Deep Dive into Salesforce APIs
- 1. Deep Dive into Salesforce APIs New York MuleSoft Meetup Group September 11, 2021
- 2. 2 ▪ Around 14 years of Experience into ERP and Integrations. ▪ Working as Development and Integration Architect @Casper Inc. ▪ 3X MuleSoft Certified, 1X AWS Certified ▪ Managed multiple End to End Implementations/Integration projects. ▪ Mentoring Mule Developers and People trying to switch to MuleSoft. Introduction Neeraj Kumar- Host NYC
- 3. Safe Harbor Statement •Both the speaker and host are organizing this meet up in individual capacity only. We are not representing our companies here. •This presentation is strictly for learning purpose only. Organizer/Presenter do not hold any responsibility that same solution will work for your business requirements also. •This presentation is not meant for any promotional activities.
- 4. 4 Sarah Khalid ●Over 12 years of Salesforce experience ●Over 1 year of MuleSoft experience ●15 x Salesforce Certified and MuleSoft Certified Developer ●Salesforce Technical Architect ●MuleSoft Mentor ●Salesforce WIT User Group Leader ●Salesforce Golden Hoodie Holder ●Blogs about Salesforce and MuleSoft Introductions
- 5. 5 ● Intro to Salesforce and the type of API’s supported by Salesforce ● What are the different types of Salesforce API’s ○ Salesforce REST API ○ Salesforce SOAP API ○ Salesforce Bulk API ○ Salesforce Metadata API ○ Salesforce REST API Composite Resources ● How to interact with Salesforce from MuleSoft using the Salesforce Connectors with demo project in Anypoint Studio ○ Salesforce SOAP API ○ Salesforce Bulk API ○ Salesforce Metadata API ○ Salesforce REST API Composite Resources ○ Salesforce Streaming API ● Wrap up - Q&A Agenda
- 7. 7 ● API’s are a way for other applications to programmatically interact with Salesforce ● Over the course of the years Salesforce has evolved as a platform and a result they have a lot of different API’s - each for a specific use. Some of the API’s are: ○ REST API ○ SOAP API ○ Metadata API ○ Chatter API ○ Bulk API ○ Streaming API ● Salesforce is a cloud based multi-tenant environment and due to this there are certain governor limits imposed on each Salesforce org. There are specific limits around API’s. Details around those limits are available here. ● For detailed information on all the different Salesforce API’s, please visit the Salesforce Developer Documentation here. Overview of Salesforce API’s
- 8. 8 ● REST API provides a powerful, convenient, and simple Web services API for interacting with Lightning Platform. ● If you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data. ● REST API uses the same underlying data model and standard objects as those in SOAP API ● Each resource in REST API is identified by a named Uniform Resource Identifier (URI) and is accessed using standard HTTP methods (HEAD, GET, POST, PATCH, DELETE) ● We can use the Salesforce Developer workbench to interact with the REST API ○ For example we want to retrieve data for a specific record /services/data/v50.0/sobjects/Account/0014x00000DywlDAAR ● If you are interested in looking at these API’s you can use a tool like Postman ● There is another great tool used called Workbench that let’s you interact with some of these API’s as well. Salesforce REST API
- 9. 9 ● Use SOAP API to create, retrieve, update or delete records, such as accounts, leads, and custom objects. ● SOAP API supports more than 20 different calls ● Since SOAP is XML based – the SOAP API is using XML at the back ● A lot of processors in the MuleSoft Salesforce Connector are using the SOAP API behind the scenes Salesforce SOAP API
- 10. 10 ● We will use the Query Processor to pull data out from one org and then use the Create Processor to insert data into another org ● The Salesforce SOAP API is available with the Salesforce Connector for MuleSoft Salesforce SOAP API Example
- 11. 11 ● Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. ● You can use it to query, queryAll, insert, update, upsert, or delete many records asynchronously by submitting batches. ● Salesforce processes batches in the background ○ Maximum number of records in 24 hours - 150,000,000 ○ Maximum number of records in a batch – 10,000 ● You process a set of records by creating a job that contains one or more batches. The job specifies which object is being processed and what type of operation is being used. A batch is a set of records sent to the server in an HTTP POST request. Each batch is processed independently by the server, not necessarily in the order it is received. Batches may be processed in parallel. It's up to the client to decide how to divide the entire data set into a suitable number of batches. Salesforce Bulk API
- 12. 12 ● In this example, we will read data from a csv file and then use the bulk api processor to bulk insert the files from the csv file into Salesforce. We can then view the job and it’s status in Salesforce under Bulk Data Load Jobs ● The Salesforce Bulk API is available under the Salesforce Connector for MuleSoft Salesforce Bulk API Example
- 13. 13 ● Use Metadata API to retrieve, deploy, create, update or delete customization information, such as custom object definitions and page layouts, for your organization. ● This API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself. ● You can use the Metadata API to manage setup and customization information (metadata) for your organizations. For example: ○ Export the customizations in your organization as XML metadata files ○ Migrate configuration changes between organizations. ○ Modify existing customizations in your organization using XML metadata files. ○ Manage customizations in your organization programmatically. ● You can deploy or retrieve up to 10,000 files at once. Salesforce Metadata API
- 14. 14 ● In this example, we will use the Describe metadata processor to retrieve all metadata from a Salesforce org. ● Some of processors for the Salesforce Metadata API are available under the Salesforce Connector for MuleSoft Salesforce Metadata API Example
- 15. 15 ● Part of the REST API but let’s you composite resources to improve your application’s performance by minimizing the number of round-trips between the client and server ● Available in MuleSoft using the Salesforce Composite module from Exchange ● 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 which enables you to create multiple related records with a single API call ● Details about Composite resources are available at: ○ https://developer.salesforce.com/docs/atlas.en- us.api_rest.meta/api_rest/resources_composite.htm Salesforce REST API Composite Resources
- 16. 16 ● In this example, we will get data from multiple tables in a MySQL Database Server database and insert into Salesforce using a single API call ● If a single record in the operation fails, the entire operation fails and rolls back ● You need to create a connected app in Salesforce for doing authentication Salesforce REST API Composite Resources
- 17. 17 ● Streaming API enables streaming of events using push technology and provides a subscription mechanism for receiving events in near real time. ● The Streaming API subscription mechanism supports multiple types of events, including PushTopic events, generic events, platform events, and Change Data Capture events. ● Use the streaming API in MuleSoft when you want MuleSoft to consume an event that has been published from Salesforce ● You can also publish events to Salesforce from MuleSoft by making use of the Streaming API ● More details about the streaming are available here. Salesforce Streaming API
- 18. 18 ● In this example, we will publish an event from Salesforce using Change Data Capture and then consume this event in MuleSoft. Suppose, you have integrated systems where Salesforce is the system of record for accounts and you need to update the account related information to the other systems in real-time once it’s updated in Salesforce. You can publish the changes and then MuleSoft can subscribe to these changes and then propagate to the other systems as needed. ● This can be accomplished by using Replay Channel Listener processor from the MuleSoft Salesforce Streaming API
- 19. 19 ● Salesforce API’s for Postman ○ https://github.com/forcedotcom/postman-salesforce-apis ● Salesforce Developer Documentation – API’s ○ https://developer.salesforce.com/docs/?filter_text=api&service=All%20Services&select_type=&versi on=51.0&lang=en-us&sort=title ● Workbench ○ https://workbench.developerforce.com/ ● Sarah’s Blog focused on content that shows Salesforce/MuleSoft integrations ○ https://sarahinthecloud.wordpress.com/ ● Trailhead ○ https://trailhead.salesforce.com/ Useful Resources
- 20. Q & A
- 21. Quiz Time Get ready to WIN a Special Gift from MuleSoft Community
- 22. Upcoming Meetups ● Topic: Unleashing DynamoDB Integration with Mule 4 Date: Saturday, Oct 16th 2021 , 11AM EDT Speaker: Sanjay Gopal, India https://meetups.mulesoft.com/events/details/mulesoft-new-york-city-presents-unleashing-dynamodb-integration-with-mule-4/
- 23. Thank you