Salesforce

CRM Services.

Case Management · Salesforce

Configuration parameters

  • InstanceURL — Instance URL (required)
  • credentials — Credentials (required)
  • clientID — Consumer Key
  • clientSecret — Consumer Secret
  • credentials_client_secret — Consumer Key
  • insecure — Trust any certificate (not secure)
  • fetchType — Fetch type: cases/comments (Only fetch comments when using the SalesforceAskUser automation)
  • useproxy — Use system proxy settings
  • isFetch — Fetch incidents
  • incidentType — Incident type

Commands (17)

  • salesforce-close-case

    Close a case

  • salesforce-create-case

    Creates a new case.

  • salesforce-create-object

    Creates a new object.

  • salesforce-delete-case

    Deletes a case.

  • salesforce-get-case

    Returns information on a case. All arguments are optional, but you must specify at least one for the command to execute successfully.

  • salesforce-get-casecomment

    Returns a comment through the case number.

  • salesforce-get-cases

    Returns all cases.

  • salesforce-get-object

    Returns an object by its path.

  • salesforce-get-org

    Returns organization details from the case number.

  • salesforce-get-user

    Returns the UserName through the case number.

  • salesforce-post-casecomment

    The post comment through the case number.

  • salesforce-push-comment

    Adds a comment to Chatter.

  • salesforce-push-comment-threads

    Add the comment to the chatter thread. Use this command only after salesforce-push-comment

  • salesforce-query

    Queries Salesforce in SOQL format.

  • salesforce-search

    Search records that contain values with pattern

  • salesforce-update-case

    Updates case fields.

  • salesforce-update-object

    Updates object fields.