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Provide example of how to update a Case in Salesforce #2331

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upgradingdave opened this issue Apr 22, 2024 · 1 comment
Open

Provide example of how to update a Case in Salesforce #2331

upgradingdave opened this issue Apr 22, 2024 · 1 comment
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kind:documentation Improvements or additions to documentation kind:enhancement New feature or request

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@upgradingdave
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Is your feature request related to a problem? Please describe.

I worked recently with a prospect interested in using our Salesforce connectors. They gave some feedback about their experience that I wanted to capture here.

They suggested that it could be helpful for those just getting started with Camunda Salesforce Connectors to have an example of how to update a Case within Salesforce from Camunda.

Describe the solution you'd like

Add an example to our documentation of how to configure Salesforce to update the comments in a Salesforce Case Object

For example, perhaps document first how to make the REST api call to Salesforce from Postman or curl (including how to authenticate with client id and secret and retrieve a bearer token). If possible, describe how to configure api permissions to the Salesforce api endpoint. And then document how to configure Camunda Connector using similar configuration to what was used in Postman (or curl)

Describe alternatives you've considered

N/A

Additional context

Here's the example that the prospect was attempting to configure. They struggled with setting up the permissions on the Salesforce side. And, while this is mostly a salesforce configuration issue, this is likely to be a common use case for customers using our Salesforce connector and so it might be a good sample to document.

PATCH https://<salesforce-domain>/services/data/v58.0/sobjects/Case/<CaseId>

{
  "case_comments__c" : "Case updated by Camunda with automated flow"
}
@upgradingdave upgradingdave added kind:documentation Improvements or additions to documentation kind:enhancement New feature or request labels Apr 22, 2024
@crobbins215
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@upgradingdave I will reach out to find out more about this

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Labels
kind:documentation Improvements or additions to documentation kind:enhancement New feature or request
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