Salesforce Sales Cloud

Salesforce Sales Cloud Records API

Record CRUD operations with UI metadata

GitHub OpenAPI

Documentation

📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm
📖
Authentication
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_understanding_authentication.htm
📖
GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_intro.htm
📖
GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/bulk_api_2_0.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_overview.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_intro.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm
📖
GettingStarted
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_get_started.htm
📖
Documentation
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/salesforce-sales-cloud/refs/heads/main/openapi/salesforce-sales-cloud-records-api-openapi.yml

Other Resources

🔗
PostmanCollection
https://www.postman.com/salesforce-developers/workspace/salesforce-developers
🔗
ChangeLog
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/rest_rns.htm
🔗
Examples
https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_code_samples.htm
🔗
Reference
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_resources.htm
🔗
Examples
https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/intro_rest_resource_examples.htm
🔗
Guide
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_what.htm
🔗
Reference
https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_message_structure.htm
🔗
Reference
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_overview.htm
🔗
Examples
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference.htm
🔗
ChangeLog
https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_release_notes.htm
🔗
Reference
https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_overview.htm

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OpenAPI Specification

salesforce-sales-cloud-records-api-openapi.yml Raw ↑ 
openapi: 3.1.0
info:
  title: Salesforce Sales Cloud Salesforce Analytics REST Change Events Records API
  description: Access Salesforce reports, dashboards, and analytics data programmatically. Enables embedding analytics into custom applications, automating report generation, running reports synchronously or asynchronously, and managing dashboard components and filters.
  version: 59.0.0
  termsOfService: https://www.salesforce.com/company/legal/agreements/
  contact:
    name: Salesforce Developer Support
    url: https://developer.salesforce.com/
  license:
    name: Salesforce Master Subscription Agreement
    url: https://www.salesforce.com/company/legal/agreements/
servers:
- url: https://{instance}.salesforce.com/services/data/v59.0/analytics
  description: Salesforce Production or Developer Edition
  variables:
    instance:
      default: yourInstance
      description: Your Salesforce instance identifier
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Records
  description: Record CRUD operations with UI metadata
paths:
  /records/{recordId}:
    get:
      operationId: getRecord
      summary: Salesforce Sales Cloud Get a record with UI metadata
      description: Retrieves a record with field values and UI metadata. Specify the fields to return or use a layout mode to get the fields appropriate for a specific page layout. Returned data respects field-level security.
      tags:
      - Records
      parameters:
      - $ref: '#/components/parameters/recordId'
      - name: fields
        in: query
        description: Comma-separated list of field API names to return
        required: false
        schema:
          type: string
      - name: layoutTypes
        in: query
        description: Layout type to determine which fields to return
        required: false
        schema:
          type: string
          enum:
          - Compact
          - Full
      - name: modes
        in: query
        description: The mode for the layout
        required: false
        schema:
          type: string
          enum:
          - Create
          - Edit
          - View
      - name: optionalFields
        in: query
        description: Optional fields returned if accessible
        required: false
        schema:
          type: string
      responses:
        '200':
          description: Successfully retrieved record
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecordRepresentation'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    patch:
      operationId: updateRecord
      summary: Salesforce Sales Cloud Update a record
      description: Updates the specified record. Only include fields that need to be changed. Returns the updated record with UI metadata.
      tags:
      - Records
      parameters:
      - $ref: '#/components/parameters/recordId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              properties:
                fields:
                  type: object
                  additionalProperties: true
      responses:
        '200':
          description: Record updated successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecordRepresentation'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    delete:
      operationId: deleteRecord
      summary: Salesforce Sales Cloud Delete a record
      description: Deletes the specified record.
      tags:
      - Records
      parameters:
      - $ref: '#/components/parameters/recordId'
      responses:
        '204':
          description: Record deleted successfully
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /records:
    post:
      operationId: createRecord
      summary: Salesforce Sales Cloud Create a record
      description: Creates a new record. Returns the created record with UI metadata and the new record ID.
      tags:
      - Records
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
              required:
              - apiName
              - fields
              properties:
                apiName:
                  type: string
                  description: The sObject API name
                fields:
                  type: object
                  additionalProperties: true
                  description: Field name-value pairs
      responses:
        '201':
          description: Record created successfully
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RecordRepresentation'
        '400':
          $ref: '#/components/responses/BadRequest'
        '401':
          $ref: '#/components/responses/Unauthorized'
components:
  responses:
    Unauthorized:
      description: Authentication failed
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    BadRequest:
      description: Invalid request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
    NotFound:
      description: Resource not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
  parameters:
    recordId:
      name: recordId
      in: path
      required: true
      description: The 18-character Salesforce record ID
      schema:
        type: string
  schemas:
    ErrorResponse:
      type: array
      items:
        $ref: '#/components/schemas/ApiError'
    RecordRepresentation:
      type: object
      description: A record with field values and UI metadata
      properties:
        apiName:
          type: string
          description: The sObject API name
        childRelationships:
          type: object
          additionalProperties: true
        eTag:
          type: string
        fields:
          type: object
          additionalProperties:
            type: object
            properties:
              displayValue:
                type: string
                nullable: true
              value:
                nullable: true
        id:
          type: string
        lastModifiedById:
          type: string
        lastModifiedDate:
          type: string
          format: date-time
        recordTypeId:
          type: string
          nullable: true
        recordTypeInfo:
          type: object
          nullable: true
          properties:
            available:
              type: boolean
            defaultRecordTypeMapping:
              type: boolean
            master:
              type: boolean
            name:
              type: string
            recordTypeId:
              type: string
        systemModstamp:
          type: string
          format: date-time
        weakEtag:
          type: integer
    ApiError:
      type: object
      properties:
        errorCode:
          type: string
        message:
          type: string
  securitySchemes:
    oauth2:
      type: oauth2
      description: Salesforce OAuth 2.0 authentication
      flows:
        authorizationCode:
          authorizationUrl: https://login.salesforce.com/services/oauth2/authorize
          tokenUrl: https://login.salesforce.com/services/oauth2/token
          scopes:
            api: Access and manage your Salesforce data
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: OAuth 2.0 Access Token
externalDocs:
  description: Salesforce Reports and Dashboards REST API Developer Guide
  url: https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm