Create Case with Salesforce API

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HTTP requests, schedules and app events

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Create Case with the Salesforce API

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Getting Started#

Create a workflow to Create Case with the Salesforce 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 account
2. Configure docsInfo
3. Configure dateInfo
4. Optional- Configure Description
5. Optional- Select a Status
6. Optional- Configure Email
7. Optional- Configure Name
8. Optional- Configure See All Props
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#

Create Case with Salesforce (REST API) API on New Message Sent from WhatsApp Business API

WhatsApp Business + Salesforce

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Create Case with Salesforce API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Salesforce

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Create Case with Salesforce API on New Message (Instant) from Discord API

Discord + Salesforce

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Create Case with Salesforce API on New Message In Channels (Instant) from Slack API

Slack + Salesforce

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Create Case with Salesforce API on New Message in Channel from Discord Bot API

Discord Bot + Salesforce

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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

Description:Creates a Case, which represents a customer issue or problem. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm)

Version:0.3.1

Key:salesforce_rest_api-create-case

View on GitHub

Code#

import common, { getProps } from "../common/base-create-update.mjs";
import caseObj from "../../common/sobjects/case.mjs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-case",
  name: "Create Case",
  description: `Creates a Case, which represents a customer issue or problem. [See the documentation](${docsLink})`,
  version: "0.3.1",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Case";
    },
    getAdvancedProps() {
      return caseObj.extraProps;
    },
  },
  props: getProps({
    objType: caseObj,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      SlaStartDate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Case", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          SlaStartDate,
        }),
        ...getAdditionalFields(),
      },
    });
    const summary = (this.SuppliedName && ` "${this.SuppliedName}"`) ?? (this.SuppliedEmail && ` with email ${this.SuppliedEmail}`) ?? "";
    $.export("$summary", `Successfully created case${summary}`);
    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	`salesforce`	`app`	This component uses the Salesforce app.
Description	`Description`	`string`	A text description of the case. Limit: 32 KB.
Status	`Status`	`string`	Select a value from the drop down menu:`NewWorkingEscalatedClosed`
Email	`SuppliedEmail`	`string`	The email address associated with the case.
Name	`SuppliedName`	`string`	The name of the case.
See All Props	`useAdvancedProps`	`boolean`	Set to true to see all available props for this object.

Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce 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 API.

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