case/create

Create a new support Case record in Salesforce linked to an Account and optionally a Contact.

When to Use

Create a support case when a customer email arrives via an IMAP trigger or email inbox webhook.
Log a case from a chatbot escalation when the bot cannot resolve the customer issue.
Automatically open a case when a monitoring alert fires for a specific customer's service.
Create a case when a payment fails and the customer needs manual support.
File a case from a field service report submitted by a technician.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`Subject`	string	required	Case subject or title.
`AccountId`	string	optional	Salesforce Account ID to link the case to.
`ContactId`	string	optional	Salesforce Contact ID for the reporting contact.
`Description`	string	optional	Detailed description of the issue.
`Priority`	string	optional	Case priority: `Low`, `Medium`, or `High`.
`Status`	string	optional	Initial case status, e.g. `New`, `Working`.
`Origin`	string	optional	How the case was received: `Phone`, `Email`, `Web`.
`Type`	string	optional	Case type: `Question`, `Problem`, `Feature Request`.
`Reason`	string	optional	Reason for the case.

Sample Configuration

{
  "Resource": "case",
  "Operation": "create",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "Subject": "Login issue after password reset",
  "AccountId": "{{nodes.LookupAccount.records[0].Id}}",
  "ContactId": "{{nodes.LookupContact.records[0].Id}}",
  "Description": "Customer reports unable to log in after password reset on {{trigger.timestamp}}",
  "Priority": "High",
  "Status": "New",
  "Origin": "Email",
  "Type": "Problem"
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`Subject` is missing.
`UNEXPECTED_ERROR`	Unexpected exception.

Output

Success Port

Field	Type	Description
`caseId`	string	18-character Salesforce Case ID.
`caseNumber`	string	Human-readable case number (e.g. `00001234`).
`createdAt`	string	ISO 8601 creation timestamp.
`status`	string	Always `created`.
`resource`	string	Always `case`.
`operation`	string	Always `create`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Error description.

Sample Output

{
  "caseId": "5005g000007VwxYZA",
  "caseNumber": "00001234",
  "createdAt": "2026-05-26T13:00:00.000Z",
  "status": "created",
  "resource": "case",
  "operation": "create"
}

Expression Reference

Expression	Description
`{{nodes.CreateCase.caseId}}`	The Salesforce Case ID.
`{{nodes.CreateCase.caseNumber}}`	Human-readable case number.
`{{nodes.CreateCase.createdAt}}`	Creation timestamp.
`{{nodes.CreateCase.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Account linkage	Always provide `AccountId` when known. Orphaned cases are harder to report and manage.
Picklist validation	`Priority`, `Status`, `Origin`, `Type` values must match org picklist entries.
Error port wiring	Always wire the error port.
Sandbox testing	Test in sandbox, especially if case creation triggers Salesforce Entitlement or Milestone processes.

Examples

Create Case from Customer Email

{
  "Subject": "{{trigger.emailSubject}}",
  "Description": "{{trigger.emailBody}}",
  "Origin": "Email",
  "Priority": "Medium",
  "Status": "New",
  "ContactId": "{{nodes.LookupContactByEmail.records[0].Id}}"
}

Chatbot Escalation

{
  "Subject": "Chatbot escalation: {{trigger.issueType}}",
  "Description": "Session transcript: {{trigger.chatTranscript}}",
  "Origin": "Web",
  "Priority": "High",
  "AccountId": "{{trigger.accountId}}",
  "ContactId": "{{trigger.contactId}}"
}

Payment Failure Alert

{
  "Subject": "Payment failed — Invoice #{{trigger.invoiceNumber}}",
  "Description": "Payment of ${{trigger.amount}} failed on {{trigger.failureDate}}. Reason: {{trigger.failureReason}}",
  "Priority": "High",
  "Type": "Problem",
  "AccountId": "{{trigger.accountId}}"
}