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Add Case in Salesforce from CSV file

Solution

Solution

Updated: October 28th, 2020

Published: April 24th, 2020

Downloads: 9

Process: Sales

Language compatibility: Visual Basic

Tags: salesforce

Community Support

Add Case in Salesforce from CSV file

Solution

Summary: 

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

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.

Details

Benefits

Quick Case creation in Salesforce Lighting Platform and data validation for the created leads.

Compatibility

Tested on Studio version 2019.10.4.

Dependencies

UiPathTeam.Salesforce.Lightning_Platform.Activities

Resources

- Create Case in Salesforce Lighting Platform from CSV file.pdf

Licensing

By clicking download you agree to the following license.