Create New Case in Salesforce

Create a new case in Salesforce automating on top of the Salesforce UI

Top Benefits

  • Quick and seamless integration with Salesforce
  • Easy to use and integrate into new or existing tasks without any technical supervision

The Create Case in Salesforce bot is designed to authenticate with Salesforce and create a new case using the provided inputs. Credentials and a valid Salesforce URL are required for authentication and new case processing.

To create a new case, provide the MetaBot with a valid Salesforce URL, username, and password. Additionally, the account name and case currency are mandatory fields.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
184
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
August 10, 2018
Platform
10.5
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • AAE 10 sp2 setup
  • Inputs:
  • vUserID
  • vPassword
  • vURL
  • vCaseOrigin
  • vCaseCurrency
  • vStatus
  • vPriority
  • vCaseType
  • vCaseReason
  • vSubject
  • vDescription
  • vInternalComments
  • vSendEmailtoContact