working-with-environments.md

Back to main page

Working with environments to connect to multiple Salesforce orgs

You can use the Postman desktop app with environments to work with multiple Salesforce orgs in parallel.

⚠️ Using environments means that you will store Salesforce credentials in clear in Postman. Do this at your own risks.

• Import the Template Environment
• Configure the Environment
• Change the Collection Authorization Type
• Authenticate with Salesforce

Import the Template Environment

1. Using a browser, sign up/in to Postman.

2. Open the main collection with this link.

3. Select the Environments tab (item A in following screenshot)

4. Click Salesforce Environment Template (B)

5. Click on the “three dots” icon on the right (C) and select Export from the menu.

   

   This downloads a Salesforce Template Environment.postman_environment.json file.

6. Close the browser tab. We'll continue the installation on the Postman app.

7. In the Postman app, click Import.

8. Drag and drop the JSON file you just downloaded in the gray zone.

9. Click Import.

Configure the Environment

1. Click on the Manage Environment icon

   

2. Click on the Duplicate Environment icon next to the Salesforce Template Environment

   

   This creates a Salesforce Environment Template Copy template.

3. Click Salesforce Environment Template Copy.

4. Rename the environment with something meaningful in relation with your Salesforce org (e.g.: “Playground 1”).

5. Set values in the CURRENT VALUE column for the following variables:

   Variable	Current Value
   url	Either: - https://test.salesforce.com for sandboxes or Scratch orgs. - https://login.salesforce.com for production, Trailhead Playground and Developer Edition orgs. - your custom My Domain URL.
   username	Your username
   password	Your password
   secretToken	Your personal security token (if required by your org)

6. Click Update and close the environments dialog.

7. Select your environment from the environment dropdown.

   

Change the Collection Authorization Type

1. Move your mouse over the “Salesforce APIs” collection, click on the “three dots” icon next to it and select Edit from the menu.

   

2. In the Authorization tab, select Bearer Token as the authorization type.

3. Enter {{_accessToken}} for the Token value.

4. Click Update

Authenticate with Salesforce

1. Open the collection’s Auth folder and select the SOAP Login 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.

Back to main page