Setup an External Client App for Integration by External Partner

Credentials

Please request the following information from GoldFinch Team if you don't already have it:

• Token URL
• Request URL
• Consumer Key
• Consumer Secret
• Username
• Password

Test API connection using Postman

1. Download and install Postman API client API Client for REST, SOAP, & GraphQL Queries | Postman.

   

2. The post URL is https://yourdomain.my.salesforce.com/services/oauth2/token. Please update "yourdomain" in the URL with your domain. 

   

3. In the Body, specify the following parameter.

   

4. Click the Send button. If successful, Salesforce will return a response containing an access token.

   

5. Test a transaction.

   The basic request URL: https://yourdomain.my.salesforce.com/services/data/v6.0/

   Copy and paste the access token in the #2 field

   Enter Bearer in the #3 field.

   Click the Send button, and Salesforce should return a result.  In the screenshot below, we queried the sales order object, and Salesforce returned a list of sales orders.

   

    

Additional Support Documentation

Salesforce supports both SOAP and REST.

Salesforce API documentation links - https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_rest

Salesforce API governor limits - Salesforce Developers