Best method to create a new Salesforce case from Alteryx

Question

Hi

I'm looking for advice on how to best use Alteryx to Automate case creation in Salesforce. I'm hoping to not recreate the wheel and wondering the best method for generating a new SalesForce case from Alteryx. Hoping to find a good method but explored on my own first (outlined below)

Use case: My support team wants to automate customer support cases based on customer survey responses, capture appropriate information from the survey to populate case fields and assign to the right queue for action.

Benefits:

Reduces:

* Time to respond to customer issue
* Time spent manually searching for issues
* Case creation time
* Human error

Increases: Increased ability to disconnect on PTO

What I'm familiar with:

* Connecting to our survey platform to get source data
* Alteryx Tools to: build rules/logic to determine if a case needs to be created then generate the payload components (e.g. trigger due to X condition, create Y components and assign to Z queue)
* Writing to the SFDC REST APIs

Where I need help: Creating a SFDC case from Alteryx

* What methods have worked for others in case creation?
* Is there an Alteryx native tool or plugin that would allow me to create cases directly or do I need to use the python tool?

Looking at the community pages I haven't found a method yet. It's very possible my search skills are suboptimal or the answer is obvious. The Salesforce output tool does not appear to have 'Create' rights and is limited to Read, Update and Delete

My current plan is to create an extensible "Case Creator" using the Python Tool to:

* Pass data from Alteryx to python using details here
* Leverage the simple salesforce library to pass to Salesforce using these links:* https://stackoverflow.com/questions/66367719/how-to-create-a-case-in-a-salesforce-using-python
* https://pypi.org/project/simple-salesforce/

* Alternatively to the above, writing to the REST API directly using the requests library

Available to me:

* Good will of my Salesforce Admin
* Sandbox

AimB3 · Answer

I'm facing the same issue, any updates? 😊

slongstreet · Answer

Thanks! I found it in my research but it doesn't appear to have a create records capability. I'll dig in deeper and, if I can get to the underlying python, see if it can be updated to create a new case.

Has anyone used this successfully to create a new case?

apathetichell · Answer

There is an Alteryx to Salesforce connector.  I would posit (based upon the support for SSO) that it runs on a python API wrapper - check it out here - https://help.alteryx.com/20231/designer/salesforce-output-tool...