How to connect to Salesforce via REST API using Postman ?

How to connect to Salesforce via REST API using Postman or Insomnia ? I have a trial version. I can't find this in settings.

What authentication type should I use ?

What endpoint should I use ?

What parameters should I use ?

How should the headers look like ?

Hi,

You can use the following options to connect to Salesforce using REST API and Postman:

• Create a Connected App manually - is a bit complicated, because of the settings
• Import Salesforce platform API collection to Postman - contains many pre-defined profiles, requires some configuration, but is easier to use

Please note that API may not work / may not be fully supported in trial version. To work with Salesforce API for free, it is recommended to use a Developer version, which supports API connection and doesn't expire.


1. Create a Connected App manually

Sign into your Salesforce account, go to the settings and search for App Manager:



Click on New Connected App:



Fill the required fields, enable OAuth Settings and set Callback URL to https://login.salesforce.com/services/oauth2/success:



Choose the permissions (OAuth Scopes) and Save the app:



Go to Manage Connected Apps and click on the created application:



Click on Manage Consumer Details to get the Consumer Key and Secret:



Consumer Key is later used as Client ID and Consumer Secret is used as Client Secret:



Prepare your security token. If you don't have the security token, you have to reset it and receive it via email:



To connect to the Salesforce via API using a Postman, you have to first get the token. Check the Salesforce OAuth endpoints. When getting the token, you have to use the following params:

grant_type - "password"
client_id - use consumer key
client_secret - use consumer secret
username - your username
password - password+security token



The Headers should be set to:
Postman-Token: <calculated when request is sent>
Host: <calculated when request is sent>
content-type: application/x-www-form-urlencoded

You may also need to change some other settings to make a successful API call. If you are getting the error: {"error":"invalid_grant", "error_description":"authentication failure"}, you may need to set your API relaxation to Relax IP restrictions:



You also may need to allow OAuth username-password flows:




2. Import Salesforce platform API collection to Postman

Go to the Salesforce API collections on Postman website. Then make a fork, to get the Salesforce API definitions to your Postman.

After the collection is available in your Postman, click on Authorization. Scroll down and click on Get New Access Token:



You will be redirected to your Salesforce account. You may need to sign in. Then you have to allow access for Postman:



If your call is authenticated, you will get the success notification:



Then you will be redirected to Postman:



Click on Use Token:



Now, you should have an API access to your Salesforce account. To select the records, you have to click on REST folder in you Salesforce Platform API collection and choose Query:



You have to enter your SOQL query to get the records:



You may get an error "Invalid URI". In this case, you have to check if {{_endpoint}} variable contains the value. If not, you have to set it in variables.