Create Case with Salesforce (REST API) API

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Create Case with the Salesforce (REST API) API

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Getting Started#

Create a workflow to Create Case with the Salesforce (REST API) API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Case action
1. Connect your Salesforce (REST API) account
2. Configure Supplied email
3. Select one or more Field Selector
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Case on Salesforce (REST API)

Description:Creates a Salesforce case, which represents a customer issue or problem. See [Case SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_case.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)

Version:0.2.3

Key:salesforce_rest_api-create-case

View on GitHub

Code#

import salesforce from "../../salesforce_rest_api.app.mjs";
import salesforceCase from "../../common/sobjects/case.mjs";
import {
  pickBy, pick,
} from "lodash-es";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  key: "salesforce_rest_api-create-case",
  name: "Create Case",
  description: toSingleLineString(`
    Creates a Salesforce case, which represents a customer issue or problem.
    See [Case SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_case.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.2.3",
  type: "action",
  props: {
    salesforce,
    SuppliedEmail: {
      type: "string",
      label: "Supplied email",
      description: "The email address that was entered when the case was created. Label is Email.If your organization has an active auto-response rule, SuppliedEmail is required when creating a case via the API. Auto-response rules use the email in the contact specified by ContactId. If no email address is in the contact record, the email specified here is used.",
    },
    selector: {
      propDefinition: [
        salesforce,
        "fieldSelector",
      ],
      description: `${salesforce.propDefinitions.fieldSelector.description} Case`,
      options: () => Object.keys(salesforceCase),
      reloadProps: true,
    },
  },
  async additionalProps() {
    return this.salesforce.additionalProps(this.selector, salesforceCase);
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "SuppliedEmail",
      ...this.selector,
    ]));
    const response = await this.salesforce.createCase({
      $,
      data,
    });
    $.export("$summary", `Successfully created case for ${this.SuppliedEmail}`);
    return response;
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce (REST API)	`salesforce`	`app`	This component uses the Salesforce (REST API) app.
Supplied email	`SuppliedEmail`	`string`	The email address that was entered when the case was created. Label is Email.If your organization has an active auto-response rule, SuppliedEmail is required when creating a case via the API. Auto-response rules use the email in the contact specified by ContactId. If no email address is in the contact record, the email specified here is used.
Field Selector	`selector`	`string[]`	Select a value from the drop down menu.

Authentication#

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce (REST API) API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce (REST API)#

Web services API for interacting with Salesforce

More Ways to Use Salesforce (REST API)#

Triggers#

New Deleted Object (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after an object of arbitrary type (selected as an input parameter by the user) is deleted

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New Deleted Object (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is deleted. See the docs for more information.

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New Object (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after an object of arbitrary type (selected as an input parameter by the user) is created

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New Object (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when an object of arbitrary type (selected as an input parameter by the user) is created. See the docs for more information.

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New Outbound Message (Instant) from the Salesforce (REST API) API

Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

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Actions#

Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce (REST API) API

Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

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Create Attachment with the Salesforce (REST API) API

Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record

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