I need to add/create a case in Salesforces in Windows Project

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1

I need to add/create a case in Salesforces in Windows Project, unable to find the activity for Add Case/Case Creation, I have installed UiPath.Salesforce.Activities Package of latest version 1.9.3, can any one please help me with this?

2

Hi @Krishnakanth_Mathi

After downloading the UiPath.Salesforce.Activities we get the following below activities. Please find the required activity according to your requirement.

image
image362×701 16.3 KB

Hope it works!!

Regards,

3

Thanks for the info, my question was about add case activity under salesforce activities package.

4

Hi @Krishnakanth_Mathi

If you want to add an new record use the activity “Insert Record” under Salesforce Application Scope.

Hope this helps!!

Regards,

6

Hi @Krishnakanth_Mathi

Install the “UiPath.Salesforce.Activities” Package.

  1. Add the “Salesforce Application Scope” activity and provide your Salesforce credentials.
  2. Drag and drop the “Insert Records” activity from the activities panel.
  3. In the “Insert Records” activity properties, select “Case” as the object type.
  4. Fill in the necessary details for the case, such as the subject, description, priority, status, and owner.
  5. Click on the “Add Field” button to add additional fields for the case if required.
  6. Save the workflow and run it to create the case in Salesforce.

I Hope it will helps!!

7

Hi @Krishnakanth_Mathi

you can still achieve the desired outcome by using the “Invoke Code” activity in UiPath to execute custom code or by making direct API calls to the Salesforce REST API.

Thanks!!

8

I have checked it, but couldn’t find the case in properties

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image1884×738 71.2 KB

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Hi @Krishnakanth_Mathi ,

Can you try using UiPathTeam.Salesforce.ExtensionPackage?
It has somewhat better controls and customizations.

I see that it has an activity to add Case:
image

Thanks,
Aditya

10

Thanks for info but this package is not availble for windows.
Can you please suggest us for windows?

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I guess the only way right now would be using Salesforce API calls.

Let’s see if some one else can give a soluton.

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click on the "Configure: button in " insert record activity
there you can choose to insert a case record,

see that first variable is output and the others are input

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In the Insert record activity after configuring the Salesforce credentails the add case wizard opens.
Hence my problem is solved.

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