Salesforce
CRM Services.
- Category
- Case Management
- Pack
- Salesforce
Configuration parameters
- InstanceURL — Instance URL (required)
- credentials — Credentials
- clientID — Consumer Key
- clientSecret — Consumer Secret
- credentials_client_secret — Consumer Key
- insecure — Trust any certificate (not secure)
- fetchType — Fetch type: cases/comments (Only fetch comments when using the SalesforceAskUser automation)
- useproxy — Use system proxy settings
- isFetch — Fetch incidents
- incidentFetchInterval — Incidents Fetch Interval
- incidentType — Incident type
Commands (22)
- 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-file-delete — Soft-deletes a file (ContentDocument), moving it to the Recycle Bin and cascading to its versions. Recoverable for 15 days.
- salesforce-file-public-link-list — Lists all public links (ContentDistribution records) for a given ContentDocument ID. Use the returned ContentDistribution IDs with salesforce-file-public-link-remove to remove each link.
- salesforce-file-public-link-remove — Removes a file public link by deleting a single ContentDistribution record. The external link is severed immediately and irreversibly.
- salesforce-get-case — Returns information on a case. All arguments are optional, but you must specify at least one for the command to execute successfully.
- salesforce-get-casecomment — Returns a comment through the case number.
- salesforce-get-cases — Returns all cases.
- salesforce-get-object — Returns an object by its path.
- salesforce-get-org — Returns organization details from the case number.
- salesforce-get-user — Returns the UserName through the case number.
- salesforce-knowledge-article-archive — Archives a Knowledge article (non-destructive). Sets PublishStatus to Archived via the standard archiveKnowledgeArticles action. Reversible to Draft/Online.
- salesforce-knowledge-article-draft-create — Moves a published Knowledge article to Draft using the standard createDraftFromOnlineKnowledgeArticle action. By default (unpublish=true) the online version is removed from public visibility and an editable draft is created.
- salesforce-post-casecomment — The post comment through the case number.
- salesforce-push-comment — Adds a comment to Chatter.
- salesforce-push-comment-threads — Add the comment to the chatter thread. Use this command only after salesforce-push-comment
- salesforce-query — Queries Salesforce in SOQL format.
- salesforce-search — Search records that contain values with pattern
- salesforce-update-case — Updates case fields.
- salesforce-update-object — Updates object fields.