Create a Salesforce case action

An automated Salesforce case creation action can be performed after certain conditions are met for a closed-loop customer experience.

• Integrate Salesforce Case Management
• Create a rule

1. Click Create An Action to add an action to occur when the condition is met.
2. In the Action Type list, select Create Salesforce Case.
3. Depending on the fields selected in the Saleforce Case Management settings, fill in any additional fields.
   Note: Click Insert Variable to pipe in a data source variable or an organizational hierarchy variable.
   
4. Add any additional messages to the Description field.
5. In the Description field, click Insert Variable to pipe in a data source variable or an organizational hierarchy variable.
   
6. Click Save.
7. When you are ready to enable the rule, click Draft > Enable Now.
   
8. Optional: To disable an enabled rule, click Enabled > Disabled.
   

Parent topic: Rules engine

Related information

• Create an email action
• Create an Alida Case action
• Create a Slack message action
• Integrate Salesforce Case Management
• Select Salesforce case fields
• Create an Event Driven Survey action
• Create a Custom Action
• Insert organizational hierarchy variables into your action
• Insert data source variables into your action