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[Back to main page](README.md) | ||
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# Contributing | ||
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- [About](#about) | ||
- [Propose Changes](#propose-changes) | ||
- [Requirements](#requirements) | ||
- [Contribution Guidelines](#contribution-guidelines) | ||
- [Create a Public Team](#create-a-public-team) | ||
- [Create a Public Workspace](#create-a-public-workspace) | ||
- [Fork the Collection](#fork-the-collection) | ||
- [Create a Pull Request](#create-a-pull-request) | ||
- [Pull Changes](#pull-changes) | ||
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## About | ||
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We’re adding new API requests to the collection over time, but you’re welcome to help. The ability to receive community contributions is a guiding principle for the Salesforce APIs collection. | ||
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With **Public Workspaces**, you’ll find the same contribution flow that you’re already familiar with in git: forks, pull requests and pulls. | ||
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![Contribution schema](doc-gfx/contribution-schema.png) | ||
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This is also great news for you even if you do not contribute to the collection because you’ll be able to pull changes from the collection (bug fixes, new APIs...) without having to reimport anything. | ||
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## Propose Changes | ||
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### Requirements | ||
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In order to contribute to the collection, you need to: | ||
- create a public team. | ||
- create a Public Workspace. | ||
- fork the collection from the main Public Workspace. | ||
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All of this can be done with a Postman free plan. | ||
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>⚠️ Warning: you cannot contribute if you install the collection from the Postman API Network (default installation). | ||
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### Contribution Guidelines | ||
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Follow these guidelines when contributing to the collection: | ||
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- Stage only what is relevant to what you've done. | ||
- Never include credentials. | ||
- Use the API documented names. | ||
- Add description from the documentation in the Postman descriptions. | ||
- Provide the description from the documentation for each GET parameters. | ||
- API calls should work and be parametrized using environment variables: | ||
- Authentication API endpoints must use `{{url}}{{site}}` as host. | ||
- Other API endpoints must use `{{_endpoint}}` as host. | ||
- Optional: provide examples. | ||
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### Create a Public Team | ||
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1. Using a browser, [sign up/in to Postman](https://identity.getpostman.com/login) | ||
1. Open the top-right dropdown and click **Manage Team** | ||
1. Click **Team Settings** | ||
1. Enable **Make team profile public** | ||
1. Click **Save Changes** | ||
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### Create a Public Workspace | ||
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1. Open the **Workspaces** menu and click **New Workspace** | ||
1. Fill in a name for your workspace | ||
1. Select **Team** as the visibility | ||
1. Click **Create Workspace** | ||
1. Under the **Sharing** section, change the Team workspace’s visibility to **Public** | ||
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![Change workspace visibility to public screenshot](doc-gfx/web/change-visibility-public.png) | ||
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1. Click **Save Changes** | ||
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### Fork the Collection | ||
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1. Navigate to [this link](https://www.postman.com/salesforce-developers/workspace/salesforce-developers/collection/12721794-67cb9baa-e0da-4986-957e-88d8734647e2/fork) to create a fork of the collection | ||
1. Enter a label for your fork (e.g.: “My fork”) | ||
1. Select the Public Workspace you create earlier | ||
1. Click **Fork Collection** | ||
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At this point, you can continue the regular installation procedure either [in the Web UI](install-api-network-web.md) or [in the desktop app](install-api-network-app.md). Postman synchronizes your changes between the two environments. | ||
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### Create a Pull Request | ||
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Once you're ready to contribute, follow these steps: | ||
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1. Using a browser, [sign up/in to Postman](https://identity.getpostman.com/login) | ||
1. Navigate to the workspace that holds your collection | ||
1. Click on the “three dots” icon next to the “Salesforce APIs” collection and select **Merge Changes** from the menu. | ||
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![Merge changes screenshot](doc-gfx/web/create-pull-request.png) | ||
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1. Open the **Changes** tab and review your changes. Make sure you've met the [contribution guidelines](#contribution-guidelines) | ||
1. Go back to the **Overview** tab | ||
1. Fill in the title and description fields. Leave the reviewers list empty. | ||
1. Click **Create Pull Request** | ||
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## Pull Changes | ||
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Pulling changes requires that you work on a [fork](#fork-the-collection) of the main Public Workspace.<br/> | ||
Your workspace doesn't need to be public and you don't need a team to pull changes. You can use a personal private workspace. | ||
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1. Using a browser, [sign up/in to Postman](https://identity.getpostman.com/login) | ||
1. Navigate to the workspace that holds your collection | ||
1. Click on the “three dots” icon next to the “Salesforce APIs” collection and select **Merge Changes** from the menu. | ||
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![Merge changes screenshot](doc-gfx/web/merge-changes.png) | ||
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1. If the master collection has changes, you'll see a yellow banner with a **Pull Changes** link. Click the link. | ||
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![Pull changes screenshot](doc-gfx/web/pull-changes.png) | ||
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1. Review the changes and click **Pull Changes** | ||
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[Back to main page](README.md) |
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[Back to main page](README.md) | ||
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# Installing via the Postman API Network with the Desktop App | ||
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This is the recommended installation option because it is the fastest to set up and doesn’t require changes on your Salesforce org. You’ll import the collection from the Postman API Network. | ||
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- [Install the Postman App](#install-the-postman-app) | ||
- [Import the Collection](#import-the-collection) | ||
- [Configure the Collection](#configure-the-collection) | ||
- [Authenticate with Salesforce](#authenticate-with-salesforce) | ||
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## Install the Postman App | ||
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Download and install the Postman app from [this link](https://www.postman.com/downloads). | ||
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## Import the Collection | ||
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1. In the Postman desktop app, click the **New** button | ||
1. Switch to the **API Network** tab | ||
1. Search for **Salesforce** | ||
1. Click **Salesforce Developers** | ||
1. Click **Run in Postman** to import the collection. | ||
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![Network API install screenshot](doc-gfx/app/api-network.png) | ||
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## Configure the Collection | ||
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1. Click on the **Manage Environments** icon | ||
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![Manage environment screenshot](doc-gfx/app/manage-env.png) | ||
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1. Click on the **Duplicate Environment** icon next to the Salesforce Template Environment. | ||
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![Duplicate environment screenshot](doc-gfx/app/duplicate-env.png) | ||
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1. Click on **Salesforce Template Environment Copy** | ||
1. Rename the environment with something meaningful in relation with your Salesforce org (e.g.: “Playground 1”). | ||
1. Set values in the CURRENT VALUE column for the following variables: | ||
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| Variable | Current Value | | ||
| --- | --- | | ||
| `url` | Either:<br/>- `https://test.salesforce.com` for sandboxes or Scratch orgs.<br/>- `https://login.salesforce.com` for production, Trailhead Playground and Developer Edition orgs.<br/>- your custom My Domain URL. | | ||
| `username` | Your username | | ||
| `password` | Your password | | ||
| `secretToken` | Your personal [security token](https://help.salesforce.com/articleView?id=user_security_token.htm) (if required by your org) | | ||
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1. Click **Update** and close the environments dialog. | ||
1. Select your environment from the environment dropdown. | ||
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![Select environment screenshot](doc-gfx/app/select-env.png) | ||
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## Authenticate with Salesforce | ||
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1. Open the collection’s **Auth** folder and select the **SOAP Login** request | ||
1. Click **Send** | ||
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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. | ||
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![Authenticate screenshot](doc-gfx/app/auth-status-200.png) | ||
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[Back to main page](README.md) |
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