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Biswajeet is my Name, Success is my Aim and Challenge is my Game. Risk & Riding is my Passion and Hard Work is my Occupation. Love is my Friend, Perfection is my Habit and Smartness is my Style. Smiling is my Hobby, Politeness is my Policy and Confidence is my Power.

Which API Should You Use in Salesforce?

API Name What It’s For Protocol Data Format Communication
REST API Accessing objects in your organization using REST. REST JSON, XML Synchronous
SOAP API Integrating your organization’s data with other applications using SOAP. SOAP (WSDL) XML Synchronous
Chatter REST API Accessing Chatter feeds and social data such as users, groups, followers, and files using REST. REST JSON, XML Synchronous (Images are processed
Analytics REST API Access Analytics features such as datasets, dashboards and lenses programmatically using the Analytics REST API. REST JSON, XML Synchronous
Bulk API Loading or deleting large numbers of records. REST CSV, JSON, XML Asynchronous
Metadata API Managing customizations in your organization and building tools that can manage the metadata model, not the data itself. SOAP (WSDL) XML Asynchronous
Streaming API Providing a stream of data reflecting data changes in your organization. Bayeux JSON Asynchronous (stream of data)
Apex REST API Building your own REST API in Apex. ExposesApex classes as RESTful Web services. REST JSON, XML, Custom Synchronous
Apex SOAP API Creating custom SOAP Web services in Apex. Exposes Apex classes as SOAP Web services. SOAP (WSDL) XML Synchronous
Tooling API Building custom development tools applications. REST or SOAP (WSDL) JSON, XML, Custom Synchronous

When to Use REST API:
REST API provides a powerful, convenient, and simple REST-based web services interface for interacting with Salesforce. Its advantages include ease of integration and development, and it’s an excellent choice of technology for use with mobile applications and web projects. However, if you have many records to process, consider using Bulk API, which is based on REST principles and optimized for large sets of data.

When to Use SOAP API:
SOAP API provides a powerful, convenient, and simple SOAP-based web services interface for interacting with Salesforce. You can use SOAP API to create, retrieve, update, or delete records. You can also use SOAP API to perform searches and much more. Use SOAP API in any language that supports web services.

For example, you can use SOAP API to integrate Salesforce with your org’s ERP and finance systems. You can also deliver real-time sales and support information to company portals and populate critical business systems with customer information.

When to Use Chatter REST API:
Use Chatter REST API to display Salesforce data, especially in mobile applications. In addition to Chatter feeds, users, groups, and followers, Chatter REST API provides programmatic access to files, recommendations, topics, notifications, purchasing, and more. Chatter REST API is similar to APIs offered by other companies with feeds, such as Facebook and Twitter, but it also exposes Salesforce features beyond Chatter.

When to Use the Analytics REST API:
You can access Analytics assets—such as datasets, lenses, and dashboards—programmatically using the Analytics REST API. Send queries directly to the Analytics Platform. Access datasets that have been imported into the Analytics Platform. Create and retrieve lenses. Access XMD information. Retrieve a list of dataset versions. Create and retrieve Analytics applications. Create, update, and retrieve Analytics dashboards. Retrieve a list of dependencies for an application. Determine what features are available to the user. Work with snapshots. Manipulate replicated datasets.

When to Use Bulk API:
Bulk API is based on REST principles and is optimized for loading or deleting large sets of data. You can use it to query, queryAll, insert, update, upsert, or delete many records asynchronously by submitting batches. Salesforce processes batches in the background.

SOAP API, in contrast, is optimized for real-time client applications that update a few records at a time. You can use SOAP API for processing many records, but when the data sets contain hundreds of thousands of records, SOAP API is less practical. Bulk API is designed to make it simple to process data from a few thousand to millions of records.

The easiest way to use Bulk API is to enable it for processing records in Data Loader using CSV files. Using Data Loader avoids the need to write your own client application.

When to Use Metadata API:
Use Metadata API to retrieve, deploy, create, update, or delete customizations for your org. The most common use is to migrate changes from a sandbox or testing org to your production environment. Metadata API is intended for managing customizations and for building tools that can manage the metadata model, not the data itself.
The easiest way to access the functionality in Metadata API is to use the IDE or Migration Tool. Both tools are built on top of Metadata API and use the standard Eclipse and Ant tools, respectively, to simplify working with Metadata API.

  • IDE is built on the Eclipse platform, for programmers familiar with integrated development environments. Code, compile, test, and deploy from within the IDE.
  • The Migration Tool is ideal if you use a script or the command line for moving metadata between a local directory and a Salesforce org.

When to Use Streaming API:
Use Streaming API to receive notifications for changes to data that match a SOQL query that you define.

Streaming API is useful when you want notifications to be pushed from the server to the client. Consider Streaming API for applications that poll frequently. Applications that have constant polling against the Salesforce infrastructure consume unnecessary API call and processing time. Streaming API reduces the number of requests that return no data, and is also ideal for applications that require general notification of data changes.

Streaming API enables you to reduce the number of API calls and improve performance.

When to Use Apex REST API:
Use Apex REST API when you want to expose your Apex classes and methods so that external applications can access your code through REST architecture. Apex REST API supports both OAuth 2.0 and Session ID for authorization.

When to Use Apex SOAP API:
Use Apex SOAP API when you want to expose Apex methods as SOAP web service APIs so that external applications can access your code through SOAP.

Apex SOAP API supports both OAuth 2.0 and Session ID for authorization.

When to Use Tooling API:
Use Tooling API to integrate Salesforce metadata with other systems. Metadata types are exposed as sObjects, so you can access one component of a complex type. This field-level access speeds up operations on complex metadata types. You can also build custom development tools for applications. For example, use Tooling API to manage and deploy working copies of Apex classes and triggers and Visualforce pages and components. You can also set checkpoints or heap dump markers, execute anonymous Apex, and access logging and code coverage information.

REST and SOAP are both supported.

Remove ‘ on behalf of’ on Email Sent From Salesforce

The email delivery setting ‘Enable Sender ID compliance’ automatically adds ‘’ to the Sender field on emails sent from Salesforce.
Some email clients may append the phrase ‘Sent on behalf of’ when the sending domain does not match the from domain.
Disabling the Sender ID compliance setting will stop this.

To remove “ on behalf of” from your outgoing email follow below steps

  • Click Setup || Email Administration || Deliverability.
  • Locate the Email Security Compliance section.
  • Deselect the Enable Sender ID compliance box.
  • Click Save.

Now the emails you send will no longer include ‘ on behalf of’ in the Sender field.

Enable Salesforce1 User For Multiple Users in Salesforce

UserPermissionsMobileUser is the api name for the Salesforce1 User Check box on the user object. We can update UserPermissionsMobileUser value to the set of users to enable Salesforce1 User check box for multiple users in Salesforce.

Enable Service Cloud User For Multiple Users in Salesforce

UserPermissionsSupportUser is the api name for the Service Cloud Check box on the User object. We can update UserPermissionsSupportUser value to the set of users to enable Service Cloud User check box for multiple users in Salesforce.

Set Up Governor Limit Warning Email in Salesforce

  • Log in to Salesforce as an administrator User.
  • Click Setup || Administration Setup || Manage Users || Users
  • Click Edit next to the name of the user to receive the email notifications.
  • Select the Send Apex Warning Emails option.
  • Click Save.

Note: You can specify users in your organization to receive an email notification when they invoke Apex code that surpasses 50% of allocated governor limits.