I didn't find a single documentation/link with regards to AutoCase creation in Salesforce.
Please let me know how to get the custom action configuration to get this into running.
I see find{} velocity macros to query objects from Salesforce. But which Macro should I use for Automatic Case Creation.
@Richard.Schott : I dont see this link active anymore,
https://help.mypurecloud.com/articles/screen-pop-a-salesforce-search-result-for-inbound-calls-emails-and-messages-in-purecloud-for-salesforce/
Has it been placed anywhere in resource center or is it removed.
@kripette : 1. Create a case in Salesforce via PureCloud using the Salesforce REST API:
- I have successfully done this via Salesforce REST API with the “Salesforce Data Actions” integration by using a custom action.
Can you just help me to understand about the Salesforce Rest API part what is intended out of it,.
Suppose we pass all the required info to pass a case to the Rest API and they need to pass back the case number.
which I can append to the ApplicationURL and create a pop up.
Thanks!( I can put only 2 links, couldnt give a thankyou personal note) I will be looking forward to your response.
Sorry for my unawareness with Salesforce part.
@Richard.Schott : I have got the Salesforce screen pop details. I just need help with creating a new case. Can it be done only using Custom data actions by modifying the velocity macro or we need to Salesforce Rest API to get the New CaseID or CaseNumber.
@kripette: Waiting for your reply too..
I think you're misunderstanding the purpose of the macros. The macros are there to perform additional templating operations within a custom data action; what you need is a completely new custom data action for creating a new case using the Salesforce REST API. Here's an example that I made for my own Salesforce org: https://apps.mypurecloud.com/s/#/1/tn3axenjmfhj7gmxmgcxdvnqw4 You will undoubtedly need to modify this to include any fields that are marked required in your own Salesforce org, as well as to return any additional values that might be relevant to your workflow.
Once the case is created in the call flow, the ID can be used with the sf_searchvalue attribute to help drive screenpops within the client.
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Thanks @Richard.Schott that really helped. I have one more query, suppose I use getAccountbyPhoneNumber and it fetches sometimes no result and sometimes multipleresults. How can I access the error "status" and "
code"
The intention is to ignore when no result and when multiple results. Will the action go to failure when no record and when multiple record?
@Richard.Schott : I tried your case creation template. At step 8, its always throwing Resource Not found error. The ContactId exists still it throws this error
{
"status": 404,
"code": "not.found",
"message": "The requested resource was not found.",
"messageParams": {},
"contextId": "362c6541-338b-4564-a7c1-82ecb4946255",
"details": [
{
"errorCode": "ACTION.REMOTE_ENDPOINT"
}
],
"errors": [
{
"status": 404,
"code": "NOT_FOUND",
"message": "REST call for action execute failed. Message:Request to backend service failed. Response from web service: [{"errorCode":"NOT_FOUND","message":"The requested resource does not exist"}] [362c6541-338b-4564-a7c1-82ecb4946255]",
"messageParams": {},
"details": [],
"errors": []
}
]
}
The 404 is coming from Salesforce. I wonder if it's because the requestUrlTemplate is wrong? If you are using the template Richard posted, you may need to update the requestUrlTemplate as it may be different for your Salesforce Org. Try that and let us know if that gets you any farther.
can you send in the action that you're using?
@Richard.Schott : I also wanted to know if static Salesforce data actions return no results or multiple results how to use that info in Architect.
@Richard.Schott and @anon47876146 : I now realise its so easy to create custom actions. Thanks Richard it really helped your template as I was doing for the first time.
I used Salesforce workbench and found out that the custom field referred was inappropriate and also a RecordType value.
I am able to create a case and also extract custom attributes. Thanks once again!
This forum is really good! 
Our static actions consider anything other than exactly 1 result an error. While it is possible to handle more than one result in architect (there are threads about this in this forum), it is much more complicated. We chose to make the simple case simple.
--Jason
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