Salesforce Automation
A collection of Salesforce APIs for automating business processes, sales operations, and customer relationship management.
15 APIs
10 Features
AutomationCloudCRMEnterpriseSales
Core REST API for accessing Salesforce data and metadata programmatically.
Enterprise-grade SOAP API for complex integrations and bulk operations.
Asynchronous API optimized for loading and querying large data sets.
API for managing customizations and building tools for application lifecycle management.
Real-time event monitoring and push notifications using Bayeux protocol.
Event-driven architecture for publishing and subscribing to custom events.
API for accessing and manipulating Analytics dashboards and datasets.
API for building custom development tools for Salesforce applications.
REST API for integrating mobile apps, intranet sites, and third-party web applications with Salesforce, including Chatter feeds, groups, and users.
gRPC-based API for publishing and subscribing to platform events, change data capture events, and custom channels in real time.
GraphQL API for querying Salesforce data with a single endpoint, reducing round trips and improving application performance.
API for receiving near-real-time notifications of changes to Salesforce records to synchronize corresponding records in external data stores.
REST API for invoking standard and custom actions programmatically, including flow actions and process automation triggers.
REST API for executing multiple API requests in a single call, with the ability to use the output of one request as input to another.
Framework for exposing Apex classes and methods as RESTful web services, enabling custom API endpoints on the Salesforce platform.
OAuth 2.0 Authentication
Supports multiple OAuth flows including authorization code, JWT bearer, and client credentials.
SOQL Queries
Salesforce Object Query Language for structured data queries across objects.
SOSL Search
Full-text search across multiple objects using Salesforce Object Search Language.
Bulk Data Operations
Asynchronous bulk API for loading, deleting, and querying millions of records.
Real-Time Events
Platform events, Change Data Capture, and streaming API for real-time notifications.
Flow Automation
Declarative automation with Flow Builder for record-triggered, scheduled, and screen flows.
Composite API
Execute multiple API requests in a single call with request chaining.
GraphQL Support
Single-endpoint GraphQL API for efficient data queries.
Invocable Actions
Programmatic invocation of standard and custom automation actions.
Approval Processes
Multi-step approval workflows with programmatic submission and management.
Sales Pipeline Automation
Automate lead assignment, opportunity stage progression, and deal closure workflows.
Data Migration
Bulk import and export of large datasets between Salesforce and external systems.
Real-Time Data Sync
Keep external systems in sync with Salesforce using Change Data Capture events.
Custom Integrations
Build custom REST endpoints using Apex REST for bespoke integration scenarios.
Analytics and Reporting
Programmatic access to Einstein Analytics dashboards and datasets.
Process Automation
Trigger flows, approval processes, and invocable actions based on data changes.
MuleSoft
Native integration platform for connecting Salesforce with enterprise systems.
Slack
Salesforce-owned collaboration platform with deep CRM integration.
Tableau
Analytics and visualization platform integrated with Salesforce data.
Heroku
Cloud application platform for extending Salesforce with custom apps.
Postman
Official Postman workspace with pre-built API collections for testing.
opencollection: 1.0.0
info:
name: Salesforce Tooling API
version: '63.0'
request:
auth:
type: oauth2
flow: authorization_code
authorizationUrl: https://login.salesforce.com/services/oauth2/authorize
accessTokenUrl: https://login.salesforce.com/services/oauth2/token
credentials:
clientId: '{{clientId}}'
clientSecret: '{{clientSecret}}'
items:
- info:
name: SObjects
type: folder
items:
- info:
name: List all Tooling API objects
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects
docs: Returns a list of all objects available through the Tooling API, including metadata types like ApexClass, ApexTrigger,
Flow, FlowDefinition, CustomField, and more.
- info:
name: Describe a Tooling API object
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/:sObjectName
params:
- name: sObjectName
value: ''
type: path
description: The API name of the Tooling API object (e.g., ApexClass, ApexTrigger, Flow, FlowDefinition)
docs: Returns metadata for a specific Tooling API object type including fields, relationships, and capabilities.
- info:
name: Records
type: folder
items:
- info:
name: Create a Tooling API record
type: http
http:
method: POST
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/:sObjectName
params:
- name: sObjectName
value: ''
type: path
description: The API name of the Tooling API object (e.g., ApexClass, ApexTrigger, Flow, FlowDefinition)
body:
type: json
data: '{}'
docs: Creates a new record of the specified Tooling API object type (e.g., ApexClass, ApexTrigger, TraceFlag).
- info:
name: Get a Tooling API record
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/:sObjectName/:recordId
params:
- name: sObjectName
value: ''
type: path
description: The API name of the Tooling API object (e.g., ApexClass, ApexTrigger, Flow, FlowDefinition)
- name: recordId
value: ''
type: path
description: The 18-character record ID
docs: Retrieves a specific Tooling API record by ID.
- info:
name: Update a Tooling API record
type: http
http:
method: PATCH
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/:sObjectName/:recordId
params:
- name: sObjectName
value: ''
type: path
description: The API name of the Tooling API object (e.g., ApexClass, ApexTrigger, Flow, FlowDefinition)
- name: recordId
value: ''
type: path
description: The 18-character record ID
body:
type: json
data: '{}'
docs: Updates fields on a specific Tooling API record.
- info:
name: Delete a Tooling API record
type: http
http:
method: DELETE
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/:sObjectName/:recordId
params:
- name: sObjectName
value: ''
type: path
description: The API name of the Tooling API object (e.g., ApexClass, ApexTrigger, Flow, FlowDefinition)
- name: recordId
value: ''
type: path
description: The 18-character record ID
docs: Deletes a specific Tooling API record.
- info:
name: Flows
type: folder
items:
- info:
name: Get a Flow definition
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/Flow/:flowId
params:
- name: flowId
value: ''
type: path
description: The 18-character ID of the Flow version record
docs: Retrieves metadata for a specific Salesforce Flow, including its version, status, process type, and associated metadata.
Flows are the primary automation mechanism in Salesforce.
- info:
name: Get a Flow definition metadata
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/FlowDefinition/:flowDefinitionId
params:
- name: flowDefinitionId
value: ''
type: path
description: The 18-character ID of the FlowDefinition record
docs: Retrieves the FlowDefinition record, which represents the overall Flow independent of version. Contains the active
version number and the developer name.
- info:
name: Activate or deactivate a Flow version
type: http
http:
method: PATCH
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/sobjects/FlowDefinition/:flowDefinitionId
params:
- name: flowDefinitionId
value: ''
type: path
body:
type: json
data: '{}'
docs: Updates the FlowDefinition to activate a specific flow version by setting the ActiveVersionNumber, or deactivates
by setting it to null.
- info:
name: Query
type: folder
items:
- info:
name: Execute a Tooling API SOQL query
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/query
params:
- name: q
value: ''
type: query
description: The SOQL query string targeting Tooling API objects (e.g., SELECT Id, FullName, Metadata FROM Flow WHERE
Status = 'Active')
docs: Executes a SOQL query against Tooling API objects. Supports querying ApexClass, ApexTrigger, Flow, FlowDefinition,
CustomField, ValidationRule, WorkflowRule, and other metadata types.
- info:
name: Testing
type: folder
items:
- info:
name: Run Apex tests asynchronously
type: http
http:
method: POST
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/runTestsAsynchronous
body:
type: json
data: '{}'
docs: Submits a set of Apex test classes or methods for asynchronous execution. Returns a test run ID that can be used
to check status.
- info:
name: Run Apex tests synchronously
type: http
http:
method: POST
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/runTestsSynchronous
body:
type: json
data: '{}'
docs: Runs a set of Apex test classes synchronously and returns the results immediately. Best for small test runs; use
the asynchronous endpoint for larger test suites.
- info:
name: Development
type: folder
items:
- info:
name: Get code completions
type: http
http:
method: GET
url: https://{instance}.salesforce.com/services/data/v63.0/tooling/completions
params:
- name: type
value: ''
type: query
description: The type of completion (apex)
docs: Returns code completion suggestions for Apex code in a specific class or trigger at a given position.
bundled: true