Tag: ai

The Latest on REST and GraphQL Endpoints

REST APIs are a widely used way to send and receive data from a server on the internet. Requests are sent to a REST endpoint using HTTP and are designed to provide data or access on demand for anyone sending a request and the client and server are independent of one another. Responses from a REST endpoint are typically returned in JSON format.

Most APIs with Salesforce use REST and custom endpoints can be exposed using REST.GraphQL is a newer system for API endpoints designed to improve on certain shortcomings of REST.

It is a query language that allows clients to send a request to an endpoint for the specific data that they need rather than getting all data from the endpoint. Similar to REST, a request is sent to an endpoint over HTTP and a response is returned as JSON.

GraphQL was introduced into Salesforce with the Winter ’23 update!

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Salesforce Models API

The Salesforce Models API empowers developers by offering direct access to large language models in a highly flexible and customisable manner. It complements Salesforce’s suite of tools by allowing users to design workflows that fully align with their specific business goals, unrestricted by default functionality.

A key highlight here is the ability to leverage Salesforce’s “Bring Your Own Model” capability, which allows you to seamlessly integrate custom-trained models to be accessed via the API.

One great feature is the API’s ability to generate embeddings, these powerful vector representations can be stored in your Org. A good use case for this functionality would be reducing the overhead of LLM queries by implementing spacial comparisons such as dot product comparisons directly in your Org.

This would enable faster, more efficient matching in situations such as semantic search, recommendations, and personalised user interactions!

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Formstack Form Builder // Salesforce Integration

Formstack’s Form Builder, integrated with Salesforce, offers a powerful solution for streamlining data collection and improving user engagement. Its no-code, drag-and-drop interface makes form creation simple, while the conditional logic feature takes it to the next level.

Conditional logic allows you to dynamically show or hide fields based on user responses, creating a more personalised and relevant experience. This not only reduces form abandonment but ensures that the data collected is accurate and actionable.

When connected to Salesforce, the integration enables direct data syncing, meaning leads, contacts, or cases can be automatically created or updated in real time.

Conditional logic also supports more intelligent workflows by guiding users through tailored form pathways, triggering automated processes, and improving lead routing. The result is more efficient data collection, better user experience, and seamless alignment with your Salesforce operations!

Leverage Composite REST Requests with the Winter ’25 Release

As of the Winter ’25 Salesforce Release, developers are now able to leverage composite REST requests when interacting with an Orgs data via the Salesforce SObject API. This functionality allows developers to wrap a series of multiple sub-requests together into one API call. In certain situations this could be a boon for efficiency, performance, and reducing the number of API limits used in calls, as the number of round server trips needed can now be reduced.

These sub-requests can also be chained to allow for the output of one request to be used in a following sub-request. This, combined with the ability to mix different operation types (All CRUD – creating, updating, deleting, and retrieving) means that complex requests that are dependant on one another are able to be executed in one single API call.

For example, you could now update an Account, create a new Contact, and then link them via a junction object all within one single REST request!

Extremely powerful functionality to integrate into your existing or new systems for improvements in efficiency, performance, as well as affording you savings on your Org’s API call limits.

Further information can be found here! Read more

Multiple selection for choice lookup in flow

Salesforce has enhanced the Choice Lookup component in Flow Builder, now allowing it to accept multiple selections (up to 25 choices) rather than just a single selection. This update adds significant flexibility to business processes, particularly in scenarios like assigning multiple tasks to team members.

Previously, only the standard Lookup component allowed multiple selections, making this a valuable improvement for users who need to handle multiple-choice options efficiently.

This feature is available in both Lightning Experience and Salesforce Classic across Professional, Enterprise, Performance, Unlimited, and Developer editions. However, it’s important to note that it’s not supported in the Classic runtime for flows.

Why is it Important? For example, in a screen flow used by project managers to assign tasks, they can now select multiple tasks in one go, streamlining their workflow. Before this update, they were limited to selecting only one task at a time, which could be time-consuming for larger projects.

To enable this feature, go to the Screen element in Flow Builder, add the Choice Lookup component, and set “Let Users Select Multiple Options” to “Yes.” You can then add the necessary choice resources to accommodate the selection of up to 25 options.

This update is particularly useful for improving the efficiency of flows that require multi-select capabilities, making Salesforce more adaptable to complex business needs.

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