Quick Start: Connect Postman to Salesforce (Set Up and Connect Postman)
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Unit 1
Quick Start: Connect Postman to Salesforce (Set Up Your Org)
• Quick Start: Connect Postman to Sales...
Postman is a popular API development and testing tool, and you can use it to interact with Salesforce APIs. Here's a general guide on setting up and connecting Postman with Salesforce:
1. Create a Salesforce Connected App:
In Salesforce, navigate to Setup.
In the Quick Find box, type "App Manager" and select it.
Click "New Connected App."
Fill in the required information such as the Connected App Name, API Name, and Contact Email, and enable OAuth settings.
In the OAuth Settings section, add the necessary callback URL (e.g., https://www.getpostman.com/oauth2/cal....
Save the Connected App.
2. Retrieve the Consumer Key and Secret:
In the Connected App details, note down the "Consumer Key" and "Consumer Secret." You'll need these for authentication.
3. Set Up OAuth 2.0 Authorization in Postman:
Open Postman.
Create a new request and set the request type to "OAuth 2.0."
Fill in the following details:
Token Name: Any descriptive name.
Grant Type: Authorization Code.
Callback URL: The callback URL you specified when creating the Connected App.
Auth URL: https://login.salesforce.com/services... (for production) or https://test.salesforce.com/services/... (for sandbox).
Access Token URL: https://login.salesforce.com/services... (for production) or https://test.salesforce.com/services/... (for sandbox).
Client ID: The Consumer Key from the Connected App.
Client Secret: The Consumer Secret from the Connected App.
Click "Request Token" to initiate the OAuth flow.
4. Authenticate and Retrieve Access Token:
A new window will open, prompting you to log in to Salesforce and grant permissions.
After granting permissions, you'll be redirected to the callback URL with an authorization code.
Postman will automatically exchange the authorization code for an access token and refresh token.
5. Set Up API Requests:
Create a new request in Postman for the Salesforce API you want to interact with.
Use the obtained access token in the request's Authorization header.
6. Explore Salesforce APIs:
Use the Salesforce REST or SOAP API documentation to understand the available endpoints and parameters.
Customize your Postman requests accordingly.
7. Handle Token Expiry:
Salesforce access tokens have a limited validity. Set up token refreshing logic in your application or manually refresh the token in Postman when needed.
Remember, this is a simplified guide, and the exact steps might vary based on your Salesforce instance's settings and the specific API you're working with. Always refer to the Salesforce documentation for the most accurate and up-to-date information.
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