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Handler · Version 2

Salesforce Case Create

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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

  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.
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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