install-with-web.md

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Installing with the Postman Web UI

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

🎥 Video instructions

• Fork the Collection
• Configure the Collection
• Enable CORS in Salesforce
• Authenticate with Salesforce
• Execute a Request

Fork the Collection

1. Click this button:

   

2. Click Fork Collection.

3. Sign up/in to Postman.

4. Enter a label for your fork (e.g.: “My fork”).

5. Select a workspace (the default “My Workspace” workspace is fine).

6. 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 your org's My Domain login URL in one of these formats:

   • https://MyDomainName--SandboxName.sandbox.my.salesforce.com for sandboxes or Scratch orgs.
   • https://MyDomainName.my.salesforce.com for production, Trailhead Playground and Developer Edition orgs.

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)

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.

   

   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.

   

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.

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

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