Salesforce Automation website screenshot

Salesforce Automation

A collection of Salesforce APIs for automating business processes, sales operations, and customer relationship management.

15 APIs 10 Features
AutomationCloudCRMEnterpriseSales

APIs

Salesforce REST API

Core REST API for accessing Salesforce data and metadata programmatically.

Salesforce SOAP API

Enterprise-grade SOAP API for complex integrations and bulk operations.

Salesforce Bulk API 2.0

Asynchronous API optimized for loading and querying large data sets.

Salesforce Metadata API

API for managing customizations and building tools for application lifecycle management.

Salesforce Streaming API

Real-time event monitoring and push notifications using Bayeux protocol.

Salesforce Platform Events API

Event-driven architecture for publishing and subscribing to custom events.

Salesforce Analytics API

API for accessing and manipulating Analytics dashboards and datasets.

Salesforce Tooling API

API for building custom development tools for Salesforce applications.

Salesforce Connect REST API

REST API for integrating mobile apps, intranet sites, and third-party web applications with Salesforce, including Chatter feeds, groups, and users.

Salesforce Pub/Sub API

gRPC-based API for publishing and subscribing to platform events, change data capture events, and custom channels in real time.

Salesforce GraphQL API

GraphQL API for querying Salesforce data with a single endpoint, reducing round trips and improving application performance.

Salesforce Change Data Capture API

API for receiving near-real-time notifications of changes to Salesforce records to synchronize corresponding records in external data stores.

Salesforce Invocable Actions API

REST API for invoking standard and custom actions programmatically, including flow actions and process automation triggers.

Salesforce Composite API

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.

Salesforce Apex REST API

Framework for exposing Apex classes and methods as RESTful web services, enabling custom API endpoints on the Salesforce platform.

Collections

GraphQL

Salesforce Automation GraphQL API

GraphQL API for querying Salesforce data with a single endpoint, reducing round trips and improving application performance.

GRAPHQL

Pricing Plans

Rate Limits

Salesforce Automation Rate Limits

3 limits

RATE LIMITS

FinOps

Features

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.

Use Cases

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.

Integrations

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.

Semantic Vocabularies

Salesforce Automation Context

0 classes · 16 properties

JSON-LD

API Governance Rules

Salesforce Automation API Rules

37 rules · 18 errors 12 warnings 7 info

SPECTRAL

JSON Structure

Salesforce Automation Flow Structure

20 properties

JSON STRUCTURE

Salesforce Automation Structure

0 properties

JSON STRUCTURE

Example Payloads

Resources

🌐
Portal
Portal
🔗
Website
Website
🌐
DeveloperPortal
DeveloperPortal
🔗
Documentation
Documentation
🔗
API Library
API Library
🔗
Trailhead Learning
Trailhead Learning
🟢
API Status
API Status
🔗
Community
Community
📰
Blog
Blog
💰
Pricing
Pricing
📜
TermsOfService
TermsOfService
📜
PrivacyPolicy
PrivacyPolicy
📝
Signup
Signup
🔗
Login
Login
👥
GitHub
GitHub
👥
GitHubOrganization
GitHubOrganization
📄
Stack Exchange
Stack Exchange
🔗
X (Twitter)
X (Twitter)
💬
Support
Support
🔗
Contact
Contact
🔗
RateLimits
RateLimits
🔗
Versioning
Versioning
🔗
PostmanCollection
PostmanCollection
👥
Postman GitHub
Postman GitHub
📦
SDKs
SDKs
📄
ReleaseNotes
ReleaseNotes
🔗
API End-of-Life Policy
API End-of-Life Policy
🔗
SpectralRules
SpectralRules
🔗
Vocabulary
Vocabulary
🔗
JSONStructure
JSONStructure
💻
Flow Example
Examples
👥
GitHubOrganization
GitHubOrganization

Sources

Raw ↑
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