent/action/shouldforget?ids=100000695
&mode=cdp&status=optin body: {}

Consent Write
Your users can store consent preferences in different locations. The Consent Write API can update and write consent across multiple
records through a single API call, helping you sync consent across records or populate the new Consent data model. This resource is
available in REST API version 48.0 and later.

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Reference Consent Write

Consent API writes consent values across the Contact, Contact Point Type Consent, Data Use Purpose, Individual, Lead, Person Account,
and User objects when the records have a lookup relationship or share an email address. This API can also write to the Customer Data
Platform Individual record. The Consent API can't locate records in which the email address field is protected by Platform Encryption.
Note: For the Spring ‘21 release, the API only takes in a single email address. Any record with a matching email address is updated
based on the parameters set in the API call.
All records with the email address listed are updated. If the Create Individual parameter is selected and no Individual record exists, the
API creates an Individual record. If warranted, the API also creates a Contact Point Type Consent and Contact Point Email record.
Only Customer Data Platform uses the request body. If not passing anything in the request body, pass in an empty object {}.

Syntax
URI
/services/data/vXX.X/consent/action/action?ids=listOfIds
Formats
JSON
HTTP methods
PATCH
Authentication
Authorization: Bearer token
Request parameters

Parameter Description

blobParam Optional. Use to pass information to Customer Data Platform, such as portability
write location. Use only for
mode=cdp. This parameter must be passed in as part of the
PATCH request body.
captureDate Optional. The date and time when consent is captured. The default is the date and
time the API call is made.
captureContactPointType Optional. Describes how consent is captured (web, phone, email). Supported values
are:
• email
• phone
•(default)
web

captureSource Optional. The source through which consent is captured. The default capture source
is Consent API. Max length 255 characters.
Optional. Use to set the name for any new consent records. Default is:
consentName
Individual
Name-Datetime(<Name>2019-03-31T15:47:57). Max length is
255 characters.
createIndividual Optional. Boolean. If set to
true and the API call includes an email address that
matches multiple records without an Individual object, then an Individual object is
created. Any consent records with an email address that match the email in the API
call are linked to the new Individual object. If multiple records are found, then any

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Reference Consent Write

Parameter Description
records not linked to an Individual object is linked to the Individual object found in the
other records. If more than one Individual object is found on the matching records,
then the call is rejected.
Optional. The date and time that the double opt-in is completed, formatted as described
doubleOptIn
in Valid Date and DateTime Formats.
Optional. The date from which consent is effective, formatted as described in Valid
effectiveFrom
Date and DateTime Formats. The default is the date the API call is made.
Optional. The date through which consent is effective, formatted as described in Valid
effectiveTo Date and DateTime Formats.
Required. The email address used to sync consent. The ID can be the record ID or the
ids email address
mode=cdp, thelisted on the
ID value is arecord. When
string equal
to the Individual ID attribute.

Optional. The name of the person in an Individual record. If a name isn’t provided for
individualName a new Individual record, then the local part of the passed-in email address is used. Max
length is 80 characters.

Optional. Default is
mode normal. The allowed modes are: normal or cdp. With
mode=cdp, the request is passed to the Customer Data Platform data platform to
get or writeparameter
mode=cdp consent. The
only supports the action,
blobParam, and ids parameters.
purposeName Optional. The data use purpose for which consent is provided. Must use an existing
data use purpose that you previously created. If more than one purpose with the same
name exists, only one purpose is selected.
status Required. Status of the consent (
OptIn, OptOut, Seen, NotSeen.) If action exists
on an Individual object (for example, tracking or processing), the only valid values are
OptIn and OptOut.

Action
Allowed values are:
• email
•fax
• geotrack
• mailing
• phone
• portability
• process
• profile
• shouldForget
• social
• solicit

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Reference Embedded Service Configuration Describe

• storePiiElsewher
• e track
• web

Security
To call the Consent Write API, you must have either the ModifyAllData or the ConsentApiUpdate user permission. This API writes org-
wide consent data, such as links between records and the value of consent flags, and not just records to which the user ordinarily has
access. The ConsentApiUpdate user permission grants full write permission to the user during the Consent Write API call.

Example
Example Request

curl -X PATCH
https://MyDomainName.my.salesforce.com/services/data/v57.0/consent/action/<action>?ids=<email-
-H "Content-Type: application/json" -d "@exampleRequestBody.json"

Example Request Body

{}

Example Response Body

{
"<email-OR-recordID>" : {
"result" : "Success",
"edited" : [{
"objectType" : "<Contact, Lead, User, etc.>",
"field" : "<HasOptedOutofFax, DoNotCall,etc>",
"valueOfField" : "<true/false>",
"id" : "<recordID>"
}],
}
}

Embedded Service Configuration Describe


Retrieves the values for your Embedded Service deployment configuration or the headers returned by a request.

IN THIS SECTION:
Retrieve Embedded Service Configuration
Retrieves the values for your Embedded Service deployment configuration, including the branding colors, font, and site URL. This
resource is available in REST API version 45.0 and later.
Return Headers for Embedded Service Configuration
Returns only the headers from a GET request to the Embedded Service Configuration Describe resource. This gives you a chance to
see header values ahead of time before retrieving the content of the resource. You must be logged in to the account that owns the
EmbeddedServiceConfigDeveloperName you are querying. This resource is available in REST API version 45.0 and later.

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Reference Retrieve Embedded Service Configuration

Retrieve Embedded Service Configuration


Retrieves the values for your Embedded Service deployment configuration, including the branding colors, font, and site URL. This
resource is available in REST API version 45.0 and later.
You must be logged in to the account that owns the EmbeddedServiceConfigDeveloperName you are querying.

Syntax
URI
XX.X/support/embeddedservice/configuration/
/services/data/v embeddedServiceConfigDeveloperName
Formats
JSON
HTTP method
GET
Authentication
Authorization: Bearer token
Request parameters
None

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/support/embeddedservice/configurati
-H "Authorization: Bearer token"

Example Response Body

{
"embeddedServiceConfig" : {
"areGuestUsersAllowed" : false,
"authMethod" : "CustomLogin",
"embeddedServiceBranding" : {
"contrastInvertedColor" : "#ffffff",
"contrastPrimaryColor" : "#333333",
"font" : "Salesforce Sans",
"height" : 498,
"navBarColor" : "#222222",
"primaryColor" : "#222222",
"secondaryColor" : "#005290",
"width" : 320
},
"embeddedServiceLiveAgent" : {
"avatarImg" : "",
"embeddedServiceQuickActions" : [ {
"order" : 1,
"quickActionDefinition" : "Snapins_Case_OfflineCaseQuickAction_08hRM00000000cC",

"quickActionType" : "OfflineCase"
},{

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Reference Return Headers for Embedded Service Configuration

"order" : 1,
"quickActionDefinition" : "Snapins_Contact_PrechatQuickAction_08hRM00000000RC",

"quickActionType" : "Prechat"
},{
"order" : 2,
"quickActionDefinition" : "Snapins_Case_PrechatQuickAction_08hRM00000000RC",
"quickActionType" : "Prechat"
}],
"enabled" : true,
"fontSize" : "Medium",
"headerBackgroundImg" : "https://google.com/img/headerBgImgUrl.png",
"isOfflineCaseEnabled" : true,
"isQueuePositionEnabled" : true,
"liveChatButton" : "573RM0000004GGf",
"liveChatDeployment" : "572RM0000004CDV",
"offlineCaseBackgroundImg" : "https://google.com/img/offlineBgImgUrl.png",
"prechatBackgroundImg" : "https://google.com/img/prechatBgImgUrl.png",
"prechatEnabled" : true,
"scenario" : "Service",
"smallCompanyLogoImg" : "https://google.com/img/logoImgUrl.png",
"waitingStateBackgroundImg" : "https://google.com/img/bgImgUrl.png"

},
"shouldHideAuthDialog" : false,
"siteUrl" : "https://snapins-15f082fb956-15fbc261d27.stmfa.stm.force.com/napili2"
}
}

Return Headers for Embedded Service Configuration


Returns only the headers from a GET request to the Embedded Service Configuration Describe resource. This gives you a chance to see
header values ahead of time before retrieving the content of the resource. You must be logged in to the account that owns the
EmbeddedServiceConfigDeveloperName you are querying. This resource is available in REST API version 45.0 and later.

Syntax
URI
XX.X/support/embeddedservice/configuration/
/services/data/v embeddedServiceConfigDeveloperName
Formats
JSON
HTTP method
HEAD
Authentication
Authorization: Bearer token
Request parameters
None

227
Reference Invocable Actions

Invocable Actions
Represents standard and custom invocable actions. 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 company’s needs.

IN THIS SECTION:
Get Invocable Actions
Gets standard and custom invocable action URIs from Salesforce. This resource is available in REST API version 32.0 and later.
Return HTTP Headers for Invocable Actions
Returns only the headers that are returned by sending a GET request to the invocable actions resource. This gives you a chance to
see returned header values of the GET request before retrieving the content. This resource is available in REST API version 32.0 and
later.

Get Invocable Actions


Gets standard and custom invocable action URIs from Salesforce. This resource is available in REST API version 32.0 and later.

Example
URI
/services/data/vXX.X/actions
Formats
JSON, XML
HTTP Methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curlhttps:// MyDomainName .my.salesforce.com/services/data/v57.0/actions-H


"Authorization: Bearer token"

Example Response Body

{
"standard" : "/services/data/v57.0/actions/standard",
"custom" : "/services/data/v57.0/actions/custom"
}

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Reference Return HTTP Headers for Invocable Actions

Return HTTP Headers for Invocable Actions


Returns only the headers that are returned by sending a GET request to the invocable actions resource. This gives you a chance to see
returned header values of the GET request before retrieving the content. This resource is available in REST API version 32.0 and later.
URI
/services/data/vXX.X/actions
Formats
JSON, XML
HTTP Methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head https://MyDomainName.my.salesforce.com/services/data/v57.0/actions


-H "Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

Invocable Actions Custom


Represents custom invocable actions that can be statically invoked. You can also get basic information for each type of action.

IN THIS SECTION:
Get Custom Invocable Actions
Gets the list of all custom invocable actions. Some actions require special access. This resource is available in REST API version 32.0
and later.
Return HTTP Headers for Custom Invocable Actions
Returns only the headers that are returned by sending a GET request to the custom invocable actions resource. This gives you a
chance to see returned header values of the GET request before retrieving the content. This resource is available in REST API version
32.0 and later.

Get Custom Invocable Actions


Gets the list of all custom invocable actions. Some actions require special access. This resource is available in REST API version 32.0 and
later.
Sending email with the emailAlert action counts against your daily email limit for workflows. For more information, see “Daily

Allocations
for Email Alerts” in Salesforce Help.
229
Reference Get Custom Invocable Actions

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 don’t 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 runs. If there’s no active version, the latest version runs. When
a flow admin invokes a flow, the latest version always runs.
If any of these elements are used in a flow, packageable components that reference the elements aren’t automatically included in the
package.
•Apex action
•Email alerts
•Post to Chatter core action
•Quick Action core action
•Send Email core action
•Submit for Approval core action
For example, if you use an email alert, manually add the email template that’s used by that email alert. To deploy the package successfully,
manually add those referenced components to the package.
For more information about actions, see the Actions Developer Guide.

Syntax
URI
/services/data/vXX.X/actions/custom
Formats
JSON, XML
HTTP Methods
GET
Authentication
Authorization: Bearer token

230
Reference Return HTTP Headers for Custom Invocable Actions

Request parameters
None required

Example
Example Request

curlhttps:// MyDomainName .my.salesforce.com/services/data/v57.0/actions/custom-H


"Authorization: Bearer token"

Example Response Body

{
"quickAction" : "/services/data/v57.0/actions/custom/quickAction",
"apex" : "/services/data/v57.0/actions/custom/apex",
"emailAlert" : "/services/data/v57.0/actions/custom/emailAlert",
"flow" : "/services/data/v57.0/actions/custom/flow",
"sendNotification" : "/services/data/v57.0/actions/custom/sendNotification"
}

Return HTTP Headers for Custom Invocable Actions


Returns only the headers that are returned by sending a GET request to the custom invocable actions resource. This gives you a chance
to see returned header values of the GET request before retrieving the content. This resource is available in REST API version 32.0 and
later.
URI
/services/data/vXX.X/actions/custom
Formats
JSON, XML
HTTP Methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/actions/custom -H
"Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

231
Reference Invocable Actions Standard

Invocable Actions Standard


Represents standard invocable actions that can be statically invoked. You can also get basic information for each type of action.

IN THIS SECTION:
Get Standard Invocable Actions
Gets the list of standard invocable actions that are provided by Salesforce. Some actions require special access. This resource is
available in REST API version 32.0 and later.
Return HTTP Headers for Standard Invocable Actions
Returns only the headers that are returned by sending a GET request to the standard invocable actions resource. This gives you a
chance to see returned header values of the GET request before retrieving the content. This resource is available in REST API version
32.0 and later.

Get Standard Invocable Actions


Gets the list of standard invocable actions that are provided by Salesforce. Some actions require special access. This resource is
available in REST API version 32.0 and later.
For Salesforce Omnichannel Inventory and Salesforce Order Management, you can also call the corresponding Connect REST API

endpoints
or Apex ConnectApi methods. For more information, see Salesforce Omnichannel Inventory Resources and Salesforce Order
Management
Resources in the Connect REST API Developer Guide, and ConnectApi Namespace in the Apex Reference Guide.
The Post to Chatter action supports the following features using a special format in the body post.
•@mentions using
@[<id>]
•Topic links using
#[<topicString>]
For example, the string
Syntax Hi@[005000000000001],checkout#[some_topic] is stored appropriately as Hi@Joe,
checkout#some_topic where “@Joe” and “#some_topic” are links to the user and topic, respectively.
URI
For more information about actions, see the Actions Developer Guide.
/services/data/vXX.X/actions/standard
Formats
JSON, XML
HTTP Methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

232
Reference Get Standard Invocable Actions

Example
Example Request

curlhttps:// MyDomainName .my.salesforce.com/services/data/v57.0/actions/standard-H


"Authorization: Bearer token"

Example Response Body

{
"actions" : [ {
"label" : "Post to Chatter",
"name" : "chatterPost",
"type" : "CHATTERPOST",
"url" : "/services/data/v57.0/actions/standard/chatterPost"
},{
"label" : "Enable Folder Support for a Content Workspace (Library)",
"name" : "contentWorkspaceEnableFolders",
"type" : "CONTENTWORKSPACE_ENABLE_FOLDERS",
"url" : "/services/data/v57.0/actions/standard/contentWorkspaceEnableFolders"
},{
"label" : "Send Email",
"name" : "emailSimple",
"type" : "EMAILSIMPLE",
"url" : "/services/data/v57.0/actions/standard/emailSimple"
},{
"label" : "Submit for Approval",
"name" : "submit",
"type" : "SUBMITAPPROVAL",
"url" : "/services/data/v57.0/actions/standard/submit"
},{
"label" : "Deactivate Session-Based Permission Set",
"name" : "deactivateSessionPermSet",
"type" : "DEACTIVATE_SESSION_PERM_SET",
"url" : "/services/data/v57.0/actions/standard/deactivateSessionPermSet"
},{
"label" : "Activate Session-Based Permission Set",
"name" : "activateSessionPermSet",
"type" : "ACTIVATE_SESSION_PERM_SET",
"url" : "/services/data/v57.0/actions/standard/activateSessionPermSet"
},{
"label" : "Choose Price Book",
"name" : "choosePricebook",
"type" : "CHOOSE_PRICEBOOK",
"url" : "/services/data/v57.0/actions/standard/choosePricebook"
},{
"label" : "Routing Address Verification",
"name" : "routingAddressVerification",
"type" : "ROUTING_ADDRESS_VERIFICATION",
"url" : "/services/data/v57.0/actions/standard/routingAddressVerification"
},{
"label" : "Create Customer Contact Request",
"name" : "contactRequestAction",
"type" : "CONTACT_REQUEST_ACTION",
"url" : "/services/data/v57.0/actions/standard/contactRequestAction"

233
Reference Return HTTP Headers for Standard Invocable Actions

},{
"label" : "Publish Managed Content Release",
"name" : "managedContentReleasePublish",
"type" : "MANAGED_CONTENT_RELEASE_PUBLISH",
"url" : "/services/data/v57.0/actions/standard/managedContentReleasePublish"
} ]
}

Return HTTP Headers for Standard Invocable Actions


Returns only the headers that are returned by sending a GET request to the standard invocable actions resource. This gives you a chance
to see returned header values of the GET request before retrieving the content. This resource is available in REST API version 32.0 and
later.

Syntax
URI
/services/data/vXX.X/actions/standard
Formats
JSON, XML
HTTP Methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/actions/standard -H
"Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

List View Basic Information


Returns basic information for a specific list view, including the label, API name, and ID. This resource is available in REST API version
32.0 and later.
URI
/services/data/vXX.X/sobjects/sObject/listviews/listViewID

234
Reference List View Describe

Formats
JSON, XML
HTTP Methods
GET
Authentication
Authorization: Bearer token
Parameters
None

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/listviews/00BD0000
-H "Authorization: Bearer token"

Example Response Body

{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/describe",
"developerName" : "NewThisWeek",
"id" : "00BD0000005WcBeMAK",
"label" : "New This Week",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK"
}

List View Describe


Returns detailed information about a list view, including the ID, the columns, and the SOQL query.
This resource is available in REST API version 32.0 and later.
URI
/services/data/vXX.X/sobjects/sObject/listviews/queryLocator/describe
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None

235
Reference List View Describe

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/listviews/00BD0000
-H "Authorization: Bearer token"

Example Response Body

{
"columns" : [ {
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Name",
"hidden" : false,
"label" : "Account Name",
"selectListItem" : "Name",
"sortDirection" : "ascending",
"sortIndex" : 0,
"sortable" : true,
"type" : "string"
},{
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Site",
"hidden" : false,
"label" : "Account Site",
"selectListItem" : "Site",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
},{
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"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"

236
Reference List View Describe

},{
"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,
"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,

237
Reference List View Results

"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" ]
}
}

List View Results


Executes the SOQL query for the list view and returns the resulting data and presentation information. This resource is available in
REST API version 32.0 and later.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/listviews/listViewID/results
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

238
Reference List View Results

Parameters

Parameter Description

limit The maximum number of records to return, between 1-2000.


The default value is 25.
The first record to return. Use this parameter to paginate the
offset
results. The default value is 1.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/listviews/00BD0000
-H "Authorization: Bearer token"

Example Response Body

{
"columns" : [ {
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Name",
"hidden" : false,
"label" : "Account Name",
"selectListItem" : "Name",
"sortDirection" : "ascending",
"sortIndex" : 0,
"sortable" : true,
"type" : "string"
},{
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "Site",
"hidden" : false,
"label" : "Account Site",
"selectListItem" : "Site",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,
"type" : "string"
},{
"ascendingLabel" : "Z-A",
"descendingLabel" : "A-Z",
"fieldNameOrPath" : "BillingState",
"hidden" : false,
"label" : "Billing State/Province",
"selectListItem" : "BillingState",
"sortDirection" : null,
"sortIndex" : null,
"sortable" : true,

239
Reference List View Results

"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,
"descendingLabel" : null,
"fieldNameOrPath" : "CreatedDate",
"hidden" : true,
"label" : "Created Date",
"selectListItem" : "CreatedDate",
"sortDirection" : null,
"sortIndex" : null,

240
Reference List View Results

"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",
"value" : "TUser"
},{
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSTIAZ"
},{
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"

241
Reference List View Results

},{
"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
},{
"fieldNameOrPath" : "BillingState",
"value" : "TX"
},{
"fieldNameOrPath" : "Phone",
"value" : "(512) 757-6000"
},{
"fieldNameOrPath" : "Type",

242
Reference List View Results

"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",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
} ]
},{
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "GenePoint"
},{

243
Reference List View Results

"fieldNameOrPath" : "Site",
"value" : null
},{
"fieldNameOrPath" : "BillingState",
"value" : "CA"
},{
"fieldNameOrPath" : "Phone",
"value" : "(650) 867-3450"
},{
"fieldNameOrPath" : "Type",
"value" : "Customer - Channel"
},{
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
},{
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSPIAZ"
},{
"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" : "Grand Hotels and Resorts Ltd"
},{
"fieldNameOrPath" : "Site",
"value" : null
},{
"fieldNameOrPath" : "BillingState",
"value" : "IL"
},{
"fieldNameOrPath" : "Phone",
"value" : "(312) 596-1000"
},{
"fieldNameOrPath" : "Type",
"value" : "Customer - Direct"
},{
"fieldNameOrPath" : "Owner.Alias",
"value" : "TUser"
},{
"fieldNameOrPath" : "Id",
"value" : "001D000000JliSWIAZ"
},{
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
},{
"fieldNameOrPath" : "LastModifiedDate",

244
Reference List View Results

"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"
},{
"fieldNameOrPath" : "Phone",
"value" : "(415) 901-7000"
},{
"fieldNameOrPath" : "Type",
"value" : null
},{

245
Reference List View Results

"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"
} ]
},{
"columns" : [ {
"fieldNameOrPath" : "Name",
"value" : "United Oil and Gas, Singapore"
},{
"fieldNameOrPath" : "Site",
"value" : null

246
Reference List View Results

},{
"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"
},{
"fieldNameOrPath" : "CreatedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
},{
"fieldNameOrPath" : "LastModifiedDate",
"value" : "Fri Aug 01 21:15:46 GMT 2014"
},{

247
Reference List Views for an Object

"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 for an Object


Returns the list of list views for the specified sObject, including the ID and other basic information about each list view. This resource is
available in REST API version 32.0 and later.
URI
/services/data/vXX.X/sobjects/sObject/listviews
Formats
JSON, XML
HTTP Methods
GET

248
Reference List Views for an Object

Authentication
Authorization: Bearer token
Parameters
None

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/list
views -H "Authorization: Bearer token"

Example Response Body

{
"done" : true,
"listviews" : [ {
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/describe",
"developerName" : "NewThisWeek",
"id" : "00BD0000005WcBeMAK",
"label" : "New This Week",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBpMAK/describe",
"developerName" : "NewLastWeek",
"id" : "00BD0000005WcBpMAK",
"label" : "New Last Week",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBpMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBpMAK"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcC6MAK/describe",
"developerName" : "PlatinumandGoldSLACustomers",
"id" : "00BD0000005WcC6MAK",
"label" : "Platinum and Gold SLA Customers",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcC6MAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcC6MAK"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCEMA0/describe",
"developerName" : "RecentlyViewedAccounts",
"id" : "00BD0000005WcCEMA0",
"label" : "Recently Viewed Accounts",

249
Reference Support Knowledge with REST API

"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCEMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCEMA0"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0/describe",
"developerName" : "AllAccounts",
"id" : "00BD0000005WcCFMA0",
"label" : "All Accounts",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0/describe",
"developerName" : "MyAccounts",
"id" : "00BD0000005WcCNMA0",
"label" : "My Accounts",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0"
}],
"nextRecordsUrl" : null,
"size" : 6,
"sobjectType" : "Account"
}

Support Knowledge with REST API


Knowledge Support REST APIs allow both authorized and guest users to retrieve the user’s visible data categories and their associated
articles. This resource is available in REST API version 38.0 and later.
Authenticated users need the
UserProfile.apiEnabled permission, Knowledge enabled in the organization, read rights on
the article type, and any other knowledge specific permission or preference that controls visibility to articles.
Guest users need the
GuestAccesstotheSupportAPI preference enabled on the relevant Site, Knowledge enabled in
the organization, and read rights on the article type and article channel that controls the visibility for guest users.
Syntax
URI
/services/data/vXX.X/support
Method
GET
Formats
JSON, XML
Authentication
Authorization: Bearer token

250
Reference Data Category Groups

Example
Example Response Body

{
"dataCategoryGroups" :XX.X/support/dataCategoryGroups",
XX.X
"/services/data/v "knowledgeArticles" : /support/knowledgeArticles"
"/services/data/v
:
}

IN THIS SECTION:
Data Category Groups
Get data category groups that are visible to the current user. This resource is available in REST API version 38.0 and later.
Data Category Detail
Gets data category details and the child categories by a given category. This resource can be used in API version 38.0 and later.
Articles List
Get a page of online articles for the given language and category through either search or query. This resource is available in REST
API version 38.0 and later.
Articles Details
Gets all online article fields, accessible to the user. This resource is available with article IDs in REST API version 38.0 and later, and
this resource is available with article URL names in version 44.0 and later.

Data Category Groups


Get data category groups that are visible to the current user. This resource is available in REST API version 38.0 and later.
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 user’s 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
URI
/services/data/vXX.X/support/dataCategoryGroups
Method
GET
Formats
JSON, XML
Authentication
Authorization: Bearer token
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.

251
Reference Data Category Groups

Input:
string :sObjectName
Required. KnowledgeArticleVersion only.
boolean : Optional. Defaults to true •True returns only the top
topCategoriesOnly
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
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, ....]


}

• Data Category Summary


This provides a summary of data category information. The Summary and Detail responses share common properties, with the
goal of providing only as much information as is necessary from associated resources.

{
"name": String, // the unique name of the category
"label": String, // returns the translated version if it is available
"url": URL, // the url points to the data category detail API
"childCategories": [ Data Category Summary, ....] // null if topCategoriesOnly is
true
}

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.

252
Reference Data Category Detail

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/support/dataCategoryGroups?sObjectN
-H "Authorization: Bearer token"

Example Response Body

{
"categoryGroups" : [ {
"label" : "Doc",
"name" : "Doc",
"objectUsage" : "KnowledgeArticleVersion",
"topCategories" : [ {
"childCategories" : null,
"label" : "All",
"name" : "All",
"url" :
"/services/data/v57.0/support/dataCategoryGroups/Doc/dataCategories/All?sObjectName=KnowledgeArticl

} ]
},{
"label" : "Manual",
"name" : "Manual",
"objectUsage" : "KnowledgeArticleVersion",
"topCategories" : [ {
"childCategories" : null,
"label" : "All",
"name" : "All",
"url" :
"/services/data/v57.0/support/dataCategoryGroups/Manual/dataCategories/All?sObjectName=KnowledgeArt

} ]
} ]
}

Data Category Detail


Gets data category details and the child categories by a given category. This resource can be used in API version 38.0 and later.
Salesforce Knowledge must be enabled in your organization. Use the language code format used in Which Languages Does Salesforce
Support?.

Syntax
URI
/services/data/vXX.X/support/dataCategoryGroups/group/dataCategories/category
Method
GET
Formats
JSON, XML

253
Reference Data Category Detail

Authentication
Authorization: Bearer token
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.
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 isn’t visible to the current user the return is empty.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/support/dataCategoryGroups/Doc/data
-H "Authorization: Bearer token"

Example Response Body

{
"childCategories" : [ {
"childCategories" : null,
"label" : "Help",
"name" : "Help",
"url" :
"/services/data/v57.0/support/dataCategoryGroups/Doc/dataCategories/Help?sObjectName=KnowledgeArtic

},{
"childCategories" : null,
"label" : "QA",
"name" : "QA",
"url" :
"/services/data/v57.0/support/dataCategoryGroups/Doc/dataCategories/QA?sObjectName=KnowledgeArticle

}],

254
Reference Articles List

"label" : "All",
"name" : "All",
"url" :
"/services/data/v57.0/support/dataCategoryGroups/Doc/dataCategories/All?
sObjectName=KnowledgeArticleVersion" }

Articles List
Get a page of online articles for the given language and category through either search or query. This resource is available in REST API
version 38.0 and later.

Syntax
URI
/services/data/vXX.X/support/knowledgeArticles
Method
GET
Formats
JSON, XML
Authentication
Authorization: Bearer token
HTTP headers
Accept:application/json
Optional. Can be either or application/xml.
Accept-language:
Required. The article must be an active language in the user’s organization
• If the language code isn’t 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.
The characters
? and * are used for wildcard searches. The characters (, ), and " are used for complex search terms. See
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_find.htm.
string
channel: Optional, defaults to user’s 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. There is a limit of three data category conditions, otherwise you get
INVALID_FILTER_VALUE.
string
queryMethod values are: AT,BELOW,ABOVE,ABOVE_OR_BELOW. Only valid when categories are specified,
defaults to ABOVE_OR_BELOW.
255
Reference Articles List

string
sort: Optional, a sortable field name LastPublishedDate,CreatedDate,Title,ViewScore. Defau
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
Output:
pageSize: Optional,
A page of online defaults
articles to given
in the 20. Valid range and
language 1 to category
100. visible to the current user.
integer
• Article Page
pageNumber: Optional, defaults to 1.
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, //thearticlelistAPIwithcurrentpagenumber
"nextPageUrl": URL, // the article list API with next page number,
which can be null if there are no more articles.
"pageNumber":Int //thecurrentpagenumber,startingat1.
}

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.
Note: if the user input parameter has the default value, the API does not show this parameter in either
currentPageUrl or nextPageUrl.

• 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,
"articleType": String, // apiName of the article type, available in API v44.0
and later
"title": String,
"urlName": String, // available in API v44.0 and later
"summary": String,
"url": URL, // to the Article Detail API
"viewCount":Int, //viewcountintheinterestedchannel
"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

256
Reference Articles List

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, … ]
}

• Data Category Summary


Provides a summary of data category information. The Summary and Detail responses share common properties.

{
"categoryName": String, // the unique name of the category
"categoryLabel": String, // returns the translated version, per the API
language specified
"url": String // returns the url for the DataCategory REST API.
}

Note: The outputs of Data Category Group and Data Category Summary in Article List API are different from the Data
Category Groups API.

Example
Example Request

curl
MyDomainName
https:// .my.salesforce.com/services/data/v57.0/support/knowledgeArticles?sort=ViewScore&chan

HTTP Headers:
Content-Type: application/json; charset=UTF-8
Accept: application/json
Accept-Language: en-US

Example Response Body

{
"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/v57.0/support/knowledgeArticles/kA0xx000000000BCAQ",
"viewCount" : 4,
"viewScore" : 100.0
},{
"articleNumber" : "000001004",
"categoryGroups" : [ ],

257
Reference Articles List

"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/v57.0/support/knowledgeArticles/kA0xx000000000LCAQ",
"viewCount" : 0,
"viewScore" : 0.0
},{
"articleNumber" : "000001012",
"categoryGroups" : [ ],
"downVoteCount" : 0,
"id" : "kA0xx000000006GCAQ",
"lastPublishedDate" : "2016-06-21T21:10:48Z",
"summary" : null,
"title" : "Test Draft 2",
"upVoteCount" : 0,
"url" : "/services/data/v57.0/support/knowledgeArticles/kA0xx000000006GCAQ",
"viewCount" : 0,
"viewScore" : 0.0
}],
"currentPageUrl" :
"/services/data/v57.0/support/knowledgeArticles?channel=Pkb&amp;pageSize=3&amp;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 inWhich Languages Does Salesforce
Support?.

Valid channel Values


• When using the options string channel, where the matching articles are visible, the following values are valid.

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
If
258
channel isn’t specified, the default value is determined by the type of user.

Pkb for a guest user
Reference Articles Details

for a Customer Portal user


– Csp
for a Partner Portal user
– Prm
for any other type of user
– App

• is specified, the specified value may be used to retrieve articles.


If channel
– For guest, Customer Portal, and Partner Portal users, if the specified channel is other than the channel accessible to the user, an
error is returned.
– For all users other than guest, Customer Portal, and Partner Portal users, the specified channel value is used.

Articles Details
Gets all online article fields, accessible to the user. This resource is available with article IDs in REST API version 38.0 and later, and this
resource is available with article URL names in version 44.0 and later.
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

Valid channel Values


• When using the options string channel, where the matching articles are visible, the following values are valid.

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
If
channel isn’t specified, the default value is determined by the type of user.

Pkb for a guest user

Csp for a Customer Portal user 259

Prm for a Partner Portal user
Reference Articles Details

• is specified, the specified value may be used to retrieve articles.


If channel
– For guest, Customer Portal, and Partner Portal users, if the specified channel is other than the channel accessible to the user, an
error is returned.
– For all users other than guest, Customer Portal, and Partner Portal users, the specified channel value is used.

Syntax
Method
GET
Formats
JSON, XML
Authentication
Authorization: Bearer token
Endpoint
/services/data/vXX.X/support/knowledgeArticles/articleId_or_articleUrlName
HTTP headers
Accept:application/json
Optional. Can be either or application/xml.
Accept-language:
Required. The article must be an active language in the user’s organization
• If the language code isn’t 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 user’s 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.
boolean
isUrlName: Optional, defaults to false. If true, indicates that the last portion of the endpoint is a URL name instead of an
Output:
article ID. Available in API v44.0 and later
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,
"articleType": String, // apiName of the article type, available in API
v44.0 and later
"title": String,

260
Reference Articles Details

"urlName":String, //availableinAPIv44.0andlater
"summary": String,
"url": URL,
"versionNumber": Int,
"createdDate": Date, // in ISO8601 format
"createdBy": User Summary on page 261,
"lastModifiedDate": Date, // in ISO8601 format
"lastModifiedBy": User Summary on page 261,
"lastPublishedDate": Date, // in ISO8601 format
"layoutItems": [ Article Field, ... ], // standard and custom fields visible
to the user, sorted based on the layouts of the article type.
"categories": [ Data Category Groups, ... ],
"appUpVoteCount": Int,
"cspUpVoteCount": Int,
"prmUpVoteCount": Int,
"pkbUpVoteCount": Int,
"appDownVoteCount": Int,
"cspDownVoteCount": Int,
"prmDownVoteCount": Int,
"pkbDownVoteCount": Int,
"allViewCount": Int,
"appViewCount": Int,
"cspViewCount": Int,
"prmViewCount": Int,
"pkbViewCount": Int,
"allViewScore": Double,
"appViewScore": Double,
"cspViewScore": Double,
"prmViewScore": Double,
"pkbViewScore": Double
}

• User Summary

{
"id": String
"isActive":boolean //true/false
"userName":String //loginname
"firstName": String
"lastName": String
"email": String
"url":String //tothechatteruserdetailurl:
/services/data/vXX.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 administrator’s layout.

{
"type":Enum, //seetheNotes
"name": String, // In API v43.0 and earlier, the developer name. In
API v44.0 and later, the API name.
"label":String, //label

261
Reference Articles Details

"value": String,
}

Example
Example Request

curl
MyDomainName
https:// .my.salesforce.com/services/data/v57.0/support/knowledgeArticles/kA0xx000000000LCA

HTTP Headers:
Content-Type: application/json; charset=UTF-
8 Accept: application/json
Accept-Language: en-US

Example Response Body

{
"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/v57.0/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/v57.0/chatter/users/005xx000001SvoMAAS",
"userName" : "[email protected]"
},
"lastModifiedDate" : "2016-06-21T21:11:02Z",
"lastPublishedDate" : "2016-06-21T21:11:02Z",
"layoutItems" : [ {
"label" : "Out of Date",

262
Reference Parameterized Search

"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"
},{
"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/v57.0/support/knowledgeArticles/kA0xx000000000LCAQ",
"versionNumber" : 7
}

Usage

Parameterized Search
Executes a simple REST search using parameters instead of a SOSL clause. Indicate parameters in the URI with the GET method. Or, use
the POST method to create complex searches in a request body.

263
Reference Search with Parameters in the URI

Search with Parameters in the URI


Get search results using simple URI parameters instead of using SOSL. Make basic queries without defining a large SOSL query. Use this
API when you have a basic use case to cover, replacing FIND searchString IN ALL FIELDS by just including the search string in the URI.
This resource is available in REST API version 36.0 and later.

Syntax
URI

/services/data/vXX.X/parameterizedSearch/?q=searchString
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Required Global Parameters

Name Description

q A search string that is properly URL-encoded.

Note: SOSL clauses aren’t supported.

Available in version 36.0 and later.

Optional Global Parameters

Name Type Description

dataCategory string Single value. If an organization uses Salesforce Knowledge articles or answers,
filters all search results based on one data category.
dataCategory
For example,
dataCategory=GlobalCategory__c below
NorthAmerica__c.
When using , specify a Salesforce Knowledge article or answer type
with and all the required parameters.
dataCategories
sobject
For example:

q=tourism&sobject=KnowledgeArticleVersion&KnowledgeArticle
Version.where=
language='en_US'+and+publishStatus='online'&KnowledgeArtic
leVersion.fields=
Ifid,title&dataCategory=Location__c+Below+North_America__c
you require dataCategory filters, usedataCategories with the POST
multiple method.

264
Reference Search with Parameters in the URI

Name Type Description

defaultLimit string Single


sobjectvalue.
(GET)The
or maximum number of results to return for each
sobjects (POST) specified.
The maximum
defaultLimit is 2000.
At least one
sobject must be specified.
GET example:
defaultLimit=10&sobject=Account&sobject=Contact.
When an
division string
sobject limit is specified using sobject.limit=value, such as
Account.limit=10, this parameter is ignored for that object.

Single value. Filters search results based on the division field.


For example in the GET method,
division=global.
string
fields Specify a division by its name rather than ID.
All searches within a specific division also include the
global division.
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
Functions
fields parameter is overridden when sobject are specified using
The
fieldsfollowing optional functions can be used within the
parameter.
sobject
•.fields=fieldnames. For example,
Contact.fields=id,FirstName,LastName would For
toLabel: Translates response field value into the user’s language. override
example, the global se
of just returning the
Lead.fields=id,toLabel(Status).
id. This function requires extra setup.
•If unspecified, then the search results contain the IDs of records matching all fields for the
convertCurrency: Converts response currency fields to the user’s currency. For
specified
example, object.
Opportunity.fields=id,convertCurrency(Amount). This
function requires extra setup. Multi-currency must be enabled in 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 supported in
in string 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
•ScopeALL of fields to search. If you specify one or more scope values, the fields are returned
•for all
NAMEfound objects.
Use one of the following values:

265
Reference Search with Parameters in the URI

Name Type Descriptio


n • 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 isn’t limited to
specific fields; all fields are searched.

metadata string Specifies if metadata should be returned in the response. No metadata is returned by
default. To include metadata in the response, use the LABELS value, which returns the
display label for the fields returned in search results. For example:
?q=Acme&metadata=LABELS

netWorkIds string Filters search results by a comma-separated list.


A network ID represents the Experience Cloud site ID.

string Single value. The starting row offset into the result set returned.
offset
The maximum
offset is 2000.
Only one
sobject can be specified when using this parameter.
overallLimit string
Single value. The maximum number of results to return across all
sobject parameters
specified.
The maximum
pricebookId string overallLimit is 2000.

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 you’re searching for. For
?q=laptop&sobject=product2&pricebookId=01sxx0000002MffAAE
example,
snippet string The target length (maximum number of snippet characters) to return in Salesforce
Knowledge article, case, case comment, feed, feed comment, idea, and idea comment
search results. The
snippet parameter displays contextual excerpts and highlights the
search term for each article in the search results. Snippet results 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 aren’t displayed for partially matching searches or if the user doesn’t
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. 266
Reference Search with Parameters in the URI

Name Type Description


For example, q=tourism&sobject=Case&snippet=500.

sobject string Objects to return in the response. Must be a valid object type.
You can use multiple
sobject values, such as
sobject=Account&sobject=Contact.
If unspecified, then the search results contain the IDs of all objects.
boolean
spellCorrection true, spell
Specifies whether spell correction is enabled for a user’s search. When set to
true.
correction is enabled for searches that support spell correction. The default value is
For example:
q=Acme&sobject=Account&Account.fields=id&spellCorrection=true

string
updateTracking 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.
string
updateViewStat Specifies a value of
true to update an article’s view statistics. Valid only for Salesforce
Knowledge article searches.
If unspecified, the default value of
false is applied.
sobject-level Parameters
The following
sobject optional
parameter in a parameters
GET methodcan be usedrefine
to further with the
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 Comma-separated list of one or more fields to return in the response.
For example, KnowledgeArticleVersion.fields=id,title.

string Specifies the maximum number of rows that are returned for the sobject.
limit
For example,
Account.limit=10.

string Controls the field order of the results using the following syntax
orderBy orderBy = field {ASC|DESC}
[NULLS_{FIRST|LAST}]
For example: Account.orderBy=Name
•:
ASCascending. Default.
•: descending.
DESC
•: Null records at the beginning of the results. Default.
NULLS_FIRST
•: Null records at the end of the results.
NULLS_LAST

267
Reference Search with Parameters in the Request Body

Name Type Description

where string Filter search results for this object by specific field values.
For example, Account. Here the
.where=conditionExpression conditionExpression
of the WHERE clause uses the following syntax: [logicalOperator
fieldExpression
fieldExpression2 ... ].
Add multiple field expressions to a condition expression by using logical and comparison operators. For
example,
KnowledgeArticleVersion.where=publishstatus='online' and
language='en_US'.

Example
Example Request

curl
MyDomainName
https:// .my.salesforce.com/services/data/v57.0/parameterizedSearch/?q=Acme&sobject=Account&Acc

Search with Parameters in the Request Body


Search by defining parameters in the request body Access advanced search that offers more control over how the search query
executes. It also allows you to filter using several DataCategories, networks (sites), orderBy constraints, and filters. This resource is
available in REST API version 36.0 and later.

Syntax
URI
/services/data/vXX.X/parameterizedSearch/
Formats
JSON, XML
HTTP methods
POST
Authentication
Authorization: Bearer token
Required Global Parameters

Name Description

q A search string that is properly URL-encoded.

Note: SOSL clauses aren’t supported.

Available in version 36.0 and later.

268
Reference Search with Parameters in the Request Body

Optional Global Parameters

Name Type Description


dataCategoriesFilter[]If an organization uses Salesforce Knowledge articles or answers, filter all search results
dataCategories
based on one or more data categories.
When using
dataCategories, specify a Salesforce Knowledge article or answer type
with
sobjects and the required parameters.
For example:
{
"q":"Acme",
"fields":["id", "title"],
"sobjects":[{"name":"KnowledgeArticleVersion",
"where":"language='en_US' and publishstatus='draft'"}],
"dataCategories":[
{"groupName" : "location__c", "operator":"below",
"categories":["North_America__c"]}
]
}

defaultLimit string Single value. The maximum number of results to return for each sobject (GET) or
sobjects (POST) specified.
The maximum is 2000.
defaultLimit
At least one must be specified.
sobject
GET example:
defaultLimit=10&sobject=Account&sobject=Contact.
When an limit is specified using sobject
sobject.limit=value, such as
,Account.limit=10
this parameter is ignored for that object.

string Single value. Filters search results based on the division field.
division
For example in the GET method,
division=global.
Specify a division by its name rather than ID.
All searches within a specific division also include the
global division.

fields string[] Array of one or more fields to return in the response for each sobjects specified. At
least onemust be specified at the global level.
sobjects
For example:

{
"q":"Acme",
"fields":["Id", "Name", "Phone"],
"sobjects":[{"name": "Account"},
{"name": "Contact", "fields":["Id",
"FirstName", "LastName"]},
{"name": "Lead"}]
}

269
Reference Search with Parameters in the Request Body

Name Type Description


The global fields parameter is overridden when sobjectsFilter[] fields are
specified. Such as, in the previous example,
Id, FirstName, and LastName is returned
for
Contact instead of the global fields of Id, Name and Phone.
IfFunctions
unspecified, then the search results contain the IDs of records matching all fields for the
specified object.
The
fieldsfollowing optional functions can be used within the
parameter.

toLabel: Translates response field value into the user’s language. This function
requires extra setup. For example:
{
...
"sobjects":[ {"name": "Lead", "fields":["Id",
"toLabel(Status)"]},
...
}

• convertCurrency: Converts response currency fields to the user’s currency. This


function requires extra setup. Multi-currency must be enabled in the org. For
example:
{
...
"sobjects":[ {"name": "Opportunity", "fields":["Id",
"convertCurrency(Amount)"]}]
...
}

• format: Applies localized formatting to standard and custom number, date, time,
and currency fields. For example:

{
...
"sobjects":[ {"name": "Opportunity", "fields":["Id",
"format(Amount)"]}]
...
}

Aliasing
fields is supported within
for toLabel, convertCurrency, and
format. In addition, aliasing is required when the query includes the same field multiple
times. For example:
{
...
"sobjects":[ {"name": "Opportunity", "fields":["Id",
"format(Amount) AliasAmount"]}]
...
}

270
Reference Search with Parameters in the Request Body

Name Type Description

in string 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 isn’t limited to
specific fields; all fields are searched.

metadata string Specifies if metadata should be returned in the response. No metadata is returned by
default. To include metadata in the response, use the LABELS value, which returns the
display label for the fields returned in search results. For example:
?q=Acme&metadata=LABELS

netWorkIds string[] Filters search results by an array.


A network ID represents the Experience Cloud site ID.

string Single value. The starting row offset into the result set returned.
offset
The maximum
offset is 2000.
Only one
sobject can be specified when using this parameter.
overallLimit string
Single value. The maximum number of results to return across all
sobject parameters
specified.
The maximum
pricebookId string overallLimit is 2000.

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 you’re searching for. For
?q=laptop&sobject=product2&pricebookId=01sxx0000002MffAAE
example,
snippet string The target length (maximum number of snippet characters) to return in Salesforce
Knowledge article, case, case comment, feed, feed comment, idea, and idea comment
search results. The
snippet parameter displays contextual excerpts and highlights the
search term for each article in the search results. Snippet results 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 aren’t displayed for partially matching searches or if the user doesn’t
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.

271
Reference Search with Parameters in the Request Body

Name Type Descriptio


n • 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,
sobjects sobjectsFilter[] Objects to return in the response. Must contain valid object types. Use with the required
q=tourism&sobject=Case&snippet=500.
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.

boolean
spellCorrection Specifies whether spell correction is enabled for a user’s search. When set to true, spell
correction is enabled for searches that support spell correction. The default value istrue.
For example:
q=Acme&sobject=Account&Account.fields=id&spellCorrection=true

string
updateTracking 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.
string
updateViewStat Specifies a value of
true to update an article’s 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

groupNam string The name of the data category group to filter by.

e string Valid values:


• ABOVE
operator

272
Reference Search with Parameters in the Request Body

Name Type Descriptio


n • ABOVE_OR_BELOW
• AT
• BELOW

categoriesstring[] The name of the categories to filter by.

sobjectsFilter[] Parameters

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 thesobject.

name string Name of the


sobject to return in the response.
orderBy string field
Controls the field order of the results using the following syntax "orderBy" : "
{ASC|DESC} [NULLS_{FIRST|LAST}]"
For example:

{
...
"sobjects":[ {"name": "Account", "fields":["Id", "name"], "orderBy":
"Name DESC Nulls_last"}]
...
}

•ASC: ascending. Default.



DESC: descending.

NULLS_FIRST: Null records at the beginning of the results. Default.
where string •
NULLS_LAST: Null records at the end of the results.
Filter search results for this object by specific field values.
For example,
where:conditionExpression. Here the conditionExpression of the
WHERE clause uses the following syntax:
fieldExpression [logicalOperator
fieldExpression2 ... ].
Example
Add multiple field expressions to a condition expression by using logical and comparison operators.
Example Request Body

{
"q":"Smith",
"fields" : ["id", "firstName", "lastName"],
"sobjects":[{"fields":["id", "NumberOfEmployees"],

273
Reference Portability

"name": "Account",
"limit":20},
{"name": "Contact"}],
"in":"ALL",
"overallLimit":100,
"defaultLimit":10
}

Portability
The Portability resource compiles customer information across objects and fields that you identified when creating a portability policy
in Salesforce Privacy Center. You can locate your customers’ personally identifiable information (PII) across multiple records when
using REST API version 50.0 and later. Data portability satisfies your customers’ right to obtain a copy of their PII that is kept in your
organization’s platform. To meet privacy regulations, such as the General Data Protection Regulation (GDPR), data portability requests
must be fulfilled within one month of when the request is made.

Compile Data for a Portability Request


Aggregate your data subject's personally identifiable information (PII) into one file using the POST method of the Portability resource.
The PII includes data found in the Account, Contact, Individual, Lead, Person, and User objects. You receive a response with a URL to
download the file, a policy file ID, and information on the objects and fields you selected when creating the policy. Use the policy file ID
to execute the Portability resource with the GET method. This resource is available in REST API version 50.0 and later.
To use the Portability resource, you must have the ModifyAllData or PrivacyDataAccess user permission. Ensure that your Salesforce
admin has granted you these permissions.

Syntax
URI
/services/data/vXX.X/consent/dsr/rtp/execute
Formats
JSON
HTTP methods
POST
Authentication
Authorization: Bearer token
Request body

{
“dataSubjectId”:”<root
ID>”,
} “policyName”:”<policyName>”

274
Reference Get the Status of Your Portability Request

Request parameters

Parameter Description

dataSubjectId The ID of the customer making the request. The ID is 15 or 18 characters long, and
found in the Account, Contact, Individual, Lead, Person, and User objects.
The name of an active policy. This contains the object in the dataSubjectId parameter.
policyName

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/consent/dsr/rtp/execute -H
"Authorization: Bearer token" -H "Content-Type: application/json" -d
"@exampleRequestBody.json"

Example Response Body

{
“status" : "SUCCESS",
"warnings" : [ ],
"result" : {
"policyFileStatus" : "In Progress",
"policyFileUrl" :
"https://MyDomainName.my.salesforce.com/servlet/policyFileDownload?file=0jeS70000004CBO",

"policyFileId" : "0jeS70000004CBO"
}
}

Get the Status of Your Portability Request


See the status of your Portability POST request by using a Portability GET request. Use the policy file ID from the POST method response
to execute the GET method. This resource is available in REST API version 50.0 and later.
To use the Portability API, you must have the ModifyAllData or PrivacyDataAccess user permission. Ensure that your Salesforce admin
has granted you these permissions.
The response body contains this information:

Value Description

policyFileStatus The status of the file being compiled. Values are: In Progress, Complete, or Failed.

policyFileURL The URL to a servlet, where you download the file after it's compiled.

policyFileID The ID of the file being compiled, which is returned in the POST method response. The
ID is 15 characters.

275
Reference Get the Status of Your Portability Request

Note: Starting with the Spring ‘21 release, Privacy Center automatically deletes files generated by Portability API after 60 days.
You receive a reminder seven days before a file is deleted.

Syntax
URI
/services/data/vXX.X/consent/dsr/rtp/execute
Formats
JSON
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters

Parameter Description

policyFileId The ID of the file being compiled, which is returned in the POST method response.
The ID is 15 characters.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/consent/dsr/rtp/execute?policyFileI
-H "Authorization: Bearer token"

Example Response Body

{
“status" : "SUCCESS",
"warnings" : [ ],
"result" : {
"policyFileStatus" : "Failed",
"policyFileUrl" :
"https://MyDomainName.my.salesforce.com/servlet/policyFileDownload?file=0jeS70000004CBO",

"policyFileId" : "0jeS70000004CBO"
}
}

276
Reference Process Approvals

Process Approvals
Accesses 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.

IN THIS SECTION:
Get Process Approvals
Gets a list of all approval processes. This resource is available in REST API version 30.0 and later.
Submit, Approve, or Reject Process Approvals
Submits 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. This resource is available in REST API version 30.0 and later.
Return HTTP Headers for Process Approvals
Returns only the headers that are returned by sending a GET request to the process approvals resource. This gives you a chance to
see returned header values of the GET request before retrieving the content. This resource is available in REST API version 30.0 and
later.

Get Process Approvals


Gets a list of all approval processes. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/approvals/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required
Example
See Get a List of All Approval Processes..

Submit, Approve, or Reject Process Approvals


Submits 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. This resource is available in REST API version 30.0 and later.
When using a POST request to do bulk approvals, the requests that succeed are committed and the requests that don’t succeed send
back an error.

277
Reference Submit, Approve, or Reject Process Approvals

Syntax
URI
/services/data/vXX.X/process/approvals/
Formats
JSON, XML
HTTP methods
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 Represents the kind of action to take: Submit, Approve, or Reject.

ID
contextActorId The ID of the submitter who’s requesting the approval record.

contextId ID The ID of the item that is being acted upon.

comments string The comment to add to the history step associated with this request.

ID[]
nextApproverIds If the process requires specification of the next approval, the ID of the user to be
assigned the next request.
The developer name or ID of the process definition.
processDefin string
Determines whether to evaluate the entry criteria for the process (true) or not
itionNameOrI boolean (false) if the process definition name or ID isn’t null. If the process definition name
d
or ID isn’t specified, this argument is ignored, and standard evaluation is followed
based on process order. By default, the entry criteria isn’t skipped if it’s not set
skipEntryCri by this request.
teria

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 The object being processed.

errors Error[] The set of errors returned if the request failed.

instanceId ID The ID of the ProcessInstance associated with the object submitted for processing.

278
Reference Return HTTP Headers for Process Approvals

Name Type Description


string
instanceStatus 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.”

ID[]
newWorkItemIds Case-insensitive IDs that point to ProcessInstanceWorkitem items (the set of
pending approval requests)
true if processing or approval completed successfully.
success boolean

Example
• See Submit a Record for Approval.
• See Approve a Record.
• See Reject a Record.
• See Bulk Approvals.

Return HTTP Headers for Process Approvals


Returns only the headers that are returned by sending a GET request to the process approvals resource. This gives you a chance to see
returned header values of the GET request before retrieving the content. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/approvals/
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/process/approvals/ -H
"Authorization: Bearer token
"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

279
Reference Process Rules

Process Rules
Accesses a list of all active workflow rules. Use the GET method to retrieve records or fields. Use the HEAD method to retrieve
information in HTTP headers. Use the POST method to trigger all active workflow rules.
To access all workflow rules that are associated with a specific sObject, use the Process Rule List for an sObject resource. To access a
specific workflow rule that is associated with a specific sObject, use the Process Rule for an sObject resource.
Cross-object workflow rules can’t be invoked using REST API.

IN THIS SECTION:
Get Process Rules
Gets all active workflow rules. This resource is available in REST API version 30.0 and later.
Trigger Process Rules
Triggers all active workflow rules. All rules associated with the specified ID are evaluated, regardless of the evaluation criteria. All IDs
must be for records on the same object. This resource is available in REST API version 30.0 and later.
Return HTTP Headers for Process Rules
Returns only the headers that are returned by sending a GET request to the process rules resource. This gives you a chance to see
returned header values of the GET request before retrieving the content. This resource is available in REST API version 30.0 and later.

Get Process Rules


Gets all active workflow rules. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/rules/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required

Example
See Get a List of Process Rules.

Trigger Process Rules


Triggers all active workflow rules. All rules associated with the specified ID are evaluated, regardless of the evaluation criteria. All
IDs must be for records on the same object. This resource is available in REST API version 30.0 and later.

280
Reference Return HTTP Headers for Process Rules

Syntax
URI
/services/data/vXX.X/process/rules/
Formats
JSON, XML
HTTP methods
POST
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
The request body contains an array of context IDs:

Name Type Description

contextIds ID[] An array of IDs of the items that are being acted upon.

Example
See Trigger Process Rules.

Return HTTP Headers for Process Rules


Returns only the headers that are returned by sending a GET request to the process rules resource. This gives you a chance to see
returned header values of the GET request before retrieving the content. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/rules/
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required

281
Reference Process Rule for an sObject

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules
/ -H "Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

Process Rule for an sObject


Accesses an active workflow rule for an sObject. Use the GET method to retrieve the record or fields. Use the HEAD method to retrieve
information in HTTP headers. Use the POST method to trigger the workflow rule.
Cross-object workflow rules can’t be invoked using REST API.
To access all workflow rules, use the Process Rules resource. To access a specific workflow rule that is associated with a specific
sObject, use the Process Rule List for an sObject resource.

IN THIS SECTION:
Retrieve a Process Rule for an sObject
Retrieves the fields of a specific workflow rule for a specific sObject.
Trigger a Process Rule for an sObject
Triggers an active workflow rule regardless of the evaluation criteria.
Return HTTP Headers for a Process Rule of an sObject
Returns only the headers that are returned by sending a GET request to the process rules resource for a specific process rule of an
sObject. This gives you a chance to see returned header values of the GET request before retrieving the content.

Retrieve a Process Rule for an sObject


Retrieves the fields of a specific workflow rule for a specific
sObject. Cross-object workflow rules can’t be invoked using REST
API.
URI
/services/data/vXX.X/process/rules/sObjectName/workflowRuleId
Available since release
30.0
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token

282
Reference Trigger a Process Rule for an sObject

Request parameters
None required
Example usage

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/Account/01QD0000000AP
-H "Authorization: Bearer token"

Example request body


None required
Example JSON response body

{
"actions" : [ {
"id" : "01VD0000000D2w7",
"name" : "ApprovalProcessTask",
"type" : "Task"
}],
"description" : null,
"id" : "01QD0000000APli",
"name" : "My Rule",
"namespacePrefix" : null,
"object" : "Account"
}

Trigger a Process Rule for an sObject


Triggers an active workflow rule regardless of the evaluation criteria.
URI
/services/data/vXX.X/process/rules/sObjectName/workflowRuleId
Available since release
30.0
Formats
JSON, XML
HTTP methods
POST
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
None required
Example usage

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/Account/01XXX000000Xx
-H "Authorization: Bearer token"

283
Reference Return HTTP Headers for a Process Rule of an sObject

Example JSON response body

{
"errors" : null,
"success" : true
}

Return HTTP Headers for a Process Rule of an sObject


Returns only the headers that are returned by sending a GET request to the process rules resource for a specific process rule of an
sObject. This gives you a chance to see returned header values of the GET request before retrieving the content.
URI
/services/data/vXX.X/process/rules/sObjectName/workflowRuleId
Available since release
30.0
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required
Example usage

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/Account/01XXX000000/
-H "Authorization: Bearer token"

Example request body


None required
Example response body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

Process Rule List for an sObject


Accesses a list of all active workflow rules for an sObject. Use the GET method to retrieve records or fields. Use the HEAD method to
retrieve information in HTTP headers.
Cross-object workflow rules can’t be invoked using REST API.
To access all workflow rules, use the Process Rules resource. To access a specific workflow rule that is associated with a specific
sObject, use the Process Rule for an sObject resource.

284
Reference Get Process Rules for an sObject

IN THIS SECTION:
Get Process Rules for an sObject
Gets all active workflow rules for an sObject. This resource is available in REST API version 30.0 and later.
Return HTTP Headers for Process Rules of an sObject
Returns only the headers that are returned by sending a GET request to the process rules resource for all process rules of an sObject.
This gives you a chance to see returned header values of the GET request before retrieving the content. This resource is available in
REST API version 30.0 and later.

Get Process Rules for an sObject


Gets all active workflow rules for an sObject. This resource is available in REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/rules/sObject
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
None required

Example
Example Request

curlhttps:// MyDomainName
.my.salesforce.com/services/data/v57.0/process/rules/Account -
H"Authorization:Bearer " token

Example Response Body

{
"rules" : {
"Account" : [ {
"actions" : [ {
"id" : "01VD0000000D2w7",
"name" : "ApprovalProcessTask",
"type" : "Task"
}],
"description" : null,
"id" : "01QD0000000APli",
"name" : "My Rule",

285
Reference Return HTTP Headers for Process Rules of an sObject

"namespacePrefix" : null,
"object" : "Account"
} ]
}
}

Return HTTP Headers for Process Rules of an sObject


Returns only the headers that are returned by sending a GET request to the process rules resource for all process rules of an sObject.
This gives you a chance to see returned header values of the GET request before retrieving the content. This resource is available in
REST API version 30.0 and later.

Syntax
URI
/services/data/vXX.X/process/rules/sObject
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request parameters
None required
Request body
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/process/rules/Account
/ -H "Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK
Date: Mon, 21 Nov 2022 22:56:26 GMT

Product Schedules
Work with revenue and quantity schedules for opportunity products. Establish or reestablish a product schedule with multiple
installments for an opportunity product. Delete all installments in a schedule.
This resource is available in REST API version 43.0 and later.
In API version 46.0 and later, established and re-established schedules support custom fields, validation rules, and Apex triggers.
Deleting all schedules now also fires delete triggers.

286
Reference Product Schedules

URI
XX.X/sobjects/OpportunityLineItem/
/services/data/v OpportunityLineItemId
/OpportunityLineItemSchedules
Formats
JSON, XML
HTTP Method
GET, PUT, DELETE
Authentication
Authorization: Bearer token
Parameters

Parameter Description

type The type of the schedule. Required when establishing


OpportunityLineItemSchedules. Valid values include
Quantity,
Revenue, or Both.
quantity The total number of units to be repeated or divided in a quantity
schedule. Must be an integer other than 0.
quantityScheduleType The type of the quantity schedule, if the product has one. Valid
values
Divide are or Repeat.

quantityScheduleInstallmentPeriod If the product has a quantity schedule, the amount of time


covered by the
Daily, schedule. Valid values are
Weekly,
Monthly, Quarterly, or Yearly.
quantityScheduleInstallmentsNumber If the product has a quantity schedule, the number of
installments. Can be an integer from 1 to 150.
quantityScheduleStartDate The date the quantity schedule starts. Format is YYYY-MM-DD.

revenue The amount of revenue to be repeated or divided.

revenueScheduleType The type of the revenue schedule, if the product has one. Valid
values are or Repeat.
Divide
revenueScheduleInstallmentPeriod If the product has a revenue schedule, the amount of time
covered
Daily, by the schedule. Valid values are
Weekly,
Monthly, Quarterly, or Yearly.

revenueScheduleInstallmentsNumber If the product has a revenue schedule, the number of


installments. Can be an integer from 1 to 150.
revenueScheduleStartDate The date the revenue schedule starts. Format is YYYY-MM-DD.

287
Reference Query

Example:
Establish both quantity and revenue schedules for an opportunity product; establish a revenue schedule only;
establish a quantity schedule only.

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/OpportunityLineItem/00
-H "Authorization: Bearer token"

JSON Request body

{
"type": "Both",
"quantity": 100,
"quantityScheduleType": "Repeat",
"quantityScheduleInstallmentPeriod": "Monthly",
"quantityScheduleInstallmentsNumber": 12,
"quantityScheduleStartDate": "2018-09-15",
"revenue": 100,
"revenueScheduleType": "Repeat",
"revenueScheduleInstallmentPeriod": "Monthly",
"revenueScheduleInstallmentsNumber": 12,
"revenueScheduleStartDate": "2018-09-15"
}

{
"type": “Revenue”,
"revenue": 100,
"revenueScheduleType": “Divide”,
"revenueScheduleInstallmentPeriod": “Quarterly”,
"revenueScheduleInstallmentsNumber": 10,
"revenueScheduleStartDate": "2018-09-15"
}

{
"type": “Quantity”,
"quantity": 10,
"quantityScheduleType": "Repeat",
"quantityScheduleInstallmentPeriod": “Daily”,
"quantityScheduleInstallmentsNumber": 150,
"quantityScheduleStartDate": "2020-09-15",
}

Query
Executes the specified SOQL query.
When a SOQL query is executed, up to 2,000 records can be returned at a time in a synchronous request. If the number of results exceeds
this limit, the response contains the first set of 2,000 results, a
false value for done, and a query locator. The query locator can be
used with the Query More Results on page 291 resource to retrieve the next set of records.
The response contains the total number of records returned by the QueryAll request (
totalSize), a boolean indicating whether there
are no more results (
done), the URI of the next set of records (nextRecordsUrl), and an array of query result records (records).

288
Reference Query

Syntax
URI
/services/data/vXX.X/query?q=query
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

q A SOQL query. To create a valid URI, replace spaces in the query string with a plus sign + or with
%20. For example: SELECT+Name+FROM+MyObject. If the SOQL query string is invalid, a
MALFORMED_QUERY response is returned.

Example
Example Response Body

{
"totalSize": 3222,
"done": false,
"nextRecordsUrl": "/services/data/v57.0/query/01gRO0000016PIAYA2-500",
"records": [
{
"attributes": {
"type": "Contact",
"url": "/services/data/v57.0/sobjects/Contact/003RO0000035WQgYAM"
},
"Id": "003RO0000035WQgYAM",
"Name": "John Smith"
},
...
]
}

Resources for Executing SOQL Queries


• For an example, see Execute a SOQL Query.
• To change the batch size, see Query Options Header.
• To get feedback on a query and a report using the
explain parameter, see Get Feedback on Query Performance

For more information on SOQL in general, see the SOQL and SOSL Reference.

289
Reference Customer Data Platform Query Profile Parameters

Customer Data Platform Query Profile Parameters


Customer Data Platform Query and Unified Profile parameters allow you to leverage Salesforce REST API Query endpoint to execute
SOQL queries against the Unified Profile, Data Source objects, or Data Model objects within your org. This functionality is supported
using API version 51.0 or later.
For general information about using the Query REST call, see Execute a SOQL Query and Query.

Supported SOQL Parameters


The following SOQL parameters are supported for use with Customer Data Platform:
•statement
SELECTon a single object
•clause: count()
SELECT
•clause:
SOQL contains
WHERE operators
• SOQL LIKE
• clause LIMIT
SOQL
The default limit is set to 100. The max limit is 2,000 records in a single call.

• SOQLOFFSET clause
• SOQLORDERBY clause

SOQL Limitations
The following queries are not supported for use with Customer Data Platform:

SOQL Subqueries

SELECT clause: aggregate functions

SELECT clause: date functions
Sample
• Queries
SOQLHAVING clause
Use Case Queries
Data Preview: Get Email Click EventsSELECT SubscriberKey__c, EngagementChannel__c, EmailName__c,
Examine data that has been ingestedSubjectLine__cFROM sfmc_email_engagement_click_{EID}__dll
into a data lake object. LIMIT =100

Consent Lookup: Get Individual IDs by Email Address


Retrieve Individual IDs from SELECT PartyId__c FROM ContactPointEmail__dlm WHERE
Contact Point Data Model objects EmailAddress__c=’[email protected]
based on email address, phone LIMIT =100
number, or first and last name. Get Individual IDs by Phone Number
SELECT PartyId__c FROM ContactPointPhone__dlm
WHERE TelephoneNumber__c=’555-123-4567’ LIMIT =100
Get Individual IDs by Name
SELECT IndividualId__c FROM Individual__dlm WHERE
FirstName__c=’Jimmy’ AND LastName__c=’Smith’
LIMIT =100

290
Reference Query More Results

Use Case Queries


Unified Profile Lookup: Step 1:
Retrieve Unified Individual and Get Unified Record Id by Source Record Id
Unified Contact Points by Source SELECT UnifiedRecordId__c FROM IndividualIdentityLink__dlm WHERE
Record Id. SourceRecordID__c='{sourceID}' LIMIT
=100
Step 2:
Query Unified Individual by Unified Profile ID
SELECT FirstName__c, LastName__c FROM UnifiedIndividual__dlm WHERE
Id__c='{UnifiedRecordId__c}' LIMIT
=100
Step 3:
Query Unified Contact Point Details by Unified Profile ID
Unified Contact Point Email SELECT EmailAddress__c FROM UnifiedContactPointEmail__dlm
WHERE PartyId__c={UnifiedRecordId__c}
LIMIT =100
Unified Contact
SELECTPoint Phone
TelephoneNumber__c FROM
UnifiedContactPointPhone__dlm
WHERE PartyId__c={UnifiedRecordId__c} LIMIT =100

Query More Results


Returns the next set of results from a SOQL query using a query locator.
If the number of results from an initial SOQL query exceeds the 2,000 record limit, the response contains the first set of 2,000 results, a
false value for done, and a query locator. Use this query locator in another request to retrieve the next set of 2,000 records. If there
are still more records to be returned, the response contains a new query locator and
done is false. You can continue retrieving
results from the initial query until
done is true, which indicates that all results are returned.
The response contains the total number of records returned by the QueryAll request (
totalSize), a boolean indicating whether there
Syntax
are no more results (
done), the URI of the next set of records (nextRecordsUrl), and an array of query result records (records).
URI
/services/data/vXX.X/query/queryLocator
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

291
Reference QueryAll

Parameters

Parameter Description

queryLocator A string used to retrieve the next set of query results. If there are more results to be retrieved,
the previous set of query results contains the query locator in the
nextRecordsUrl field.

Example
Example Response Body

{
"totalSize": 3222,
"done": false,
"nextRecordsUrl": "/services/data/v57.0/query/01gRO0000016PIAYA2-500",
"records": [
{
"attributes": {
"type": "Contact",
"url": "/services/data/v57.0/sobjects/Contact/003RO0000035WQgYAM"
},
"Id": "003RO0000035WQgYAM",
"Name": "John Smith"
},
...
]
}

Resources for Executing SOQL Queries


• For an example of how to use the query locator see Execute a SOQL Query.
• For another option to change the batch size, see Query Options Header.
• For more information on SOQL in general, see the SOQL and SOSL Reference.

QueryAll
Executes the specified SOQL query. Unlike the Query resource, QueryAll returns records that are deleted because of a merge or delete.
QueryAll also returns information about archived task and event records. This resource is available in REST API version 29.0 and later.
When a QueryAll request is executed, up to 2,000 records can be returned at a time in a synchronous request. If the number of results
exceeds this limit, the response contains the first set of 2,000 results, a false value for done, and a query locator. The query locator
can be used with the QueryAll More Results resource to retrieve the next batch of records.
Although the
nextRecordsUrl has query in the URL, it still provides remaining results from the initial QueryAll request. The
remaining results include deleted records that matched the initial query.
The response contains the total number of records returned by the QueryAll request (
totalSize), a boolean indicating whether there
are no more results (
done), the URI of the next set of records (nextRecordsUrl), and an array of query result records (records).

292
Reference QueryAll

Syntax
URI
/services/data/vXX.X/queryAll?q=query
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

q A SOQL query. To create a valid URI, replace spaces with a plus sign + in the query
string. For example:
SELECT+Name+FROM+MyObject.

Example
Example Response Body

{
"totalSize": 3222,
"done": false,
"nextRecordsUrl": "/services/data/v57.0/query/01gRO0000016PIAYA2-500",
"records": [
{
"attributes": {
"type": "Contact",
"url": "/services/data/v57.0/sobjects/Contact/003RO0000035WQgYAM"
},
"Id": "003RO0000035WQgYAM",
"Name": "John Smith"
},
...
]
}

Resources for Executing SOQL Queries


• To run a query that includes deleted items, see Execute a SOQL Query that Includes Deleted Items.
• To increase the batch size of query results, use the query identifier, described in Execute a SOQL Query or use the Query Options
Header.
• For more information about SOQL generally, see the SOQL and SOSL Reference.

293
Reference QueryAll More Results

QueryAll More Results


Returns the next set of results from a QueryAll request using a query locator. This API resource executes the specified QueryAll request.
This resource is available in REST API version 29.0 and later.
If the number of results from an initial QueryAll request exceeds the 2,000 record limit, the response contains the first set of 2,000

results,
a false value for done, and a query locator. Use this query locator in a QueryAll More Results request to retrieve the next set of 2,000
records. If there are still more records to be returned, the response contains a new query locator and
done is false. You can continue
retrieving results from the initial QueryAll request until
done is true, which indicates that all results are returned.
Note: The URI specified in the
nextRecordsUrl field of a QueryAll response body contains query instead of queryAll.
To retrieve the next set of results, you can use either the Query More Results or the QueryAll More Results resources with the same
query •locator. The remaining results include deleted records that match the initial query.
/services/data/v57.0/query/01g5e00001AH2dOAAT-4000
For example,
• if the response body of a QueryAll request contains
/services/data/v57.0/queryAll/01g5e00001AH2dOAAT-4000
"nextRecordsUrl":
The"/services/data/v57.0/query/01g5e00001AH2dOAAT-4000",
response contains the total number of records returned by the QueryAll request (), a boolean
totalSize you can indicating whether the
retrieve there are
nextno
more results (
nextRecordsUrl
done), the URI of the next set of records (), and an array
set ofof
query result recordsresults
QueryAll (records).
with either URI.
Syntax
URI
/services/data/vXX.X/queryAll/queryLocator
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

queryLocator A string used to retrieve the next set of query results. If there are more results to
be retrieved, the previous set of QueryAll results contains the query locator in the
nextRecordsUrl field.

Example
Example Response Body

{
"totalSize": 3222,
"done": false,

294
Reference Query Performance Feedback (Beta)

"nextRecordsUrl": "/services/data/v57.0/query/01gRO0000016PIAYA2-500",
"records": [
{
"attributes": {
"type": "Contact",
"url": "/services/data/v57.0/sobjects/Contact/003RO0000035WQgYAM"
},
"Id": "003RO0000035WQgYAM",
"Name": "John Smith"
},
...
]
}

Resources for Executing SOQL Queries


• To send a QueryAll request that includes deleted items, see Execute a SOQL Query that Includes Deleted Items.
• To increase the batch size of query results use the Query Options Header.
• For more information about SOQL generally, see the SOQL and SOSL Reference.

Query Performance Feedback (Beta)


Analyzes the performance of a specified SOQL query, report, or list view without executing it.
Use the
explain parameter in a request to get a response that details how Salesforce processes your query, report, or list view and
how to optimize it.
The Query Performance Feedback resource is available in API version 30.0 and later.
Note: This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
is subject to the applicable Beta Services Terms provided at Agreements and Terms.

Syntax
URI
/services/data/vXX.X/query?explain=query
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

explain A SOQL query, report, or list view that you want to analyze. To analyze a query, provide the full
query in the request. To analyze a report or list view, provide the ID of the report or list view.

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Reference Query Performance Feedback (Beta)

Parameter Description
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
The response body contains one or more 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.

string[] If the leading operation type is


fields
Index, these values are the index fields used
for the query. Otherwise, the value is null.
leadingOperationType string
The primary operation type that can use to optimize the query. This type can
be one of these values:
•Index—The query uses an index on the query object.
•Other—The query uses optimizations internal to Salesforce.
•Sharing—The query uses an index based on the user’s sharing rules. If
there are sharing rules that limit which records are visible to the current
user, those rules can optimize the query.
•TableScan—The query scans all records for the query object, and doesn’t
use an index.
notes feedback note[]
An array of one or more feedback notes. Each note contains:

description— A detailed description of a part of the optimization.
This description can include information on optimizations that can’t be
used and why they can’t used.

fields— An array of one or more fields used for the optimization.

tableEnumOrId— The table name for the fields used for the
relativeCost number optimization.
This response field is available in API version 33.0 and later.
The cost of this query compared to the SOQL selective query threshold. A
number value greater than 1.0 means the query isn’t selective. For more information
sobjectCardinality on selective queries, see Working with Very Large SOQL Queries in the Apex
sobjectType string Developer Guide.
The approximate count of all records in your organization for the query object.

The name of the query object, such as


Resources for Executing SOQL Queries
Merchandise__c.

• For an example of how to use the explain parameter, see Get Feedback on Query Performance.

296
Reference Quick Actions

• For more information on SOQL in general, see the SOQL and SOSL Reference.

Quick Actions
Access global quick actions and object-specific quick actions. By using the POST method with this resource, you can create records
using a quick action. This resource is available in REST API version 28.0 and later.
When working with actions, also refer to sObject Quick Actions.

IN THIS SECTION:
Get Quick Actions
Gets a list of quick actions. This resource is available in REST API version 28.0 and later.
Create Records Using Quick Actions
Creates a record via a quick action. This resource is available in REST API version 28.0 and later.
Return Headers of Quick Actions
Returns only the headers that are returned by sending a GET request to the Quick Actions resource. This gives you a chance to see
the header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.

Get Quick Actions


Gets a list of quick actions. This resource is available in REST API version 28.0 and later.
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 doesn’t appear in the quick action’s describe results. Then, when the quick action runs, the field isn’t available and an error
occurs for the missing field. If you don’t want the required field to appear in the quick action’s layout, set a default value for the field.
When working with actions, also refer to sObject Quick Actions.

Syntax
URI
/services/data/vXX.X/quickActions/
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None required

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Reference Create Records Using Quick Actions

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/quickActions/ -H
"Authorization: Bearer token
"

Create Records Using Quick Actions


Creates a record via a quick action. This resource is available in REST API version 28.0 and later.
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 doesn’t appear in the quick action’s describe results. Then, when the quick action runs, the field isn’t available and an error
occurs for the missing field. If you don’t want the required field to appear in the quick action’s layout, set a default value for the field.
When working with actions, also refer to sObject Quick Actions.

Syntax
URI
/services/data/vXX.X/quickActions/
Formats
JSON, XML
HTTP Method
POST
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/quickActions/CreateCo
ntact -H "Authorization: Bearer token" -H "Content-Type: application/json" -d
@exampleRequestBody.json

Example Request Body

"record" : { "LastName" : "Smith" }

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Reference Return Headers of Quick Actions

Return Headers of Quick Actions


Returns only the headers that are returned by sending a GET request to the Quick Actions resource. This gives you a chance to see the
header values before retrieving the content of the resource. This resource is available in REST API version 28.0 and later.
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 doesn’t appear in the quick action’s describe results. Then, when the quick action runs, the field isn’t available and an error
occurs for the missing field. If you don’t want the required field to appear in the quick action’s layout, set a default value for the field.
URI
When working with actions, also refer to sObject Quick Actions.
/services/data/vXX.X/quickActions/
Formats
JSON, XML
HTTP Method
HEAD
Authentication
Authorization: Bearer token
Parameters
None required

Example
Example Request

curl -X HEAD --head


https://MyDomainName.my.salesforce.com/services/data/v57.0/quickActions
/ -H "Authorization: Bearer token"

Recent List Views


Returns the list of recently used list views for the given sObject type. This resource is available in REST API version 32.0 and later.

Syntax
URI
/services/data/vXX.X/sobjects/sObject/listviews/recent
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters
None

299
Reference Recently Viewed Items

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/Account/listviews/recent
-H "Authorization: Bearer token"

Example Response Body

{
"done" : true,
"listviews" : [ {
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0/describe",
"developerName" : "MyAccounts",
"id" : "00BD0000005WcCNMA0",
"label" : "My Accounts",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCNMA0"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/describe",
"developerName" : "NewThisWeek",
"id" : "00BD0000005WcBeMAK",
"label" : "New This Week",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcBeMAK"
},{
"describeUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0/describe",
"developerName" : "AllAccounts",
"id" : "00BD0000005WcCFMA0",
"label" : "All Accounts",
"resultsUrl" :
"/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0/results",
"soqlCompatible" : true,
"url" : "/services/data/v57.0/sobjects/Account/listviews/00BD0000005WcCFMA0"
}],
"nextRecordsUrl" : null,
"size" : 3,
"sobjectType" : "Account"
}

Recently Viewed Items


Gets the most recently accessed items that were viewed or referenced by the current user. Salesforce stores information about record
views in the interface and uses it to generate a list of recently viewed and referenced records, such as in the sidebar and for the
auto-complete options in search.

300
Reference Record Count

This resource only accesses most recently used item information. If you want to modify the list of recently viewed items, you’ll need to
update recently viewed information directly by using a SOQL Query with a
FORVIEW or FORREFERENCE clause.
URI
/services/data/vXX.X/recent
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.

Example
• For an example of retrieving a list of recently viewed items, see View Recently Viewed Records on page 77.
• For an example of setting records as recently viewed, see Mark Records as Recently Viewed on page 78.

Record Count
Lists information about object record counts in your organization.
This resource is available in REST API version 40.0 and later for API users with the “View Setup and Configuration” permission. The returned
record count is approximate, and does not include the following types of records:
•Deleted records in the recycle bin.
•Archived records.

Syntax
URI
/services/data/vXX.X/limits/recordCount?sObjects=objectList
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

301
Reference Record Count Response Body

Parameters

Parameter Description

sObjects A comma-delimited list of object names. If a listed object is not found in the org, it is
ignored and not returned in the response.
This parameter is optional. If this parameter is not provided, the resource returns

record
counts for all objects in the org.

Response body
Record Count Response Body

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/limits/recordCount?sObjects=Account
-H "Authorization: Bearer token"

Example Response Body

{
"sObjects" : [ {
"count" : 3,
"name" : "Account"
},{
"count" : 10,
"name" : "Contact"
} ]
}

Record Count Response Body


Describes the result of a Record Count request.

Record Count Results


Properties

Name Type Description

sObjects Record Count sObject Collection of sObject record count results. The order of objects in the
Result[] collection is not guaranteed to match the order of objects in the request.

JSON example

{
"sObjects" : [ {

302
Reference sObject Relevant Items

"count" : 3,
"name" : "Account"
},{
"count" : 10,
"name" : "Contact"
} ]
}

Record Count sObject Result


Properties

Name Type Description

count Integer The number of records for the object in the org. This is an approximate
count and does not include soft-deleted or archived records.

String The name of the object.


name

JSON example

{
"count" : 10,
"name" : "Contact"
}

sObject Relevant Items


Gets the current user’s most relevant items. Relevant items include records for objects in the user’s 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 user’s global search scope.

Note: The user’s 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.

Syntax
URI
/services/data/vXX.X/sobjects/relevantItems
Formats
JSON
HTTP Method
GET

303
Reference sObject Relevant Items

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.

Name Type Description

lastUpdatedId string A unique code that can be used in subsequent calls to compare the
results for a complete result set with the results in this response list.
If a response was previously requested for the current user,
newResultSetSinceLastQueryboolean (true
or false
)
indicates
whether the current response matches the previous response, or the
one specified by a
Response body lastUpdatedId.
The response contains an array of records for each object returned, including the following information for each record.

Name Type Description

apiName string The object’s unique name, such as


Account

key ID The first 3 characters of the sObject’s ID that indicates the object type.

label string The object’s plural label, such as


Accounts.
lastUpdatedId string A unique code that can be used in subsequent calls to compare the
results for the new result set with the current results for this object.
string A unique external name for the sObject.
qualifiedApiName
ID A comma-separated list of IDs for the matching records.
recordIds

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Reference Get Knowledge Language Settings

Example
See View Relevant Items.

Get Knowledge Language Settings


Gets the existing Knowledge language settings, including the default knowledge language and a list of supported Knowledge language
information. This resource can be used in API version 31.0 and later.
Salesforce Knowledge must be enabled in your organization. It gets the Knowledge language settings, including the default knowledge
language and a list of supported Knowledge language information.

Syntax
URI
/services/data/vXX.X/knowledgeManagement/settings
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None required
Request parameters
None

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/knowledgeManagement/settings
-H "Authorization: Bearer token"

Example Response Body

{
"defaultLanguage" : "en_US",
"knowledgeEnabled" : true,
"languages" : [ {
"active" : true,
"name" : "en_US"
},{
"active" : true,
"name" : "it"
},{
"active" : true,
"name" : "zh_CN"

305
Reference Search

},{
"active" : true,
"name" : "fr"
} ]
}

Search
Executes the specified SOSL search. The search string must be URL-encoded.
For more information on SOSL see the SOQL and SOSL Reference.

Syntax
URI
/services/data/vXX.X/search/?q=SOSL_searchString
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

q A SOSL statement that is properly URL-encoded.

Example
See Search for a String on page 61.

Search Scope and Order


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.
The returned list reflects the object order in the user’s default search scope, including any pinned objects on the user’s search results
page. This call is useful if you want to implement a custom search results page using the optimized global search scope. The search
string must be URL-encoded.

Syntax
URI
/services/data/vXX.X/search/scopeOrder

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Reference Search Result Layouts

Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token

Example
See Get the Default Search Scope and Order.

Search Result Layouts


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.
This call supports bulk fetch for up to 100 objects in a query.

Syntax
URI
/services/data/vXX.X/search/layout/?q=commaDelimitedObjectList
Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Response format

Property Type Description

field String Object and field name formatted with a


period separating. For example:
Account.Name.

String The type of date field, such as the date only


format
or date and time. Only date related types
are specified; otherwise,
null.
String
label Name as it appears to users
String
name API name

Example
See Get Search Result Layouts for Objects.

307
Reference Lightning Toggle Metrics

Lightning Toggle Metrics


Returns details about users who switched between Salesforce Classic and Lightning Experience. This resource is available in REST API
version 44.0 and later.
Use this object with the following APIs:
• Platform
•Metadata API
•Tooling API

Syntax
URI
/services/data/vXX.X/sobjects/LightningToggleMetrics
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer tokens
Request parameters

Parameter Description

UserId The user ID.

RecordCount The count of records returned.

MetricsDate The date the switch was recorded.

Action Did the user switch to Salesforce Classic or Lightning Experience.

Example
SELECT sum(RecordCount) Total FROM LightningToggleMetrics WHERE MetricsDate =
LAST_MONTH AND Action = 'switchToAloha'

Lightning Usage by App Type


Returns the total number of Lightning Experience and Salesforce Mobile users. This resource is available in REST API version 44.0 and
later.
Use this object with the following APIs:
• Platform
•Metadata API
•Tooling API

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Reference Lightning Usage by Browser

Syntax
URI
/services/data/vXX.X/sobjects/LightningUsageByAppTypeMetrics
Formats
JSON, XML
HTTP methods
GET
Authentication

Authorization: Bearer token


Request parameters

Parameter Description

AppExperience The app used:


•Salesforce Mobile
•Lightning Experience
The date the data was recorded.
MetricsDate
The user ID.
UserID

Example
SELECT MetricsDate,user.profile.name,COUNT_DISTINCT(user.id) Total FROM
LightningUsageByAppTypeMetrics WHERE MetricsDate = LAST_N_DAYS:30 AND AppExperience =
'Salesforce Mobile' GROUP BY MetricsDate,user.profile.name

Lightning Usage by Browser


Returns Lightning Experience usage results grouped by browser instance. This resource is available in REST API version 44.0 and later.
Use this object with the following APIs.
• Platform
•Metadata API
•Tooling API

Syntax
URI
/services/data/vXX.X/sobjects/LightningUsageByBrowserMetrics
Formats
JSON, XML

309
Reference Lightning Usage by Page

HTTP methods
GET
Authentication

Authorization: Bearer token


Request body
SOQL Query.
Request parameters

Parameter Description

Browser The browser used.

EptBin3To5 Number of times that a page loaded between 3-5 seconds.

EptBin5To8 Number of times that a page loaded between 5-8 seconds.

EptBin8To10 Number of times that a page loaded between 8-10 seconds.

EptBinOver10 Number of times that a page loaded over 10 seconds.

EptBinUnder3 Number of times that a page loaded under 3 seconds.

MetricsDate The date the metric was recorded.

PageName The name of the page.

RecordCountEPT Number of records for a page/browser where the valid EPT was recorded.

SumEPT Sum of the EPT values for page/browser.

TotalCount Total records for a page/browser.

Example
Example Request Body

SELECT CALENDAR_MONTH(MetricsDate) MetricsDate, Browser Browser, SUM(TotalCount) Total


FROM LightningUsageByBrowserMetrics WHERE MetricsDate = Last_N_Months:3 AND (NOT Browser
like 'OTHER%') GROUP BY CALENDAR_MONTH(MetricsDate),Browser

Lightning Usage by Page


Represents standard pages users viewed most frequently in Lightning Experience. This resource is available in REST API version 44.0
and later.
Use this object with the following APIs:
• Platform
•Metadata API
•Tooling API

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Reference Lightning Usage by FlexiPage

Syntax
URI
/services/data/vXX.X/sobjects/LightningUsageByPageMetrics
Formats
JSON, XML
HTTP methods
GET
Authentication

Authorization: Bearer token

Parameter Description

EptBin3To5 Number of times that a page loaded between 3-5 seconds.

EptBin5To8 Number of times that a page loaded between 5-8 seconds.

EptBin8To10 Number of times that a page loaded between 8-10 seconds.

EptBinOver10 Number of times that a page loaded over 10 seconds.

EptBinUnder3 Number of times that a page loaded under 3 seconds.

PageName The name of the page.

MetricsDate The date the metric was recorded.

RecordCountEPT Number of records for a page/user where the valid EPT was recorded.

SumEPT Sum of the EPT values for a page/user.

TotalCount Total records for a page/user.

UserId User ID.

Example
SELECT TotalCount FROM LightningUsageByPageMetrics ORDER BY PageName ASC NULLS FIRST LIMIT
10

Lightning Usage by FlexiPage


Returns details about the custom pages viewed most frequently in Lightning Experience. This resource is available in REST API version
44.0 and later.
Use this object with the following APIs:
• Platform
•Metadata API
•Tooling API

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Reference Lightning Exit by Page Metrics

Syntax
URI
/services/data/vXX.X/sobjects/LightningUsageByFlexiPageMetrics
Formats
JSON, XML
HTTP methods
GET
Authentication

Authorization: Bearer token


Request parameters

Parameter Description

FlexiPageNameOrId Namespace
FlexiPage and file name, or Page ID of
files.

FlexiPageType The
FlexiPage type. For example, record details are displayed using
RecordPage" type.
MetricsDate
The date the metric was recorded.
RecordCountEPT
Number of records for a
SumEPT FlexiPage type, where the valid EPT was recorded.
TotalCount
Sum of the EPT values for a record

Total records for a type.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/sobjects/LightningUsageByFlexiPageM
-H "Authorization: Bearer token"

Example Request Body

SELECT FlexiPageNameOrId FlexiPageNameOrId, SUM(TotalCount) Total FROM


LightningUsageByFlexiPageMetrics WHERE MetricsDate = Last_N_DAYS:7 AND (NOT
FlexiPageNameOrId = 'unknown unknown') AND (NOT FlexiPageNameOrId = 'unknown | unknown')
GROUP BY FlexiPageNameOrId ORDER BY SUM(TotalCount) Desc Limit 10

Lightning Exit by Page Metrics


Returns frequency metrics about the standard pages within which users switched from Lightning Experience to Salesforce Classic. This
resource is available in REST API version 44.0 and later.
Use this object with the following APIs:
• Platform
•Metadata API

312
Reference Salesforce Scheduler Resources

• Tooling API

Syntax
URI
/services/data/vXX.X/sobjects/LightningExitByPageMetrics
Formats
JSON, XML
HTTP methods
GET
Authentication

Authorization: Bearer token


Request parameters

Parameter Description

MetricsDate The date the data was recorded.

PageName Current Page from which User Switched from Lightning to Aloha

RecordCount The number of records per user and page.

UserId The user ID.

Example
SELECT PageName PageName, SUM(RecordCount) Total FROM LightningExitByPageMetrics
WHERE MetricsDate = Last_N_DAYS:7 GROUP BY PageName ORDER BY SUM(RecordCount) Desc
Limit 10

Salesforce Scheduler Resources


Use Salesforce Scheduler REST APIs to get appointment time slots or available service resources based on work type groups and service
territories.

IN THIS SECTION:
Scheduling
Returns a list of available Salesforce Scheduler REST resources and corresponding URIs. This resource is available in REST API version
45.0 and later.
Get Appointment Slots
Returns a list of available appointment time slots for a resource based on given work type group and territories. This resource is
available in REST API version 45.0 and later.
Get Appointment Candidates
Returns a list of available service resources (appointment candidates) based on work type group and service territories. This resource
is available in REST API version 45.0 and later.
Request Bodies

313
Reference Scheduling

Response Bodies

SEE ALSO:
Connect REST API Developer Guide: Lightning Scheduler Resources

Scheduling
Returns a list of available Salesforce Scheduler REST resources and corresponding URIs. This resource is available in REST API version
45.0 and later.

Syntax
URI
/services/data/vXX.X/scheduling/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token

Example
Example Response Body

{
"getAppointmentCandidates" : "/services/data/v57.0/scheduling/getAppointmentCandidates",

"getAppointmentSlots" : "/services/data/v57.0/scheduling/getAppointmentSlots"
}

Get Appointment Slots


Returns a list of available appointment time slots for a resource based on given work type group and territories. This resource is
available in REST API version 45.0 and later.
The appointment time slots are determined based on your Salesforce Scheduler data model configurations. Here are some

prerequisites
that you can consider while setting up data.
•Set up Salesforce Scheduler before making your requests. The setup includes creating or configuring Service Resources, Service
Territory Members, Work Type Groups, Work Types, Work Type Group Members, and Service Territory Work Types. See Set Up
Salesforce Scheduler for more information.
•Configure a work type mapped for each territory in the request body via Service Territory Work Type. Map the same work type to
the work type group, via work type group member.
The following factors affect how time slots are calculated and returned.
•Timezones that differ across operating hours are handled and results are always returned in UTC.

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Reference Get Appointment Slots

• The resource must be marked as a required resource on the assigned resource object.
• The resource is considered unavailable If the status categories of the resource assigned to service appointments are other than
Canceled, CannotComplete, and Completed.
• Resource Absences of all types are considered unavailable from start to end.
• The following fields of Work Type records, if configured, are used to fine-tune time slot requirements. For more information, see
Create Work Types in Salesforce Scheduler.

Parameter Description

Timeframe Start Time slots sooner


current time than+ Timeframe Start aren’t
returned.
Timeframe End Time slots later than
currenttime+TimeframeEnd aren’t returned.
Block Time Before
The time period before the appointment is considered as unavailable.
Appointment Block Time
The time period after the appointment is considered as unavailable.
After Appointment Operating
The overlap of all operating hours from the account, work type, service territory, and
Hours service territory member are considered while determining time slots. For more
information, see Set Up Operating Hours in Salesforce Scheduler.

• Only the time slots within the period of 31 days from the start date are returned.
• Salesforce Scheduler uses multiple factors to calculate the earliest and latest appointment slots. See How Does Salesforce Scheduler
Determine Available Time Slots.
Note: If asset scheduling is enabled, you can provide an asset-based service resource in
requiredResourceIds to
retrieve available timeslots for the asset resource.

Syntax
URI
/services/data/vXX.X/scheduling/getAppointmentSlots
Formats
JSON, XML
HTTP methods
POST
Authentication
Authorization: Bearer token
Request body

Parameter Required Type Description

accountId No String The ID of the associated account.

No
allowConcurrentScheduling Boolean If true, allows scheduling of concurrent appointments in a time slot.
If false, concurrent appointments aren’t allowed. The default is false.
Available in API version 47.0 and later.

315
Reference Get Appointment Slots

Parameter Required Type Description

correlationId No String The ID to pass custom information to the


ServiceResourceScheduleHandler Apex interface. For
example, you can use the correlation ID to identify the app, website,
or any other external system that calls this Apex interface
implementation. If you don’t pass a custom value, a randomly
generated identifier is passed.
This field is available in API version 53.0 and later.

No String The latest time that a time slot can end (inclusive).
endTime
The ID of the engagement channel type record. The availability of
engagementChannelTypeIdsNo String[]
time slots is filtered based on the engagement channel type
selected. This field is available in API version 56.0 and later.

Note: This field supports only one engagement channel


type ID.
You can use engagement channel types with the
getAppointmentSlots API only if:
•The Schedule Appointments Using Engagement Channels
setting is enabled in Salesforce Scheduler Settings in your
Salesforce org.
•Shifts are defined in the scheduling policy. For more information
on setting up shifts in scheduling policy, see Define Shift Rules
in Scheduling Policy.
Note: Engagement channel types are not supported
with operating hours rules in the scheduling policy.

primaryResourceId No String The ID of the primary resource in multi-resource scheduling. This


field is available in API version 48.0 and later.
Note: This field is required only when multi-resource
scheduling is enabled.
List of resource IDs that must be available during the time slot.
requiredResourceIds Yes String[
The ID of the AppointmentSchedulingPolicy object. If no scheduling
schedulingPolicyId No ] String policy is passed in the request body, the default configurations are
used. The only scheduling policy configuration that is used in
determining time slots is the enforcement of account visiting hours.
The earliest time that a time slot can begin (inclusive). Defaults to
startTime No String the current time of the request, if empty.
List of IDs of service territories, where the work that is being
Yes String[] requested is performed.
territoryIds

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Reference Get Appointment Slots

Parameter Required Type Description

workType Required ifWork TypeThe type of the work to be performed.


workTypeGroupId
isn’t given.
Required ifStringThe ID of the work type group containing the work types that are
workTypeGroupId
workTypebeing performed.
isn’t given.

To determine the required fields in your request body, consider the following points:
Note:
• Provide either
• workTypeGroupId or workType in your request body, but not both
If

workType is given, then you must provide either id or durationInMinutes, but not both.
Response BodyIf
Execution id
of of
a successful request
the workType returns
is given, thethe
restresponse body fields
of workType containing a list of available time slots.
are optional.

Parameter Required Type Description

timeSlots Yes Time Slots List of time slots included in each territory.
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324
[]

Example
Example Request Body
Using workTypeGroupId:

{
"startTime": "2019-01-23T00:00:00.000Z",
"endTime": "2019-02-28T00:00:00.000Z",
"workTypeGroupId": "0VSB0000000KyjBOAS",
"accountId": "001B000000qAUAWIA4",
"territoryIds": [
"0HhB0000000TO9WKAW"
],
"schedulingPolicyId": "0VrB0000000KyjB",
"requiredResourceIds": [
"0HnB0000000TO8gKAK"
],
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
}

Using workType:

{
"startTime": "2019-01-23T00:00:00.000Z",

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Reference Get Appointment Candidates

"endTime": "2019-02-28T00:00:00.000Z",
"workType": {
"id": "08qRM00000003fkYAA"
},
"requiredResourceIds": [
"0HnB0000000TO8gKAK"
],
"territoryIds": [
"0HhRM00000003OZ0AY"
],
"accountId": "001B000000qAUAWIA4",
"schedulingPolicyId": "0VrB0000000KyjB",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
}

Example Response Body

{
"timeSlots": [
{
"endTime": "2019-01-21T19:15:00.000+0000",
"startTime": "2019-01-21T16:15:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW"
},
{
"endTime": "2019-01-21T19:30:00.000+0000",
"startTime": "2019-01-21T16:30:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW"
},
{
"endTime": "2019-01-21T19:45:00.000+0000",
"startTime": "2019-01-21T16:45:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW"
}
]
}

Get Appointment Candidates


Returns a list of available service resources (appointment candidates) based on work type group and service territories. This resource
is available in REST API version 45.0 and later.
The appointment time slots are determined based on your Salesforce Scheduler data model configurations. Here are some

prerequisites
that you can consider while setting up data.
•Set up Salesforce Scheduler before making requests. This setup includes creating or configuring Service Resources, Service Territory
Members, Work Type Groups, Work Types, Work Type Group Members, and Service Territory Work Types. See Set Up Salesforce
Scheduler for more information.
•The territory type of the Service Territory Member must be either Primary, Secondary, or Relocation. The Primary and Relocation
territory types are considered the same.
•The territory type of the Service Territory Member must be either Primary, Secondary, or Relocation. The Primary and Relocation
territory types are considered the same.
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Reference Get Appointment Candidates

The following factors are considered for returning start time and end time of resources.
Resource Availability
Determined using service territory member, service territory, work type, and account operating hours fields.
Resource Unavailability
Determined by resource absences, existing appointments that the resource is assigned to. The resource must be marked as a
required resource for the appointment with a status that isn’t in closed, canceled, or completed.
Appointment Start Time Interval in the Scheduling Policy
Appointment start time interval field in the Scheduling Policy is used to determine when the appointment can start. This interval
can be 5, 10, 15, 20, 30, or 60. By default, it’s set to 15.
Work Type Duration
The end time is calculated as start time + duration of the work type.

Note: If asset scheduling is enabled, the response also includes asset-based candidates.

Syntax
URI
/services/data/vXX.X/scheduling/getAppointmentCandidates
Formats
JSON, XML
HTTP methods
POST
Request body

Parameter Required Type Description

accountId No String The ID of the associated account.

No
allowConcurrentScheduling Boolean If true, allows scheduling of concurrent appointments in a time slot.
If false, concurrent appointments aren’t allowed. The default is false.
This field is available in API version 47.0 and later.

No String The ID to pass custom information to the


correlationId
ServiceResourceScheduleHandler Apex interface. For
example, you can use the correlation ID to identify the app, website,
or any other external system that calls this Apex interface
implementation. If you don’t pass a custom value, a randomly
generated identifier is passed.
This field is available in API version 53.0 and later.

The latest time that a time slot can end (inclusive).


endTime No String
Note: The API only returns time slots up to 31 days from
the
startTime.

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Reference Get Appointment Candidates

Parameter Required Type Description

engagementChannelTypeIdsNo String[] The ID of the engagement channel type record. The availability of
service resources is filtered based on the engagement channel
type selected. This field is available in API version 56.0 and later.
Note: This field supports only one engagement channel
type ID.
You can use engagement channel types with the
getAppointmentCandidates API only if:
•The Schedule Appointments Using Engagement Channels
setting is enabled in Salesforce Scheduler Settings in your
Salesforce org.
•Shifts are defined in the scheduling policy. For more information
on setting up shifts in scheduling policy, see Define Shift Rules
in Scheduling Policy.
Note: Engagement channel types are not supported
with operating hours rules in the scheduling policy.

filterByResources NoString[]A comma-separated list of service resource IDs. API returns only
eligible service resources that are both in the list and in the selected
service territory. The resources are sorted by the order in which the
resource IDs are passed. Available in API version 51.0 and later.
NoIntegerSpecify the maximum number of service resources that you want
resourceLimitApptDistribution
to show during appointment scheduling when appointment
distribution is enabled. Available in API version 53.0 and later.

Note: The filterByResources field takes precedence over the


resourceLimitApptDistribution field.
NoStringThe earliest time that a time slot can begin (inclusive). Defaults to
startTime the current time of the request, if empty. You can also use a time
from the past.

NoStringThe ID of the AppointmentSchedulingPolicy object. If no scheduling


schedulingPolicyId policy is passed in the request body, the default configurations are
used. All Scheduling Policy Configurations are considered when
using this API.
YesString[]List of service territory IDs, where the work that is being requested
territoryIds is performed.
Required ifWork TypeThe type of the work to be performed.
workTypeGroupId
workType
isn’t given.

Required ifStringThe ID of the work type group containing the work types that are
workTypeGroupId
workTypebeing performed.
isn’t given.

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Reference Get Appointment Candidates

To determine the required fields in your request body, consider the following points:
Note:
• Provide either
• workTypeGroupId or workType in your request body, but not both
If

workType is given, then you must provide either id or durationInMinutes, but not both.
Response BodyIf
Execution id
of of
a successful request
the workType returns
is given, thethe
restresponse body fields
of workType containing a list of available appointment resources.
are optional.

Parameter Required Type Description

candidates Yes Candidates List of available appointment candidates.


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324
[]

Examples
Example Request Body
Using workTypeGroupId:

{
"startTime": "2019-01-23T00:00:00.000Z",
"endTime": "2019-02-30T00:00:00.000Z",
"workTypeGroupId": "0VSB0000000KyjBOAS",
"accountId": "001B000000qAUAWIA4",
"territoryIds": [
"0HhB0000000TO9WKAW"
],
"schedulingPolicyId": "0VrB0000000KyjB",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
}

Using workTypeId:

{
"startTime": "2019-01-23T00:00:00.000Z",
"endTime": "2019-02-30T00:00:00.000Z",
"workType": {
"id": "08qRM00000003fkYAA"
},
"territoryIds": [
"0HhRM00000003OZ0AY"
],
"accountId": "001B000000qAUAWIA4",
"schedulingPolicyId": "0VrB0000000KyjB",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
}

321
Reference Request Bodies

Example Response Body

{
"candidates": [
{
"endTime": "2019-01-23T19:15:00.000+0000",
"resources": [
"0HnB0000000D2DsKAK"
],
"startTime": "2019-01-23T16:15:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
},
{
"endTime": "2019-01-23T19:30:00.000+0000",
"resources": [
"0HnB0000000D2DsKAK"
],
"startTime": "2019-01-23T16:30:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
},
{
"endTime": "2019-01-23T19:45:00.000+0000",
"resources": [
"0HnB0000000D2DsKAK"
],
"startTime": "2019-01-23T16:45:00.000+0000",
"territoryId": "0HhB0000000TO9WKAW",
"engagementChannelTypeIds": [
"0eFRM00000000Bv2AI"
]
}
]
}

Request Bodies
To perform a POST, PATCH, or PUT request, create a request body formatted in either XML or JSON. This chapter lists the request bodies.

IN THIS SECTION:
Work Type
Details about the type of work to be performed.
Skill Requirement
List of skills that are required to complete a particular task for a work type.

322
Reference Response Bodies

Work Type
Details about the type of work to be performed.

Name Type Required Description

id String Required if Id of the work type.


durationInMinutes
is not given.

durationInMinutesInteger
Required if id is not Contains the event length, in minutes.
given.
No
timeframeStartI String The beginning of the timeframe.
No
nMinutes String The end of the timeframe.
No
timeframeEndInM String The time period before the appointment is considered as
unavailable.
inutes The time period after the appointment is considered as
String No
blockTimeAfterAppointmentInMinutes
blockTimeBefore unavailable.
The overlap of all operating hours from the account, work
AppointmentInMi String No
operatingHoursId type, service territory, and service territory member are
nutes considered while determining time slots.

List of skills that are required to complete a particular task


skillRequirementsSkill Requirement[] No for a work type.

Note: Provide either Id or durationInMinutes in the request body, but not both.

Skill Requirement
List of skills that are required to complete a particular task for a work type.

Name Type Required Description

skillId String Yes The skill that is required.

SkillLevel String No The level of the skill required. Skill levels can range from
zero to 99.99. Depending on your business needs, you might
want the skill level to reflect years of experience, certification
levels, or license classes.

Response Bodies
Successful execution of a request to a Salesforce Scheduler resource can return a response body either in JSON or XML format. For
example, the request to get appointment time slots returns a list of available time slots for a selection of work type group and territories.

323
Reference Response Bodies

IN THIS SECTION:
Time Slots
Describes the result of Get Appointments Slots request.
Candidates
Describes the result of Get Appointments Candidates request.

Time Slots
Describes the result of Get Appointments Slots request.
List of time slots available for each territory.

Name Type Description

endTime String The end time of the appointment time slot.

String[]
engagementChanneltypeIds The engagement channel type ID associated with this time slot. This
field is available in API version 56.0 and later.
The number of appointments available in the time slot.
Integer
remainingAppointments
Appointments available in a time slot =
Maximum number of appointments defined for the
time slot - Number of appointments scheduled
so far in the time slot

startTime String The start time of the appointment time slot.

territoryId String The service territory associated with this time slot.

Candidates
Describes the result of Get Appointments Candidates request.
List of available service resources.

Name Type Description

endTime String The end time of the appointment time slot.

String[]
engagementChanneltypeIds The engagement channel type ID associated with this resource for that
time slot. This field is available in API version 56.0 and later.
List of service resource IDs that are available.
resources String[]
Important: At present, only one resource is returned on this list.
If there is more than one resource included in a territory, a new
child object is added for each resource in the response JSON
body.

The start time of the appointment time slot.


startTime String
The service territory associated with this resource.
territoryId String

324
Reference Search for Records Suggested by Autocomplete and Instant
Results

Search for Records Suggested by Autocomplete and Instant Results


Returns a list of suggested records whose names match the user’s search string. The suggestions resource provides autocomplete results
and instant results for users to navigate directly to likely relevant records, before performing a full search. This resource is available in
REST API version 32.0 and later.
The suggestions resource returns records when the record’s 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 aren’t considered a match.
Note: If the user’s search query contains quotation marks or wildcards, those symbols are automatically removed from the query
string in the URI.
For example, the text string nationalu is treated as nationalu* and returns “National Utility”, “National Urban Company”,
and “First National University”.
The suggestions resource returns display-ready data about likely relevant records that the user can access. A relevance algorithm
determines the order of results. Each suggested record in the results contains these elements:

Element Description

Attributes The record’s 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 record’s Name field. In the absence of a standard Name field, the Title field is used
Name (or
Title)
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.

The record’s unique identifier.


Id

The suggestions resource supports all searchable objects except the following.
• ContentNote
• Event
•External objects
• FeedComment
• FeedPost
• IdeaComment
• Pricebook2
• Reply
• TagDefinition

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Reference Search for Records Suggested by Autocomplete and Instant
Results

• Task

Syntax
URI
/services/data/vXX.X/search/suggestions?q=searchString&sobject=objectTypes
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
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.
Optional. Available in API version 48.0 and later. Used to return additional dynamic
dynamicFields
fields. Specify multiple options using a comma-separated list. For example, if
dynamicFields=secondaryField then each suggested record in the results
contains an additional
Id and Name (or Title)field
basedbesides
on the next
eligible field in the search layout.

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.
Don’t use with the
ignoreUnsupportedSObjects userId.
Optional. If an unsupported object is included in a request, this parameter indicates
what
false, action to is
an error take. If it’s set
returned. to set to true, the
If it’s
object is ignored and no error is returned. See the Unsupported Objects section for
limit reference.
false. The default is
Optional. Specifies the maximum number of suggested records to return. If a limit isn’t
specified, 5 records are returned by default. If there are more suggested records than
networkId the limit specified, the response body’s
hasMoreResults property is true.
Optional. Specifies one or more unique identifiers for the Experience Cloud sites to
return the question to. Specify multiple sites using a comma-separated list. This
q
parameter is only applicable when the parameter
type equals question or
parameter
sobject equals user.
Required. The user’s search query string, properly URL-encoded. Suggestions are
returned only if the user’s query string meets the minimum length requirements: one
character for queries in Chinese, Japanese, Korean, and Thai; three characters for all
326
Reference Search for Records Suggested by Autocomplete and Instant
Results

Parameter Description
other languages. Query strings that exceed the maximum length of 255 characters (or
200 consecutive characters without a space break) return an error.
Required. The objects that the search is scoped to, such as Account or offer__c.
sobject
If the
sobject value is feedItem, the type parameter is required and it must
have a value of
question.
Specify up to 10 objects with a comma-separated list. For example:
sobject=Account,Contact,Lead. To take advantage of the 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,Ph
one &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
userId sobject values doesn’t affect the query. Specifies that the type of Feed is
questions. Valid value:
question.
Optional. Specifies one or more unique identifiers of one or more users who

useSearchScope authored
the question to return. Specify multiple users using a comma-separated list. This
parameter is only applicable when the parameter type equals
question. Don’t use
with the
groupId.
Optional. Available in API version 40.0 and later. The default value is
false. If false,
the objects specified in the request are used to suggest records. If
true, in addition
to the objects specified in the request, the user's search scope is used to suggest

records.
The search scope is the list of objects a user uses most frequently.
•If the request doesn’t specify an object, use
useSearchScope=true.
•If
useSearchScope=true and the user's search scope is empty, the default
search scope is used to suggest records.
327
•Typically, only the first 10 objects are used to suggest records. However, an admin
can assign objects that are always considered when returning results. If configured,
up to 15 objects are used to suggest records. For more information about assigning
Reference Search for Records Suggested by Autocomplete and Instant
Results

Parameter Description
This example uses only the search scope.

.../search/suggestions?q=Acme&useSearchScope=true

This example uses the search scope and the Account object.

.../search/suggestions?q=Acme&sobject=Account&useSearchScope=true

where Optional. A filter that follows the same syntax as the SOQLWHERE clause. URLs encode
the expression.
Use the clause for an object, or globally for all compatible objects. An example of an
object-specific clause is:
account.where=name%20LIKE%20%27Smith%25%27. An
example of a
global clause is:
where=name%20LIKE%20%27Smith%25%27. The parameter
must be lower case. Any object-specific
where clauses override the global where
clause. You can’t use this parameter for the Question object.
To specify multiple entities, see the following example. This feature is available in
...search/suggestions?q=Smith
version 38.0 and later.
&sobject=Account,Contact,KnowledgeArticleVersion,CollaborationGroup,T

// Specifies a global where clause (to filter Account and


Contact)
&where=name%20LIKE%20%27Smith%25%27
// Overrides the global where clause for Knowledge Article

(filtering by PublishStatus and Language is required for


KnowledgeArticle)
&knowledgearticleversion.where=PublishStatus='online'+and+language='e
// Overrides the global where clause for Topic
&topic.where=networkid=<1234567891>
// Overrides the global where clause for
CollaborationGroup
&collaborationgroup.where=networkid=<1234567891>
// FeedItem-Question doesn't support where clauses, but
we can filter
the type and networkId&type=question
&networkId==<1234567891>

Example
Example Response Body

{
"autoSuggestResults" : [ {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DH6WAAW"

328
Reference Search for Records Suggested by Autocomplete and Instant
Results

},
"Id" : "001xx000003DH6WAAW",
"Name" : "National Utility Service"
},{
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DHJ4AAO"
},
"Id" : "001xx000003DHJ4AAO",
"Name" : "National Utility Service"
},{
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DHscAAG"
},
"Id" : "001xx000003DHscAAG",
"Name" : "National Urban Technology Center"
}],
"hasMoreResults" : false,
"meta" : {
"nameFields" : [ {
"entityApiName" : "Account",
"fieldApiName" : "Name"
}],
"secondaryFields" : [ ]
}
}

Example Response Body for a Multiple Object Request

{
"autoSuggestResults" : [ {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DMEKAA4"
},
"Id" : "001xx000003DMEKAA4"
"Name" : "Joe Doe Printing"
},{
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DLjvAAG"
},
"Id" : "001xx000003DLjvAAGO"
"Name" : "Joe Doe Plumbing"
},{
{
"attributes" : {
"type" : "Contact",
"url" : "/services/data/v57.0/sobjects/Contact/003xx000004U9Y9AAK"
},
"Id" : "003xx000004U9Y9AAK"

329
Reference Search Suggested Article Title Matches

"Name" : "John Doe"


}],
"hasMoreResults" : false,
"meta" : {
"nameFields" : [ {
"entityApiName" : "Account",
"fieldApiName" : "Name"
},{
"entityApiName" : "Contact",
"fieldApiName" : "Name"
}],
"secondaryFields" : [ ]
}
}

Example XML Response Body

<?xml version=”1.0” encoding=”UTF-8”?


<suggestions>
<autoSuggestResults type="Account"
url="/services/data/v57.0/sobjects/Account/001xx000003DH6WAAW">
<Id>001xx000003DH6WAAW</Id>
<Name>National Utility Service</Name>
</autoSuggestResults>
<autoSuggestResults type="Account"
url="/services/data/v57.0/sobjects/Account/001xx000003DHJ4AAO">
<Id>001xx000003DHJ4AAO</Id>
<Name>National Utility Service</Name>
</autoSuggestResults>
<autoSuggestResults type="Account"
url="/services/data/v57.0/sobjects/Account/001xx000003DHscAAG">
<Id>001xx000003DHscAAG</Id>
<Name>National Urban Technology Center</Name>
</autoSuggestResults>
<hasMoreResults>true</hasMoreResults>
<meta>
<nameFields>
<entityApiName>Account</entityApiName>
<fieldApiName>Name</fieldApiName>
</nameFields>
<nameFields>
<entityApiName>ContentDocument</entityApiName>
<fieldApiName>Title</fieldApiName>
</nameFields>
</meta>
</suggestions>

Search Suggested Article Title Matches


Returns a list of Salesforce Knowledge article titles that match the user’s search query string. Provides a shortcut to navigate directly to
likely relevant articles before the user performs a search. This resource is available in REST API version 30.0 and later.
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.

330
Reference Search Suggested Article Title Matches

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 Backpackingfordesert 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 don’t 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 user’s 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.

Syntax
URI
XX.X
/services/data/v searchString
/search/suggestTitleMatches?q=
&language= articleLanguage
&publishStatus= articlePublicationStatus
Formats
JSON, XML
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:

AllChannels–Visible in all channels the user has access to

App–Visible in the internal Salesforce Knowledge application

331
Reference Search Suggested Article Title Matches

Parameter Descriptio
Pkb–Visible
n• in the public knowledge base
Csp–Visible
• in the Customer Portal
Prm–Visible
• in the Partner Portal
If
channel isn’t 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 don’t match or
AllChannels
language is specified,
Required. then
The language of the user’s query. Specifies the language that matching
App replaces
articles the specified
are written in. value.
•For all users other than guest,
Optional. Specifies the maximum Customer
number Portal, andtoPartner
of articles return.Portal users:
If there are more
limit
–If
suggested articles thanare
thespecified,
limit specified, the specified
response value
body’sishasMoreResults
Pkb, Csp, Prm, or App then the used.
property
–If is
true.
publishStatus AllChannels is specified, then App replaces the specified value.
Required. The article’s publication status. Valid values:

Draft–Articles aren’t published in Salesforce Knowledge.

Online–Articles are published in Salesforce Knowledge.
q •
Archived–Articles aren’t published and are available in Archived Articles view.
Required. The user’s search query string, properly URL-encoded. Suggestions are
returned only if the user’s query string meets the minimum length requirements: one
character for queries in Chinese, Japanese, and Korean, and three characters for all
topics other languages. Query strings exceeding the maximum length of 250 characters return
an error.
validationStatus Optional. The topic of the returned articles. For example:
topics=outlook&topics=email.
Optional. The validation status of returned articles.

332
Reference Search Suggested Queries

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/search/suggestTitleMat
ches? q=orange+banana&language=en_US&publishStatus=Online -H "Authorization:
Bearer token"
Example Response Body

{
"autoSuggestResults" : [ {
"attributes" : {
"type" : "KnowledgeArticleVersion",
"url" : "/services/data/v57.0/sobjects/KnowledgeArticleVersion/ka0D00000004CcQ"
},
"Id" : "ka0D00000004CcQ",
"UrlName" : "orange-banana",
"Title" : "orange banana",
"KnowledgeArticleId" : "kA0D00000004Cfz"
}],
"hasMoreResults" : false
}

Search Suggested Queries


Returns a list of suggested searches based on the user’s 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. This resource is available in
REST API version 30.0 and later.
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; it’s 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 user’s search query contains quotation marks or wildcards, those symbols are automatically removed from the query string in the
URI.

Syntax
URI
XX.X
/services/data/v /search/suggestSearchQueries?q=searchString
&language= languageOfQuery
Formats
JSON, XML
HTTP methods
GET

333
Reference Search Suggested Queries

Authentication
Authorization: Bearer token
Request body
None required
Request parameters

Parameter Description

channel Optional. Specifies the Salesforce Knowledge channel where the article can be
viewed. Valid values:

AllChannels–Visible in all channels the user has access to

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
If
channel isn’t 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
language Required. The is
channel language of the
specified, the user’s query.
specified value may not be the actual value requested,
because
Optional.ofSpecifies
certain requirements.
the maximum number of suggested searches to return. If there are
limit
•For
moreguest, Customer
suggested Portal,
queries thanand
the Partner Portal users,
limit specified, the specified
the response body’svalue must match
the default value for eachproperty
hasMoreResults user type. If theis
values
true.don’t match or
AllChannels
q is specified,
Required. then
The user’s search query string, properly URL-encoded. Suggestions are
App replaces
returned onlythe specified
if the value.string meets the minimum length requirements: one
user’s query
character
•For for queries
all users in Chinese,
other than Japanese,Portal,
guest, Customer and Korean, and three
and Partner Portalcharacters
users: for all
other languages. Query strings exceeding the maximum length of 250 characters return
–If
an error.
Pkb, Csp, Prm, or App are specified, then the specified value is used.
–If
AllChannels is specified, then App replaces the specified value.

334
Reference Salesforce Surveys Translation Resources

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/search/suggestSearchQu
eries? q=app&language=en_US -H "Authorization: Bearer token"

Example Response Body

{
"autoSuggestResults" : [ {
"0" : "apple",
"1" : "apple banana",
}],
"hasMoreResults" : false
}

Salesforce Surveys Translation Resources


Use REST APIs to translate survey fields, view, update, or delete translated survey fields. The translated values of surveys fields are
stored in Flow fields.
The following survey fields can be translated:
•Survey name
•Pause message
•Welcome message
•Questions
Answer
• choices and ranking items
Thank
• you message

IN THIS SECTION:

Add or Change the Translation of a Survey Field


If a survey field can be translated or is already translated into a particular language, you can add or change the translated value of
the survey field. This resource is available in REST API version 48.0 and later.
Add or Update the Translated Value of Multiple Survey Fields in One or More Languages
If one or more survey fields can be translated or are already translated, you can add or update the translated values of the survey
fields in the languages into which survey fields can be translated. This resource is available in REST API version 48.0 and later.
Delete the Translated Value of a Survey Field
After a survey field is translated into a particular language, you can delete the translated value of the survey field. This resource is
available in REST API version 48.0 and later.
Delete the Translated Value of Multiple Survey Fields in One or More Languages
After survey fields are translated into one or more languages, you can delete the translated values of multiple survey fields. This
resource is available in REST API version 48.0 and later.
Get Translated Value of a Survey Field
After a survey field is translated into a particular language, you can use this resource to get the translated value of the survey field.
This resource is available in REST API version 48.0 and later.

335
Reference Add or Change the Translation of a Survey Field

Get the Translated Values of Multiple Survey Fields in One or More Languages
After survey fields are translated into one or more languages, you can view the translated values of multiple survey fields in the
translated languages. This resource is available in REST API versions 48.0 and later.

Add or Change the Translation of a Survey Field


If a survey field can be translated or is already translated into a particular language, you can add or change the translated value of the
survey field. This resource is available in REST API version 48.0 and later.
Note: This URI can only be used for the flow process type
Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/record/developerName/language
Formats
JSON
HTTP methods
POST
Authentication
Authorization: Bearer token
Request body JSON example

{
"value": "China"
}

Request parameters

Parameter Description

developerName Optional. Developer name of the flow field.

language Optional Translated language of the flow field.

value Required. Translated value of the flow field.

Response parameters

Parameter Description

createdBy ID of the user who translated the flow field.

createdDate Date and time the flow field was translated.

developerName Developer name of the flow field.

language Language into which the flow field was translated.

value Translated value of the flow field.

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Reference Add or Update the Translated Value of Multiple Survey Fields
in One or More Languages

Parameter Description

isOutofDate Indicates if the flow field is out of date.

Example

{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN",
"value": " ",
"isOutOfDate": true
}

Add or Update the Translated Value of Multiple Survey Fields in One or


More Languages
If one or more survey fields can be translated or are already translated, you can add or update the translated values of the survey
fields in the languages into which survey fields can be translated. This resource is available in REST API version 48.0 and later.
Note: This URI can only be used for the flow process type
Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/records/upsert
Formats
JSON
HTTP methods
POST
Request body JSON example

[
{
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "en_US",
"value": "China"
},
{
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN",
"value": " "
}
]

337
Reference Delete the Translated Value of a Survey Field

Request parameters

Parameter Description

developerName Required. Developer name of the flow field.

language Required. Language into which the flow field is translated.

value Required. New or updated value of the flow field.

Response parameters

Parameter Description

createdBy ID of the user who translated the flow field.

createdDate Date and time the flow field was translated.

developerName Developer name of the flow field.

language Language into which the flow field was translated.

value Updated value of the flow field.

isOutofDate Indicates if the flow field is out of date.

Example
[
{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "en_US",
"value": "China",
"isOutOfDate": false
},
{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN",
"value": " ",
"isOutOfDate": false
}
]

Delete the Translated Value of a Survey Field


After a survey field is translated into a particular language, you can delete the translated value of the survey field. This resource is
available in REST API version 48.0 and later.

338
Reference Delete the Translated Value of Multiple Survey Fields in One
or More Languages

Note: This URI can only be used for the flow process type Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/record/developerName/language
Formats
JSON
HTTP methods
DELETE
Request parameters

Parameter Description

developerName The developer name of the flow field. For example,


Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel

language Language of the translated field. Possible values are:


• da
• nl_NL
• fi
• fr
• de

Delete the Translated Value of Multiple Survey Fields in One or More


Languages
After survey fields are translated into one or more languages, you can delete the translated values of multiple survey fields. This
resource is available in REST API version 48.0 and later.
Note: This URI can only be used for the flow process type
Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/records/delete
Formats
JSON
HTTP methods
POST
Request body JSON example

[
{

339
Reference Get Translated Value of a Survey Field

"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "en_US"
},
{
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN"
}
]

Request parameters

Parameter Description

developerName Required. Developer name of the flow field.

language Required. Language into which the flow field was translated.

Get Translated Value of a Survey Field


After a survey field is translated into a particular language, you can use this resource to get the translated value of the survey field. This
resource is available in REST API version 48.0 and later.
Note: This URI can only be used for the flow process type
Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/record/developerName/language
Formats
JSON
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters

Path Parameter Description

developerName Required. The developer name of the flow field. For example,
Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel

language Required. Language of the translated field. Possible values are:


• da
• nl_NL
• fi
• fr

340
Reference Get the Translated Values of Multiple Survey Fields in One or
More Languages

Path Parameter Descriptio


n•
de

Response parameters

Parameter Description

createdBy ID of the user who translated the flow field.

createdDate Date and time the flow field was translated.

developerName Developer name of the flow field.

language Language into which the flow field was translated.

value Translated value of the flow field.

isOutofDate Indicates if the flow field is out of date.

Example
{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN",
"value": " ",
"isOutOfDate": true
}

Get the Translated Values of Multiple Survey Fields in One or More


Languages
After survey fields are translated into one or more languages, you can view the translated values of multiple survey fields in the
translated languages. This resource is available in REST API versions 48.0 and later.
Note: This URI can only be used for the flow process type
Survey.

Syntax
URI
/services/data/vXX.X/localizedvalue/records/get
Formats
JSON
HTTP methods
POST

341
Reference Get the Translated Values of Multiple Survey Fields in One or
More Languages

Request body JSON example

[
{
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "en_US"
},
{
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN"
}
]

Request parameters

Parameter Description

developerName Required. Developer name of the flow field.

language Required. Language into which the flow field was translated.

Response parameters

Parameter Description

createdBy ID of the user who translated the flow field.

createdDate Date and time the flow field was translated.

developerName Developer name of the flow field.

language Language into which the flow field was translated.

value Translated value of the flow field.

isOutofDate Indicates if the flow field is out of date.

Example
[
{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "en_US",
"value": "China",
"isOutOfDate": true
},
{
"createdBy": "005xxx",
"createdDate": "2018-09-14T00:10:30Z",
"developerName": "Flow.Flow.MyFlow.1.Choice.Choice_1_Master.InputLabel",
"language": "zh_CN",

342
Reference Tabs

"value": " ",


"isOutOfDate": true
}
]

Tabs
Returns a list of all tabs—including Lightning page tabs—available 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.

IN THIS SECTION:
Retrieve Tabs
Retrieves a list of all tabs—including Lightning page tabs—available 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.
Return Headers Using Tabs
Returns only the headers that are returned by a GET request to Tabs resources. This gives you a chance to see header values before
retrieving the content of the resource. This resource is available in REST API version 31.0 and later.

Retrieve Tabs
Retrieves a list of all tabs—including Lightning page tabs—available 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
/services/data/vXX.X/tabs/
Formats
JSON, XML
HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/tabs -H "Authentication:


token"
Bearer

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Reference Retrieve Tabs

Example Response Body


This is a partial code sample, representing the Accounts tab.

[...,
"colors" : [ {
"color" : "6f7ccb",
"context" : "primary",
"theme" : "theme4"
},{
"color" : "236FBD",
"context" : "primary",
"theme" : "theme3"
}],
"custom" : false,
"iconUrl" : "https://MyDomainName.my.salesforce.com/img/icon/accounts32.png",
"icons" : [ {
"contentType" : "image/png",
"height" : 32,
"theme" : "theme3",
"url" : "https://MyDomainName.my.salesforce.com/img/icon/accounts32.png",
"width" : 32
},{
"contentType" : "image/png",
"height" : 16,
"theme" : "theme3",
"url" : "https://MyDomainName.my.salesforce.com/img/icon/accounts16.png",
"width" : 16
},{
"contentType" : "image/svg+xml",
"height" : 0,
"theme" : "theme4",
"url" : "https://MyDomainName.my.salesforce.com/img/icon/t4/standard/account.svg",

"width" : 0
},{
"contentType" : "image/png",
"height" : 60,
"theme" : "theme4",
"url" : "https://MyDomainName.my.salesforce.com/img/icon/t4/standard/account_60.png",

"width" : 60
},{
"contentType" : "image/png",
"height" : 120,
"theme" : "theme4",
"url" :
"https://MyDomainName.my.salesforce.com/img/icon/t4/standard/account_120.png",
"width" : 120
}],
"label" : "Accounts",
"miniIconUrl" : "https://MyDomainName.my.salesforce.com/img/icon/accounts16.png",
"name" : "standard-Account",
"sobjectName" : "Account",

344
Reference Return Headers Using Tabs

"url" : "https://MyDomainName.my.salesforce.com/001/o",
...]

Return Headers Using Tabs


Returns only the headers that are returned by a GET request to Tabs resources. This gives you a chance to see header values before
retrieving the content of the resource. This resource is available in REST API version 31.0 and later.

Syntax
URI
/services/data/vXX.X/tabs/
Formats
JSON, XML
HTTP methods
HEAD
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None

Example
Return headers of request for all tabs

curl -X HEAD --head https://MyDomainName.my.salesforce.com/services/data/v57.0/tabs -H


"Authorization: Bearer token"

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. This resource is available in REST API version 29.0 and later.
The
If-Modified-Since header can be used with this resource, with a date format of EEE,ddMMMyyyyHH:mm:ss
z. When this header is used, if the object metadata has not changed since the provided date, a 304NotModified status code
is returned, with no response body.

Syntax
URI
/services/data/vXX.X/theme
Formats
JSON, XML

345
Reference Themes

HTTP methods
GET
Authentication
Authorization: Bearer token
Request body
None
Request parameters
None
Response data
An array of theme items. Each theme item contains the following fields:

Name Type Description

colors array of theme colors Array of theme colors.

icons array of theme icons Array of theme icons.

name string Name of the object that the theme colors and icons are associated with.

Each theme color contains the following fields:

Name 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 The associated theme. Possible values include:


•theme2—Theme used prior to Spring ’10, called the “Salesforce Classic
2005 user interface theme”
•theme3—Theme introduced in Spring ’10, called the “Salesforce Classic
2010 user interface theme”
•theme4—Theme introduced in Winter ’14 for the mobile touchscreen
version of Salesforce, and in Winter ’16 for Lightning Experience
•custom—Theme associated with a custom icon

Each theme icon contains the following fields:

Name Type Description

contentType string The icon’s content type, for example, “image/png.”

height number The icon’s height in pixels. If the icon content type is an SVG type, height and
width values are not used.

346
Reference Themes

Name Type Description

theme string The associated theme. Possible values include:


•theme2—Theme used prior to Spring ’10, called the “Salesforce Classic
2005 user interface theme”
•theme3—Theme introduced in Spring ’10, called the “Salesforce Classic
2010 user interface theme”
•theme4—Theme introduced in Winter ’14 for the mobile touchscreen
version of Salesforce, and in Winter ’16 for Lightning Experience
•custom—Theme associated with a custom icon

string The fully qualified URL for this icon.


url
number The icon’s width in pixels. If the icon content type is an SVG type, height and
width
width values are not used.

Example
{
"themeItems" : [
{
"name" : "Merchandise__c",
"icons" : [
{
"contentType" : "image/png",
"width" : 32,
"url" : "https:// MyDomainName.my.salesforce.com/img/icon/computer32.png",
"height" : 32,
"theme" : "theme3"
},
{
"contentType" : "image/png",
"width" : 16,
"url" : "https:// MyDomainName.my.salesforce.com/img/icon/computer16.png",
"height" : 16,
"theme" : "theme3"
}],
"colors" : [
{
"context" : "primary",
"color" : "6666CC",
"theme" : "theme3"
},
{
"context" : "primary",
"color" : "66895F",
"theme" : "theme4"
},
...
}

347
Reference Composite

...
}

Composite
Executes a series of REST API requests in a single POST request, or retrieves a list of other composite resources with a GET request.

IN THIS SECTION:
Send Multiple Requests Using Composite
Executes a series of REST API requests in a single call. You can use the output of one request as the input to a subsequent request.
The response bodies and HTTP statuses of the requests are returned in a single response body. The entire series of requests counts
as a single call toward your API limits.
Retrieve a List of Composite Resources
Retrieves a list of URIs for other composite resources.

Send Multiple Requests Using Composite


Executes a series of REST API requests in a single call. You can use the output of one request as the input to a subsequent request. The
response bodies and HTTP statuses of the requests are returned in a single response body. The entire series of requests counts as a
single call toward your API limits.
The requests in a composite call are called subrequests. All subrequests are executed in the context of the same user. In a subrequest’s
body, you specify a reference ID that maps to the subrequest’s response. You can then refer to the ID in the url or body fields of later
subrequests by using a JavaScript-like reference notation.
For example, the following composite request body includes two subrequests. The first creates an account and designates the output as
refAccount. The second creates a contact parented under the new account by referencing refAccount in the subrequest
body.

{
"compositeRequest" : [{
"method" : "POST",
"url" : "/services/data/v57.0/sobjects/Account",
"referenceId" : "refAccount",
"body" : { "Name" : "Sample Account" }
},{
"method" : "POST",
"url" : "/services/data/v57.0/sobjects/Contact",
"referenceId" : "refContact",
"body" : {
"LastName" : "Sample Contact",
"AccountId" : "@{refAccount.id}"
}
}]
}

You can specify whether an error in a subrequest causes the whole composite request to roll back or just the subrequests that depend
on it. You can also specify headers for each subrequest.
Composite is supported for the following resources.

348
Reference Send Multiple Requests Using Composite

• All sObject resources (


/services/data/vXX.X/sobjects/), including sObject Rows by External ID on page 149 and
excluding sObject Blob Retrieve

The Query resource (
• /services/data/vXX.X/query/?q=soql)
• The QueryAll resource (
/services/data/vXX.X/queryAll/?q=soql)
The sObject Collections resource (
/services/data/vXX.X/composite/sobjects). Available in API version 43.0 and
later.

Note: You can have up to 25 subrequests in a single call. Up to 5 of these subrequests can be sObject Collections or query
Syntax
operations, including Query and QueryAll requests.
URI
/services/data/vXX.X/composite
Formats
JSON
HTTP method
POST
Authentication
Authorization: Bearer token
Parameters
None required
Request body
Composite Request Body
Response body
Composite Response Body

Example
For examples of using the Composite resource, see Execute Dependent Requests in a Single API Call and Update an Account, Create a
Contact, and Link Them with a Junction Object.

IN THIS SECTION:
Composite Subrequest Result
The composite subrequest result describes the result for a subrequest.

Composite Request Body


Describes a collection of subrequests to execute with the Composite resource.

Composite Collection Input


The request body contains an allOrNone flag that specifies how to roll back errors and a compositeRequest collection that
includes subrequests to execute.

349
Reference Send Multiple Requests Using Composite

Properties

Name Type Description Required or


Optional

allOrNone Boolean Specifies what to do when an error occurs while processing a Optional
subrequest. If the value is
true, the entire composite request
is rolled back. The top-level request returns HTTP 200 and
includes responses for each subrequest.
If the value is
false, the remaining subrequests that don’t
depend on the failed subrequest are executed. Dependent
subrequests aren’t executed.
In either case, the top-level request returns HTTP 200 and
includes responses for each subrequest.
Note: If the Composite request includes an sObject
Collections request, the sObject Collections request’s
allOrNone parameter can also affect the results. See
allOrNone Parameters in Composite and Collections
Requests.
Boolean
collateSubrequests Controls whether the API collates unrelated subrequests toOptional
bulkify them (
true) or not (false).
When subrequests are collated, the processing speed is faster,
but the order of execution is not guaranteed (unless there is an
explicit dependency between the subrequests).
If collation is disabled, then the subrequests are executed in the
order in which they are received.
Subrequests that contain valid HTTP headers are not collated.
In API version 49.0 and later, the default value is
true. In version
48.0, the default value is
false.
Subrequests can be collated if they meet these conditions:
•The HTTP methods are the same.
•The API versions of the resources are the same.
•The parents of the resources are
/sobjects resources.
•No more than five sObjects resources are present across a
grouping of subrequests.
Note: Collation can cause issues if there are implicit but
not explicit dependencies between items. For example,
consider a request that creates
•an Account
•a Contact related to the Account
•a custom object that has a trigger dependent on the
account name.

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Reference Send Multiple Requests Using Composite

Name Type Description Required or


Optional

The Account and the custom object are collated, since


there is no explicit dependency. But the custom object’s
trigger may fail because there is no guarantee that the
Account is created first.
If you have relationships like this where you need to
control the order of execution, set
collateSubrequests to false.

Available in API version 48.0 and later. (In earlier versions,


subrequests cannot be collated.)
Collection of subrequests to execute.
compositeRequest Composite Required
Subrequest[]

JSON example

{
"allOrNone" : true,
"collateSubrequests": true,
"compositeRequest" : [{
Composite Subrequest
},{
Composite Subrequest
},{
Composite Subrequest
}]
}

Composite Subrequest
Contains the resource, method, headers, body, and reference ID for the subrequest.
Properties

Name Type Description Required or


Optional

body Varies The input body for the subrequest.Optional The type depends on the
request specified in the
url property.
httpHeaders Map<String, Request headers and their values to include with the subrequest.Optional
String>
You can include any header supported by the requested resource
except for the following three headers.
• Accept
• Authorization
• Content-Type

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Reference Send Multiple Requests Using Composite

Name Type Description Required or


Optional

Subrequests inherit these three header values from the top-level


request. Don’t specify these headers in a subrequest. If you do,
the top-level request fails and returns an HTTP 400 response.
Note: Subrequests that contain valid HTTP headers
cannot be collated, which slows the processing speed of
the request.

String The method to use with the requested resource. Possible valuesRequired
method
are
POST, PUT, PATCH, GET, and DELETE (case-sensitive).
For a list of valid methods, refer to the documentation for the
requested resource.
String Reference ID that maps to the subrequest’s response and canRequired
referenceId
be used to reference the response in later subrequests. You can
reference the
referenceId in either the body or URL of a
subrequest. Use this syntax to include a reference:
@{referenceId.FieldName}.
You can use two operators with the reference ID.
The
. operator references a field on a JSON object in the
response. For example, let’s say you retrieve an account record’s
data in one subrequest and assign the reference ID
Account1Data to the output. You can refer to the account’s
name in later subrequests like this:
@{Account1Data.Name}.
The
[] operator indexes a JSON collection in the response. For
example, let’s say you request basic account information with
the sObject Basic Information resource in one subrequest and
assign the reference ID
AccountInfo to the output. Part of
the response includes a collection of recently created accounts.
You can refer to the ID of the first account in the recent items
collection like this:
@{AccountInfo.recentItems[0].Id}.
You can use each operator recursively as long as it makes sense
in the context of the response. For example, to refer to the billing
city component of an account’s compound address field:
@{NewAccount.BillingAddress.city}.
referenceId is case-sensitive, so pay close attention to the
case ofNote
the fields you’re referring to. See Usage.
: • The
referenceId must start with a letter or a
number.

The
referenceId must not contain anything
besides letters, numbers, or underscores (’_’).

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Name Type Description Required or


Optional

url String The resource to request. Required


•The URL can include any query string parameters that the
subrequest supports. The query string must be URL-encoded.
•You can use parameters to filter response bodies.
•The URL must start with /services/data/vXX.X/.

JSON examples
Example 1

{
"method" : "GET",
"url" : "/services/data/v57.0/sobjects/Account/describe",
"httpHeaders" : { "If-Modified-Since" : "Tue, 31 May 2016 18:00:00 GMT"
}, "referenceId" : "AccountInfo"
}

Example 2

{
"method" : "POST",
"url" :
"/services/data/v57.0/sobjects/Account",
"referenceId" : "refAccount",
} "body" : { "Name" : "Sample Account" }

Example 3

{
"method" : "GET",
"url" :
"/services/data/v57.0/sobjects/Account/@{refAccount.id}",
} "referenceId" : "NewAccountFields"

Example 4

{
"method" : "PATCH",
"url" :
"/services/data/v57.0/sobjects/Account/ExternalAcctId__c/ID12345",
"referenceID" : "NewAccount",
} "body" : { "Name" : "Acme" }

Usage
Because referenceId is case-sensitive, it’s important to note the case of the fields that you’re referring to. The same field can
use different cases in different contexts. For example, when you create a record, the ID field appears as
id in the response. But
when you access a record’s data with the sObject Rows resource, the ID field appears as
Id. In Example 3, the @{refAccount.id}
reference is valid because
refAccount refers to the response from a POST like that shown in Example 2. If you use Id instead
(mixed case rather than all lowercase), as in
@{refAccount.Id}, you get an error when sending the request because the
353
reference ID uses the wrong case.
Reference Send Multiple Requests Using Composite

Note: You can have up to 25 subrequests in a single call. Up to 5 of these subrequests can be sObject Collections or query
operations, including Query and QueryAll requests.

Composite Response Body


Describes the result of a Composite request.

Composite Results
Properties

Name Type Description


compositeResponse Composite Subrequest Collection of subrequest results
Result on page 354[]

JSON example

{
"compositeResponse" : [{
Composite Subrequest Result
},{
Composite Subrequest Result
},{
Composite Subrequest Result
}]
}

Composite Subrequest Result


The composite subrequest result describes the result for a subrequest.

Properties

Name Type Description

body The type depends on the response type of The response body of this subrequest. See
the subrequest. the documentation for the subrequest
resource for more information.
If the subrequest returns an error, the body
includes the error code and message. For
more details on error responses, see Status
Codes and Error Responses.
Response headers and their values for this
httpHeaders Map<String, String> subrequest. The Composite resource doesn’t
support the Content-Length header, so
subrequest responses don’t include this

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Reference Send Multiple Requests Using Composite

Name Type Description


header and neither does the top-level
response.

Integer An HTTP status code for this subrequest. If


httpStatusCode
allOrNone is set to true in the
composite request and a subrequest returns
an error, all other subrequests return the
400 HTTP status code.

referenceId String The reference ID specified in the subrequest.


This property lets you easily associate
subrequests with their results.

Example
{
"body": {
"id": "001R00000064wdtIAA",
"success": true,
"errors": []
},
"httpHeaders": {
"Location": "/services/data/v57.0/sobjects/Account/001R00000064wdtIAA"
},
"httpStatusCode": 201,
"referenceId": "refAccount"
}

The following example shows the response for a subrequest that had an error while trying to create a Contact:

{
"body" : [ {
"message" : "Email: invalid email address: Not a real email address",
"errorCode" : "INVALID_EMAIL_ADDRESS",
"fields" : [ "Email" ]
}],
"httpHeaders" : { },
"httpStatusCode" : 400,
"referenceId" : "badContact"
}

Behavior and Responses If There Are Illegal Characters in Reference IDs


The
referenceIds must not contain anything besides letters, numbers, and underscores (’_’).
The API’s behavior if there are illegal characters depends on the API version and the release. (The pertinent API version is that used to
make the composite request. That version isn’t necessarily the same as the API version specified in the
url parameters in the subrequests.)
For example, consider the following request. It attempts to do the following:
•Create an account named “Cloudy Consulting”.
•Create a Contact, “Mary Smith”, linked to the Cloudy Consulting account.

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Reference Send Multiple Requests Using Composite

•Create another new account, named “Easy Spaces”. It


has illegal characters in the first reference ID, refNewAccount[1].

{
"allOrNone": false,
"compositeRequest": [
{
"method": "POST",
"body": {
"name": "Cloudy Consulting"
},
"url": "/services/data/vXX.X/sobjects/Account/",
"referenceId": "refNewAccount[1]"
},
{
"method": "POST",
"body": {
"AccountId": "@{refNewAccount[1].id}",
"FirstName": "Mary",
"LastName": "Smith”
},
"url": "/services/data/vXX.X/sobjects/Contact",
"referenceId": "refNewContact"
},
{
"method": "POST",
"body": {
"name": "Easy Spaces"
},
"url": "/services/data/vXX.X/sobjects/Account/",
"referenceId": "refNewAccount2"
}
]
}

Version 51.0 and Earlier


In API version 51.0 and earlier, illegal characters in a reference ID cause all the subrequests that use that reference ID to fail. In this
example, the response is:

HTTP/1.1 200 OK
{
"compositeResponse" : [
{
"body" : {
"id" : "001R0000006hfeZIAQ",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v51.0/sobjects/Account/001R0000006hfeZIAQ"
},
"httpStatusCode" : 201,
"referenceId" : "refNewAccount[1]"
},

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Reference Send Multiple Requests Using Composite

{
"body" : [
{
"errorCode" : "PROCESSING_HALTED",
"message" : "Invalid reference specified. No value for refNewAccount[1].id
found in refNewAccount.
}
],
"httpHeaders" : { },
"httpStatusCode" : 400,
"referenceId" : "refNewContact"
},
{
"body" : {
"id" : "001R0000006hfeeIAA",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v51.0/sobjects/Account/001R0000006hfeeIAA"
},
"httpStatusCode" : 201,
"referenceId" : "refNewAccount2"

}
]
}

The two accounts are created (even though the first account uses illegal characters in its reference ID). But the attempt to create a
contact (using the reference ID containing illegal characters) fails.
Responses for Version 51.0 and Earlier in Previous Releases
The response shown above is that for the Summer ’21 release and later. In releases before Summer ’21, problematic reference IDs in
the response were truncated if the IDs contained ‘(’ or ‘[’. So the response would have been:

{
"compositeResponse" : [
{
"body" : {
"id" : "001R0000006hfeZIAQ",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v51.0/sobjects/Account/001R0000006hfeZIAQ"
},
"httpStatusCode" : 201,
"referenceId" : "refNewAccount"
},
...
}

Starting with the Summer ’21 release, problematic reference IDs are no longer truncated. This change makes it easier to match the
parts of the response to the request.
Version 52.0 and Later

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Reference Send Multiple Requests Using Composite

In API version 52.0 and later, any illegal characters in reference IDs cause the whole request to fail. The response to the example above
is:

HTTP/1.1 400 Bad Request


[
{
"message" : "Provided referenceId ('refNewAccount[1]') must start with a letter or
a number, and it can contain only letters, numbers and underscores ('_').",
"errorCode" : "JSON_PARSER_ERROR"
}
]

Summary

Behavior for References to Null Fields


The API’s behavior if there are references to null fields depends on the API version. (The pertinent API version is that used to make the
composite request. That version isn’t necessarily the same as the API version specified in the
url parameters in the subrequests.)
Note: This behavior only applies to requests where the parent request uses an sObject Rows resource (for example,
/services/data/vXX.X/sobjects/Contact/id).
For example, consider this request. It locates an existing Contact and then uses
@{refContact.FirstName} and
@{refContact.LastName} to create a record.
POST https://MyDomainName.my.salesforce.com/services/data/v
XX.X/composite -H "Authorization:
Bearer token"

"compositeRequest" : [

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Reference Send Multiple Requests Using Composite

{
"method" : "GET",
"url" :
"/services/data/v51.0/sobjects/Contact/003RO0000016kOuYAI?fields=FirstName,LastName",
"referenceId" : "refContact"
},
{
"method" : "POST",
"url" : "/services/data/v51.0/sobjects/Contact",
"referenceId" : "newContact",
"body" : {
"FirstName" : "@{refContact.FirstName}",
"LastName" : "@{refContact.LastName}",
"AccountId" : "001RO000001nGCdYAM"

}
}
]
}

What happens if the Contact’s first name is null (not set)?


Responses for Version 51.0 and Earlier
In API version 51.0 and earlier, the fact that the Contact’s FirstName field is null causes the dependent subrequest to fail.

{
"compositeResponse" : [
{
"body" : {
"attributes" : {
"type" : "Contact",
"url" : "/services/data/v51.0/sobjects/Contact/003RO0000016kOuYAI"
},
"FirstName" : null,
"LastName" : "Wong",
"Id" : "003RO0000016kOuYAI"
},
"httpHeaders" : { },
"httpStatusCode" : 200,
"referenceId" : "refContact"
},
{
"body" : [
{
"errorCode" : "PROCESSING_HALTED",
"message" : "Invalid reference specified. No value for refContact.FirstName
found in refContact.
Provided referenceId ('refContact.FirstName') must start with a letter or a
number,
and it can contain only letters, numbers and underscores ('_')."
}
],
"httpHeaders" : { },
"httpStatusCode" : 400,
"referenceId" : "newContact"
}

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Reference Send Multiple Requests Using Composite

]
}
That example assumes that allOrNone is set to false. If it’s true, the whole composite request is rolled back. See allOrNone Parameters
in Composite and Collections Requests.
Responses for Version 52.0 and Later
In API version 52.0 and later, the request succeeds.

{
"compositeResponse" : [
{
"body" : {
"attributes" : {
"type" : "Contact",
"url" : "/services/data/v51.0/sobjects/Contact/003RO0000016kOuYAI"
},
"FirstName" : null,
"LastName" : "Wong",
"Id" : "003RO0000016kOuYAI"
},
"httpHeaders" : { },
"httpStatusCode" : 200,
"referenceId" : "refContact"
},
{
"body" : {
"id" : "003RO0000016kRAYAY",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" : "/services/data/v51.0/sobjects/Contact/003RO0000016kRAYAY"
},
"httpStatusCode" : 201,
"referenceId" : "newContact"
}
]
}

Behavior for References to Fields That Aren’t Specified in the Parent Request
In dependent subrequests, you must always only use fields that are explicitly selected in parent requests. If this practice isn’t followed,
the API’s behavior depends on the API version. (The pertinent API version is that used to make the composite request. That version isn’t
necessarily the same as the API version specified in the
url parameters in the subrequests.)
For example, consider the following request. It attempts to:
1.Locate a specific Contact.
2.Use
@{refContact.records[0].AccountId} to get that Contact’s Account ID.
However, the parentMyDomainName
request doesn’t explicitly query for the XX.X/composite -H "Authorization:
POST https:// .my.salesforce.com/services/data/v
AccountId.
Bearer token"

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Reference Send Multiple Requests Using Composite

{
"compositeRequest" : [
{
"method" : "GET",
"url" : "/services/data/v51.0/query?q= select Id, Account.Name from Contact where
Id='003RO0000016kOuYAI'",
"referenceId" : "refContact"
},
{
"method" : "GET",
"url" : "/services/data/v50.0/query?q=select Name from Account where Id =
'",
'@{refContact.records[0].AccountId}
"referenceId" : "refAccount"

}
]
}

Responses for Version 51.0 and Earlier


In API version 51.0 and earlier, there are rare cases where such a request succeeds.

Note: The fact that a request like this sometimes succeeds should never be relied upon. If you plan to use a field from a parent
request’s result, you should always explicitly select that field in the parent request.
Responses for Version 52.0 and Later
In API version 52.0 and later, the request always fails:

{
"compositeResponse" : [
{
"body" : {
"totalSize" : 1,
"done" : true,
"records" : [
{
"attributes" : {
"type" : "Contact",
"url" : "/services/data/v51.0/sobjects/Contact/003RO0000016kOuYAI"
},
"Id" : "003RO0000016kOuYAI",
"Account" : {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v51.0/sobjects/Account/001RO000001nGbUYAU"

},
"Name" : "City Medical Center"
}
}
]
},
"httpHeaders" : { },
"httpStatusCode" : 200,
"referenceId" : "refContact"

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Reference Retrieve a List of Composite Resources

},
{
"body" : [
{
"errorCode" : "
PROCESSING_HALTED",
"message" : " Invalid reference specified. No value for
refContact.records[0].AccountId found in refContact.
Provided referenceId ('refContact.records[0].AccountId') must start with a
letter or a number, and it can contain
only letters, numbers and underscores ('_')."
}
],
"httpHeaders" : { },
"httpStatusCode" : 400,
"referenceId" : "refAccount"
}
]
}

To make such a request work, you must explicitly obtain the AccountId in the parent request:

{
"compositeRequest" : [
{
"method" : "GET",
"url" : "/services/data/v51.0/query?q=select Id, Account.Name, AccountId from
Contact where Id='003RO0000016kOuYAI'",
"referenceId" : "refContact"
},
{
"method" : "GET",
"url" : "/services/data/v50.0/query?q=select Name from Account where Id =
'@{refContact.records[0].AccountId}'",
"referenceId" : "refAccount"
}
]
}

Retrieve a List of Composite Resources


Retrieves a list of URIs for other composite resources.

Syntax
URI
/services/data/vXX.X/composite
Formats
JSON
HTTP method
GET

362
Reference Composite Graph

Authentication
Authorization: Bearer token
Parameters
None required
Request body
None required

Example
Example Request

curl https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/ -H
"Authorization: Bearer token
"

Example Response Body

{
"tree": "/services/data/v54.0/composite/tree",
"batch": "/services/data/v54.0/composite/batch",
"sobjects": "/services/data/v54.0/composite/sobjects",
"graph": "/services/data/v54.0/composite/graph"
}

Composite Graph
The composite graph resource lets you submit composite graph operations. This resource is available in REST API version 50.0 and later.

Note: The response bodies and HTTP statuses of the requests are returned in a single response body. The entire request counts
as a single call toward your API limits.

Syntax
URI
/services/data/vXX.X/composite/graph
Formats
JSON
HTTP methods
POST
Authentication
Authorization: Bearer token
Request parameters
None

Request Body
{
"graphId" : "graphId",

363
Reference Composite Graph

"compositeRequest" : [
compositeSubrequest
,
compositeSubrequest
...
] ,
}

where each compositeSubrequest is a composite subrequest.

Response Body
{
"graphs" : [
{
"graphId" : "graphId",
"graphResponse" : {
"compositeResponse" : [
compositeSubrequestResult,
compositeSubrequestResult,
compositeSubrequestResult,
...
]
},
"isSuccessful" : flag
},
...
]
}

Name Type Description

graphs Array of graph responses.

graphId String The identifier of the graph.

graphResponse Object The response of the request.

compositeResponse Array of composite subrequest results on Results for each node in the graph.
page 354.
Boolean
isSuccessful Whether this graph was processed
successfully (
true) or not (false).

Example
Example Request

curl -X POST https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/grap


-H "Authorization: Bearer tokenh " -H "Content-Type: application/json" -d
"@graphRequestBody.json"

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Reference Composite Graph

Example Request Body

{
"graphs" : [
{
"graphId" : "1",
"compositeRequest" : [
{
"url" : "/services/data/v57.0/sobjects/Account/",
"body" : {
"name" : "Cloudy Consulting"
},
"method" : "POST",
"referenceId" : "reference_id_account_1"
},
{
"url" :
"/services/data/v57.0/sobjects/Contact/", "body"
: {
"FirstName" : "Nellie",
"LastName" : "Cashman",
"AccountId" : "@{reference_id_account_1.id}"
},
"method" : "POST",
}, "referenceId" : "reference_id_contact_1"
{
"url" :
"/services/data/v57.0/sobjects/Opportunity/", "body"
: {
"CloseDate" : "2024-05-22",
"StageName" : "Prospecting",
"Name" : "Opportunity 1",
"AccountId" : "@{reference_id_account_1.id}"
},
"method" : "POST",
} "referenceId" : "reference_id_opportunity_1"
]
},
{
"graphId" : "2",
"compositeRequest" : [
{
"url" : "/services/data/v57.0/sobjects/Account/",
"body" : {
"name" : "Easy Spaces"
},
"method" : "POST",
"referenceId" : "reference_id_account_2"
},
{
"url" :
"/services/data/v57.0/sobjects/Contact/", "body"
: {
"FirstName" : "Charlie",
"LastName" : "Dawson",

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Reference Composite Graph

"AccountId" : "@{reference_id_account_2.id}"
},
"method" : "POST",
"referenceId" : "reference_id_contact_2"
}
]
}
]
}

Example Response Body

{
"graphs" : [
{
"graphId" : "1",
"graphResponse" : {
"compositeResponse" : [
{
"body" : {
"id" : "001R00000064wc7IAA",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/Account/001R00000064wc7IAA"
},
"httpStatusCode" : 201,
"referenceId" : "reference_id_account_1"
},
{
"body" : {
"id" : "003R000000DDMlTIAX",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/Contact/003R000000DDMlTIAX"
},
"httpStatusCode" : 201,
"referenceId" : "reference_id_contact_1"
},
{
"body" : {
"id" : "006R0000003FPYxIAO",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/Opportunity/006R0000003FPYxIAO"
},
"httpStatusCode" : 201,

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Reference Composite Subrequest

"referenceId" : "reference_id_opportunity_1"
}
]
},
"isSuccessful" : true
},
{
"graphId" : "2",
"graphResponse" : {
"compositeResponse" : [
{
"body" : {
"id" : "001R00000064wc8IAA",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/Account/001R00000064wc8IAA"
},
"httpStatusCode" : 201,
"referenceId" : "reference_id_account_2"
},
{
"body" : {
"id" : "003R000000DDMlUIAX",
"success" : true,
"errors" : [ ]
},
"httpHeaders" : {
"Location" :
"/services/data/v57.0/sobjects/Contact/003R000000DDMlUIAX"
},
"httpStatusCode" : 201,
"referenceId" : "reference_id_contact_2"
}
]
},
"isSuccessful" : true

}
]
}

Composite Subrequest
The composite subrequest describes a subrequest to execute with the Composite Graph resource.

Properties

Name Type Description

body Varies Optional.

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Reference Composite Subrequest

Name Type Description


The input body for the subrequest.
The contents depend on the request specified in the url property.

httpHeaders Map<String, String> Optional.


Request headers and their values to include with the subrequest. You can include
any header supported by the requested resource except for the following three
headers.
• Accept
• Authorization
• Content-Type
Subrequests inherit these three header values from the top-level request. Don’t
specify these headers in a subrequest. If you do, the top-level request fails and
returns an HTTP 400 response.

Note: Subrequests that contain valid HTTP headers cannot be collated,


which slows the processing speed of the request.

method String Required.


The method to use with the requested resource. Possible values are DELETE,
GET, PATCH, and POST (case-sensitive). For a list of valid methods, refer to the
documentation for the requested resource.
This method is distinct from the POST method that is used to submit the
composite graph request. The method specified here is the one that operates
(within the graph) on the resource specified in the
url.
•If the
url is /services/data/vXX.X/sobject/sObject then
POST is supported. (See sObject Basic Information.)

•If the
url is /services/data/vXX.X/sobject/sObject/id
then DELETE, GET, and PATCH are supported. (See sObject Rows.)

•If the
url is
/services/data/vXX.X/sobject/sObject/customFieldName/externalI
then DELETE, GET, PATCH, and POST are supported. You can use PATCH to
referenceId String upsert via an external ID). See Insert or Update (Upsert) a Record Using an
Required.
External ID.
Reference ID that maps to the subrequest’s response and can be used to reference
the response in laterin
referenceId subrequests. You can reference the
either the body or URL of a subrequest. Use this syntax to include a reference:
@{referenceId.FieldName}.
You can use two operators with the reference ID.

368
Reference Composite Subrequest

Name Type Description


The. operator references a field on a JSON object in the response. For example,
say you retrieve an account record’s data in one subrequest and assign the
reference ID to the output. You can refer to the account’s
Account1Data
name in later subrequests like this:
@{Account1Data.Name}.
The
[] operator indexes a JSON collection in the response. For example, say
you request basic account information with the sObject Basic Information
resource in one subrequest and assign the reference ID
AccountInfo to the
output. Part of the response includes a collection of recently created accounts.
You can refer to the ID of the first account in the recent items collection like this:
@{AccountInfo.recentItems[0].Id}.
You can use each operator recursively as long as it makes sense in the context
of the response. For example, to refer to the billing city component of an
account’s compound address field:
@{NewAccount.BillingAddress.city}.
referenceId
Note is case-sensitive, so pay close attention to the case of the fields
you’re: referring
• The to. See Usage.
referenceId must start with a letter or a number.
• The
referenceId must not contain anything besides letters,
numbers, or underscores (’_’).
url String Required.
The resource to request.
•The URL can include any query string parameters that the subrequest
supports. The query string must be URL-encoded.
•You can use parameters to filter response bodies.
•Only the following URLs are supported:
– /services/data/v
XX.X sObject
/sobject/
– /services/data/v
XX.X sObject
/sobject/
/id
– /services/data/v /sobject/ /
XX.X sObjectcustomFieldName
• The version number /externalId
XX.X must be 50.0 or later.

Examples
Example 1

{
"body" : {
"Name" : "Sample Account"
},
"method" : "POST",

369
Reference Composite Graph Limits

"referenceId" : "refAccount",
"url" : "/services/data/v57.0/sobjects/Account"
}

Example 2

{
"method" : "GET",
"referenceId" : "NewAccountFields",
"url" : "/services/data/v57.0/sobjects/Account/@{refAccount.id}"
}

Usage
Because referenceId is case-sensitive, it’s important to note the case of the fields that you’re referring to. The same field can use
different cases in different contexts. For example, when you create a record, the ID field appears as
id in the response. But when you
access a record’s data with the sObject Rows resource, the ID field appears as
Id. In the Example 2, the @{refAccount.id}
reference is valid because
refAccount refers to the response from a POST like that shown in Example 1. If you use Id instead (mixed
case rather than all lowercase), as in
Results @{refAccount.Id}, you get an error when sending the request because the reference ID uses
the wrong
Results for case.
subrequests are the same as that for other Composite requests. See Composite Subrequest Result on page 354.

Composite Graph Limits


Composite graphs have these limits.

General Limits on Graphs

Item Limit
Maximum number of graphs in one payload. 75

Maximum depth of a graph. 15

Maximum number of nodes used in one graph. 500

Maximum number of different nodes in one payload. 15


Nodes are considered different if they use resources from different
API versions or different types of objects.
For example:

• /services/data/v50.0/sobjects/account
and/services/data/v52.0/sobjects/account
are considered different.

370
Reference Composite Batch

Ite Limit
m •/services/data/ XX.X/sobjects/account and
v XX.X/sobjects/contact are
considered different.
/services/data/
v

Limits on Nodes

Item Limit
Maximum number of nodes supported in one payload. 500
(For example, there can be one graph with 500 nodes, or 50 graphs
with 10 nodes each.)

Composite 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 can’t 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 aren’t rolled back. If a batch request doesn’t complete within 10 minutes, the batch times out and the
remaining
subrequests aren’t executed.
Batching for the following resources and resource groups is available in API version 34.0 and later.
• Limits—
/services/data/vXX.X/limits
•sObject resources (except sObject Blob Retrieve and sObject Rich Text Image Retrieve)—
/services/data/vXX.X/sobjects/
• Query—
/services/data/vXX.X/query/?q=soql
• QueryAll—
/services/data/vXX.X/queryAll/?q=soql
• Search—
/services/data/vXX.X/search/?q=sosl
•Connect resources—
/services/data/vXX.X/connect/
•Chatter resources—
/services/data/vXX.X/chatter/
Batching for the following resources and resource groups is available in API version 35.0 and later.
• Actions—
vXX.X/actions
The API version of the resource accessed in each subrequest must371
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.
Reference Batch Request Body

Syntax
URI
/services/data/vXX.X/composite/batch
Formats
JSON, XML
HTTP method
POST
Authentication
Authorization: Bearer token
Parameters
None required
Request body
Batch Request Body on page 372
Response body
Batch Response Body on page 374

Example
For an example of using the Composite Batch resource, see Update a Record and Get Its Field Values in a Single Request on page 98.

Batch Request Body


Describes a collection of subrequests to execute with the Composite Batch resource.

Batch Collection Input


The request body contains a batchRequests collection that includes subrequests to execute.
Properties

Name Type Description Required or


Optional

batchRequests Subrequest[ Collection of subrequests to execute. Require

haltOnError ] Boolean Controls whether a batch continues to process after a subrequestd


fails.
false. The default is
Optional
If the value is
false and a subrequest in the batch doesn’t
complete, Salesforce attempts to execute the subsequent
subrequests in the batch.
If the value is
true and a subrequest in the batch doesn’t
complete due to an HTTP response in the 400 or 500 range,
Salesforce halts execution. It returns an HTTP 412 status code
and a
BATCH_PROCESSING_HALTED error message for
each subsequent subrequest. The top-level request to

372
Reference Batch Request Body

Name Type Description Required or


Optional

/composite/batch returns HTTP 200, and the


hasErrors property in the response is set to true.
This setting is only applied during subrequest processing, and
not during initial request deserialization. If an error is detected
during deserialization, such as a syntax error in the Subrequest
request data, Salesforce returns an HTTP 400 Bad Request
error without processing any subrequests, regardless of the value
of haltOnError. An example where this could occur is if a
subrequest has an invalid
method or url field.

Root XML Tag


<batch>
JSON example

{
"batchRequests" : [
{
"method" : "PATCH",
"url" : "v57.0/sobjects/account/001D000000K0fXOIAZ",
"richInput" : {"Name" : "NewName"}
},{
"method" : "GET",
"url" : "v57.0/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 The name of the binary part in the multipart request. Optional
When multiple binary parts are uploaded in one batch request,
this value is used to map a request to its binary part. To prevent
name collisions, use a unique value for each
binaryPartName property in a batch request.
If this value binaryPartNameAlias
exists, value must
a also exist.

373
Reference Batch Response Body

Name Type Description Required or


Optional

String
binaryPartNameAlias The name parameter in the Content-Disposition header of theOptional
binary body part. Different resources expect different values. See
Insert or Update Blob Data.
If this value exists, a
binaryPartName value must also exist.
method String
The method to use with the requested resource. For a list of validRequired
methods, refer to the documentation for the requested resource.
richInput The input body for the request.Optional
The type depends on the request specified in the
url property.
url String
The resource to request.Required
•The URL can include any query string parameters that the
subrequest supports. The query string must be URL-encoded.
•You can use parameters to filter response bodies.
•You cannot apply headers at the subrequest level.

Root XML Tag


<request>
JSON example

{
"method" : "GET",
"url" : "v57.0/sobjects/account/001D000000K0fXOIAZ?fields=Name,BillingPostalCode"
}

Batch Response Body


Describes the result of a Composite Batch 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[] Collection of subrequest results.

374
Reference Batch Response Body

JSON example

{
"hasErrors" : false,
"results" : [{
"statusCode" : 204,
"result" : null
},{
"statusCode" : 200,
"result": {
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000K0fXOIAZ"
},
"Name" : "NewName",
"BillingPostalCode" : "94105",
"Id" : "001D000000K0fXOIAZ"
}
}]
}

Subrequest Result
Properties

Name Type Description

result The type depends on theThe response body of this subrequest.


response type of the
subrequest.
Important: If the
result is an error,
the type is a
collection
containing the
error message and
error code.

IntegerAn HTTP status code indicating the status of this subrequest.


statusCode

JSON example

{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001D000000K0fXOIAZ"
},
"Name" : "NewName",
"BillingPostalCode" : "94015",
"Id" : "001D000000K0fXOIAZ"
}

375
Reference sObject Tree

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 record’s type, and a reference ID for

each
record.
request Upon success, the response contains the IDs of the created records. If an error occurs while creating a record, the entire
fails. In this case, the response contains only the reference ID of the record that caused the error and the error information. The

response
bodies and HTTP statuses of the requests are returned in a single response body. The entire request counts as a single call toward your
API limits.
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.
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 type—for example, second-level Contacts across all sObject trees in the request
•All third-level records of the same type
Syntax
•All fourth-level records of the same type
URI
•All fifth-level records of the same type
/services/data/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 377
Response body
sObject Tree Response Body on page 380

Example
• For an example of creating unrelated records of the same type, see Create Multiple Records on page 102.

376
Reference sObject Tree Request Body

• For an example of creating nested records, see Create Nested Records on page 100.

sObject Tree Request Body


Describes a collection of sObject trees to create with the sObject Tree resource.

Important: Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain
terms to avoid any effect on customer implementations.

sObject Tree Collection Input


The request body contains a records collection that includes sObject trees.
Properties

Name Type Description Required or


Optional

records sObject Tree Input[] Collection of record trees to create. Each tree’s Required
root record type must correspond to the
sObject specified in the sObject Tree URI.

Root XML Tag


<SObjectTreeRequest>
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",

377
Reference sObject Tree Request Body

"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>
<records type="Account" referenceId="ref4">
<name>SampleAccount2</name>
<phone>1234567890</phone>
<website>www.salesforce2.com</website>
<numberOfEmployees>100</numberOfEmployees>
<industry>Banking</industry>
</records>
</SObjectTreeRequest>

sObject Tree Input


An sObject tree is a recursive data structure that contains a root record, its data, and its child records represented as other sObject trees.
Properties

Name Type Description Required or


Optional

attributes Collection Attributes for this record. The attributes property containsRequired
two subproperties:

type (required)—This record’s type.

referenceId (required)—Reference ID for this record.
Must be unique in the context of the request and start with
an alphanumeric character.
In XML, include attributes inside the
records element.
378
Reference sObject Tree Request Body

Name Type Description Required or


Optional

Required object fields Depends on Required fields and field values for this record. Required
field

Optional object fields Depends on Optional fields and field values for this record. Optional
field
sObject Tree
Child relationships This record’s child relationships, such as an account’s child Optional
Collection contacts. Child relationships are either master-detail or lookup
Input relationships. To view an object’s valid child relationships, use
the sObject Describe resource or Schema Builder. The value of
this property is an sObject Tree Collection Input that contains
child sObject trees.

Root XML Tag


<records>
JSON example

{
"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]"
}]

}
}

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>

379
Reference sObject Tree Response Body

<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>

sObject Tree Response Body


Describes the result of an sObject Tree request.
Properties

Name Type Description

hasErrors Boolean true if an error occurred while creating a record; false otherwise.

results Collection Upon success,


results contains the reference ID of each requested
record and its new record ID. Upon failure, it contains only the

reference
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,
JSON example upon success results contains one item for each instance of the duplicate ID.

{
"hasErrors" : false,
"results" : [{
"referenceId" : "ref1",
"id" : "001D000000K0fXOIAZ"
},{
"referenceId" : "ref4",
"id" : "001D000000K0fXPIAZ"
},{
"referenceId" : "ref2",
"id" : "003D000000QV9n2IAD"
},{
"referenceId" : "ref3",
"id" : "003D000000QV9n3IAD"
}]
}

XML example upon success

<?xml version="1.0" encoding="UTF-8"?


> <SObjectTreeResponse>
<hasErrors>false</hasErrors>
<results>
<id>001D000000K0fXOIAZ</id>

380
Reference sObject Collections

<referenceId>ref1</referenceId>
</results>
<results>
<id>001D000000K0fXPIAZ</id>
<referenceId>ref4</referenceId>
</results>
<results>
<id>003D000000QV9n2IAD</id>
<referenceId>ref2</referenceId>
</results>
<results>
<id>003D000000QV9n3IAD</id>
<referenceId>ref3</referenceId>
</results>
</SObjectTreeResponse>

JSON example upon failure

{
"hasErrors" : true,
"results" : [{
"referenceId" : "ref2",
"errors" : [{
"statusCode" : "INVALID_EMAIL_ADDRESS",
"message" : "Email: invalid email address: 123",
"fields" : [ "Email" ]
}]
}]
}

XML example upon failure

<SObjectTreeResponse>
<hasErrors>true</hasErrors>
<results>
<errors>
<fields>Email</fields>
<message>Email: invalid email address: 123</message>
<statusCode>INVALID_EMAIL_ADDRESS</statusCode>
</errors>
<referenceId>ref2</referenceId>
</results>
</SObjectTreeResponse>

sObject Collections
Executes actions on multiple records in one request. Use sObject Collections to reduce the number of round-trips between the client
and server. The response bodies and HTTP statuses of the requests are returned in a single response body. The entire request counts as
a single call toward your API limits. This resource is available in API version 42.0 and later.
The parameters, request body, and response body of an sObject Collections request depend on the HTTP method. For details, see the
specific operation.

381
Reference Create Records Using sObject Collections

Create Records Using sObject Collections


Use a POST request with sObject Collections to add up to 200 records, returning a list of SaveResult objects. You can choose whether to
roll back the entire request when an error occurs.
•The list can contain up to 200 objects.
•The list can contain objects of different types, including custom objects.
•Each object must contain an attributes map. The map must contain a value for
type.
Note: Using sObject Collections to insert blob data requires more values in the attributes map. For more information, see
Using sObject Collections to Insert a Collection of Blob Records.
•Objects are created in the order they’re listed. The SaveResult objects are returned in the order in which the create requests were
specified.
•If the request body includes objects of more than one type, they are processed as chunks. For example, if the incoming objects are
{account1,account2,contact1,account3},
{{account1, the request is processed in three chunks:
account2},{contact1},{account3}}. A single request can process up to 10 chunks.
•You can’t create records for multiple object types in one call when one of the types is related to a feature in the Salesforce Setup
area.
If the request isn’t well formed, the API returns a
400BadRequest HTTP Status. Fix the syntax of the request and try again. If the
request is well formed, the API returns a
200OK HTTP Status. If an item was processed successfully, the success flag shows for
that item. Error information is returned in the
Syntax
errors array.
URI
/services/data/vXX.X/composite/sobjects
Formats
JSON, XML
HTTP Method
POST
Authentication
Authorization: Bearer token
Parameters

Parameter Description

allOrNone Optional. Indicates whether to roll back the entire request when the creation of any
object fails (
true) or to continue with the independent creation of other objects in
the request. The default is
false.
Note: If the sObject Collections request is embedded in a Composite request,
the Composite request’s allOrNone parameter can also affect the results.
See allOrNone Parameters in Composite and Collections Requests.
records type
Required. A list of sObjects. In a POST request using sObject Collections, set the
attribute
id field forforany
each object, but don’t set the
object.

382
Reference Create Records Using sObject Collections

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects
/ -H "Authorization: Bearer token" -H "Content-Type: application/json" -d
"@exampleRequestBody.json"

Example Request Body

{
"allOrNone" : false,
"records" : [{
"attributes" : {"type" : "Account"},
"Name" : "example.com",
"BillingCity" : "San Francisco"
},{
"attributes" : {"type" : "Contact"},
"LastName" : "Johnson",
"FirstName" : "Erica"
}]
}

Example Response Body

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oLnnYAE",
"success" : true,
"errors" : [ ]
},
{
"id" : "003RM0000068xV6YAI",
"success" : true,
"errors" : [ ]
}
]

Example Response Body (Some Items Failed andallOrNone is false)

HTTP/1.1 200 OK

[
{
"success" : false,
"errors" : [
{
"statusCode" : "DUPLICATES_DETECTED",
"message" : "Use one of these records?",
"fields" : [ ]
}
]
},

383
Reference Get Records Using sObject Collections

{
"id" : "003RM0000068xVCYAY",
"success" : true,
"errors" : [ ]
}
]

Example Response Body (Some Items Failed andallOrNone is true)

HTTP/1.1 200 OK

[
{
"success" : false,
"errors" : [
{
"statusCode" : "DUPLICATES_DETECTED",
"message" : "Use one of these records?",
"fields" : [ ]
}
]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "ALL_OR_NONE_OPERATION_ROLLED_BACK",
"message" : "Record rolled back because not all records were valid and the
request was using AllOrNone header",
"fields" : [ ]

}
]
}
]

Get Records Using sObject Collections


Use a GET request with sObject Collections to get one or more records of the same object type. A list of sObjects that represents the
individual records of the specified type is returned. The number of sObjects returned matches the number of IDs passed in the request.
You can specify approximately 800 IDs before the URL length causes the HTTP 414 error
URI too long.
Note: The sObject Blob Retrieve on page 153 resource isn’t compatible with Composite API requests, because it returns binary
data instead of data in JSON or XML formats. Instead, make individual sObject Blob Retrieve requests to retrieve blob data.
•If you specify an invalid field name or a field name that you don’t have permission to read,
HTTP400BadRequest is returned.
•If you don’t have access to an object, or if a passed ID is invalid, the array returns null for that object.
Syntax
URI
/services/data/vXX.X/composite/sobjects/sObject

384
Reference Get Records with a Request Body Using sObject Collections

Formats
JSON, XML
HTTP Method
GET
Authentication
Authorization: Bearer token
Parameters

Parameter Description

recordIds Required. A list of one or more IDs of the objects to return. All IDs must belong to the
same object type.
Required. A list of fields to include in the response. The field names you specify must
fieldNames
be valid, and you must have read-level permissions to each field.

Example
Example Request

curl
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects/Account?ids=001x
-H "Authorization: Bearer token"

Example Response Body

[
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DGb1AAG"
},
"Id" : "001xx000003DGb1AAG",
"Name" : "Acme"
},
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DGb0AAG"
},
"Id" : "001xx000003DGb0AAG",
"Name" : "Global Media"
},
null

Get Records with a Request Body Using sObject Collections


Use a POST request with sObject Collections to get one or more records of the same object type. A list of sObjects that represents the
individual records of the specified type is returned. The number of sObjects returned matches the number of IDs passed in the
request.

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Reference Get Records with a Request Body Using sObject Collections

The request retrieves up to 2,000 records of the same object type


•If you specify an invalid field name or a field name that you don’t have permission to read,
HTTP400BadRequest is returned.
•If you don’t have access to an object, or if a passed ID is invalid, the array returns null for that object.

Note: The sObject Blob Retrieve on page 153 resource isn’t compatible with Composite API requests, because it returns binary
data instead of data in JSON or XML formats. Instead, make individual sObject Blob Retrieve requests to retrieve blob data.

Syntax
URI
/services/data/vXX.X/composite/sobjects/sObject
Formats
JSON, XML
HTTP Method
POST
Authentication
Authorization: Bearer token
Request Body

{
"ids" : ["recordIds"],
"fields" : ["fieldName"]
}

Parameters

Parameter Description

recordIds Required. A list of one or more IDs of the objects to return. All IDs must belong to the
same object type.
Required. A list of fields to include in the response. The field names you specify must
fieldNames
be valid, and you must have read-level permissions to each field.

Example
Example Request

curl -X POST
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects/Ac
count -H "Authorization: Bearer token" -H "Content-Type: application/json" -d
"@exampleRequestBody.json"

Example Request Body

{
"ids" : ["001xx000003DGb1AAG", "001xx000003DGb0AAG",
"001xx000003DGb9AAG"], "fields" : ["id", "name"]
}

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Reference Update Records Using sObject Collections

Example Response Body

[
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DGb1AAG"
},
"Id" : "001xx000003DGb1AAG",
"Name" : "Acme"
},
{
"attributes" : {
"type" : "Account",
"url" : "/services/data/v57.0/sobjects/Account/001xx000003DGb0AAG"
},
"Id" : "001xx000003DGb0AAG",
"Name" : "Global Media"
},
null

Update Records Using sObject Collections


Use a PATCH request with sObject Collections to update up to 200 records, returning a list of SaveResult objects. You can choose
whether to roll back the entire request when an error occurs.
•The list can contain up to 200 objects.
•The list can contain objects of different types, including custom objects.
•Each object must contain an attributes map. The map must contain a value for
type.
Note: Using sObject Collections to update blob data requires more values in the attributes map. For more information, see
Using sObject Collections to Insert a Collection of Blob Records.
•Each object must contain an
id field with a valid ID value.
•Objects are updated in the order they’re listed. The SaveResult objects are returned in the order in which the update requests were
specified.
•If the request body includes objects of more than one type, they are processed as chunks. For example, if the incoming objects are
{account1,account2,contact1,account3},
{{account1, the request is processed in three chunks:
account2},{contact1},{account3}}. A single request can process up to 10 chunks.
•You can’t update records for multiple object types in one call when one of those types is related to a feature in the Salesforce Setup
area.
If the request isn’t well formed, the API returns a
400BadRequest HTTP Status. Fix the syntax of the request and try again. If the
request is well formed, the API returns a
200OK
Syntax HTTP Status. If an item was processed successfully, the success flag shows for
that item. Error information is returned in the
URI
errors array.
/services/data/vXX.X/composite/sobjects/

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Reference Update Records Using sObject Collections

Formats
JSON, XML
HTTP Method
PATCH
Authentication
Authorization: Bearer token
Parameters

Parameter Description

allOrNone Optional. Indicates whether to roll back the entire request when the update of any
object fails (
true) or to continue with the independent update of other objects in
the request. The default is
false.
Note: If the sObject Collections request is embedded in a Composite request,
the Composite request’s allOrNone parameter can also affect the results.
See allOrNone Parameters in Composite and Collections Requests.
records type
Required. A list of sObjects. In a POST request using sObject Collections, set the
attribute
id field forforany
each object, but don’t set the
object.
Example
Example Request

curl -X PATCH
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects
/ -H "Authorization: Bearer token" -H "Content-Type: application/json" -d
"@exampleRequestBody.json"

Example Request Body

{
"allOrNone" : false,
"records" : [{
"attributes" : {"type" : "Account"},
"id" : "001xx000003DGb2AAG",
"NumberOfEmployees" : 27000
},{
"attributes" : {"type" : "Contact"},
"id" : "003xx000004TmiQAAS",
"Title" : "Lead Engineer"
}]
}

Example Response Body

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oCprYAE",

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Reference Update Records Using sObject Collections

"success" : true,
"errors" : [ ]
},
{
"id" : "003RM0000068og4YAA",
"success" : true,
"errors" : [ ]
}
]

Example Response Body (Some Items Failed and allOrNone is false)

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oCprYAE",
"success" : true,
"errors" : [ ]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "MALFORMED_ID",
"message" : "Contact ID: id value of incorrect type: 001xx000003DGb2999",
"fields" : [
"Id"
]
}
]
}
]

Example Response Body (Some Items Failed and allOrNone is true)

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oCprYAE",
"success" : false,
"errors" : [
{
"statusCode" : "ALL_OR_NONE_OPERATION_ROLLED_BACK",
"message" : "Record rolled back because not all records were valid and the
request was using AllOrNone header",
"fields" : [ ]
}
]
},
{
"success" : false,
"errors" : [
{

389
Reference Upsert Records Using sObject Collections

"statusCode" : "MALFORMED_ID",
"message" : "Contact ID: id value of incorrect type:
001xx000003DGb2999", "fields" : [
"Id"
]
}
]
}
]

Upsert Records Using sObject Collections


Use a PATCH request with sObject Collections to either create or update (upsert) up to 200 records based on an external ID field. This
method returns a list of UpsertResult objects. You can choose whether to roll back the entire request when an error occurs. This request
is available in API version 46 and later.
•The list can contain up to 200 objects.
•The list can contain objects only of the type indicated in the request URI.
•Each object in the request body must contain an attributes map. The map must contain a value for
type.
Note: Using sObject Collections to insert blob data requires more values in the attributes map. For more information, see
Using sObject Collections to Insert a Collection of Blob Records.
•Objects are created or updated in the order they’re listed in the request body. The UpsertResult objects are returned in the same
order.
•Only external ids are supported. Don’t use record ids.
If the request isn’t well formed, the API returns a
400BadRequest HTTP Status. Fix the syntax of the request and try again. If the
request is well formed, the API returns a
200OK HTTP Status. If an item was processed successfully, the success flag shows for
that item. Error information is returned in the
Syntax
errors array.

URI
/services/data/vXX.X/composite/sobjects/SobjectName/ExternalIdFieldName
Formats
JSON, XML
HTTP Method
PATCH
Authentication
Authorization: Bearer token

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Reference Upsert Records Using sObject Collections

Parameters

Parameter Description

allOrNone Optional. Indicates whether to roll back the entire request when the creation of any
object fails (
true) or to continue with the independent creation of other objects in
the request. The default is
false.
Note: If the sObject Collections request is embedded in a Composite request,
the Composite
allOrNone request’s
parameter can also affect the results.
See allOrNone Parameters in Composite and Collections Requests.
records
Required. A list of sObjects. In a PATCH request using sObject Collections, set the
type
attribute for each object. Don’t set the
id field for any object. Instead, use the external
Example ID field specified in the request URI.
Example Request

curl -X PATCH
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects/Account/MyExtId_
-H "Authorization: Bearer token" -H "Content-Type: application/json" -d
"@exampleRequestBody.json"

Example Request Body

{
"allOrNone" : false,
"records" : [{
"attributes" : {"type" : "Account"},
"Name" : "Company One",
"MyExtId__c" : "AAA"
},{
"attributes" : {"type" : "Account"},
"Name" : "Company Two",
"MyExtId__c" : "BBB"
}]
}

Example Response Body

HTTP/1.1 200 OK
[
{
"id": "001xx0000004GxDAAU",
"success": true,
"errors": [],
"created": true
},
{
"id": "001xx0000004GxEAAU",
"success": true,

391
Reference Upsert Records Using sObject Collections

"errors": [],
"created": false
}
]

Example Response Body (Some Items Failed and allOrNone is false)

HTTP/1.1 200 OK

[
{
"id" : "001xx0000004GxDAAU",
"success" : true,
"errors" : [ ]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "MALFORMED_ID",
"message" : "Contact ID: id value of incorrect type: 001xx0000004GxEAAU",
"fields" : [
"Id"
]
}
]
}
]

Example Response Body (Some Items Failed and allOrNone is true)

HTTP/1.1 200 OK

[
{
"id" : "001xx0000004GxDAAU",
"success" : false,
"errors" : [
{
"statusCode" : "ALL_OR_NONE_OPERATION_ROLLED_BACK",
"message" : "Record rolled back because not all records were valid and the
request was using AllOrNone header",
"fields" : [ ]
}
]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "MALFORMED_ID",
"message" : "Contact ID: id value of incorrect type: 001xx0000004GxEAAU",
"fields" : [
"Id"

392
Reference Delete Records Using sObject Collections

}
]
}
]

SEE ALSO:
sObject Rows by External ID

Delete Records Using sObject Collections


Use a DELETE request with sObject Collections to delete up to 200 records, returning a list of DeleteResult objects. You can choose to
roll back the entire request when an error occurs.
•The DeleteResult objects are returned in the order in which the IDs of the deleted objects were specified.
•You can't delete records for multiple object types in one call when one of those types is related to a feature in the Salesforce Setup
area.
If the request isn’t well formed, the API returns a
400BadRequest HTTP Status. Fix the syntax of the request and try again. If the
request is well formed, the API returns a
200OK HTTP Status. If an item was processed successfully, the success flag shows for
that item. Error information is returned in the
Syntax
errors array.
URI
/services/data/vXX.X/composite/sobjects?ids=recordId,recordId
Formats
JSON, XML
HTTP Method
DELETE
Authentication
Authorization: Bearer token
Parameters

Parameter Description

allOrNone Optional. Indicates whether to roll back the entire request when the deletion of any
object fails (
true) or to continue with the independent deletion of other objects in
the request. The default is
false.
Note: If the sObject Collections request is embedded in a Composite request,
the Composite
allOrNone request’s
parameter can also affect the results.
See allOrNone Parameters in Composite and Collections Requests.
ids
Required. A list of up to 200 IDs of objects to be deleted. The IDs can belong to different
object types, including custom objects.

393
Reference Delete Records Using sObject Collections

Example
Example Request

curl -X DELETE
https://MyDomainName.my.salesforce.com/services/data/v57.0/composite/sobjects?ids=001xx000003D
-H "Authorization: Bearer token"

Example Response Body

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oLrHYAU",
"success" : true,
"errors" : [ ]
},
{
"id" : "001RM000003oLraYAE",
"success" : true,
"errors" : [ ]
}
]

Example Response Body (Some Items Failed and allOrNone is false)

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oLrfYAE",
"success" : true,
"errors" : [ ]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "MALFORMED_ID",
"message" : "malformed id 001RM000003oLrB000",
"fields" : [ ]
}
]
}
]

Example Response Body (Some Items Failed and allOrNone is true)

HTTP/1.1 200 OK

[
{
"id" : "001RM000003oLruYAE",
"success" : false,
"errors" : [

394
Reference Delete Records Using sObject Collections

{
"statusCode" : "ALL_OR_NONE_OPERATION_ROLLED_BACK",
"message" : "Record rolled back because not all records were valid and the
request was using AllOrNone header",
"fields" : [ ]
}
]
},
{
"success" : false,
"errors" : [
{
"statusCode" : "MALFORMED_ID",
"message" : "malformed id 001RM000003oLrB000",
"fields" : [ ]
}
]
}
]

395

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