capabilities.work

Account Contact Case Onboarding

A 3-step recipe with Salesforce Experience Cloud. We can help you get access.

Recipe · 3 steps

Account Contact Case Onboarding

with Salesforce Experience Cloud

Chain Account, Contact, and Case creation in one onboarding flow.

  1. Create the Account that the Contact will belong to.
  2. Create a Contact linked to the new Account via AccountId.
  3. Open a Case linked to the new Contact via ContactId.
What you'll need to have ready
  • accessToken: OAuth 2.0 bearer token for the Salesforce instance.
  • accountName: Name for the new Account.
  • contactLastName: Last name for the new Contact.
  • contactEmail: Email address for the new Contact.
  • subject: Subject line for the new Case.
  • description: Detailed description of the support issue.
For your developer

Arazzo workflow salesforce-experience-cloud:account-contact-case-onboarding, 3 operations: createSObjectRecord → createSObjectRecord → createSObjectRecord. Specs on APIs.io.

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