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Version 13.0: Salesforce Summer '08
Force.com Web Services API Developer's Guide
© Copyright 2000-2008 salesforce.com, inc. All rights reserved. Salesforce.com and the “no software” logo are registered trademarks, and
AppExchange, “Success On Demand,” and “The Business Web” are trademarks of salesforce.com, inc. All other trademarks mentioned in
this document are the properties of their respective owners.
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Table of Contents
Getting  Started.................................................................................................................................................9
Chapter 1:  Introducing the Force.com API..................................................................................9
Customize, Integrate, and Extend Your Salesforce Solutions........................................................................................9
Supported Salesforce Editions.....................................................................................................................................10
Standards Compliance.................................................................................................................................................10
Development Platforms...............................................................................................................................................10
API Support Policy.....................................................................................................................................................10
What’s New in Version 13.0........................................................................................................................................11
Related Resources .......................................................................................................................................................11
Chapter 2: Quick Start..............................................................................................................12
Step 1: Obtain a Salesforce Developer Edition Account.............................................................................................13
Step 2: Generate or Obtain the Web Service WSDL.................................................................................................13
Step 3: Import the WSDL File Into Your Development Platform.............................................................................14
Step 4: Walk Through the Sample Code.....................................................................................................................15
Java Sample Code............................................................................................................................................15
C# Sample Code .............................................................................................................................................21
Chapter 3:Standard and Custom Object Basics ..........................................................................26
Primitive Data Types...................................................................................................................................................27
Field Types..................................................................................................................................................................28
API Data Types and Salesforce Field Types................................................................................................................33
Core Data Types Used in API Calls............................................................................................................................33
sObject.............................................................................................................................................................34
API Fault Element..........................................................................................................................................34
ExceptionCode................................................................................................................................................34
Error................................................................................................................................................................38
StatusCode.......................................................................................................................................................39
System Fields...............................................................................................................................................................47
Required Fields............................................................................................................................................................48
Frequently-Occurring  Fields.......................................................................................................................................49
API Field Properties....................................................................................................................................................50
Relationships Among Objects.....................................................................................................................................50
Relabeling Fields and Tabs and the API.....................................................................................................................51
AppExchange Object Prefixes and the API................................................................................................................51
Custom Objects...........................................................................................................................................................52
Chapter 4: API Call Basics ........................................................................................................55
Characteristics of API Calls........................................................................................................................................56
Factors that Affect Data Access...................................................................................................................................56
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Table of Contents 
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Chapter 5:Error Handling.........................................................................................................59
Error Handling for Session Expiration .......................................................................................................................60
More About Error Handling.......................................................................................................................................60
Chapter 6: Security and the API.................................................................................................61
User  Authentication....................................................................................................................................................62
User Profile Configuration..........................................................................................................................................62
Security Token.............................................................................................................................................................62
Sharing........................................................................................................................................................................63
Implicit Restrictions for Objects and Fields................................................................................................................64
API Access in AppExchange Packages.......................................................................................................................64
Outbound Port Restrictions........................................................................................................................................65
Chapter 7: Using the Partner WSDL..........................................................................................67
Obtaining the Partner WSDL File.............................................................................................................................68
Calls and the Partner WSDL .....................................................................................................................................68
Objects, Fields, and Field Data and the Partner WSDL.............................................................................................68
Queries and the Partner WSDL..................................................................................................................................69
Namespaces in the Partner WSDL.............................................................................................................................69
User Interface Themes.................................................................................................................................................69
Examples.....................................................................................................................................................................69
Sample query Calls..........................................................................................................................................70
Sample search Call...........................................................................................................................................71
Sample create Call...........................................................................................................................................73
Sample update Call..........................................................................................................................................75
Reference.........................................................................................................................................................77
Chapter 8: Data Model..............................................................................................................77
Sales Objects................................................................................................................................................................78
Task and Event Objects...............................................................................................................................................79
Support Objects...........................................................................................................................................................80
Document, Note, and Attachment Objects.................................................................................................................80
User and Profile Objects..............................................................................................................................................81
Record Type Objects...................................................................................................................................................81
Product and Schedule Objects.....................................................................................................................................82
Sharing and Team Selling Objects...............................................................................................................................82
Customizable Forecasting Objects...............................................................................................................................83
Territory  Management................................................................................................................................................83
Process Objects............................................................................................................................................................84
Chapter 9: Standard Objects......................................................................................................85
Account.......................................................................................................................................................................90
AccountContactRole...................................................................................................................................................97
AccountHistory...........................................................................................................................................................98
AccountOwnerSharingRule........................................................................................................................................99
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AccountPartner..........................................................................................................................................................100
AccountShare............................................................................................................................................................102
AccountTeamMember...............................................................................................................................................104
AccountTerritoryAssignmentRule.............................................................................................................................105
AccountTerritoryAssignmentRuleItem.....................................................................................................................106
AccountTerritorySharingRule...................................................................................................................................107
ActivityHistory..........................................................................................................................................................109
AdditionalNumber....................................................................................................................................................111
ApexClass..................................................................................................................................................................113
ApexComponent.......................................................................................................................................................114
ApexPage...................................................................................................................................................................116
ApexTrigger...............................................................................................................................................................117
Approval....................................................................................................................................................................119
Asset..........................................................................................................................................................................121
AssignmentRule........................................................................................................................................................123
AsyncApexJob...........................................................................................................................................................124
Attachment................................................................................................................................................................125
BrandTemplate..........................................................................................................................................................127
BusinessHours...........................................................................................................................................................128
BusinessProcess.........................................................................................................................................................131
CallCenter.................................................................................................................................................................132
Campaign..................................................................................................................................................................133
CampaignMember.....................................................................................................................................................137
CampaignMemberStatus...........................................................................................................................................139
CampaignOwnerSharingRule...................................................................................................................................140
CampaignShare.........................................................................................................................................................141
Case...........................................................................................................................................................................142
CaseComment...........................................................................................................................................................146
CaseContactRole ......................................................................................................................................................147
CaseHistory...............................................................................................................................................................148
CaseOwnerSharingRule............................................................................................................................................149
CaseShare..................................................................................................................................................................150
CaseSolution..............................................................................................................................................................151
CaseStatus.................................................................................................................................................................152
CategoryData............................................................................................................................................................153
CategoryNode...........................................................................................................................................................154
CategoryNodeLocalization........................................................................................................................................155
Community...............................................................................................................................................................156
Contact......................................................................................................................................................................156
ContactHistory..........................................................................................................................................................161
ContactOwnerSharingRule.......................................................................................................................................162
ContactShare.............................................................................................................................................................163
Contract.....................................................................................................................................................................164
ContractContactRole  ...............................................................................................................................................168
ContractHistory........................................................................................................................................................169
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ContractStatus...........................................................................................................................................................170
CurrencyType............................................................................................................................................................170
DatedConversionRate...............................................................................................................................................172
Division.....................................................................................................................................................................172
Document..................................................................................................................................................................174
DocumentAttachmentMap.......................................................................................................................................176
EmailMessage............................................................................................................................................................177
EmailServicesAddress................................................................................................................................................179
EmailServicesFunction..............................................................................................................................................180
EmailStatus...............................................................................................................................................................183
EmailTemplate..........................................................................................................................................................184
EntityHistory............................................................................................................................................................186
Event.........................................................................................................................................................................187
EventAttendee...........................................................................................................................................................194
FiscalYearSettings......................................................................................................................................................195
Folder.........................................................................................................................................................................196
ForecastShare.............................................................................................................................................................198
Group........................................................................................................................................................................198
GroupMember...........................................................................................................................................................200
Idea............................................................................................................................................................................201
IdeaComment............................................................................................................................................................202
Lead...........................................................................................................................................................................203
LeadHistory..............................................................................................................................................................210
LeadOwnerSharingRule............................................................................................................................................211
LeadShare..................................................................................................................................................................212
LeadStatus.................................................................................................................................................................213
LineitemOverride......................................................................................................................................................214
MailMergeTemplate..................................................................................................................................................215
Name.........................................................................................................................................................................217
Note...........................................................................................................................................................................218
NoteAndAttachment.................................................................................................................................................219
OpenActivity.............................................................................................................................................................220
Opportunity...............................................................................................................................................................222
OpportunityCompetitor............................................................................................................................................227
OpportunityContactRole...........................................................................................................................................228
OpportunityFieldHistory..........................................................................................................................................229
OpportunityHistory...................................................................................................................................................229
OpportunityLineItem................................................................................................................................................231
OpportunityLineItemSchedule.................................................................................................................................234
OpportunityOverride................................................................................................................................................237
OpportunityOwnerSharingRule................................................................................................................................238
OpportunityPartner...................................................................................................................................................239
OpportunityShare......................................................................................................................................................240
OpportunityStage......................................................................................................................................................241
OpportunityTeamMember........................................................................................................................................243
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Table of Contents 
Organization..............................................................................................................................................................244
Partner.......................................................................................................................................................................252
PartnerNetworkConnection......................................................................................................................................254
PartnerRole ...............................................................................................................................................................255
Period........................................................................................................................................................................256
Pricebook2.................................................................................................................................................................257
PricebookEntry .........................................................................................................................................................259
ProcessInstance..........................................................................................................................................................261
ProcessInstanceHistory..............................................................................................................................................262
ProcessInstanceStep...................................................................................................................................................263
ProcessInstanceWorkitem..........................................................................................................................................264
Product2  ...................................................................................................................................................................265
Profile........................................................................................................................................................................269
QuantityForecast.......................................................................................................................................................270
QuantityForecastHistory...........................................................................................................................................275
QueueSobject............................................................................................................................................................276
RecordType...............................................................................................................................................................277
RevenueForecast  .......................................................................................................................................................278
RevenueForecastHistory ...........................................................................................................................................283
Scontrol.....................................................................................................................................................................284
ScontrolLocalization..................................................................................................................................................286
SelfServiceUser .........................................................................................................................................................287
Solution.....................................................................................................................................................................289
SolutionHistory ........................................................................................................................................................292
SolutionStatus...........................................................................................................................................................292
StaticResource...........................................................................................................................................................293
Task...........................................................................................................................................................................295
TaskPriority...............................................................................................................................................................297
TaskStatus..................................................................................................................................................................298
Territory.....................................................................................................................................................................299
User...........................................................................................................................................................................301
UserAccountTeamMember.......................................................................................................................................309
UserLicense...............................................................................................................................................................311
UserPreference...........................................................................................................................................................312
UserRole....................................................................................................................................................................313
UserTeamMember.....................................................................................................................................................315
UserTerritory.............................................................................................................................................................316
Vote............................................................................................................................................................................317
WebLink....................................................................................................................................................................318
WebLinkLocalization................................................................................................................................................321
Chapter 10: Core Calls.............................................................................................................323
convertLead()............................................................................................................................................................324
LeadConvertResult........................................................................................................................................328
create().......................................................................................................................................................................328
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SaveResult......................................................................................................................................................332
delete().......................................................................................................................................................................332
DeleteResult..................................................................................................................................................334
emptyRecycleBin()....................................................................................................................................................335
EmptyRecycleBinResult................................................................................................................................337
getDeleted()...............................................................................................................................................................337
GetDeletedResult..........................................................................................................................................340
getUpdated()..............................................................................................................................................................340
GetUpdatedResult.........................................................................................................................................343
invalidateSessions()....................................................................................................................................................343
InvalidateSessionsResult................................................................................................................................345
login()........................................................................................................................................................................345
LoginResult...................................................................................................................................................348
logout()......................................................................................................................................................................348
merge()......................................................................................................................................................................349
mergeResult...................................................................................................................................................351
process().....................................................................................................................................................................352
ProcessResult.................................................................................................................................................354
query().......................................................................................................................................................................354
QueryResult...................................................................................................................................................357
QueryLocator................................................................................................................................................358
Salesforce Object Query Language (SOQL).................................................................................................358
queryAll()..................................................................................................................................................................381
queryMore()...............................................................................................................................................................383
QueryResult...................................................................................................................................................385
QueryLocator................................................................................................................................................386
retrieve()....................................................................................................................................................................386
search()......................................................................................................................................................................388
SearchResult..................................................................................................................................................391
Salesforce Object Search Language (SOSL).................................................................................................391
undelete()...................................................................................................................................................................407
UndeleteResult...............................................................................................................................................409
update()......................................................................................................................................................................409
SaveResult......................................................................................................................................................412
upsert()......................................................................................................................................................................413
UpsertResult..................................................................................................................................................416
Chapter 11: Describe Calls.......................................................................................................417
describeGlobal()........................................................................................................................................................417
DescribeGlobalResult....................................................................................................................................418
describeLayout()........................................................................................................................................................419
DescribeLayoutResult....................................................................................................................................422
describeSObject()......................................................................................................................................................427
DescribeSObjectResult..................................................................................................................................429
describeSObjects().....................................................................................................................................................429
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DescribeSObjectResult..................................................................................................................................432
describeSoftphoneLayout()........................................................................................................................................440
describeTabs()............................................................................................................................................................441
DescribeTabSetResult....................................................................................................................................443
Chapter 12: Utility Calls..........................................................................................................445
getServerTimestamp()...............................................................................................................................................445
GetServerTimestampResult..........................................................................................................................446
getUserInfo().............................................................................................................................................................446
GetUserInfoResult.........................................................................................................................................448
resetPassword()..........................................................................................................................................................449
sendEmail()...............................................................................................................................................................450
SendEmailResult...........................................................................................................................................456
setPassword().............................................................................................................................................................456
Chapter 13:SOAP Headers......................................................................................................459
AssignmentRuleHeader ............................................................................................................................................459
CallOptions...............................................................................................................................................................460
EmailHeader.............................................................................................................................................................461
LocaleOptions...........................................................................................................................................................462
LoginScopeHeader....................................................................................................................................................463
MruHeader................................................................................................................................................................463
QueryOptions............................................................................................................................................................464
SessionHeader...........................................................................................................................................................465
UserTerritoryDeleteHeader ......................................................................................................................................465
Using the API with Salesforce Features.......................................................................................................467
Chapter 14: Implementation Considerations............................................................................467
Login Server URL.....................................................................................................................................................468
Start By Logging In to the Login Server..................................................................................................................468
Typical API Call Sequence........................................................................................................................................468
Salesforce  Sandbox....................................................................................................................................................469
Multiple Instances of Salesforce.com Database Servers............................................................................................469
Content Type Requirement.......................................................................................................................................469
Monitoring API Traffic.............................................................................................................................................469
API Usage Metering..................................................................................................................................................469
Compression..............................................................................................................................................................470
HTTP Persistent Connections..................................................................................................................................471
HTTP Chunking......................................................................................................................................................471
Internationalization and Character Sets....................................................................................................................471
XML  Compliance.....................................................................................................................................................471
.Net, Non-String Fields, and the Enterprise WSDL................................................................................................472
Chapter 15: Outbound Messaging............................................................................................473
Setting Up Outbound Messaging..............................................................................................................................475
Setting Up User Profiles................................................................................................................................475
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Table of Contents 
Defining Outbound Messaging.....................................................................................................................476
Downloading the Salesforce Client Certificate..............................................................................................476
Viewing Outbound Messages........................................................................................................................477
Tracking Outbound Message Status..............................................................................................................477
Important Security Considerations............................................................................................................................477
Understanding the Outbound Messaging WSDL....................................................................................................477
Building a Listener....................................................................................................................................................479
Chapter 16:Data Loading and Integration................................................................................481
Client Application Design.........................................................................................................................................482
Salesforce  Settings.....................................................................................................................................................482
Best Practices with Any Data Loader .......................................................................................................................483
Integration and Single Sign-On................................................................................................................................484
Chapter 17: Data Replication...................................................................................................485
API Calls for Data Replication.................................................................................................................................486
Scope of Data Replication.........................................................................................................................................486
Data Replication Steps..............................................................................................................................................486
Object-Specific Requirements for Data Replication.................................................................................................486
Polling for Changes...................................................................................................................................................487
Checking for Structural Changes in the Object........................................................................................................488
Chapter 18: Feature-Specific Considerations............................................................................489
Archived  Activities....................................................................................................................................................490
Person Account Record Types...................................................................................................................................490
Opportunity Forecast Override Business Rules.........................................................................................................491
OpportunityOverride  Lifecycle.....................................................................................................................492
LineitemOverride Object Lifecycle ..............................................................................................................493
Call Centers and the API..........................................................................................................................................494
Implementing Salesforce Integrations on Force.com.................................................................................................496
Index....................................................................................................................................................497
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