A How-to Guide for Salesforce API

Are you creating a project focused on improving customer relationship management? You should look into Salesforce's API, which extends the Salesforce functionality to businesses and individuals!

Steven Ang Cheong Seng

Steven Ang Cheong Seng

14 May 2025

A How-to Guide for Salesforce API

When developers discuss customer relationship management (CRM) software, Salesforce stands as a prominent leader. Its robust functionality empowers businesses to cultivate stronger customer connections, streamline operations, and achieve significant sales growth. However, the true potential of Salesforce can be unlocked through its powerful Application Programming Interface (API).

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The Salesforce API is a powerful tool that enables its consumers to cultivate stronger customer relationships - vital for customer retention in businesses. Therefore, to ensure that you can create applications that process data coming from the Salesforce API, consider using Apidog!

Apidog is an API development tool that provides users a platform to view how APIs return responses, and aid users in the visualization of the computer language - making it human-readable!

To learn more about what you can achieve with Apidog, click the button below!
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The Salesforce API acts as a bridge, granting developers programmatic access to extend Salesforce's capabilities and tailor it to unique business requirements. This article delves into the intricacies of the Salesforce API, equipping readers with the knowledge to harness its potential and achieve new heights of efficiency and innovation within their CRM strategy.

What is Salesforce?

salesforce website

Salesforce is a leading provider of cloud-based Customer Relationship Management (CRM) software. CRM software serves as a centralized platform designed to optimize all aspects of a business's interactions with current and potential customers.

Salesforce's Key Features

Salesforce API's Key Benefits

Developers should implement the Salesforce API if they are creating applications to help businesses manage customer relationships. Here are a few prominent key benefits you can leverage by using the Salesforce API:

Enhanced Customization

The Salesforce API grants developers the ability to tailor the platform to perfectly align with your organization's specific needs.  Imagine extending core functionalities, building custom objects and fields, or crafting unique user interfaces – the possibilities are virtually limitless.  This level of customization ensures your CRM solution perfectly reflects your unique business processes and workflows.

Streamlined Automation

Repetitive tasks can be a major drain on productivity. The Salesforce API empowers you to automate these tasks, freeing up your team to focus on more strategic initiatives.  Think about automating lead nurturing emails, generating reports, or updating customer records – the API allows you to streamline these processes, saving valuable time and resources.

Seamless Integrations

The Salesforce API acts as a bridge, allowing you to connect Salesforce with various other business applications you rely on. This fosters a unified ecosystem where data flows effortlessly between platforms.  Imagine integrating your CRM with marketing automation tools, accounting software, or even custom-built applications – the API breaks down data silos and ensures a holistic view of your customer interactions.

Real-Time Data Access

The Salesforce API facilitates real-time access to your CRM data. This empowers you to build dynamic dashboards, applications, and reports that reflect the latest customer information.  Your sales, marketing, and customer service teams can make data-driven decisions with the confidence that they're working with the most up-to-date information.

Increased Efficiency and Productivity

By leveraging automation, streamlined integrations, and real-time data access, the Salesforce API empowers you to significantly boost overall efficiency and productivity.  Your teams can work smarter, not harder, by eliminating manual processes and gaining access to the information they need in real-time.  This translates to faster sales cycles, improved customer service experiences, and ultimately, increased business growth.

Advanced Analytics and Reporting

The Salesforce API unlocks the potential for advanced analytics and reporting capabilities. Developers can leverage the API to extract specific data sets and integrate them with advanced analytics tools. This allows you to gain deeper insights into customer behavior, identify trends, and make data-driven decisions to optimize your marketing and sales strategies.

Salesforce API Pricing

salesforce api pricing

Salesforce provides a lot of different API packages, which require you to sign up. Therefore, this article cannot provide a clear and concise price - so check out their website here:

Salesforce Developers
Salesforce Developer Website

They provide free trials to their products to ensure that you are confident that you like the functionalities of that specific Salesforce product.

Example Step-by-step Guide to Using Salesforce API With Apidog

Step 1 - Create a Salesforce Account

salesforce sign up


First, create a Salesforce developer account from this website:

Developer Edition Signup | Salesforce Developers
Sign up to get your very own Developer Edition for free to create enterprise cloud apps.

You will have to include some personal details. Once you have activated your Salesforce account, you will be redirected to the Salesforce Developer page.

Step 2 - Setup New Connected App

On the Salesforce Developers page, scroll down on the left vertical list until you see the Platform Tools section. Find the App Manage header under the Apps section, and select the New Connected App button, as shown in the image above.

Step 3 - Setup Salesforce Application Environment

salesforce include app details
salesforce include chatter

Proceed by including the required fields, which are:

This example will demonstrate the Salesforce API with the Chatter API, so if you are interested in using a different functionality, make sure to select a different option.

Accessing your Consumer Key and Consumer Secret

salesforce manage consumer details

You will require a consumer key and consumer secret. To view what exactly they are, scroll down to the "API (Enable OAuth Settings)" section, and press the Manage Consumer Details button.

Once you have verified your email, Salesforce will display your consumer key and secret for you to use on the next step.

Manage Salesforce Application IP Relaxation Setting

salesforce manage app

In order to successfully obtain an access token, continue by clicking Manage.

salesforce edit policies

Continue by selecting the Edit Policies button found on the screen.

salesforce relax ip restrictions

Lastly, in the IP Relaxation section, select the "Relax IP restrictions options", so that the authentication will be successful on the next step.

Step 4 - Using Apidog to Authenticate the Application

Apidog is an API development platform that provides a simple yet elegant user interface for users to work with.

apidog interface
Apidog An integrated platform for API design, debugging, development, mock, and testing
REAL API Design-first Development Platform. Design. Debug. Test. Document. Mock. Build APIs Faster & Together.
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apidog create new project

With Apidog, we will be authenticating the Salesforce application and will be using the OAuth Username-Password flow, so first, create a new API request inside a fresh project by pressing the + New Project button.

apidog create new api request

Proceed by making a new API request, here are the details for what is required of the API request:

HTTP Method: POST

Endpoint: https://login.salesforce.com/services/oauth2/token

Under the Body Section:

Once everything has been finalized, press Send

apidog send salesforce request

If all the steps have been done correctly, you will obtain the access token and instance URL as shown below:

apidog salesforce access token and instance url

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