Are there any kind folks who might be willing to give an idiot’s guide to using the Salesforce REST API with Softr?
I feel like I have a decent layperson’s understanding of Salesforce, of APIs and of Softr, but I’m really floundering when it comes to even the basics of setting Salesforce up as a datasource. And, whilst there are tutorials and guides to using the Salesforce API something just isn’t clicking for me when it comes to transferring the usage into Softr.
I’d really like to understand:
- How to create the initial datasource, including any steps in Salesforce to obtain an access token
- How to set up a GET request to pull information from a specified Account object
- How to display the given information in a Softr block
- How to set up a POST request to update a given field on the same Account object
I’d hope that if I could do those four things I’d be away and running, but right now I’m all at sea!
Thank you in advance to any kind person with the time to help out with this!
@mikesrandall Just read your post. I work a lot with APIs and integration. I’m sure I should be able to help you out. Would be helpful if you could tell where exactly you are facing a problem and some more details on the app itself so that it gives me a bigger picture.
That sounds great! I will be honest, I don’t have the use case totally scoped out yet; I was more hoping that someone might be interested in putting together a general step-by-step guide to getting to the point where you can add Softr blocks displaying Salesforce information.
However, here’s a bit of background. We are a non-profit that supports other nonprofits with volunteer recruitment. Our Salesforce database contains details of volunteers (in the Lead object), of nonprofits (in the Account object) and of volunteering opportunities (in the Volunteer_Opportunities__c object). I am hoping to set up a portal that allows nonprofit users to view and edit their organisation’s volunteering opportunities and see details about volunteers that are interested in volunteering with them.
I have managed to use these instructions to create an access token, which I have added to Softr in the headers for the data source. However in the next section (New Resource) I’m struggling to understand the information Softr is looking for and the format it needs it in. I can assume that maybe I need to set up a resource for each of Lead, Account and Volunteer_Opportunities__c perhaps? But I’m having trouble understanding how Softr needs to use parameters to be able to access any given Lead, for instance. Any information on how to set this up would be really helpful!
Hello,
Thanks for the details.
A while ago, I wrote 2 blog posts on REST APIs + Softr integration. One was integrating with Spoonacular (Food API) and the other was with Shopify.
I’d suggest you read these and see if it helps you. Let me know how it goes.
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