Case type

This guide outlines the various operations you can perform for managing Cases in Salesforce using the Salesforce connector. Each operation facilitates automation, streamlining your case management processes.

1. Add Comment Operation
   Overview
   Automate the addition of comments to existing Cases.

Case ID: Specify the unique identifier of the Case (String, required).
Comment: Input the comment to add (String, required).
Publish (Optional): Choose to publish the comment (Boolean).
Example JSON Payload
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{
"CaseID": "5001t00001XYZ123456",
"Comment": "Escalated for urgent attention.",
"Publish": true
}

2. Create Case Operation
   Overview
   Automate the creation of new Cases in Salesforce.

Subject: The subject of the Case (String, required).
Description: Detailed description of the Case (String, required).
Status: Initial status of the Case (String, optional).
Example JSON Payload
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{
"Subject": "Issue with product X",
"Description": "Customer reports a defect in product X.",
"Status": "New"
}

3. Case Delete Operation
   Overview
   Automate the deletion of existing Cases.

Case ID: Specify the unique identifier of the Case to delete (String, required).
Example JSON Payload
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{
"CaseID": "5001t00001XYZ123456"
}

4. Get Case Operation
   Overview
   Retrieve detailed information about a specific Case.

Case ID: Specify the unique identifier of the Case (String, required).
Example JSON Payload
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{
"CaseID": "5001t00001XYZ123456"
}

5. Get Many Cases Operation
   Overview
   Fetch multiple Cases based on criteria.

Filters (Optional): Define criteria to filter the Cases (Object).
Example JSON Payload
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{
"Filters": {
"Status": "Open"
}
}

6. Case Get Summary Operation
   Overview
   Get a summary of all Cases you have access to.

User ID (Optional): Specify a User ID to filter Cases (String).
Filters (Optional): Additional filtering criteria (Object).
Example JSON Payload
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{
"UserID": "0051t000000XYZ123456",
"Filters": {
"CreatedDate": {
"gte": "2024-01-01T00:00:00Z"
}
}
}

7. Update Case Operation
   Overview
   Modify existing attributes of a Case.

Case ID: Specify the unique identifier of the Case (String, required).
Fields to Update: Specify which fields to change (Object, required).
Example JSON Payload
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{
"CaseID": "5001t00001XYZ123456",
"FieldsToUpdate": {
"Status": "In Progress",
"Description": "Customer issue is being addressed."
}
}