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

NameDescription
Account IDSets the Account ID field of the Account the case is being created for.
Contact IDSets the Contact ID. Contact must exist in order to set this.
TypeType of the case.
ReasonReason for the creation of the case.
StatusStatus of the case.
PriorityPriority of the case.
OriginOrigin of the case.
SubjectSubject of the case.
DescriptionDescription of the case.

Sample Configuration

NameDescription
Account ID001i000000Clpmm
Contact ID003i000000EDpWu
TypeMechanical
ReasonInstallation
StatusWorking
PriorityLow
OriginPhone
SubjectSample Subject
DescriptionA bigger description

Results

NameSample Result
Case IdThe 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.