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PerfectApps ® Help Guide

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Working with REST APIs is an advanced topic. Users attempting to integrate with REST APIs should have a good working knowledge of APIs and use the documentation available for each one. Users should also have a good working knowledge of creating and configuring PerfectApps Connections and Actions.

 

The Salesforce REST API is one of several web interfaces that you can use to access your Salesforce data without using the user interface. With API access, you can perform operations and integrate Salesforce into PerfectApps as you like.

 

There are three main steps to take.

 

1. Make preparations by ensuring that you have the right level of access and information available.

2. A New Connected App needs to be configured in your Salesforce account.

3. A connection and action needs to be configured in your PerfectApps account to obtain a Bearer Token that's necessary for any subsequent connections.

 

Next Step: Preparing to integrate with Salesforce

 

See also: Creating a connected app in Salesforce, Creating a Salesforce connection

 

Return to: Supported REST Web Services