Easily create a Salesforce case with dynamic form support leveraging Salesforce Conversation Routers. The node returns both the Case ID and Case Number.

Features

• Create Salesforce Case

Seamlessly create a Salesforce Case via automations

• Dynamic Field Access

Plug-and-Play with DevRev Agent to populate necessary fields from available fields.

• Customizable Fields

Configure which fields should be passed on the case creation call using DevRev's custom objects.

Installation

1. Add the Create Salesforce Case snap-in from the DevRev Marketplace to your environment.
2. Create or choose the Keyring.
3. Create custom objects of leaf_type 'router' with the desired fields.
4. Connect to other DevRev nodes based on requirement.