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Salesforce Case Create

Creates a Salesforce Account Case record with the given parameters and returns the Case Id of the created record. The parameters are mapped directly to their respective fields.

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salesforce_case_create_v2.zip

Detailed Description

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

Parameter Example Configuration
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.

Change Log

Version Date Description
2 2017-11-17 * Changes made to utilize the salesforce REST API. See README for details.
1 2015-04-13 * Initial version. See README for details.