Salesforce: Create a case

Use this action to add a new case record in Salesforce.

Use case

• Automatically QA each case that is entered to verify that all the right information has been documented.
• Automatically create tasks or send emails based on new case information.

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

• Integration

  • Select your team’s integration from the list

• Account ID

  • Account number assigned to this account (not the unique, system-generated ID assigned during creation)
  • Maximum size is 40 characters

• Contact ID

  • Input the 15 digit ID for the this case’s contact.

• Owner ID

  • Input the 15 digit ID for the owner of this account.
  • If left blank, it will default to the Salesforce integration user

• Origin

  • The source of the case, such as email, phone, or web

• Priority

  • Importance or urgency of the case
  • High, medium, or low

• Status

  • The API name for the status. Make sure to enter the API name and not the label
  • Maximum size is 255 characters
  • If left blank, it will use the default defined in Salesforce

• Type

  • Set the type of account as Customer, Competitor, or Partner

• Reason

  • The reason why the case is being created: installation, feedback, instructions, etc

• Subject

  • The subject of the case
  • Maximum size is 255 characters

• Description

  • Describe the account

• Custom field 1 (2, 3, 4, 5) API Name

  • Define a custom field to update. To find the API Name, view the field in Salesforce Setup. Custom fields typically uses the format FieldName__c

• Custom field 1 (2, 3, 4, 5) value

  • Set the value to store in the custom field

What will this output?

All output fields will store under the custom field value giving during the action configuration.