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Salesforce v2

This Integration is part of the SalesforceV2 Pack.#

Supported versions

Supported Cortex XSOAR versions: 6.2.0 and later.

CRM Services

Configure Salesforce V2 on Cortex XSOAR#

  1. Navigate to Settings > Integrations > Servers & Services.

  2. Search for Salesforce V2.

  3. Click Add instance to create and configure a new integration instance.

    ParameterDescriptionRequired
    Instance URLTrue
    CredentialsTrue
    PasswordTrue
    Consumer KeyTrue
    Consumer SecretTrue
    Trust any certificate (not secure)False
    Use system proxy settingsFalse
    Fetch type: cases/commentsOnly fetch comments when using the SalesforceAskUser automation.False
    Define a query to determine which objects to fetch.E.g.: OwnerId='0056s000000wGoWAAX'False
    Fields to Fetch (only for cases/comments)Additional fields to fetchFalse
    Fetch incidentsFalse
    Incident typeFalse
    First Fetch TimeThe First Fetch Time, e.g., 1 hour, 3 daysFalse
    Incident Mirroring DirectionChoose the direction to mirror the incident: Incoming (from Salesforce to Cortex XSOAR), Outgoing (from Cortex XSOAR to ServiceNow), or Incoming and Outgoing (from/to Cortex XSOAR and Salesforce).False
    Comment Entry TagChoose the tag to add to an entry to mirror it as a comment in Salesforce.False
    Close Mirrored XSOAR IncidentWhen selected, closing the Salesforce ticket is mirrored in Cortex XSOAR.False
    Close Mirrored Salesforce caseWhen selected, closing the Cortex XSOAR incident is mirrored in Salesforce.False
    Incidents Fetch IntervalFalse
  4. Click Test to validate the URLs, token, and connection.

Commands#

You can execute these commands from the Cortex XSOAR CLI, as part of an automation, or in a playbook. After you successfully execute a command, a DBot message appears in the War Room with the command details.

salesforce-search#


Search records that contain values with the defined pattern.

Base Command#

salesforce-search

Input#

Argument NameDescriptionRequired
patternThe string or number to search.Required

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe ID of the case object.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringThe origin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.
SalesForceV2.Contact.IDstringID of the contact.
SalesForceV2.Contact.NamestringThe name of the contact.
SalesForceV2.Contact.AccountstringThe account associated with the Contact information.
SalesForceV2.Contact.TitlestringThe title of the contact.
SalesForceV2.Contact.PhonestringThe phone number of the contact.
SalesForceV2.Contact.MobilePhonestringThe mobile number of the contact.
SalesForceV2.Contact.EmailstringThe email address of the contact.
SalesForceV2.Contact.OwnerstringThe owner of the contact.
SalesForceV2.Lead.IDstringThe lead ID.
SalesForceV2.Lead.NamestringThe lead name.
SalesForceV2.Lead.TitlestringThe title of the lead.
SalesForceV2.Lead.CompanystringThe lead company.
SalesForceV2.Lead.PhonestringThe lead phone number.
SalesForceV2.Lead.MobilestringThe lead mobile number.
SalesForceV2.Lead.EmailstringThe lead email address.
SalesForceV2.Lead.OwnerstringThe lead owner.
SalesForceV2.Lead.StatusstringThe lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".
SalesForceV2.Task.IDstringThe ID of the task.
SalesForceV2.Task.SubjectstringThe subject of the task.
SalesForceV2.Task.LeadstringThe leader of the task.
SalesForceV2.Task.RelatedTostringThe relevant account.
SalesForceV2.Task.DueDatedateThe due date of the task.
SalesForceV2.User.IDstringThe ID of the user.
SalesForceV2.User.NamestringThe name of the user.
SalesForceV2.User.TitlestringThe title of the user.
SalesForceV2.User.PhonestringThe phone number of the user.
SalesForceV2.User.EmailstringThe email address of the user.
SalesForceV2.Case.IsEscalatedbooleanWhether the case is escalated.
SalesForceV2.Case.SuppliedPhonestringCase supplied phone number.
SalesForceV2.Case.SuppliedCompanystringCase supplied company.
SalesForceV2.Case.ContactEmailstringCase contact email address.
SalesForceV2.Case.ContactIdstringCase contact ID.
SalesForceV2.Case.AccountIdstringCase account ID.

salesforce-query#


Queries Salesforce in SOQL format.

Base Command#

salesforce-query

Input#

Argument NameDescriptionRequired
queryQuery in SOQL format: "SELECT name from Account".Required

Context Output#

There is no context output for this command.

salesforce-get-object#


Returns an object by its path.

Base Command#

salesforce-get-object

Input#

Argument NameDescriptionRequired
pathThe object path. For example, "Case/5000Y000001EjzRQAS" for Object "Case" with ID "5000Y000001EjzRQAS".Optional
oidObject ID (in case no path is given). For example, 5000Y000001EjzRQAS.Optional

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringOrigin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.
SalesForceV2.Contact.IDstringThe ID of the contact.
SalesForceV2.Contact.NamestringThe name of the contact.
SalesForceV2.Contact.AccountstringThe account associated with the contact information.
SalesForceV2.Contact.TitlestringThe title of the contact.
SalesForceV2.Contact.PhonestringThe phone number of the contact.
SalesForceV2.Contact.MobilePhonestringThe mobile number of the contact.
SalesForceV2.Contact.EmailstringThe email address of the contact.
SalesForceV2.Contact.OwnerstringThe owner of the contact.
SalesForceV2.Lead.IDstringThe lead ID.
SalesForceV2.Lead.NamestringThe lead name.
SalesForceV2.Lead.TitlestringThe title of the lead.
SalesForceV2.Lead.CompanystringThe lead company.
SalesForceV2.Lead.PhonestringThe lead phone number.
SalesForceV2.Lead.MobilestringThe lead mobile number.
SalesForceV2.Lead.EmailstringThe lead email address.
SalesForceV2.Lead.OwnerstringThe lead owner.
SalesForceV2.Lead.StatusstringThe lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".
SalesForceV2.Task.IDstringThe ID of the task.
SalesForceV2.Task.SubjectstringThe subject of the task.
SalesForceV2.Task.LeadstringThe leader of the task.
SalesForceV2.Task.RelatedTostringThe relevant account of the task.
SalesForceV2.Task.DueDatedateThe due date of the task.
SalesForceV2.User.IDstringThe ID of the user.
SalesForceV2.User.NamestringThe name of the user.
SalesForceV2.User.TitlestringThe title of the user.
SalesForceV2.User.PhonestringThe phone number of the user.
SalesForceV2.User.EmailstringThe email address of the user.

salesforce-update-object#


Updates object fields.

Base Command#

salesforce-update-object

Input#

Argument NameDescriptionRequired
pathThe object path. For example, "Case/5000Y000001EjzRQAS" for Object "Case" with ID "5000Y000001EjzRQAS".Required
jsonThe JSON file with fields and values of the object to be updated.Required

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure time of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringThe origin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.
SalesForceV2.Contact.IDstringThe ID of the contact.
SalesForceV2.Contact.NamestringThe name of the contact.
SalesForceV2.Contact.AccountstringThe account associated with the contact information.
SalesForceV2.Contact.TitlestringThe title of the contact.
SalesForceV2.Contact.PhonestringThe phone number of the contact.
SalesForceV2.Contact.MobilePhonestringThe mobile number of the contact.
SalesForceV2.Contact.EmailstringThe email address of the contact.
SalesForceV2.Contact.OwnerstringThe owner of the contact.
SalesForceV2.Lead.IDstringThe lead ID.
SalesForceV2.Lead.NamestringThe lead name.
SalesForceV2.Lead.TitlestringThe title of the lead.
SalesForceV2.Lead.CompanystringThe lead company.
SalesForceV2.Lead.PhonestringThe lead phone number.
SalesForceV2.Lead.MobilestringThe lead mobile number.
SalesForceV2.Lead.EmailstringThe lead email address.
SalesForceV2.Lead.OwnerstringThe lead owner.
SalesForceV2.Lead.StatusstringThe lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".
SalesForceV2.Task.IDstringThe ID of the task.
SalesForceV2.Task.SubjectstringThe subject of the task.
SalesForceV2.Task.LeadstringThe leader of the task.
SalesForceV2.Task.RelatedTostringThe relevant account.
SalesForceV2.Task.DueDatedateThe due date of the task.
SalesForceV2.User.IDstringThe ID of the user.
SalesForceV2.User.NamestringThe name of the user.
SalesForceV2.User.TitlestringThe title of the user.
SalesForceV2.User.PhonestringThe phone number of the user.
SalesForceV2.User.EmailstringThe email address of the user.

salesforce-create-object#


Creates a new object.

Base Command#

salesforce-create-object

Input#

Argument NameDescriptionRequired
pathThe object path. For example, "Case" for Object "Case".Required
jsonThe JSON file with fields and values of the object to be created.Required

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", "High".
SalesForceV2.Case.OriginstringOrigin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.
SalesForceV2.Contact.IDstringThe ID of the contact.
SalesForceV2.Contact.NamestringThe name of the contact.
SalesForceV2.Contact.AccountstringThe account associated with the contact information.
SalesForceV2.Contact.TitlestringThe title of the contact.
SalesForceV2.Contact.PhonestringThe phone number of the contact.
SalesForceV2.Contact.MobilePhonestringThe mobile number of the contact.
SalesForceV2.Contact.EmailstringThe email address of the contact.
SalesForceV2.Contact.OwnerstringThe owner of the contact.
SalesForceV2.Lead.IDstringThe lead ID.
SalesForceV2.Lead.NamestringThe lead name.
SalesForceV2.Lead.TitlestringThe title of the lead.
SalesForceV2.Lead.CompanystringThe lead company.
SalesForceV2.Lead.PhonestringThe lead phone number.
SalesForceV2.Lead.MobilestringThe lead mobile number.
SalesForceV2.Lead.EmailstringThe lead email address.
SalesForceV2.Lead.OwnerstringThe lead owner.
SalesForceV2.Lead.StatusstringThe lead status. Can be: "New", "Nurturing", "Working", "Qualified", or "Unqualified".
SalesForceV2.Task.IDstringThe ID of the task.
SalesForceV2.Task.SubjectstringThe subject of the task.
SalesForceV2.Task.LeadstringThe leader of the task.
SalesForceV2.Task.RelatedTostringThe relevant account of the task.
SalesForceV2.Task.DueDatedateThe due date of the task.
SalesForceV2.User.IDstringThe ID of the user.
SalesForceV2.User.NamestringThe name of the user.
SalesForceV2.User.TitlestringThe title of the user.
SalesForceV2.User.PhonestringThe phone number of the user.
SalesForceV2.User.EmailstringThe email address of the user.

salesforce-push-comment#


Adds a comment to Chatter.

Base Command#

salesforce-push-comment

Input#

Argument NameDescriptionRequired
oidThe object ID of the subject.Required
textChat text.Required
linkAdds a link to the message.Optional

Context Output#

PathTypeDescription
SalesForceV2.Comment.BodystringThe body of the comment.
SalesForceV2.Comment.CreatedDatedateThe date the comment was created.
SalesForceV2.Comment.TitlestringThe title of the comment.
SalesForceV2.Comment.ParentTypestringThe parent type of the comment.
SalesForceV2.Comment.ParentNamestringThe parent name of the comment.
SalesForceV2.Comment.URLstringThe URL link of the comment.
SalesForceV2.Comment.VisibilitystringThe visibility of the comment.

salesforce-get-case#


Returns information on a case. All arguments are optional, but you must specify at least one argument for the command to execute successfully.

Base Command#

salesforce-get-case

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberCase number of the case.Optional

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringThe origin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.

salesforce-create-case#


Creates a new case.

Base Command#

salesforce-create-case

Input#

Argument NameDescriptionRequired
subjectThe case subject.Required
descriptionThe case description.Optional
statusThe case status. Possible values are: New, On Hold, Closed, Escalated. Default is New.Required
originThe case origin. Possible values are: Email, Phone, Web.Optional
priorityThe case priority. Possible values are: Low, Medium, High. Default is Low.Optional
typeThe case type. Possible values are: Question, Problem, Feature Request.Optional

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringThe origin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New", "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringThe reason for the case creation.

salesforce-update-case#


Updates case fields.

Base Command#

salesforce-update-case

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberThe case number.Optional
subjectThe case subject.Optional
descriptionThe case description.Optional
statusThe case status. Possible values are: New, On Hold, Closed, Escalated.Optional
originThe case origin. Possible values are: Email, Phone, Web.Optional
priorityThe case priority. Possible values are: Low, Medium, High.Optional
typeThe case type. Possible values are: Question, Problem, Feature Request.Optional

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe number of the case.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringThe description of the case.
SalesForceV2.Case.CreateDatedateThe creation date of the case.
SalesForceV2.Case.ClosedDatedateThe closure date of the case.
SalesForceV2.Case.OwnerstringThe owner of the case.
SalesForceV2.Case.PrioritystringThe priority of the case. Can be: "Low", "Medium", or "High".
SalesForceV2.Case.OriginstringOrigin of the case. Can be: "Web", "Phone", or "Email".
SalesForceV2.Case.StatusstringThe status of the case. Can be: "New, "Escalated", "On Hold", or "Closed".
SalesForceV2.Case.ReasonstringReason for the case creation.

salesforce-get-cases#


Returns all cases.

Base Command#

salesforce-get-cases

Input#

Argument NameDescriptionRequired

Context Output#

There is no context output for this command.

salesforce-close-case#


Close a case

Base Command#

salesforce-close-case

Input#

Argument NameDescriptionRequired
oidThe case object ID.Optional
caseNumberThe case number.Optional

Context Output#

PathTypeDescription
SalesForceV2.Case.IDstringThe object ID of the case.
SalesForceV2.Case.CaseNumberstringThe case number.
SalesForceV2.Case.SubjectstringThe subject of the case.
SalesForceV2.Case.DescriptionstringCase description.
SalesForceV2.Case.CreateDatedateCreation time of the case.
SalesForceV2.Case.ClosedDatedateClosure time of the case.
SalesForceV2.Case.OwnerstringCase owner.
SalesForceV2.Case.PrioritystringPriority of the case. Can be one of the following: "Low", "Medium", "High".
SalesForceV2.Case.OriginstringOrigin of the case. Can be one of the following: "Web", "Phone", "Email".
SalesForceV2.Case.StatusstringCase status. Can be one of the following: "New", "Escalated"," On Hold" or "Closed".
SalesForceV2.Case.ReasonstringReason the case was created.

salesforce-push-comment-threads#


Add the comment to the Chatter thread. Use this command only after salesforce-push-comment.

Base Command#

salesforce-push-comment-threads

Input#

Argument NameDescriptionRequired
idThe Chatter comment thread ID.Required
textThe comment text.Required

Context Output#

PathTypeDescription
SalesForceV2.Comment.Reply.BodystringReply body.
SalesForceV2.Comment.Reply.CreatedDatedateReply created date.
SalesForceV2.Comment.Reply.URLstringReply URL link.

salesforce-delete-case#


Deletes a case.

Base Command#

salesforce-delete-case

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberThe case number.Optional

Context Output#

There is no context output for this command.

salesforce-get-casecomment#


Returns a comment through the case number.

Base Command#

salesforce-get-casecomment

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberThe case number of the case.Optional

Context Output#

PathTypeDescription
IDstringThe ID of the case.
ParentIdstringThe ID of the parent case of the case comment.
IsPublishedbooleanWhether the case comment is visible to customers in the Self-Service portal (true). This is the only CaseComment field that can be updated through the API.
CommentBodystringThe text of the case body. Maximum size is 4,000 bytes.
CreatedByIdunknownThe created date by ID.
CreatedDatestringThe created date.
SystemModstampstringThe SystemMod stamp.
LastModifiedDatestringThe last modified date.
LastModifiedByIdstringThe last modified date by ID.
IsDeletedbooleanWhether the object has been moved to the Recycle Bin (true).

salesforce-post-casecomment#


The post comment through the case number.

Base Command#

salesforce-post-casecomment

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberThe case number of the case.Optional
textThe text to add to the context.Optional
publicWhether to make the comment public (true or false). Default value is false. Possible values are: true, false. Default is false.Required

Context Output#

There is no context output for this command.

salesforce-get-user#


Returns the user name through the case number.

Base Command#

salesforce-get-user

Input#

Argument NameDescriptionRequired
oidThe object ID of the case.Optional
caseNumberThe case number of the case.Optional

Context Output#

PathTypeDescription
IDstringThe ID of the case.
AliasstringThe user's alias. For example, jsmith.
CommunityNicknamestringThe name used to identify the user in the Community application, which includes the ideas and answers features.
CreatedByIdstringCreated by the ID.
EmailstringThe user's email address. Required.
LastLoginDatestringThe time and date when the user last successfully logged in. This value is updated if 60 seconds have elapsed since the user's last login.
LastModifiedDatestringThe last modified date.
LastNamestringThe user's last name.
NamestringConcatenation of FirstName and LastName.
UsernamestringContains the name that a user enters to log in to the API or the user interface.
UserRoleIdstringThe ID of the user's UserRole.

salesforce-get-org#


Returns organization details from the case number.

Base Command#

salesforce-get-org

Input#

Argument NameDescriptionRequired
caseNumberThe case number of the case.Optional

Context Output#

PathTypeDescription
IDstringThe unique ID of the case.
NamestringName of the account. If the account has a record type of Person Account, this value is the concatenation of the FirstName, MiddleName, LastName, and Suffix of the associated person contact.

get-remote-data#


Gets remote data from a remote incident. This method is only used for debugging purposes and will not update the current incident.

Base Command#

get-remote-data

Input#

Argument NameDescriptionRequired
idThe remote incident ID.Required
lastUpdateUTC timestamp in seconds. The incident is only updated if it was modified after the last update time. Default is 0.Optional

Context Output#

There is no context output for this command.

get-modified-remote-data#


Available from Cortex XSOAR version 6.1.0. This command queries for incidents that were modified since the last update. This method is only used for debugging purposes.

Base Command#

get-modified-remote-data

Input#

Argument NameDescriptionRequired
lastUpdate.Required

Context Output#

There is no context output for this command.

update-remote-system#


Available from Cortex XSOAR version 6.1.0. This command pushes local changes to the remote system.

Base Command#

update-remote-system

Input#

Argument NameDescriptionRequired
dataThe data to send to the remote system.Required
entriesThe entries to send to the remote system.Optional
incident_changedBoolean that is telling us if the local incident indeed changed or not.Optional
remote_incident_idthe remote incident id.Optional

Context Output#

There is no context output for this command.

get-mapping-fields#


Returns the list of fields for an incident type.

Base Command#

get-mapping-fields

Input#

Argument NameDescriptionRequired

Context Output#

There is no context output for this command.

salesforce-describe-sobject-field#


Describe Salesforce object field.

Base Command#

salesforce-describe-sobject-field

Input#

Argument NameDescriptionRequired
sobjectSalesforce object name. For example, Case (default Case). Default is Case.Required
fieldField definition to return.Required

Context Output#

There is no context output for this command.

salesforce-list-case-files#


Return the list of files attached to the case.

Base Command#

salesforce-list-case-files

Input#

Argument NameDescriptionRequired
caseoIdCase object ID.Optional
caseNumberCase number.Optional

Context Output#

There is no context output for this command.

salesforce-get-case-file-by-id#


Retrieve a case file by file ID.

Base Command#

salesforce-get-case-file-by-id

Input#

Argument NameDescriptionRequired
caseFileIdCase file ID.Optional
caseNumberCase number.Optional

Context Output#

There is no context output for this command.

Incident Mirroring#

You can enable incident mirroring between Cortex XSOAR incidents and Salesforce V2 corresponding events (available from Cortex XSOAR version 6.0.0). To set up the mirroring:

  1. Enable Fetching incidents in your instance configuration.

  2. In the Mirroring Direction integration parameter, select in which direction the incidents should be mirrored:

    OptionDescription
    NoneTurns off incident mirroring.
    IncomingAny changes in Salesforce V2 events (mirroring incoming fields) will be reflected in Cortex XSOAR incidents.
    OutgoingAny changes in Cortex XSOAR incidents will be reflected in Salesforce V2 events (outgoing mirrored fields).
    Incoming And OutgoingChanges in Cortex XSOAR incidents and Salesforce V2 events will be reflected in both directions.
  3. Optional: You can go to the mirroring tags parameter and select the tags used to mark incident entries to be mirrored. Available tags are: Comment Entry Tag.

  4. Optional: Check the Close Mirrored XSOAR Incident integration parameter to close the Cortex XSOAR incident when the corresponding event is closed in Salesforce V2.

Newly fetched incidents will be mirrored in the chosen direction. However, this selection does not affect existing incidents. Important Note: To ensure the mirroring works as expected, mappers are required, both for incoming and outgoing, to map the expected fields in Cortex XSOAR and Salesforce V2.