Skip to content

Latest commit

 

History

History
87 lines (53 loc) · 3.44 KB

install-with-web.md

File metadata and controls

87 lines (53 loc) · 3.44 KB
Raw

Back to main page

Installing with the Postman Web UI

Consider this installation option if you can’t install the Postman desktop app.

🎥 Video instructions

Fork the Collection

  1. Using a browser, sign up/in to Postman.
  2. Navigate to this link to create a fork of the collection.
  3. Enter a label for your fork (e.g.: “My fork”).
  4. Select a workspace (the default “My Workspace” workspace is fine).
  5. Click Fork Collection.

Configure the Collection

  1. Click Salesforce APIs

  2. Open the Variables tab.

  3. If needed, update the CURRENT VALUE of the url variable with either:

    • https://test.salesforce.com for sandboxes or Scratch orgs.
    • https://login.salesforce.com for production, Trailhead Playground and Developer Edition orgs.
    • your custom My Domain URL.

  4. Click Save.

Enable CORS in Salesforce

  1. In Salesforce Setup, enter CORS in the Quick Find and select CORS.
  2. Click New under Allowed Origins List
  3. Enter https://*.postman.com as the Origin URL Pattern
  4. Click Save
  5. Repeat the previous steps and add https://*.postman.co (note the .co domain extension)

CORS configuration screenshot

Authenticate with Salesforce

You'll need to authenticate with Salesforce to access the APIs. Doing so grants you an access token that is valid for a certain duration.

Repeat this step whenever your access token expires.

  1. Click Salesforce APIs

  2. Open the Authorization tab. The authorization type should be set to OAuth 2.0.

  3. Click Get New Access Token. This opens a browser tab with the Salesforce login screen.

  4. Log in to your Salesforce org.

  5. Click Allow to grant access to "Salesforce APIs Collection for Postman" to your org.

    Grant access screenshot

    At this point, if your environment is correctly set up, you should see a success message and you should be redirected to the Postman web UI.

  6. Copy the value of the instance_url field from the token details view. Make sure not to copy the line break character.

    Grant access screenshot

  7. Click Use Token.

  8. Open the Variables tab.

  9. Update the CURRENT VALUE of the _endpoint variable with the value that you just copied from the instance_url field in the access token details.

  10. Click Save.

Execute a Request

  1. Expand the collection and select the REST > Limits request.
  2. Click Send.

At this point, if your environment is correctly set up, you should see a 200 OK status. This means that you have successfully authenticated with Salesforce and that you can now use the other collection’s requests.

Authenticate screenshot

See additional documentation for more information on how to keep the collection up to date and work with multiple Salesforce orgs.

Back to main page