Salesforce Experience Cloud Account Contact Case Onboarding
Version 1.0.0
Create an Account, add a Contact under it, then open a Case for that Contact.
1 workflow
1 source API
1 provider
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CMSCommunitiesCRMCustomer PortalDigital ExperienceExperience CloudPartner PortalArazzoWorkflows
account-contact-case-onboarding
Chain Account, Contact, and Case creation in one onboarding flow.
Creates an Account, a Contact linked to it via AccountId, and a Case linked to the Contact via ContactId.
3 steps
inputs: accessToken, accountName, contactEmail, contactLastName, description, subject
outputs: accountId, caseId, contactId
1
createAccount
Create the Account that the Contact will belong to.
2
createContact
Create a Contact linked to the new Account via AccountId.
3
createCase
Open a Case linked to the new Contact via ContactId.
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