About
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
- Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
- On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
- To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
- Create a new Connected App, and fill in the basic information for the app.
- Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
- Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
- Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.
Configurations
| Name | Description | Sample |
|---|---|---|
| username | The username/email used to log into Salesforce. | |
| password | The password used to log into Salesforce. | ********* |
| security_token | A security token that is appended onto the end of the password. Can be obtained from Salesforce by going to 'Reset my Security Token' under personal settings. | ********* |
| client_id | The client id of the application. Found under Manage Apps in setup. | |
| client_secret | The client secret of the application. Found under Manage Apps in setup. | ********* |
| enable_debug_logging | Enable debug logging if the value is set to 'Yes'. | No |
Parameters
| Name | Description | Sample |
|---|---|---|
| Account ID | Sets the Account ID field of the Account the case is being created for. | 001i000000Clpmm |
| Contact ID | Sets the Contact ID. Contact must exist in order to set this. | 003i000000EDpWu |
| Type | Type of the case. | Mechanical |
| Reason | Reason for the creation of the case. | Installation |
| Status | Status of the case. | Working |
| Priority | Priority of the case. | Low |
| Origin | Origin of the case. | Phone |
| Subject | Subject of the case. | Sample Subject |
| Description | Description of the case. | 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.
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