The following Articles includes different methods to connect to Salesforce and improveit 360 API and the bottom of the Article contains additional resources available from Salesforce.
Salesforce API options
REST API
Salesforce provides a RESTful API that allows you to access and manipulate data and metadata. This API is widely used for various integration scenarios, including mobile app development, external web applications, and more. It supports JSON and XML formats.
SOAP API
The Salesforce SOAP API is another way to interact with Salesforce data and functionality. It uses the SOAP protocol and provides a programmatic interface for querying, creating, updating, and deleting records in Salesforce. SOAP API uses XML as its message format.
Bulk API
When you need to perform operations on large volumes of data, the Salesforce Bulk API is the way to go. It allows you to process data in batches, making it efficient for tasks like data loading, data extraction, and data manipulation.
Streaming API
The Streaming API enables you to receive real-time updates from Salesforce. You can subscribe to specific events and receive notifications when changes occur in your Salesforce data. It's useful for building real-time applications and monitoring data changes.
Metadata API
If you need to interact with Salesforce metadata, such as custom objects, fields, and layouts, the Metadata API is designed for that purpose. It allows you to retrieve and deploy metadata changes programmatically.
Tooling API
The Tooling API is focused on developers and administrators who want to interact with development tools, such as Apex code, Lightning components, and debug logs. It provides programmatic access to these tools for automation and customization.
Chatter REST API
Chatter is Salesforce's collaboration and social networking platform. The Chatter REST API allows you to integrate Chatter features into your applications, such as posting updates, following users, and retrieving feeds.
Einstein Analytics API
For those working with Salesforce Einstein Analytics (formerly known as Wave Analytics), there is a dedicated API that allows you to access and manipulate analytics data and dashboards programmatically.
Einstein Language and Einstein Vision APIs
These APIs are part of Salesforce Einstein, the AI and machine learning platform. They enable developers to add natural language processing and computer vision capabilities to their Salesforce applications.
External Services
Salesforce also allows you to create your own custom RESTful web services using the External Services feature. This enables you to connect to external systems and APIs seamlessly.
The choice of which Salesforce API to use depends on your specific integration requirements and the type of interaction you need with Salesforce data and features. It's important to review the Salesforce API documentation for each option to understand their capabilities, authentication methods, and use cases.
improveit 360 Lightning Articles for Integrations
- https://i360lightning.zendesk.com/hc/en-us/categories/4420243116439-Integrations
- https://i360lightning.zendesk.com/hc/en-us/categories/4420232626071-eLeads
improveit 360 Lightning Flow Diagram
improveit 360 Lightning Glossary of Terms By Object:
improveit 360 Lightning Data schema:
- Please request this document as it is being updated weekly.
Salesforce Trailheads:
- https://trailhead.salesforce.com/content/learn/modules/api_basics
- https://trailhead.salesforce.com/content/learn/modules/apex_integration_services
- https://trailhead.salesforce.com/content/learn/trails/build-integrations-using-connected-apps
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