Details
| ID | SalesforceV2 |
|---|---|
| Provider | Salesforce |
| Category | Case Management |
| From Version | 6.2.0 |
| Docker Image | demisto/python3:3.12.8.3296088 |
| Supported Modules | Agentix 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. |
| 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:
- Enable Fetching incidents in your instance configuration.
-
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. - 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.
- 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 settingsfetchType— Fetch type: cases/commentscondition— Define a query to determine which objects to fetch.fetchFields— Fields to Fetch (only for cases/comments)isFetch— Fetch incidentsincidentType— Incident typefirstFetchTime— First Fetch Timemirror_direction— Incident Mirroring Directioncomment_tag— Comment Entry Tagclose_incident— Close Mirrored XSOAR Incidentclose_case— Close Mirrored Salesforce caseincidentFetchInterval— Incidents Fetch Interval
Commands (24)
-
get-mapping-fieldsReturns the list of fields for an incident type.
-
get-modified-remote-dataAvailable 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-dataGets remote data from a remote incident. This method is only used for debugging purposes and will not update the current incident.
-
salesforce-close-caseClose a case.
-
salesforce-create-caseCreates a new case.
-
salesforce-create-objectCreates a new object.
-
salesforce-delete-caseDeletes a case.
-
salesforce-describe-sobject-fieldDescribe Salesforce object field.
-
salesforce-get-caseReturns 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-idRetrieve a case file by file ID.
-
salesforce-get-casecommentReturns a comment through the case number.
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salesforce-get-casesReturns all cases.
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salesforce-get-objectReturns an object by its path.
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salesforce-get-orgReturns organization details from the case number.
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salesforce-get-userReturns the user name through the case number.
-
salesforce-list-case-filesReturn the list of files attached to the case.
-
salesforce-post-casecommentThe post comment through the case number.
-
salesforce-push-commentAdds a comment to Chatter.
-
salesforce-push-comment-threadsAdd the comment to the Chatter thread. Use this command only after salesforce-push-comment.
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salesforce-queryQueries Salesforce in SOQL format.
-
salesforce-searchSearch records that contain values with the defined pattern.
-
salesforce-update-caseUpdates case fields.
-
salesforce-update-objectUpdates object fields.
-
update-remote-systemAvailable 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)