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Salesforce API

The document provides an overview of Salesforce APIs, detailing their definitions, key features, and use cases. It covers four main APIs: REST, SOAP, Bulk, and Streaming, each serving different integration needs and data handling capabilities. Best practices for using these APIs are also highlighted to optimize performance and efficiency.

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Nerella ManiKanta
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
2 views

Salesforce API

The document provides an overview of Salesforce APIs, detailing their definitions, key features, and use cases. It covers four main APIs: REST, SOAP, Bulk, and Streaming, each serving different integration needs and data handling capabilities. Best practices for using these APIs are also highlighted to optimize performance and efficiency.

Uploaded by

Nerella ManiKanta
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce APIs

1
What is API?
In Salesforce, an API (Application
Programming Interface) is a set of rules
and specifications that allows different
software applications to communicate
and interact with each other, enabling
developers to integrate Salesforce
functionality into other systems.

1
Top 4 Most Used APIs in Salesforce?
REST API - for web & mobile
applications.
SOAP API - for enterprise &
legacy systems.
Bulk API - for large-scale data
processing.
Streaming API - for real-time
notifications.

2
What is REST API?
The REST (Representational State
Transfer) API allows external
applications to interact with
Salesforce using HTTP methods. It is
lightweight, scalable, and widely
used for real-time integrations.

3
What are the Key Features REST
API?
Uses JSON & XML for data
exchange.
Based on stateless operations.
Supports OAuth authentication.
Works well with web & mobile
applications.

4
How REST API Works?
Web & Mobile App Integration –
Fetching Salesforce data into
applications
Third-Party System Integration –
Connecting with external CRMs, ERPs,
and payment systems
Automated Workflows – Triggering
processes based on events
Real-Time Data Synchronization –
Keeping external systems up-to-date

5
Example for REST API?
Example Request (Fetching Account
Data):
GET
https://yourInstance.salesforce.com/s
ervices/data/v59.0/sobjects/Account/
{AccountId}
Authorization: Bearer
<ACCESS_TOKEN>

6
What is SOAP API?
The SOAP (Simple Object Access
Protocol) API provides a structured
and secure method for integrating
Salesforce with enterprise
applications, using XML-based
messaging.

7
What are the Key Features SOAP
API?
Uses XML-based WSDL
contracts.
Ensures strong data validation &
security.
Ideal for legacy & enterprise-
grade applications.
Supports bulk transactions.

8
How SOAP API Works?
SOAP API is widely used for:
ERP & CRM Integrations – Enterprise
system connectivity.
Financial Transactions – Secure data
exchange.
Healthcare & Compliance Systems –
Regulated industries.
Legacy System Communication –
Older applications relying on XML.

9
Example for SOAP API?
<soapenv:Envelope
xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
xmlns:urn="urn:enterprise.soap.sforce.com">
<soapenv:Header>
<urn:SessionHeader>
<urn:sessionId>ACCESS_TOKEN</urn:sessionId>
</urn:SessionHeader>
</soapenv:Header>
<soapenv:Body>
<urn:query>
<urn:queryString>SELECT Name, Industry FROM
Account</urn:queryString>
</urn:query>
</soapenv:Body>
</soapenv:Envelope>

10
What is Bulk API?
The Bulk API is optimized for
handling large volumes of data in
Salesforce, enabling efficient batch
processing.

11
What are the Key Features Bulk
API?
Processes millions of records
efficiently.
Supports asynchronous batch
jobs.
Optimized for ETL & data
migration.
Handles Insert, Update, Delete,
and Upsert operations.
12
How Bulk API Works?
Bulk API is commonly used for:
Data Migration – Importing large
datasets into Salesforce.
ETL Processes – Extracting,
transforming, and loading data.
Data Cleanup – Bulk delete/update
operations.
High-Volume Transactions –
Processing millions of records.

13
Best Practice for Bulk API?
Use PK Chunking for large record
queries.
Keep batch sizes below 10,000
records for optimal performance.
Monitor job status & errors to ensure
success.

14
What is Streaming API?
The Streaming API provides real-
time notifications when changes
occur in Salesforce data, reducing
the need for polling.

15
What are the Key Features
Streaming API?
Real-time data streaming.
Reduces API call consumption.
Supports PushTopic & Change
Data Capture (CDC).
Improves event-driven
architecture.

16
How Streaming API Works?
Streaming API is useful for:
Live Dashboards – Real-time
data updates
Notification Systems – Alerts for
leads, cases, or approvals
IoT Applications – Syncing
device data with Salesforce
Real-Time Data Sync – Keeping
external platforms updated
17
Best Practice Streaming API Works?
Use CDC (Change Data Capture)
for tracking record changes
Optimize event payloads to
minimize processing load
Use CometD & WebSockets for
better real-time streaming

18
Which Salesforce API do you
use the most?
Let’s discuss!

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