Automate Salesforce Case Creation.

Easily sync and create Salesforce cases with DevRev Workflows.

Easily create a Salesforce case with dynamic form support using Salesforce Conversation Routers. The node returns both the Case ID and the Case Number.

Features

  • Create Salesforce cases
  • Dynamic field access
  • Customizable fields

Installation

  1. Add the Create Salesforce Case snap-in from the DevRev Marketplace to your environment.
  2. Create or select a Keyring.
  3. Create custom objects with the leaf_type set to router and configure the desired fields.
  4. Connect the node to other DevRev nodes based on your requirements.

Recommended

Outlook Calendar

Outlook Calendar

Grow · Import · Integration

Someone took notes. Someone sent a follow-up. Someone else has no idea what was decided. Connect Outlook Calendar and meetings stop being silos for the whole team.

Gong

Gong

Grow · Import · Integration

A prospect mentioned a competitor. A deal stalled over pricing. It's all in Gong – connect it and those signals stop disappearing after the call ends.

Goodmeetings

Goodmeetings

Grow · Support · Integration

Streamline your customers meetings, create summary and action items with Goodmeetings and DevRev

Articulate Reach 360

Articulate Reach 360

Import · Integration

Articulate Reach 360 connects your Articulate account to DevRev, enabling comprehensive learning data migration and continuous synchronization of courses, learners, users, groups, and progress.

Our customers

Customer stories

Follow us

Language

Status

All Systems Operational

Certified Secure

secure