Salesforce Automation

name: Salesforce Automation
description: >-
  A collection of Salesforce APIs for automating business processes, sales operations, and customer relationship
  management.
image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
url: https://developer.salesforce.com
created: '2024-01-01'
modified: '2026-05-19'
specificationVersion: '0.16'
tags:
- Automation
- Cloud
- CRM
- Enterprise
- Sales
apis:
- name: Salesforce REST API
  description: Core REST API for accessing Salesforce data and metadata programmatically.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/
  baseURL: https://yourInstance.salesforce.com/services/data
  tags:
  - CRUD
  - Data
  - REST
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/
  - type: OpenAPI
    url: openapi/salesforce-rest-api-openapi.json
  - type: JSONSchema
    url: json-schema/salesforce-automation-flow-schema.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Authentication
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_oauth_and_connected_apps.htm
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/quickstart.htm
  - type: APIReference
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
  - type: RateLimits
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_limits.htm
  - type: ChangeLog
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/rest_rns.htm
  - type: Postman Collection
    url: https://www.postman.com/salesforce-developers/workspace/salesforce-developers/overview
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce SOAP API
  description: Enterprise-grade SOAP API for complex integrations and bulk operations.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/
  baseURL: https://yourInstance.salesforce.com/services/Soap/c
  tags:
  - Enterprise
  - Integration
  - SOAP
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/
  - type: WSDL
    url: https://yourInstance.salesforce.com/services/wsdl/enterprise
  - type: Authentication
    url: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_login.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Bulk API 2.0
  description: Asynchronous API optimized for loading and querying large data sets.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/jobs
  tags:
  - Async
  - Bulk
  - ETL
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/
  - type: OpenAPI
    url: openapi/salesforce-bulk-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Best Practices
    url: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_best_practices.htm
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/asynch_api_quickstart.htm
  - type: Authentication
    url: https://developer.salesforce.com/docs/atlas.en-us.api_asynch.meta/api_asynch/authentication.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Metadata API
  description: API for managing customizations and building tools for application lifecycle management.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/
  baseURL: https://yourInstance.salesforce.com/services/Soap/m
  tags:
  - Deployment
  - DevOps
  - Metadata
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/
  - type: WSDL
    url: https://yourInstance.salesforce.com/services/wsdl/metadata
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Streaming API
  description: Real-time event monitoring and push notifications using Bayeux protocol.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/
  baseURL: https://yourInstance.salesforce.com/cometd
  tags:
  - Events
  - Push
  - Real-Time
  - Streaming
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/
  - type: OpenAPI
    url: openapi/salesforce-streaming-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Quick Start
    url: https://developer.salesforce.com/docs/atlas.en-us.api_streaming.meta/api_streaming/quick_start.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Platform Events API
  description: Event-driven architecture for publishing and subscribing to custom events.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/sobjects
  tags:
  - Events
  - Integration
  - Pub/Sub
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/
  - type: OpenAPI
    url: openapi/salesforce-platform-events-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Developer Guide
    url: >-
      https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_intro.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Analytics API
  description: API for accessing and manipulating Analytics dashboards and datasets.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/wave
  tags:
  - Analytics
  - Dashboards
  - Reports
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/
  - type: OpenAPI
    url: openapi/salesforce-analytics-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Tooling API
  description: API for building custom development tools for Salesforce applications.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/tooling
  tags:
  - Debugging
  - Development
  - Tooling
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/
  - type: OpenAPI
    url: openapi/salesforce-tooling-api-openapi.json
  - type: JSONSchema
    url: json-schema/salesforce-automation-flow-schema.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Flow Object Reference
    url: https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/tooling_api_objects_flow.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Connect REST API
  description: >-
    REST API for integrating mobile apps, intranet sites, and third-party web applications with Salesforce, including
    Chatter feeds, groups, and users.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/connect
  tags:
  - Chatter
  - Collaboration
  - Connect
  - Social
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_what_is_chatter_connect.htm
  - type: OpenAPI
    url: openapi/salesforce-connect-rest-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickstart.htm
  - type: APIReference
    url: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/connect_resources_overview.htm
  - type: RateLimits
    url: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/intro_rate_limits.htm
  - type: Examples
    url: https://developer.salesforce.com/docs/atlas.en-us.chatterapi.meta/chatterapi/quickreference.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Pub/Sub API
  description: >-
    gRPC-based API for publishing and subscribing to platform events, change data capture events, and custom channels
    in real time.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/platform/pub-sub-api/overview
  baseURL: https://api.pubsub.salesforce.com:7443
  tags:
  - Events
  - gRPC
  - Pub/Sub
  - Real-Time
  - Streaming
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/platform/pub-sub-api/overview
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/platform/pub-sub-api/guide/intro.html
  - type: Authentication
    url: https://developer.salesforce.com/docs/platform/pub-sub-api/guide/supported-auth.html
  - type: APIReference
    url: https://developer.salesforce.com/docs/platform/pub-sub-api/guide/grpc-api.html
  - type: RateLimits
    url: https://developer.salesforce.com/docs/platform/pub-sub-api/guide/allocations.html
  - type: GitHub
    url: https://github.com/forcedotcom/pub-sub-api
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce GraphQL API
  description: >-
    GraphQL API for querying Salesforce data with a single endpoint, reducing round trips and improving application
    performance.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/platform/graphql/overview
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/graphql
  tags:
  - Data
  - GraphQL
  - Query
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/platform/graphql/overview
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/platform/graphql/guide/graphql-about.html
  - type: Quick Start
    url: https://developer.salesforce.com/docs/platform/graphql/guide/get-started.html
  - type: APIReference
    url: https://developer.salesforce.com/docs/platform/graphql/guide/requests-and-responses.html
  - url: graphql/salesforce-automation-graphql.md
    type: GraphQL
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Change Data Capture API
  description: >-
    API for receiving near-real-time notifications of changes to Salesforce records to synchronize corresponding
    records in external data stores.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/sobjects
  tags:
  - CDC
  - Change Data Capture
  - Events
  - Real-Time
  - Synchronization
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture
  - type: OpenAPI
    url: openapi/salesforce-change-data-capture-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Developer Guide
    url: https://developer.salesforce.com/docs/atlas.en-us.change_data_capture.meta/change_data_capture/cdc_what.htm
  - type: Trailhead
    url: https://trailhead.salesforce.com/content/learn/modules/change-data-capture/understand-change-data-capture
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Invocable Actions API
  description: >-
    REST API for invoking standard and custom actions programmatically, including flow actions and process automation
    triggers.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/actions
  tags:
  - Actions
  - Automation
  - Flows
  - Invocable
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable.htm
  - type: OpenAPI
    url: openapi/salesforce-invocable-actions-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Standard Actions Reference
    url: >-
      https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_standard.htm
  - type: Custom Actions Reference
    url: >-
      https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_actions_invocable_custom.htm
  - type: Flow Actions
    url: https://developer.salesforce.com/docs/atlas.en-us.api_action.meta/api_action/actions_obj_flow.htm
  - type: Launch a Flow from REST API
    url: https://help.salesforce.com/s/articleView?id=sf.flow_distribute_system_rest.htm&language=en_US&type=5
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Composite API
  description: >-
    REST API for executing multiple API requests in a single call, with the ability to use the output of one request
    as input to another.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_composite.htm
  baseURL: https://yourInstance.salesforce.com/services/data/v63.0/composite
  tags:
  - Batch
  - Composite
  - Performance
  - REST
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_composite.htm
  - type: OpenAPI
    url: openapi/salesforce-composite-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: Developer Guide
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_composite_resources.htm
  - type: Composite Batch
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_composite_batch.htm
  - type: Composite Graph
    url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_resources_composite_graph.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
- name: Salesforce Apex REST API
  description: >-
    Framework for exposing Apex classes and methods as RESTful web services, enabling custom API endpoints on the
    Salesforce platform.
  image: https://www.salesforce.com/content/dam/sfdc-docs/www/logos/logo-salesforce.svg
  humanURL: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm
  baseURL: https://yourInstance.salesforce.com/services/apexrest
  tags:
  - Apex
  - Custom Endpoints
  - Development
  - REST
  properties:
  - type: Documentation
    url: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest.htm
  - type: OpenAPI
    url: openapi/salesforce-apex-rest-api-openapi.json
  - type: JSONLD
    url: json-ld/salesforce-automation-context.jsonld
  - type: GettingStarted
    url: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_intro.htm
  - type: APIReference
    url: https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_restrequest.htm
  - type: Code Samples
    url: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_rest_code_samples.htm
  contact:
  - FN: Salesforce Developer Support
    email: [email protected]
    url: https://developer.salesforce.com/support
maintainers:
- FN: Kin Lane
  email: [email protected]
  url: https://apievangelist.com
common:
- type: Portal
  url: https://developer.salesforce.com
- type: Website
  url: https://www.salesforce.com
- type: Developer Portal
  url: https://developer.salesforce.com
- type: Documentation
  url: https://developer.salesforce.com/docs
- type: API Library
  url: https://developer.salesforce.com/docs/apis
- type: Trailhead Learning
  url: https://trailhead.salesforce.com
- type: API Status
  url: https://status.salesforce.com
- type: Community
  url: https://developer.salesforce.com/forums
- type: Blog
  url: https://developer.salesforce.com/blogs
- type: Pricing
  url: https://www.salesforce.com/editions-pricing/overview/
- type: TermsOfService
  url: https://www.salesforce.com/company/legal/agreements/
- type: PrivacyPolicy
  url: https://www.salesforce.com/company/privacy/
- type: SignUp
  url: https://developer.salesforce.com/signup
- type: Login
  url: https://login.salesforce.com
- type: GitHub
  url: https://github.com/salesforce
- type: GitHubOrganization
  url: https://github.com/developerforce
- type: Stack Exchange
  url: https://salesforce.stackexchange.com
- type: X (Twitter)
  url: https://twitter.com/salesforcedevs
- type: Support
  url: https://developer.salesforce.com/support
- type: Contact
  url: https://www.salesforce.com/company/contact-us/
- type: RateLimits
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- type: API Versioning
  url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_versions.htm
- type: Postman Collection
  url: https://www.postman.com/salesforce-developers/workspace/salesforce-developers/overview
- type: Postman GitHub
  url: https://github.com/forcedotcom/postman-salesforce-apis
- type: SDKs
  url: https://jsforce.github.io/
- type: ReleaseNotes
  url: https://help.salesforce.com/s/articleView?id=release-notes.rn_api_nc.htm&language=en_US&release=248&type=5
- type: API End-of-Life Policy
  url: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/api_rest_eol.htm
- type: SpectralRules
  url: rules/salesforce-automation-spectral-rules.yml
- type: Vocabulary
  url: vocabulary/salesforce-automation-vocabulary.yaml
- type: JSONStructure
  url: json-structure/salesforce-automation-flow-structure.json
- type: Example
  url: examples/salesforce-automation-flow-example.json
  title: Flow Example
- type: GitHubOrganization
  url: https://github.com/salesforce
- type: Features
  data:
  - name: OAuth 2.0 Authentication
    description: Supports multiple OAuth flows including authorization code, JWT bearer, and client credentials.
  - name: SOQL Queries
    description: Salesforce Object Query Language for structured data queries across objects.
  - name: SOSL Search
    description: Full-text search across multiple objects using Salesforce Object Search Language.
  - name: Bulk Data Operations
    description: Asynchronous bulk API for loading, deleting, and querying millions of records.
  - name: Real-Time Events
    description: Platform events, Change Data Capture, and streaming API for real-time notifications.
  - name: Flow Automation
    description: Declarative automation with Flow Builder for record-triggered, scheduled, and screen flows.
  - name: Composite API
    description: Execute multiple API requests in a single call with request chaining.
  - name: GraphQL Support
    description: Single-endpoint GraphQL API for efficient data queries.
  - name: Invocable Actions
    description: Programmatic invocation of standard and custom automation actions.
  - name: Approval Processes
    description: Multi-step approval workflows with programmatic submission and management.
- type: UseCases
  data:
  - name: Sales Pipeline Automation
    description: Automate lead assignment, opportunity stage progression, and deal closure workflows.
  - name: Data Migration
    description: Bulk import and export of large datasets between Salesforce and external systems.
  - name: Real-Time Data Sync
    description: Keep external systems in sync with Salesforce using Change Data Capture events.
  - name: Custom Integrations
    description: Build custom REST endpoints using Apex REST for bespoke integration scenarios.
  - name: Analytics and Reporting
    description: Programmatic access to Einstein Analytics dashboards and datasets.
  - name: Process Automation
    description: Trigger flows, approval processes, and invocable actions based on data changes.
- type: Integrations
  data:
  - name: MuleSoft
    description: Native integration platform for connecting Salesforce with enterprise systems.
  - name: Slack
    description: Salesforce-owned collaboration platform with deep CRM integration.
  - name: Tableau
    description: Analytics and visualization platform integrated with Salesforce data.
  - name: Heroku
    description: Cloud application platform for extending Salesforce with custom apps.
  - name: Postman
    description: Official Postman workspace with pre-built API collections for testing.