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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.
SOLVED

Creating a Case in Salesforce

DmtCoj
7 - Meteor
‎07-10-2018 01:05 AM

Hello community,

 

I am wondering if there is any chance to create a case in Salesforce by using Alteryx workflow (using Salesforce Output tool). For example we will have all the necessary information like "Subject", "Account Site" and so on.

Please share your thoughts and ideas.

 

Thanks.  

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Accepted SolutionSolved! Go to Solution.

3 REPLIES 3
StephenR
Alteryx
Alteryx
‎07-10-2018 11:00 AM

If your Salesforce administrator has enabled write to that table and you have all the required fields, then Salesforce Output tool should create the record for you. Do you have any specific questions?

Regards,
Stephen Ruhl
Principal Customer Support Engineer

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DmtCoj
7 - Meteor
‎07-10-2018 10:26 PM

Hi Sruhl,

From what I have understood is that Salesforce Output tool is able only to amend the information to the already existing cases on Salesforce. Therefore, I have to provide a Case Number or some other ID to tell the Alteryx where to look for. However I would like to create a completely new case from scratch. Thanks.

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reginaldobohol
5 - Atom
‎06-22-2022 10:41 AM

Do we use the Insert Output Operation to create the new case?

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