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Handler · Version 1

Salesforce Case Create

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Creates a Salesforce Case record for an Account with the given parameters and returns the Case Id of the created record.

This handler essentially has two phases: authentication and record creation.

  1. The handler uses the SOAP API login method to retrieve the authentication details that are required for making the REST API requests.

  2. The handler uses the REST API to create the Salesforce case record. The case record contains mappings provided by the @parameters instance variable. The handler's parameters are mapped to the Salesforce fields.

How to Get Security Token

  1. A security token should have been emailed to you on the initial setup of your Salesforce Account.
  2. If you do not have the security token, you can have a new one sent to you: a. On the admin dashboard, go to the upper right hand corner
    • Click on your name and select 'My Settings'
    • On the left hand side, go to Personal > Reset My Security Token
      • Click on 'Reset Security Token'
      • An email will be sent to you containing your new security token. Any tokens you had previously will be deprecated.
Configurations
Name Description Sample
username The username of the account that will be used for record creation.
password The password of the account that will be used for record creation. *********
token The security token associated with the account used for record creation. To reset this value, log into Saleforce using the desired account and navigate to Setup -> My Personal Information -> Reset Security Token. A new token will be emailed to you.
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.
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.
Results
Name Description
Case Id
caseid
Changelog

SalesforceCaseCreate_V1 (2015-04-13)

  • Initial version. See README for details.
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