Social Value Portal

API Reference

Integrate social value measurement and reporting directly into your own systems — creating projects, recording delivery data, and reading aggregated outcomes.

Base URLhttps://socialvalueportal.my.salesforce.com
Record IDs may be 15 or 18 characters. The 15-character version is case-sensitive; the 18-character version is case-insensitive. Dates must be formatted dd/mm/yyyy in all request bodies.

Integration journey

1

Authenticate

Obtain a Bearer token. Required on every subsequent request.

POST /services/oauth2/token
2

Look up your account

Retrieve account details, hierarchy structure, TOM sets, industries, and contacts. You will need these IDs for project creation.

GET /services/apexrest/v2/accounts
3

Create and manage projects

Create projects with a compatible TOM set and industry. Read project details and update attributes.

POST /services/apexrest/v2/projects
4

Record and read delivery data

Submit delivery figures against individual TOM measures, and retrieve the full measure set with target and delivery data.

PUT /services/apexrest/v2/projects-related-lists

Record ID prefixes

PrefixRecord type
001Account
003Contact
a00TOM Set (Questionnaire)
a04Project
a05Social Value record
a0HIndustry
a0iPeriod Date Answer
a0LProject Collection