Create a New Case in Salesforce Core
Follow the steps below to push Data from MXO to create a new Case in Salesforce Core.
Step 1: Create a Salesforce Data Adapter
In ONE, create a Salesforce Data Adapter to enable communication between MXO and Salesforce Core.
Step 1: Create a Push Data Structure
Create a Push Structure to create a new case for a customer in Salesforce Core.
For our scenario, we will set up our structure as follows:
| Field | Description |
|---|---|
| Structure Name | Salesforce - Case Create Push |
| This Push Structure will be used to: | Create an object in Salesforce Contact |
| Required Attributes | Object Type = "Case" |
We will set up the details of our Structure, as follows:
| Type | Name | Value |
|---|---|---|
| Data Attribute | ContactId | Customer Key |
| Data Attribute | AccountId | "AccountId" |
| Data Attribute | Status | "New" |
| Data Attribute | Origin | "Web" |
| Data Attribute | Subject | "Interested in Home Insurance" |
| Data Attribute | Description | "Shown interest in Home Insurance - follow up with a call" |
Important: Attribute names must be as per the API names of object fields in Salesforce. Use the Salesforce API Object Reference to ensure you enter the correct API names of objects here.
Step 3: Create a Push Action
Create a Push Action that references your Push Data Structure, configuring the Action as per your requirements for eligibility etc.
For our scenario, we will set up Our Action as follows:
| Field | Description |
|---|---|
| Name | Create new Salesforce case |
| Structure | Salesforce - Case Create Push |
Step 4: Create an Offline Optimization Point
Create an Offline Optimization Point that tells MXO to generate a new case in Salesforce.
| Field | Description |
|---|---|
| Optimization Point type | Offline |
| Name | Create new case |
| Offline Action | Create new Salesforce case |
Step 5: Trigger the Push Action
Trigger the Push Action to generate a new case in Salesforce Core.
