An API call (GET) in Salesforce allows users to retrieve data from external platforms or endpoints and bring that data into Salesforce. This functionality provides flexibility in how data is accessed and integrated, enhancing the user experience and data utility within Salesforce. Users have four different ways to run an API call:
Conditionals: This method makes an API call to your platform or API endpoint when certain conditions or logic are met. For example, you can configure it to fetch data only when specific criteria in Salesforce are satisfied.
Use Case: Fetch data when specific criteria are met.
Example: Retrieve updated customer information when the status field changes.
Action Button: Create a custom button that makes an API call when clicked. Salesforce admins can add this button to record pages, allowing users to retrieve data on-demand.
Use Case: On-demand data retrieval.
Example: Add a button to record pages that users can click to fetch the latest order details from an external system.
Data Table Component: The data table component can make an API call to fetch and display data in real-time. This ensures that users have the most up-to-date information presented in a tabular format.
Use Case: Display real-time data.
Example: Embed a data table component that pulls and shows the latest inventory levels from an external database.
Schedule: Schedule API calls to run at specific times and frequencies defined by you. This is useful for non-time-sensitive data, reducing the number of API calls made during peak usage times.
Use Case: Periodic data synchronization.
Example: Schedule nightly API calls to update product prices from an external source.
Points to Consider While Using API Calls (GET) in Salesforce Packages:
Data Mapping: For the data response, you can either define how the data should be mapped inside Salesforce or allow Salesforce admin users to map it themselves. We highly recommend letting Salesforce admins map the data, as each Salesforce org can be configured differently and may have unique requirements.
By leveraging different methods for API calls (GET) in Salesforce, users can ensure seamless data integration, enhance data accessibility, and maintain up-to-date information within their Salesforce environment. This flexibility supports a wide range of business scenarios and user requirements.
