capabilities.work

Contact and Case Intake

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

Recipe · 3 steps

Contact and Case Intake

with Salesforce Experience Cloud

Create a Contact and open a linked Case in one flow.

  1. Create the Contact record that the Case will be linked to.
  2. Open a Case referencing the new Contact through the ContactId field.
  3. Read the Case back to confirm its status and case number.
What you'll need to have ready
  • accessToken: OAuth 2.0 bearer token for the Salesforce instance.
  • contactFields: Field name/value pairs for the new Contact (e.g. LastName, Email).
  • subject: Subject line for the new Case.
  • description: Detailed description of the support issue.
  • origin: Case origin channel (e.g. Web, Email, Community).
For your developer

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

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