Salesforce Case Create Version 2

Creates a Salesforce Case record with the given parameters and returns the Case Id of the created Case record. The first thing that the handler does is obtain an access token using the inputted info values, which is used to authenticate the rest of the calls that are made. The parameter inputs are then used to build a Case object which is sent to the Salesforce REST API to create a Case with those values.

Where to find the Client ID, Client Secret, Security Token

  1. Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
  2. On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
  3. To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
  4. Create a new Connected App, and fill in the basic information for the app.
  5. Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
  6. Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
  7. Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.

Parameters

Name Description
Account ID Sets the Account ID field of the Account the case is being created for.
Contact ID Sets the Contact ID. Contact must exist in order to set this.
Type Type of the case.
Reason Reason for the creation of the case.
Status Status of the case.
Priority Priority of the case.
Origin Origin of the case.
Subject Subject of the case.
Description Description of the case.

Sample Configuration

Name Description
Account ID 001i000000Clpmm
Contact ID 003i000000EDpWu
Type Mechanical
Reason Installation
Status Working
Priority Low
Origin Phone
Subject Sample Subject
Description A bigger description

Results

Name Description
Case Id The Id of the Case record that was created.

Changelog

Salesforce Case Create V2 (2017-11-17)

  • Changes made to utilize the salesforce REST API. See README for details.

Salesforce Case Create V1 (2015-04-13)

  • Initial version. See README for details.


Related Handlers

Salesforce Account Create
Creates a Salesforce Account record with the given parameters and returns the Account Id of the created Account record.
Salesforce Account Retrieve
Retrieves a Salesforce Account record with the given Account Id.
Salesforce Contact Create
Creates a Salesforce Contact record with the given parameters and returns the Contact Id of the created Contact record.
Salesforce Contact Retrieve
Retrieves a Salesforce Contact record with the given Contact Id.
Salesforce Contact Update
Updates a Salesforce Contact record with the given parameters and returns the Contact Id of the updated Contact record.
Salesforce Object Create
Generically creates a Salesforce object given a type and a JSON body.
Salesforce Object Delete
Generically deletes a Salesforce object given a type and an id.
Salesforce Object Retrieve
Generically retrieves a Salesforce object given a type and an id.
Salesforce Object Update
Generically updates a Salesforce object with a given type, id, and JSON body.
Salesforce Opportunity Create
Creates a Salesforce Opportunity record with the given parameters and returns the id of the new Opportunity record.
Salesforce Opportunity Retrieve
Retrieves a Salesforce Opportunity record with the given parameters.
Salesforce Opportunity Update
Updates a Salesforce Opportunity record with the given parameters.
Salesforce Task Create
Create a new task in Salesforce.
Salesforce User Disable
Disables a user account in Salesforce.
Salesforce User Retrieve
Retrieves a Salesforce User record with the given Username.

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