case/update

Update one or more fields on an existing Salesforce Case record, including Status, Priority, Description, and Resolution.

When to Use

Update case status as a support agent progresses through the resolution workflow.
Escalate priority from Medium to High when an SLA threshold is breached.
Add a resolution note and close the case when the issue is resolved.
Reassign the case owner when a support rep goes out of office.
Update description with additional diagnostic information from a monitoring system.

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
`CaseId`	string	required	18-character Salesforce Case ID.
`Status`	string	optional	Updated case status, e.g. `Working`, `Escalated`, `Closed`.
`Priority`	string	optional	Updated priority: `Low`, `Medium`, `High`.
`Description`	string	optional	Updated description or additional diagnostic notes.
`Resolution`	string	optional	Resolution notes for closed cases.
`OwnerId`	string	optional	New case owner Salesforce User ID.

Sample Configuration

{
  "Resource": "case",
  "Operation": "update",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "CaseId": "{{trigger.caseId}}",
  "Status": "Closed",
  "Resolution": "Issue resolved by resetting authentication token on {{trigger.resolvedDate}}"
}

Validation Errors

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

Output

Success Port

Field	Type	Description
`status`	string	Always `updated`.
`resource`	string	Always `case`.
`operation`	string	Always `update`.

Error Port

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

Sample Output

{ "status": "updated", "resource": "case", "operation": "update" }

Expression Reference

Expression	Description
`{{nodes.UpdateCase.status}}`	Operation result.
`{{nodes.UpdateCase.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Partial update	Only provided fields are updated.
Status picklist	`Status` values must match org picklist entries including `Closed` if you want to close the case this way.
Downstream triggers	Status changes can trigger Salesforce Entitlement milestones and workflow rules. Test in sandbox.
Error port wiring	Always wire the error port.
Sandbox testing	Test in sandbox before production.

Examples

Close Case with Resolution Note

{
  "CaseId": "{{trigger.caseId}}",
  "Status": "Closed",
  "Resolution": "{{trigger.resolutionNote}}"
}

SLA Breach Escalation

// Loop over stalled cases
{
  "CaseId": "{{loop.current.Id}}",
  "Priority": "High",
  "Status": "Escalated",
  "Description": "Auto-escalated due to SLA breach on {{now}}"
}

Reassign on Out-of-Office

{
  "CaseId": "{{loop.current.Id}}",
  "OwnerId": "{{variables.coveringRepSalesforceId}}"
}