Retrieve balances for all Account records

Step 1: Create a GET request
Step 2: Configure authorization
Step 3: Configure headers
Step 4: Send your request
Example response

To retrieve balances, you need to get the values of the following fields in Financials:

Base Balance (s2cor__Base_Balance__c)
Base Debit (s2cor__Base_Debit__c)
Base Credit (s2cor__Base_Credit__c)
Foreign Balance (s2cor__Foreign_Balance__c)
Foreign Debit (s2cor__Foreign_Debit__c)
Foreign Credit (s2cor__Foreign_Credit__c).

To try out the steps in this section, install Postman and open the Postman collection we have prepared for you. In the collection, open the Retrieve balances of all Account records request and replace variables with actual values.

Download Postman Open Postman Collection

Step 1: Create a GET request

Configure your application to send the following GET request that uses the Salesforce Object Query Language (SOQL):

GET https://{your_Salesforce_domain}/services/data/v44.0/queryAll?q=SELECT Id,Name,s2cor__Base_Balance__c,s2cor__Base_Debit__c,s2cor__Base_Credit__c,s2cor__Foreign_Balance__c,s2cor__Foreign_Debit__c,s2cor__Foreign_Credit__c FROM s2cor__Sage_ACC_Tag__c WHERE s2cor__Account__c != null

where

{your_Salesforce_domain} is your Salesforce sandbox or production domain, for example, my-domain-1234.cs89.my.salesforce.com.
v44.0 is the Force.com REST API version you want to use.

Step 2: Configure authorization

Make sure your request uses OAuth 2.0. Authorization data must be included in the request URL.

Step 3: Configure headers

Configure the request headers to include the following key-value pairs:

Key	Value
Authorization	Bearer {access_token} Example: `Bearer 00D0N000000h6Yq!AR0AQObORnk9lCldrMydk1Y3cuyqpscqcU.T1xvoM1uWkWrr8MLu2ehJLKp7Mz3Qeu.eQGI13qlH_HfGEEMxV_J8FdI1TwdR`
Content-Type	application/json

Step 4: Send your request

Send your request and parse the response. The JSON payload you receive contains the balances for all Account records in your Salesforce organization.

Example response

{
    "totalSize": 4,
    "done": true,
    "records": [
        {
            "attributes": {
                "type": "s2cor__Sage_ACC_Tag__c",
                "url": "/services/data/v44.0/sobjects/s2cor__Sage_ACC_Tag__c/a130N00000IuXiBQAV"
            },
            "Id": "a130N00000IuXiBQAV",
            "Name": "Australian AI Inc",
            "s2cor__Base_Balance__c": 27000,
            "s2cor__Base_Debit__c": 200000,
            "s2cor__Base_Credit__c": 173000,
            "s2cor__Foreign_Balance__c": 0,
            "s2cor__Foreign_Debit__c": 0,
            "s2cor__Foreign_Credit__c": 0
        },
        {
            "attributes": {
                "type": "s2cor__Sage_ACC_Tag__c",
                "url": "/services/data/v44.0/sobjects/s2cor__Sage_ACC_Tag__c/a130N00000IuXvxQAF"
            },
            "Id": "a130N00000IuXvxQAF",
            "Name": "Blue Cloud Blockchain",
            "s2cor__Base_Balance__c": 54000,
            "s2cor__Base_Debit__c": 106750,
            "s2cor__Base_Credit__c": 52750,
            "s2cor__Foreign_Balance__c": 0,
            "s2cor__Foreign_Debit__c": 0,
            "s2cor__Foreign_Credit__c": 0
        },
        {
            "attributes": {
                "type": "s2cor__Sage_ACC_Tag__c",
                "url": "/services/data/v44.0/sobjects/s2cor__Sage_ACC_Tag__c/a130N00000IuXi5QAF"
            },
            "Id": "a130N00000IuXi5QAF",
            "Name": "BlueRail Consulting",
            "s2cor__Base_Balance__c": 8000,
            "s2cor__Base_Debit__c": 75000,
            "s2cor__Base_Credit__c": 67000,
            "s2cor__Foreign_Balance__c": 0,
            "s2cor__Foreign_Debit__c": 0,
            "s2cor__Foreign_Credit__c": 0
        },
        {
            "attributes": {
                "type": "s2cor__Sage_ACC_Tag__c",
                "url": "/services/data/v44.0/sobjects/s2cor__Sage_ACC_Tag__c/a130N00000IuXhtQAF"
            },
            "Id": "a130N00000IuXhtQAF",
            "Name": "CodeSecure Inc",
            "s2cor__Base_Balance__c": 7500,
            "s2cor__Base_Debit__c": 77500,
            "s2cor__Base_Credit__c": 70000,
            "s2cor__Foreign_Balance__c": 0,
            "s2cor__Foreign_Debit__c": 0,
            "s2cor__Foreign_Credit__c": 0
        }
    ]
}