Salesforce: Update a case

🕙  1 minute read

Use this action to update a case record in Salesforce.

Use case

  • Automatically QA each updated case 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 Catalytic 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
  • Case ID

    • ID number assigned to this case
  • Case description

    • Describe the account
  • Case account ID

    • ID number assigned to the account for the this case
  • Case type

    • Set the type of account as customer, competitor, or partner
  • Case subject

    • The subject of the case
    • Limit: 255 characters
  • Case reason

    • The reason why the case is being created, such as installation, feedback, instructions, etc.
  • Case 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
  • Case escalated

    • Update “escalated” status as true or false
  • Case priority

    • Set the importance or urgency of the case as high, medium, or low
  • Case origin

    • The source of the case, such as Email, Phone, or Web
    • Maximum size is 255 characters
  • Case company

    • Update the “Web Company” field of the Salesforce case
    • Will be a URL
  • Case email

    • Enter to update the case contact’s email
  • Case phone number

    • Enter to update the case contact’s phone number
  • 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.

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