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.

Source

SalesforceV2.py SalesforceV2.yml SalesforceV2_description.md
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To set up **Salesforce** to work with XSOAR:
Add a new connected App in Salesforce by following the instruction [here](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_defining_remote_access_applications.htm).

If you already have a connected App, go to **Setup** -> **App Manager** -> choose the correct App from the list, and press **View**.
The Consumer Key / Secret is under **API (Enable OAuth Settings)**.

For detailed instructions see the Credentials walkthrough section at [XSOAR support](https://xsoar.pan.dev/docs/reference/integrations/salesforce).