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Alteryx Designer Desktop Discussions

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Creating a Case in Salesforce

DmtCoj
メテオール

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.  

3件の返信3
StephenR
Alteryx
Alteryx

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

DmtCoj
メテオール

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.

reginaldobohol
アトム

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

ラベル
トップのソリューション投稿者