MarketplaceListingsSolutionAdd Case in Salesforce from CSV file

Add Case in Salesforce from CSV file

Bronze Certified

Solution

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9

Add Case in Salesforce from CSV file

Bronze Certified

Solution

0 reviews

9


Summary

Helps for quick Salesforce case creation by reading case data from CSV file

Overview

This solution is helping for quick Salesforce case creation by reading predefined data from CSV files and by using “Add Case” activity.

Also, if some of the fields like AccountId and ContactId are not populated in the CSV files, this solution is offering the option to either choose to continue anyway (because they are not required fields), to provide existing account/contact Id, to provide CSV file for creating new account/contact or to choose from the list of existing accounts/contacts from Salesforce. After cases are successfully created, they will be validated by using “Check ID” activity.

How to use:
  1. Watch this video in order to establish the connection between UiPath and Salesforce Lighting Platform.
  2. Update the CSV files with appropriate data (CSV files by default are stored in “CSV_CaseCreation_Data” folder).
  3. Open Flowchart.xaml in UiPath Studio.
  4. Click on Run File.
  5. It will ask you to provide the required input data such: Salesforce username, Salesforce password, Security Token, Consumer Key, Security Key and location of the CSV file (in case it was changed from the default location).
  6. If account or/and contact id are not populated, choose how to proceed:
  • Continue Anyway - case will be created without account/contact id, since they are not required fields.
  • Create new account/contact – update CSV file with appropriate data (CSV files by default are stored in “CSV_AccountCreation_Data/ CSV_ContactCreation_Data” folder)
  • Choose from existing accounts/contacts – providing list from existing accounts/contacts in Salesforce by using Get Account List/Get Contact List activities, giving the option to choose one of them.

Benefits


Published: May 13, 2020 | Updated: Oct 28, 2020


License

MIT


Code Language

Visual Basic


Tags


Compatibility

Tested on Studio version 2019.10.4.


Dependencies

UiPathTeam.Salesforce.Lightning_Platform.Activities