Post on 08-Jan-2017
Exploring the Salesforce REST APIJay HurstDirector, Product Management
@extraidea
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Many customers are facing a set of challenges around building client applications against the Salesforce REST API.
Raise your hand if you:• Have used the REST API in Salesforce
• Have tried to build a client application using the REST API but have faced issues with the number of round trips
• Have a need to design efficient APIs and want to reduce the number of API round trips to the Salesforce server
Building Streamlined APIs
Bulk
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Tooling
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INTE
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Point & Click Integration Tools
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App Cloud Gives You Tools for Building Any AppFull spectrum of capabilities from enterprise control to elastic flexibility
REST API• Best suited for browser or mobile applications which
do not need to access high amounts of records• Access data over REST• XML or JSON• Synchronous• Authenticate with OAuth 2.0 (connected app)
https://www.salesforce.com/us/developer/docs/api_rest/
Anatomy of a REST API Callhttps://na44.salesforce.com/services/data/v37.0/sobjects/Account/
0010000000ABc12
Instance of Saleforce
API Type
API Version
API Subtype
Entity
Record ID
Traditional REST API Diagram
What is a Composite API?
What is a Composite API?• An API that is built by combining existing API
functions• A single request to an API can perform multiple functions
• Orchestration of the composite APIs allow developer controlled business logic and functionality• Responses from one API method can be directed as inputs into another method
• Multiple APIs can be used in a single call to improve performance
• Compositions are key for designing efficient API for use in mobile development
Salesforce Composite Resources
Batching REST Resource• Resource which accepts multiple REST calls to
execute• A single Batch REST request can execute up to 25 sub-requests
• Sub-requests contains the resource (URI) and the method to execute
• Each sub-request is an unrelated API call
• Sub-requests are executed serially, in order, and as the running user
• As each sub-request completes, the call is committed
• Has one optional parameter• haltOnError - indicates if the batch should stop on any error that is encountered
• The response will be a JSON object of responses from the sub requests
Batch REST API Diagram/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Task
/services/data/v37.0/sobjects/Task
/services/data/v37.0/composite/batch
Example Batch Request{"batchRequests" : haltonerror:true, [ {"method" : "POST", "url" : "v34.0/sobjects/account/", "richInput" : {"Name" : "NewName", "Industry" : "Tech"}},
{"method" : "GET", "url" : "v34.0/sobjects/account/describe/"},
{"method" : "GET", "url" : "v34.0/query?q=select id, name, industry from account order by createddate desc limit 10" }]}
Example Successful Batch Response{"hasErrors" : false, "results" : [{ "statusCode" : 201, "result": {"id" : "001B0000003xiArIAI”, "success" : true, "errors" : [ ]} }, { "statusCode" : 200, "result": {"actionOverrides" : [ ], "activateable" : false, ..., "undeletable" : true, "updateable" : true} }, { "statusCode" : 200, "result": {"totalSize" : 10, "done" : true, "records" : [{ "attributes" : {"type" : "Account”, "url" : "/services/data/v34.0/ sobjects/Account/001B0000003xiArIAI”}, ... }] } }]}
Example Unsuccessful Batch Response{"hasErrors" : true, "results" : [{ "result" : [{"message" : "Required fields are missing: [Name]”,"errorCode" : "REQUIRED_FIELD_MISSING", "fields" : [ "Name" ]}], "statusCode" : 400 },{ "result”:[{"message”:"Cannot access this resource in a batch request”, "errorCode”: "INVALID_BATCH_REQUEST”}], "statusCode" : 400 },{ "result" : [{ "message" : "\nselect ids, name, industry from account\n^\nERROR at Row: 1:Column:8\nNo such column 'ids' on entity 'Account'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.”, "errorCode" : "INVALID_FIELD"}], "statusCode" : 400 }]}
Batching REST API Demo
TreeSave REST Resource• Creates SObject trees with the same top level object
type • A recursive data structure that contains a root record, its data, and its child records represented as other sObject trees
• The REST resource manages all of the ID creations and mapping
• Create an Account, Contact, Opportunity, and Note in a single call
• The request can contain the following:• Up to a total of 200 records across all trees
• Up to five records of different types
• SObject trees up to five levels deep
• You can create 200 top level records, by only providing the top level
TreeSave API Diagram/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Task
/services/data/v37.0/sobjects/Task
/services/data/v37.0/composite/tree/Account
Using the TreeSave REST Resource• The dev provides the record relations via a reference
ID • ReferenceId is used to link related records and to return errors
• Only Insert is supported
• Triggers, processes, and workflow rules fire separately for each of the object levels
• EX – All triggers fire for all the top level records, then all fire for the second level records, then third, etc…
• All records are rolled back on any error• Error will indicate which referenceId had the error so that the developer can take the appropriate action
Example TreeSave Request{"records" :[ {"attributes" : {"type" : "Account", "referenceId" : "ref1"}, "name" : "SampleAccount”, "phone" : "1234567890”, "website" : "www.salesforce.com", "numberOfEmployees”: "100”, "type" : "Analyst”, "industry" : "Banking", "Contacts" : { "records" : [ {"attributes" : {"type" : "Contact", "referenceId" : "ref2"}, "lastname" : "Smith”, "title" : "President”, "email" : "sample@salesforce.com" }, {"attributes" : {"type" : "Contact", "referenceId" : "ref3"}, "lastname" : "Evans”, "title" : "Vice President”, "email" : "sample@salesforce.com”}] }}, {"attributes" : {"type" : "Account", "referenceId" : "ref4"}, "name”: "SampleAccount2”, "phone”: "1234567890”, "website" : "www.salesforce2.com", "numberOfEmployees”: "100”, "type" : "Analyst”, "industry" : "Banking”}]}
Example Successful TreeSave Response{ "hasErrors" : false, "results" : [ { "referenceId" : "ref1", "id" : "001B0000003xiAwIAI" }, { "referenceId" : "ref4", "id" : "001B0000003xiAxIAI" }, { "referenceId" : "ref2", "id" : "003B0000003l3L5IAI" }, { "referenceId" : "ref3", "id" : "003B0000003l3L6IAI" } ]}
Example Unsuccessful TreeSave Response{ "hasErrors" : true, "results" : [ { "referenceId" : "ref4", "errors" : [ { "statusCode" : "REQUIRED_FIELD_MISSING", "message" : "Required fields are missing: [Name]", "fields" : [ "Name" ] } ] } ]}
TreeSave REST API Demo
Current Composite APIs on Salesforce• There are a number of existing Composite resources
• The Batching REST resource allows for the sending of multiple REST calls in a single round trip
• The calls are unrelated, simply reduces round trips
• The TreeSave REST resource allows creation of multiple records in a single call
• Limited to insert and all-or-none saves
• Apex REST can be used to build custom logic
• Requires complete design by the developer
Building a Composite API on Salesforce• A new API which will be a combination of Batch and
TreeSave • Outputs from one API call can be Inputs into another using the developer assigned referenceId
• Ex - @Account1.id can be used in a later query, as a reference field, or in an action
• Friendly URLs will assist in navigating the resource hierarchy
• Ability to crawl the resource tree easily
• Ex - /services/data/v36.0/sobjects/Account/001X00000000123/Contacts will give you a list of all Contacts on a the designated Account
• This will allow multiple CRUD operations to collections
• This will allow a simple layer of orchestration to the REST API
Composite REST API Diagram/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Account
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Contact
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Case
/services/data/v37.0/sobjects/Task
/services/data/v37.0/sobjects/Task
/services/data/v37.0/query/?q=select id from account limit 4/services/data/v37.0/sobjects/Case/describe
/services/data/v37.0/tree/Account
Query
Describe
Composite API Request{"compositeRequest" : [{ "type" : "rest", "method" : "POST", "url" : "/v30.0/sobjects/Account", "referenceId" : "Account1", "richInput" : {"Name" : "Salesforce"} },{ "type" : "rest", "method" : "PATCH", "referenceId" : "Contact1", "url" : "/v30.0/sobjects/Contact/0030000000AB3d", "richInput" : {"accountId" : "@{Account1.Id}"} },{ "type" : "rest", "method" : "GET", "referenceId" : "ContactsOfAccount1", "url" : "/v30.0/sobjects/Account/@{Account1.Id}/Contacts" }]}
Example Successful Composite Response[{ "id" : "001B000000E8mNSIAZ", "success" : true, "errors" : [ ] }, null, { "totalSize" : 1, "done" : true, "records" : [ { "attributes" : { "type" : "Contact", "url" : "/services/data/v37.0/sobjects/Contact/003B0000006dUZMIA2" }, "Id" : "003B0000006dUZMIA2", … } ]} ]
Composite API Demo
What did we Learn?• What is the Salesforce REST API• Existing Features that begin to
support composite actions• Batching API
• TreeSave API
• Composite API
• Demos of existing resources
Q&A
thank y u