InterWorks is leading software development outsourcing company in the Eastern Europe region. In the past years, InterWorks has made the first crucial progressive step and introduced its leading software solutions in the USA and European markets. As an offshore department of one of the Largest technical consulting company in Central US, with its own projects, our company is already directly present in the biggest world software market.

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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.

Watch this video in order to establish the connection between UiPath and Salesforce Lighting Platform.

Update the CSV files with appropriate data (CSV files by default are stored in “CSV_CaseCreation_Data” folder).

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).

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.

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

MIT License Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the 'Software'), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Initial Version for Case Creation in Salesforce Lightning Platform by using  CSV file

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