SalesforceV2

CRM Services.

Case Management · SalesforceV2

Details

IDSalesforceV2
ProviderSalesforce
CategoryCase Management
From Version6.2.0
Docker Imagedemisto/python3:3.12.8.3296088
Supported ModulesAgentix XSIAM

README

CRM Services

Configure Salesforce V2 in Cortex

Parameter Description Required
Instance URL   True
Credentials   True
Password   True
Consumer Key   True
Consumer Secret   True
Trust any certificate (not secure)   False
Use system proxy settings   False
Fetch type: cases/comments Only fetch comments when using the SalesforceAskUser automation. False
Define a query to determine which objects to fetch. E.g.: OwnerId=’0056s000000wGoWAAX’ False
Fields to Fetch (only for cases/comments) Additional fields to fetch False
Fetch incidents   False
Incident type   False
First Fetch Time The First Fetch Time, e.g., 1 hour, 3 days False
Incident Mirroring Direction Choose the direction to mirror the incident: Incoming (from Salesforce to Cortex XSOAR), Outgoing (from Cortex XSOAR to ServiceNow), or Incoming and Outgoing (from/to Cortex XSOAR and Salesforce). False
Comment Entry Tag Choose the tag to add to an entry to mirror it as a comment in Salesforce. False
Close Mirrored XSOAR Incident When selected, closing the Salesforce ticket is mirrored in Cortex XSOAR. False
Close Mirrored Salesforce case When selected, closing the Cortex XSOAR incident is mirrored in Salesforce. False
Incidents Fetch Interval   False

Commands

You can execute these commands from the CLI, as part of an automation, or in a playbook.
After you successfully execute a command, a DBot message appears in the War Room with the command details.

salesforce-search


Search records that contain values with the defined pattern.

Base Command

salesforce-search

Input

Argument Name Description Required
pattern The string or number to search. Required

Context Output

Path Type Description
SalesForceV2.Case.ID string The ID of the case object.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string The origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.
SalesForceV2.Contact.ID string ID of the contact.
SalesForceV2.Contact.Name string The name of the contact.
SalesForceV2.Contact.Account string The account associated with the Contact information.
SalesForceV2.Contact.Title string The title of the contact.
SalesForceV2.Contact.Phone string The phone number of the contact.
SalesForceV2.Contact.MobilePhone string The mobile number of the contact.
SalesForceV2.Contact.Email string The email address of the contact.
SalesForceV2.Contact.Owner string The owner of the contact.
SalesForceV2.Lead.ID string The lead ID.
SalesForceV2.Lead.Name string The lead name.
SalesForceV2.Lead.Title string The title of the lead.
SalesForceV2.Lead.Company string The lead company.
SalesForceV2.Lead.Phone string The lead phone number.
SalesForceV2.Lead.Mobile string The lead mobile number.
SalesForceV2.Lead.Email string The lead email address.
SalesForceV2.Lead.Owner string The lead owner.
SalesForceV2.Lead.Status string The lead status. Can be: “New”, “Nurturing”, “Working”, “Qualified”, or “Unqualified”.
SalesForceV2.Task.ID string The ID of the task.
SalesForceV2.Task.Subject string The subject of the task.
SalesForceV2.Task.Lead string The leader of the task.
SalesForceV2.Task.RelatedTo string The relevant account.
SalesForceV2.Task.DueDate date The due date of the task.
SalesForceV2.User.ID string The ID of the user.
SalesForceV2.User.Name string The name of the user.
SalesForceV2.User.Title string The title of the user.
SalesForceV2.User.Phone string The phone number of the user.
SalesForceV2.User.Email string The email address of the user.
SalesForceV2.Case.IsEscalated boolean Whether the case is escalated.
SalesForceV2.Case.SuppliedPhone string Case supplied phone number.
SalesForceV2.Case.SuppliedCompany string Case supplied company.
SalesForceV2.Case.ContactEmail string Case contact email address.
SalesForceV2.Case.ContactId string Case contact ID.
SalesForceV2.Case.AccountId string Case account ID.

salesforce-query


Queries Salesforce in SOQL format.

Base Command

salesforce-query

Input

Argument Name Description Required
query Query in SOQL format: “SELECT name from Account”. Required

Context Output

There is no context output for this command.

salesforce-get-object


Returns an object by its path.

Base Command

salesforce-get-object

Input

Argument Name Description Required
path The object path. For example, “Case/5000Y000001EjzRQAS” for Object “Case” with ID “5000Y000001EjzRQAS”. Optional
oid Object ID (in case no path is given). For example, 5000Y000001EjzRQAS. Optional

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string Origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.
SalesForceV2.Contact.ID string The ID of the contact.
SalesForceV2.Contact.Name string The name of the contact.
SalesForceV2.Contact.Account string The account associated with the contact information.
SalesForceV2.Contact.Title string The title of the contact.
SalesForceV2.Contact.Phone string The phone number of the contact.
SalesForceV2.Contact.MobilePhone string The mobile number of the contact.
SalesForceV2.Contact.Email string The email address of the contact.
SalesForceV2.Contact.Owner string The owner of the contact.
SalesForceV2.Lead.ID string The lead ID.
SalesForceV2.Lead.Name string The lead name.
SalesForceV2.Lead.Title string The title of the lead.
SalesForceV2.Lead.Company string The lead company.
SalesForceV2.Lead.Phone string The lead phone number.
SalesForceV2.Lead.Mobile string The lead mobile number.
SalesForceV2.Lead.Email string The lead email address.
SalesForceV2.Lead.Owner string The lead owner.
SalesForceV2.Lead.Status string The lead status. Can be: “New”, “Nurturing”, “Working”, “Qualified”, or “Unqualified”.
SalesForceV2.Task.ID string The ID of the task.
SalesForceV2.Task.Subject string The subject of the task.
SalesForceV2.Task.Lead string The leader of the task.
SalesForceV2.Task.RelatedTo string The relevant account of the task.
SalesForceV2.Task.DueDate date The due date of the task.
SalesForceV2.User.ID string The ID of the user.
SalesForceV2.User.Name string The name of the user.
SalesForceV2.User.Title string The title of the user.
SalesForceV2.User.Phone string The phone number of the user.
SalesForceV2.User.Email string The email address of the user.

salesforce-update-object


Updates object fields.

Base Command

salesforce-update-object

Input

Argument Name Description Required
path The object path. For example, “Case/5000Y000001EjzRQAS” for Object “Case” with ID “5000Y000001EjzRQAS”. Required
json The JSON file with fields and values of the object to be updated. Required

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure time of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string The origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.
SalesForceV2.Contact.ID string The ID of the contact.
SalesForceV2.Contact.Name string The name of the contact.
SalesForceV2.Contact.Account string The account associated with the contact information.
SalesForceV2.Contact.Title string The title of the contact.
SalesForceV2.Contact.Phone string The phone number of the contact.
SalesForceV2.Contact.MobilePhone string The mobile number of the contact.
SalesForceV2.Contact.Email string The email address of the contact.
SalesForceV2.Contact.Owner string The owner of the contact.
SalesForceV2.Lead.ID string The lead ID.
SalesForceV2.Lead.Name string The lead name.
SalesForceV2.Lead.Title string The title of the lead.
SalesForceV2.Lead.Company string The lead company.
SalesForceV2.Lead.Phone string The lead phone number.
SalesForceV2.Lead.Mobile string The lead mobile number.
SalesForceV2.Lead.Email string The lead email address.
SalesForceV2.Lead.Owner string The lead owner.
SalesForceV2.Lead.Status string The lead status. Can be: “New”, “Nurturing”, “Working”, “Qualified”, or “Unqualified”.
SalesForceV2.Task.ID string The ID of the task.
SalesForceV2.Task.Subject string The subject of the task.
SalesForceV2.Task.Lead string The leader of the task.
SalesForceV2.Task.RelatedTo string The relevant account.
SalesForceV2.Task.DueDate date The due date of the task.
SalesForceV2.User.ID string The ID of the user.
SalesForceV2.User.Name string The name of the user.
SalesForceV2.User.Title string The title of the user.
SalesForceV2.User.Phone string The phone number of the user.
SalesForceV2.User.Email string The email address of the user.

salesforce-create-object


Creates a new object.

Base Command

salesforce-create-object

Input

Argument Name Description Required
path The object path. For example, “Case” for Object “Case”. Required
json The JSON file with fields and values of the object to be created. Required

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, “High”.
SalesForceV2.Case.Origin string Origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.
SalesForceV2.Contact.ID string The ID of the contact.
SalesForceV2.Contact.Name string The name of the contact.
SalesForceV2.Contact.Account string The account associated with the contact information.
SalesForceV2.Contact.Title string The title of the contact.
SalesForceV2.Contact.Phone string The phone number of the contact.
SalesForceV2.Contact.MobilePhone string The mobile number of the contact.
SalesForceV2.Contact.Email string The email address of the contact.
SalesForceV2.Contact.Owner string The owner of the contact.
SalesForceV2.Lead.ID string The lead ID.
SalesForceV2.Lead.Name string The lead name.
SalesForceV2.Lead.Title string The title of the lead.
SalesForceV2.Lead.Company string The lead company.
SalesForceV2.Lead.Phone string The lead phone number.
SalesForceV2.Lead.Mobile string The lead mobile number.
SalesForceV2.Lead.Email string The lead email address.
SalesForceV2.Lead.Owner string The lead owner.
SalesForceV2.Lead.Status string The lead status. Can be: “New”, “Nurturing”, “Working”, “Qualified”, or “Unqualified”.
SalesForceV2.Task.ID string The ID of the task.
SalesForceV2.Task.Subject string The subject of the task.
SalesForceV2.Task.Lead string The leader of the task.
SalesForceV2.Task.RelatedTo string The relevant account of the task.
SalesForceV2.Task.DueDate date The due date of the task.
SalesForceV2.User.ID string The ID of the user.
SalesForceV2.User.Name string The name of the user.
SalesForceV2.User.Title string The title of the user.
SalesForceV2.User.Phone string The phone number of the user.
SalesForceV2.User.Email string The email address of the user.

salesforce-push-comment


Adds a comment to Chatter.

Base Command

salesforce-push-comment

Input

Argument Name Description Required
oid The object ID of the subject. Required
text Chat text. Required
link Adds a link to the message. Optional

Context Output

Path Type Description
SalesForceV2.Comment.Body string The body of the comment.
SalesForceV2.Comment.CreatedDate date The date the comment was created.
SalesForceV2.Comment.Title string The title of the comment.
SalesForceV2.Comment.ParentType string The parent type of the comment.
SalesForceV2.Comment.ParentName string The parent name of the comment.
SalesForceV2.Comment.URL string The URL link of the comment.
SalesForceV2.Comment.Visibility string The visibility of the comment.

salesforce-get-case


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

Base Command

salesforce-get-case

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber Case number of the case. Optional

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string The origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.

salesforce-create-case


Creates a new case.

Base Command

salesforce-create-case

Input

Argument Name Description Required
subject The case subject. Required
description The case description. Optional
status The case status. Possible values are: New, On Hold, Closed, Escalated. Default is New. Required
origin The case origin. Possible values are: Email, Phone, Web. Optional
priority The case priority. Possible values are: Low, Medium, High. Default is Low. Optional
type The case type. Possible values are: Question, Problem, Feature Request. Optional

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string The origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New”, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string The reason for the case creation.

salesforce-update-case


Updates case fields.

Base Command

salesforce-update-case

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber The case number. Optional
subject The case subject. Optional
description The case description. Optional
status The case status. Possible values are: New, On Hold, Closed, Escalated. Optional
origin The case origin. Possible values are: Email, Phone, Web. Optional
priority The case priority. Possible values are: Low, Medium, High. Optional
type The case type. Possible values are: Question, Problem, Feature Request. Optional

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The number of the case.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string The description of the case.
SalesForceV2.Case.CreateDate date The creation date of the case.
SalesForceV2.Case.ClosedDate date The closure date of the case.
SalesForceV2.Case.Owner string The owner of the case.
SalesForceV2.Case.Priority string The priority of the case. Can be: “Low”, “Medium”, or “High”.
SalesForceV2.Case.Origin string Origin of the case. Can be: “Web”, “Phone”, or “Email”.
SalesForceV2.Case.Status string The status of the case. Can be: “New, “Escalated”, “On Hold”, or “Closed”.
SalesForceV2.Case.Reason string Reason for the case creation.

salesforce-get-cases


Returns all cases.

Base Command

salesforce-get-cases

Input

| Argument Name | Description | Required |
| — | — | — |

Context Output

There is no context output for this command.

salesforce-close-case


Close a case

Base Command

salesforce-close-case

Input

Argument Name Description Required
oid The case object ID. Optional
caseNumber The case number. Optional

Context Output

Path Type Description
SalesForceV2.Case.ID string The object ID of the case.
SalesForceV2.Case.CaseNumber string The case number.
SalesForceV2.Case.Subject string The subject of the case.
SalesForceV2.Case.Description string Case description.
SalesForceV2.Case.CreateDate date Creation time of the case.
SalesForceV2.Case.ClosedDate date Closure time of the case.
SalesForceV2.Case.Owner string Case owner.
SalesForceV2.Case.Priority string Priority of the case. Can be one of the following: “Low”, “Medium”, “High”.
SalesForceV2.Case.Origin string Origin of the case. Can be one of the following: “Web”, “Phone”, “Email”.
SalesForceV2.Case.Status string Case status. Can be one of the following: “New”, “Escalated”,” On Hold” or “Closed”.
SalesForceV2.Case.Reason string Reason the case was created.

salesforce-push-comment-threads


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

Base Command

salesforce-push-comment-threads

Input

Argument Name Description Required
id The Chatter comment thread ID. Required
text The comment text. Required

Context Output

Path Type Description
SalesForceV2.Comment.Reply.Body string Reply body.
SalesForceV2.Comment.Reply.CreatedDate date Reply created date.
SalesForceV2.Comment.Reply.URL string Reply URL link.

salesforce-delete-case


Deletes a case.

Base Command

salesforce-delete-case

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber The case number. Optional

Context Output

There is no context output for this command.

salesforce-get-casecomment


Returns a comment through the case number.

Base Command

salesforce-get-casecomment

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber The case number of the case. Optional

Context Output

Path Type Description
ID string The ID of the case.
ParentId string The ID of the parent case of the case comment.
IsPublished boolean Whether the case comment is visible to customers in the Self-Service portal (true). This is the only CaseComment field that can be updated through the API.
CommentBody string The text of the case body. Maximum size is 4,000 bytes.
CreatedById unknown The created date by ID.
CreatedDate string The created date.
SystemModstamp string The SystemMod stamp.
LastModifiedDate string The last modified date.
LastModifiedById string The last modified date by ID.
IsDeleted boolean Whether the object has been moved to the Recycle Bin (true).

salesforce-post-casecomment


The post comment through the case number.

Base Command

salesforce-post-casecomment

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber The case number of the case. Optional
text The text to add to the context. Optional
public Whether to make the comment public (true or false). Default value is false. Possible values are: true, false. Default is false. Required

Context Output

There is no context output for this command.

salesforce-get-user


Returns the user name through the case number.

Base Command

salesforce-get-user

Input

Argument Name Description Required
oid The object ID of the case. Optional
caseNumber The case number of the case. Optional

Context Output

Path Type Description
ID string The ID of the case.
Alias string The user’s alias. For example, jsmith.
CommunityNickname string The name used to identify the user in the Community application, which includes the ideas and answers features.
CreatedById string Created by the ID.
Email string The user’s email address. Required.
LastLoginDate string The time and date when the user last successfully logged in. This value is updated if 60 seconds have elapsed since the user’s last login.
LastModifiedDate string The last modified date.
LastName string The user’s last name.
Name string Concatenation of FirstName and LastName.
Username string Contains the name that a user enters to log in to the API or the user interface.
UserRoleId string The ID of the user’s UserRole.

salesforce-get-org


Returns organization details from the case number.

Base Command

salesforce-get-org

Input

Argument Name Description Required
caseNumber The case number of the case. Optional

Context Output

Path Type Description
ID string The unique ID of the case.
Name string Name of the account. If the account has a record type of Person Account, this value is the concatenation of the FirstName, MiddleName, LastName, and Suffix of the associated person contact.

get-remote-data


Gets remote data from a remote incident. This method is only used for debugging purposes and will not update the current incident.

Base Command

get-remote-data

Input

Argument Name Description Required
id The remote incident ID. Required
lastUpdate UTC timestamp in seconds. The incident is only updated if it was modified after the last update time. Default is 0. Optional

Context Output

There is no context output for this command.

get-modified-remote-data


Available from Cortex XSOAR version 6.1.0. This command queries for incidents that were modified since the last update. This method is only used for debugging purposes.

Base Command

get-modified-remote-data

Input

Argument Name Description Required
lastUpdate . Required

Context Output

There is no context output for this command.

update-remote-system


Available from Cortex XSOAR version 6.1.0. This command pushes local changes to the remote system.

Base Command

update-remote-system

Input

Argument Name Description Required
data The data to send to the remote system. Required
entries The entries to send to the remote system. Optional
incident_changed Boolean that is telling us if the local incident indeed changed or not. Optional
remote_incident_id the remote incident id. Optional

Context Output

There is no context output for this command.

get-mapping-fields


Returns the list of fields for an incident type.

Base Command

get-mapping-fields

Input

| Argument Name | Description | Required |
| — | — | — |

Context Output

There is no context output for this command.

salesforce-describe-sobject-field


Describe Salesforce object field.

Base Command

salesforce-describe-sobject-field

Input

Argument Name Description Required
sobject Salesforce object name. For example, Case (default Case). Default is Case. Required
field Field definition to return. Required

Context Output

There is no context output for this command.

salesforce-list-case-files


Return the list of files attached to the case.

Base Command

salesforce-list-case-files

Input

Argument Name Description Required
caseoId Case object ID. Optional
caseNumber Case number. Optional

Context Output

There is no context output for this command.

salesforce-get-case-file-by-id


Retrieve a case file by file ID.

Base Command

salesforce-get-case-file-by-id

Input

Argument Name Description Required
caseFileId Case file ID. Optional
caseNumber Case number. Optional

Context Output

There is no context output for this command.

Incident Mirroring

You can enable incident mirroring between Cortex XSOAR incidents and Salesforce V2 corresponding events (available from Cortex XSOAR version 6.0.0).
To set up the mirroring:

  1. Enable Fetching incidents in your instance configuration.
  2. In the Mirroring Direction integration parameter, select in which direction the incidents should be mirrored:

    Option Description
    None Turns off incident mirroring.
    Incoming Any changes in Salesforce V2 events (mirroring incoming fields) will be reflected in Cortex XSOAR incidents.
    Outgoing Any changes in Cortex XSOAR incidents will be reflected in Salesforce V2 events (outgoing mirrored fields).
    Incoming And Outgoing Changes in Cortex XSOAR incidents and Salesforce V2 events will be reflected in both directions.
  3. Optional: You can go to the mirroring tags parameter and select the tags used to mark incident entries to be mirrored. Available tags are: Comment Entry Tag.
  4. Optional: Check the Close Mirrored XSOAR Incident integration parameter to close the Cortex XSOAR incident when the corresponding event is closed in Salesforce V2.

Newly fetched incidents will be mirrored in the chosen direction. However, this selection does not affect existing incidents.
Important Note: To ensure the mirroring works as expected, mappers are required, both for incoming and outgoing, to map the expected fields in Cortex XSOAR and Salesforce V2.

Configuration parameters

  • InstanceURL — Instance URL (required)
  • credentials — Credentials (required)
  • clientID — Consumer Key (required)
  • clientSecret — Consumer Secret (required)
  • insecure — Trust any certificate (not secure)
  • useproxy — Use system proxy settings
  • fetchType — Fetch type: cases/comments
  • condition — Define a query to determine which objects to fetch.
  • fetchFields — Fields to Fetch (only for cases/comments)
  • isFetch — Fetch incidents
  • incidentType — Incident type
  • firstFetchTime — First Fetch Time
  • mirror_direction — Incident Mirroring Direction
  • comment_tag — Comment Entry Tag
  • close_incident — Close Mirrored XSOAR Incident
  • close_case — Close Mirrored Salesforce case
  • incidentFetchInterval — Incidents Fetch Interval

Commands (24)

  • get-mapping-fields

    Returns the list of fields for an incident type.

  • get-modified-remote-data

    Available from Cortex XSOAR version 6.1.0. This command queries for incidents that were modified since the last update. This method is only used for debugging purposes.

  • get-remote-data

    Gets remote data from a remote incident. This method is only used for debugging purposes and will not update the current incident.

  • 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-describe-sobject-field

    Describe Salesforce object field.

  • salesforce-get-case

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

  • salesforce-get-case-file-by-id

    Retrieve a case file by file ID.

  • 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 user name through the case number.

  • salesforce-list-case-files

    Return the list of files attached to the case.

  • 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 the defined pattern.

  • salesforce-update-case

    Updates case fields.

  • salesforce-update-object

    Updates object fields.

  • update-remote-system

    Available from Cortex XSOAR version 6.1.0. This command pushes local changes to the remote system.

category: Case Management
provider: Salesforce
commonfields:
  id: SalesforceV2
  version: -1
configuration:
- defaultvalue: https://login.SalesForce.com
  display: Instance URL
  name: InstanceURL
  required: true
  type: 0
- display: Credentials
  name: credentials
  required: true
  type: 9
- display: Consumer Key
  name: clientID
  required: true
  type: 0
- display: Consumer Secret
  name: clientSecret
  required: true
  type: 4
- display: Trust any certificate (not secure)
  name: insecure
  type: 8
  required: false
- display: Use system proxy settings
  name: useproxy
  type: 8
  required: false
- additionalinfo: Only fetch comments when using the SalesforceAskUser automation.
  defaultvalue: cases
  display: 'Fetch type: cases/comments'
  name: fetchType
  options:
  - cases
  - comments
  type: 15
  required: false
- additionalinfo: 'E.g.: OwnerId=''0056s000000wGoWAAX'''
  display: Define a query to determine which objects to fetch.
  name: condition
  type: 0
  required: false
- additionalinfo: Additional fields to fetch
  display: Fields to Fetch (only for cases/comments)
  name: fetchFields
  type: 12
  required: false
- display: Fetch incidents
  name: isFetch
  type: 8
  required: false
- display: Incident type
  name: incidentType
  type: 13
  required: false
- additionalinfo: The First Fetch Time, e.g., 1 hour, 3 days
  display: First Fetch Time
  name: firstFetchTime
  type: 0
  required: false
- additionalinfo: 'Choose the direction to mirror the incident: Incoming (from Salesforce to Cortex XSOAR), Outgoing (from Cortex XSOAR to ServiceNow), or Incoming and Outgoing (from/to Cortex XSOAR and Salesforce).'
  defaultvalue: None
  display: Incident Mirroring Direction
  name: mirror_direction
  options:
  - None
  - Incoming
  - Outgoing
  - Incoming And Outgoing
  type: 15
  hidden:
  - marketplacev2
  - platform
  required: false
- additionalinfo: Choose the tag to add to an entry to mirror it as a comment in SalesForce.
  defaultvalue: comments
  display: Comment Entry Tag
  name: comment_tag
  type: 0
  hidden:
  - marketplacev2
  - platform
  required: false
- additionalinfo: When selected, closing the Salesforce ticket is mirrored in Cortex XSOAR.
  defaultvalue: 'false'
  display: Close Mirrored XSOAR Incident
  name: close_incident
  type: 8
  hidden:
  - marketplacev2
  - platform
  required: false
- additionalinfo: When selected, closing the Cortex XSOAR incident is mirrored in SalesForce.
  defaultvalue: 'false'
  display: Close Mirrored Salesforce case
  name: close_case
  type: 8
  hidden:
  - marketplacev2
  - platform
  required: false
- defaultvalue: '1'
  display: Incidents Fetch Interval
  name: incidentFetchInterval
  type: 19
  required: false
description: CRM Services.
display: Salesforce v2
name: SalesforceV2
script:
  commands:
  - arguments:
    - description: The string or number to search.
      name: pattern
      required: true
    description: Search records that contain values with the defined pattern.
    name: salesforce-search
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The ID of the case object.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'The origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
    - contextPath: SalesForceV2.Contact.ID
      description: ID of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Name
      description: The name of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Account
      description: The account associated with the Contact information.
      type: string
    - contextPath: SalesForceV2.Contact.Title
      description: The title of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Phone
      description: The phone number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.MobilePhone
      description: The mobile number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Email
      description: The email address of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Owner
      description: The owner of the contact.
      type: string
    - contextPath: SalesForceV2.Lead.ID
      description: The lead ID.
      type: string
    - contextPath: SalesForceV2.Lead.Name
      description: The lead name.
      type: string
    - contextPath: SalesForceV2.Lead.Title
      description: The title of the lead.
      type: string
    - contextPath: SalesForceV2.Lead.Company
      description: The lead company.
      type: string
    - contextPath: SalesForceV2.Lead.Phone
      description: The lead phone number.
      type: string
    - contextPath: SalesForceV2.Lead.Mobile
      description: The lead mobile number.
      type: string
    - contextPath: SalesForceV2.Lead.Email
      description: The lead email address.
      type: string
    - contextPath: SalesForceV2.Lead.Owner
      description: The lead owner.
      type: string
    - contextPath: SalesForceV2.Lead.Status
      description: 'The lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".'
      type: string
    - contextPath: SalesForceV2.Task.ID
      description: The ID of the task.
      type: string
    - contextPath: SalesForceV2.Task.Subject
      description: The subject of the task.
      type: string
    - contextPath: SalesForceV2.Task.Lead
      description: The leader of the task.
      type: string
    - contextPath: SalesForceV2.Task.RelatedTo
      description: The relevant account.
      type: string
    - contextPath: SalesForceV2.Task.DueDate
      description: The due date of the task.
      type: date
    - contextPath: SalesForceV2.User.ID
      description: The ID of the user.
      type: string
    - contextPath: SalesForceV2.User.Name
      description: The name of the user.
      type: string
    - contextPath: SalesForceV2.User.Title
      description: The title of the user.
      type: string
    - contextPath: SalesForceV2.User.Phone
      description: The phone number of the user.
      type: string
    - contextPath: SalesForceV2.User.Email
      description: The email address of the user.
      type: string
    - contextPath: SalesForceV2.Case.IsEscalated
      description: Whether the case is escalated.
      type: boolean
    - contextPath: SalesForceV2.Case.SuppliedPhone
      description: Case supplied phone number.
      type: string
    - contextPath: SalesForceV2.Case.SuppliedCompany
      description: Case supplied company.
      type: string
    - contextPath: SalesForceV2.Case.ContactEmail
      description: Case contact email address.
      type: string
    - contextPath: SalesForceV2.Case.ContactId
      description: Case contact ID.
      type: string
    - contextPath: SalesForceV2.Case.AccountId
      description: Case account ID.
      type: string
  - arguments:
    - description: 'Query in SOQL format: "SELECT name from Account".'
      name: query
      required: true
    description: Queries Salesforce in SOQL format.
    execution: true
    name: salesforce-query
  - arguments:
    - description: The object path. For example, "Case/5000Y000001EjzRQAS" for Object "Case" with ID "5000Y000001EjzRQAS".
      name: path
    - description: Object ID (in case no path is given). For example, 5000Y000001EjzRQAS.
      name: oid
    description: Returns an object by its path.
    name: salesforce-get-object
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'Origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
    - contextPath: SalesForceV2.Contact.ID
      description: The ID of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Name
      description: The name of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Account
      description: The account associated with the contact information.
      type: string
    - contextPath: SalesForceV2.Contact.Title
      description: The title of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Phone
      description: The phone number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.MobilePhone
      description: The mobile number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Email
      description: The email address of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Owner
      description: The owner of the contact.
      type: string
    - contextPath: SalesForceV2.Lead.ID
      description: The lead ID.
      type: string
    - contextPath: SalesForceV2.Lead.Name
      description: The lead name.
      type: string
    - contextPath: SalesForceV2.Lead.Title
      description: The title of the lead.
      type: string
    - contextPath: SalesForceV2.Lead.Company
      description: The lead company.
      type: string
    - contextPath: SalesForceV2.Lead.Phone
      description: The lead phone number.
      type: string
    - contextPath: SalesForceV2.Lead.Mobile
      description: The lead mobile number.
      type: string
    - contextPath: SalesForceV2.Lead.Email
      description: The lead email address.
      type: string
    - contextPath: SalesForceV2.Lead.Owner
      description: The lead owner.
      type: string
    - contextPath: SalesForceV2.Lead.Status
      description: 'The lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".'
      type: string
    - contextPath: SalesForceV2.Task.ID
      description: The ID of the task.
      type: string
    - contextPath: SalesForceV2.Task.Subject
      description: The subject of the task.
      type: string
    - contextPath: SalesForceV2.Task.Lead
      description: The leader of the task.
      type: string
    - contextPath: SalesForceV2.Task.RelatedTo
      description: The relevant account of the task.
      type: string
    - contextPath: SalesForceV2.Task.DueDate
      description: The due date of the task.
      type: date
    - contextPath: SalesForceV2.User.ID
      description: The ID of the user.
      type: string
    - contextPath: SalesForceV2.User.Name
      description: The name of the user.
      type: string
    - contextPath: SalesForceV2.User.Title
      description: The title of the user.
      type: string
    - contextPath: SalesForceV2.User.Phone
      description: The phone number of the user.
      type: string
    - contextPath: SalesForceV2.User.Email
      description: The email address of the user.
      type: string
  - arguments:
    - description: The object path. For example, "Case/5000Y000001EjzRQAS" for Object "Case" with ID "5000Y000001EjzRQAS".
      name: path
      required: true
    - description: The JSON file with fields and values of the object to be updated.
      name: json
      required: true
    description: Updates object fields.
    execution: true
    name: salesforce-update-object
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure time of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'The origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
    - contextPath: SalesForceV2.Contact.ID
      description: The ID of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Name
      description: The name of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Account
      description: The account associated with the contact information.
      type: string
    - contextPath: SalesForceV2.Contact.Title
      description: The title of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Phone
      description: The phone number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.MobilePhone
      description: The mobile number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Email
      description: The email address of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Owner
      description: The owner of the contact.
      type: string
    - contextPath: SalesForceV2.Lead.ID
      description: The lead ID.
      type: string
    - contextPath: SalesForceV2.Lead.Name
      description: The lead name.
      type: string
    - contextPath: SalesForceV2.Lead.Title
      description: The title of the lead.
      type: string
    - contextPath: SalesForceV2.Lead.Company
      description: The lead company.
      type: string
    - contextPath: SalesForceV2.Lead.Phone
      description: The lead phone number.
      type: string
    - contextPath: SalesForceV2.Lead.Mobile
      description: The lead mobile number.
      type: string
    - contextPath: SalesForceV2.Lead.Email
      description: The lead email address.
      type: string
    - contextPath: SalesForceV2.Lead.Owner
      description: The lead owner.
      type: string
    - contextPath: SalesForceV2.Lead.Status
      description: 'The lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".'
      type: string
    - contextPath: SalesForceV2.Task.ID
      description: The ID of the task.
      type: string
    - contextPath: SalesForceV2.Task.Subject
      description: The subject of the task.
      type: string
    - contextPath: SalesForceV2.Task.Lead
      description: The leader of the task.
      type: string
    - contextPath: SalesForceV2.Task.RelatedTo
      description: The relevant account.
      type: string
    - contextPath: SalesForceV2.Task.DueDate
      description: The due date of the task.
      type: date
    - contextPath: SalesForceV2.User.ID
      description: The ID of the user.
      type: string
    - contextPath: SalesForceV2.User.Name
      description: The name of the user.
      type: string
    - contextPath: SalesForceV2.User.Title
      description: The title of the user.
      type: string
    - contextPath: SalesForceV2.User.Phone
      description: The phone number of the user.
      type: string
    - contextPath: SalesForceV2.User.Email
      description: The email address of the user.
      type: string
  - arguments:
    - description: The object path. For example, "Case" for Object "Case".
      name: path
      required: true
    - description: The JSON file with fields and values of the object to be created.
      name: json
      required: true
    description: Creates a new object.
    execution: true
    name: salesforce-create-object
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'Origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
    - contextPath: SalesForceV2.Contact.ID
      description: The ID of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Name
      description: The name of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Account
      description: The account associated with the contact information.
      type: string
    - contextPath: SalesForceV2.Contact.Title
      description: The title of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Phone
      description: The phone number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.MobilePhone
      description: The mobile number of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Email
      description: The email address of the contact.
      type: string
    - contextPath: SalesForceV2.Contact.Owner
      description: The owner of the contact.
      type: string
    - contextPath: SalesForceV2.Lead.ID
      description: The lead ID.
      type: string
    - contextPath: SalesForceV2.Lead.Name
      description: The lead name.
      type: string
    - contextPath: SalesForceV2.Lead.Title
      description: The title of the lead.
      type: string
    - contextPath: SalesForceV2.Lead.Company
      description: The lead company.
      type: string
    - contextPath: SalesForceV2.Lead.Phone
      description: The lead phone number.
      type: string
    - contextPath: SalesForceV2.Lead.Mobile
      description: The lead mobile number.
      type: string
    - contextPath: SalesForceV2.Lead.Email
      description: The lead email address.
      type: string
    - contextPath: SalesForceV2.Lead.Owner
      description: The lead owner.
      type: string
    - contextPath: SalesForceV2.Lead.Status
      description: 'The lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".'
      type: string
    - contextPath: SalesForceV2.Task.ID
      description: The ID of the task.
      type: string
    - contextPath: SalesForceV2.Task.Subject
      description: The subject of the task.
      type: string
    - contextPath: SalesForceV2.Task.Lead
      description: The leader of the task.
      type: string
    - contextPath: SalesForceV2.Task.RelatedTo
      description: The relevant account of the task.
      type: string
    - contextPath: SalesForceV2.Task.DueDate
      description: The due date of the task.
      type: date
    - contextPath: SalesForceV2.User.ID
      description: The ID of the user.
      type: string
    - contextPath: SalesForceV2.User.Name
      description: The name of the user.
      type: string
    - contextPath: SalesForceV2.User.Title
      description: The title of the user.
      type: string
    - contextPath: SalesForceV2.User.Phone
      description: The phone number of the user.
      type: string
    - contextPath: SalesForceV2.User.Email
      description: The email address of the user.
      type: string
  - arguments:
    - description: The object ID of the subject.
      name: oid
      required: true
    - description: Chat text.
      name: text
      required: true
    - description: Adds a link to the message.
      name: link
    description: Adds a comment to Chatter.
    name: salesforce-push-comment
    outputs:
    - contextPath: SalesForceV2.Comment.Body
      description: The body of the comment.
      type: string
    - contextPath: SalesForceV2.Comment.CreatedDate
      description: The date the comment was created.
      type: date
    - contextPath: SalesForceV2.Comment.Title
      description: The title of the comment.
      type: string
    - contextPath: SalesForceV2.Comment.ParentType
      description: The parent type of the comment.
      type: string
    - contextPath: SalesForceV2.Comment.ParentName
      description: The parent name of the comment.
      type: string
    - contextPath: SalesForceV2.Comment.URL
      description: The URL link of the comment.
      type: string
    - contextPath: SalesForceV2.Comment.Visibility
      description: The visibility of the comment.
      type: string
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: Case number of the case.
      name: caseNumber
    description: Returns information on a case. All arguments are optional, but you must specify at least one argument for the command to execute successfully.
    name: salesforce-get-case
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'The origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
  - arguments:
    - default: true
      description: The case subject.
      name: subject
      required: true
    - description: The case description.
      name: description
    - auto: PREDEFINED
      defaultValue: New
      description: The case status.
      name: status
      predefined:
      - New
      - On Hold
      - Closed
      - Escalated
      required: true
    - auto: PREDEFINED
      description: The case origin.
      name: origin
      predefined:
      - Email
      - Phone
      - Web
    - auto: PREDEFINED
      defaultValue: Low
      description: The case priority.
      name: priority
      predefined:
      - Low
      - Medium
      - High
    - auto: PREDEFINED
      description: The case type.
      name: type
      predefined:
      - Question
      - Problem
      - Feature Request
    description: Creates a new case.
    name: salesforce-create-case
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'The origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: The reason for the case creation.
      type: string
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: The case number.
      name: caseNumber
    - description: The case subject.
      name: subject
    - description: The case description.
      name: description
    - auto: PREDEFINED
      description: The case status.
      name: status
      predefined:
      - New
      - On Hold
      - Closed
      - Escalated
    - auto: PREDEFINED
      description: The case origin.
      name: origin
      predefined:
      - Email
      - Phone
      - Web
    - auto: PREDEFINED
      description: The case priority.
      name: priority
      predefined:
      - Low
      - Medium
      - High
    - auto: PREDEFINED
      description: The case type.
      name: type
      predefined:
      - Question
      - Problem
      - Feature Request
    description: Updates case fields.
    name: salesforce-update-case
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The number of the case.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: The description of the case.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: The creation date of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: The closure date of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: The owner of the case.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'The priority of the case. Can be: "Low", "Medium", or "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'Origin of the case. Can be: "Web", "Phone", or "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'The status of the case. Can be: "New, "Escalated", "On Hold", or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: Reason for the case creation.
      type: string
  - arguments: []
    description: Returns all cases.
    name: salesforce-get-cases
  - arguments:
    - description: The case object ID.
      name: oid
    - description: The case number.
      name: caseNumber
    description: Close a case.
    important:
    - contextPath: SalesForceV2.Case.Status
      description: Case Status. Will be 'Closed'.
      related: ''
    name: salesforce-close-case
    outputs:
    - contextPath: SalesForceV2.Case.ID
      description: The object ID of the case.
      type: string
    - contextPath: SalesForceV2.Case.CaseNumber
      description: The case number.
      type: string
    - contextPath: SalesForceV2.Case.Subject
      description: The subject of the case.
      type: string
    - contextPath: SalesForceV2.Case.Description
      description: Case description.
      type: string
    - contextPath: SalesForceV2.Case.CreateDate
      description: Creation time of the case.
      type: date
    - contextPath: SalesForceV2.Case.ClosedDate
      description: Closure time of the case.
      type: date
    - contextPath: SalesForceV2.Case.Owner
      description: Case owner.
      type: string
    - contextPath: SalesForceV2.Case.Priority
      description: 'Priority of the case. Can be one of the following: "Low", "Medium", "High".'
      type: string
    - contextPath: SalesForceV2.Case.Origin
      description: 'Origin of the case. Can be one of the following: "Web", "Phone", "Email".'
      type: string
    - contextPath: SalesForceV2.Case.Status
      description: 'Case status. Can be one of the following: "New", "Escalated"," On Hold" or "Closed".'
      type: string
    - contextPath: SalesForceV2.Case.Reason
      description: Reason the case was created.
      type: string
  - arguments:
    - description: The Chatter comment thread ID.
      name: id
      required: true
    - description: The comment text.
      name: text
      required: true
    description: Add the comment to the Chatter thread. Use this command only after salesforce-push-comment.
    name: salesforce-push-comment-threads
    outputs:
    - contextPath: SalesForceV2.Comment.Reply.Body
      description: Reply body.
      type: string
    - contextPath: SalesForceV2.Comment.Reply.CreatedDate
      description: Reply created date.
      type: date
    - contextPath: SalesForceV2.Comment.Reply.URL
      description: Reply URL link.
      type: string
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: The case number.
      name: caseNumber
    description: Deletes a case.
    name: salesforce-delete-case
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: The case number of the case.
      name: caseNumber
    description: Returns a comment through the case number.
    name: salesforce-get-casecomment
    outputs:
    - contextPath: ID
      description: The ID of the case.
      type: string
    - contextPath: ParentId
      description: The ID of the parent case of the case comment.
      type: string
    - contextPath: IsPublished
      description: Whether the case comment is visible to customers in the Self-Service portal (true). This is the only CaseComment field that can be updated through the API.
      type: boolean
    - contextPath: CommentBody
      description: The text of the case body. Maximum size is 4,000 bytes.
      type: string
    - contextPath: CreatedById
      description: The created date by ID.
    - contextPath: CreatedDate
      description: The created date.
      type: string
    - contextPath: SystemModstamp
      description: The SystemMod stamp.
      type: string
    - contextPath: LastModifiedDate
      description: The last modified date.
      type: string
    - contextPath: LastModifiedById
      description: The last modified date by ID.
      type: string
    - contextPath: IsDeleted
      description: Whether the object has been moved to the Recycle Bin (true).
      type: boolean
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: The case number of the case.
      name: caseNumber
    - description: The text to add to the context.
      name: text
    - auto: PREDEFINED
      defaultValue: 'false'
      description: Whether to make the comment public (true or false). Default value is false.
      name: public
      predefined:
      - 'true'
      - 'false'
      required: true
    description: The post comment through the case number.
    name: salesforce-post-casecomment
  - arguments:
    - description: The object ID of the case.
      name: oid
    - description: The case number of the case.
      name: caseNumber
    description: Returns the user name through the case number.
    name: salesforce-get-user
    outputs:
    - contextPath: ID
      description: The ID of the case.
      type: string
    - contextPath: Alias
      description: The user's alias. For example, jsmith.
      type: string
    - contextPath: CommunityNickname
      description: The name used to identify the user in the Community application, which includes the ideas and answers features.
      type: string
    - contextPath: CreatedById
      description: Created by the ID.
      type: string
    - contextPath: Email
      description: The user's email address. Required.
      type: string
    - contextPath: LastLoginDate
      description: The time and date when the user last successfully logged in. This value is updated if 60 seconds have elapsed since the user's last login.
      type: string
    - contextPath: LastModifiedDate
      description: The last modified date.
      type: string
    - contextPath: LastName
      description: The user's last name.
      type: string
    - contextPath: Name
      description: Concatenation of FirstName and LastName.
      type: string
    - contextPath: Username
      description: Contains the name that a user enters to log in to the API or the user interface.
      type: string
    - contextPath: UserRoleId
      description: The ID of the user's UserRole.
      type: string
  - arguments:
    - description: The case number of the case.
      name: caseNumber
    description: Returns organization details from the case number.
    name: salesforce-get-org
    outputs:
    - contextPath: ID
      description: The unique ID of the case.
      type: string
    - contextPath: Name
      description: Name of the account. If the account has a record type of Person Account, this value is the concatenation of the FirstName, MiddleName, LastName, and Suffix of the associated person contact.
      type: string
  - arguments:
    - description: The remote incident ID.
      name: id
      required: true
    - defaultValue: '0'
      description: UTC timestamp in seconds. The incident is only updated if it was modified after the last update time.
      name: lastUpdate
    description: Gets remote data from a remote incident. This method is only used for debugging purposes and will not update the current incident.
    name: get-remote-data
  - arguments:
    - name: lastUpdate
      required: true
      description: ''
    description: Available from Cortex XSOAR version 6.1.0. This command queries for incidents that were modified since the last update. This method is only used for debugging purposes.
    name: get-modified-remote-data
  - arguments:
    - name: data
      required: true
      description: The data to send to the remote system.
    - name: entries
      description: The entries to send to the remote system.
    - name: incident_changed
      description: Boolean that is telling us if the local incident indeed changed or not.
    - name: remote_incident_id
      description: the remote incident id.
    description: Available from Cortex XSOAR version 6.1.0. This command pushes local changes to the remote system.
    name: update-remote-system
  - arguments: []
    description: Returns the list of fields for an incident type.
    name: get-mapping-fields
  - arguments:
    - defaultValue: Case
      description: Salesforce object name. For example, Case (default Case).
      name: sobject
      required: true
    - description: Field definition to return.
      name: field
      required: true
    description: Describe Salesforce object field.
    name: salesforce-describe-sobject-field
  - arguments:
    - description: Case object ID.
      name: caseoId
    - description: Case number.
      name: caseNumber
    description: Return the list of files attached to the case.
    name: salesforce-list-case-files
  - arguments:
    - description: Case file ID.
      name: caseFileId
    - description: Case number.
      name: caseNumber
    description: Retrieve a case file by file ID.
    name: salesforce-get-case-file-by-id
  dockerimage: demisto/python3:3.12.8.3296088
  isfetch: true
  ismappable: true
  isremotesyncin: true
  isremotesyncout: true
  script: ''
  subtype: python3
  type: python
fromversion: 6.2.0
tests:
- No tests (auto formatted)