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CRM & Sales OAuth 2.0

Salesforce REST API

CRM & Sales Cloud REST API Reference

The Salesforce REST API provides programmatic access to Salesforce CRM data and functionality. Query records, manage leads, create opportunities, and automate sales workflows. Supports both SOQL queries and standard CRUD operations on any Salesforce object.

Base URL https://yourInstance.salesforce.com/services/data/v60.0

API Endpoints

MethodEndpointDescription
GET/sobjectsList all available SObjects (Account, Contact, Lead, etc.)
GET/sobjects/AccountGet Account object metadata and field definitions
GET/sobjects/Account/{id}Retrieve a specific Account record by ID
POST/sobjects/AccountCreate a new Account record
PATCH/sobjects/Account/{id}Update an existing Account record
DELETE/sobjects/Account/{id}Delete an Account record
GET/query?q={soql}Execute a SOQL query (e.g., SELECT Id, Name FROM Account)
GET/sobjects/LeadGet Lead object metadata
POST/sobjects/LeadCreate a new Lead
GET/sobjects/OpportunityGet Opportunity object metadata
POST/sobjects/OpportunityCreate a new Opportunity
GET/search?q={sosl}Full-text search across all objects using SOSL

Code Examples

# Authenticate and get access token
curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=password" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "username=YOUR_USERNAME" \
  -d "password=YOUR_PASSWORD"

# Query accounts
curl https://yourInstance.salesforce.com/services/data/v60.0/query \
  -G --data-urlencode "q=SELECT Id, Name, Industry FROM Account LIMIT 10" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

# Create a new lead
curl -X POST https://yourInstance.salesforce.com/services/data/v60.0/sobjects/Lead \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"FirstName":"John","LastName":"Doe","Company":"Acme Corp"}'

Connect Salesforce to AI

Deploy a Salesforce MCP server on IOX Cloud and connect it to Claude, ChatGPT, Cursor, or any AI client. Your AI assistant gets direct access to Salesforce through these tools:

query_salesforce Execute a SOQL query and return results
create_lead Create a new lead with name, company, and email
update_opportunity Update opportunity stage, amount, or close date
search_contacts Full-text search across all contacts
get_account Retrieve account details by ID or name

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