My company decided to use Salesforce. I have worked with Microsoft CRM, but not Salesforce yet. When learning about a new application, I like to see how I can access the data. PowerShell and cURL are the simplest way for me to understand how to connect to a REST api.
First step is getting an OAuth2 token. This is well documented, but being new to the platform, I needed to start from the beginning.
First you need to create an app. Copy the ID and the Secret (I am using lightning):
Setup Home -> Platform Tools -> Expand Apps -> Apps -> Connected Apps -> New. You can follow these directions
After it is created, you need to create a token for the user:
Top menu on upper right corner click on your “icon” -> Settings -> My Personal Information – Reset My Security Token.
Click reset and it will be emailed to you.
Here is the cURL command to make the connection and get the access_token:
response=$(curl -s https://InstanceName-dev-ed.my.salesforce.com/services/oauth2/token -d "grant_type=password" \ -d "client_id=ReallyLongClientIDReallyLongClientIDReallyLongClientIDReallyLongClientIDReallyLongCli" \ -d "client_secret=1234567890123456789" -d "[email protected]" \ -d "password=PasswordAndTokenNoSpaces") ACCESS_TOKEN=$(echo $response | awk -F"," '{print $1}' | awk -F":" '{print $2}' | sed s/\"//g | tr -d ' ')
Things to note: I am using my instance ID in the url. There was mixed documentation as to use this address or the standard logon url. This worked, and with the PowerShell command in the next post it was necessary. Https is required, and the password is a mashup of user name and security token
And the code to pull some data using the token
curl -H "Authorization: Bearer $ACCESS_TOKEN" -H "X-PrettyPrint:1" "https://InstanceName-dev-ed.my.salesforce.com/services/data/v37.0/sobjects/Account"
This was pretty easy as there are many examples out there. PowerShell, not so much.
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