Salesforce

Salesforce connects CRM and service. With KODIF, you can create/update cases, add/list comments, fetch contacts and orders by email/ID/number, and attach artifacts—keeping service history complete.

Integration Actions

Salesforce - Create Case

Creates Case using Salesforce. No inputs are required. Returns confirmation of creation, including the new record’s ID and details.

Salesforce - Get Case Attachments

Retrieves Case Attachments using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Case Details

Retrieves Case Details using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Case Details by ID

Retrieves detailed information about a specific Salesforce case using its unique case ID.

This integration fetches comprehensive details about a Salesforce case. It’s useful for support teams who need to quickly pull up case information or sync case data with other systems.

Parameters

• ticket_id ( String): The unique Salesforce case ID to retrieve details for. Example: “500AB000008xYz9IAE”.

Output

Returns a complete Salesforce case object containing Id (case identifier), Subject (case title), Description (detailed case content), Status (current case status), Origin (how the case was created), OwnerId (assigned user ID), CreatedDate and LastModifiedDate (timestamps), plus any custom fields like Item__c.

Example Output:

{
  "Id": "500AB000008xYz9IAE",
  "Origin": "Email",
  "Status": "In Progress",
  "Item__c": null,
  "OwnerId": "00GAB000001mnxyUAA",
  "Subject": "Product delivery inquiry",
  "attributes": {
    "url": "/services/data/v53.0/sobjects/Case/500AB000008xYz9IAE",
    "type": "Case"
  },
  "CreatedDate": "2026-03-15T14:30:22.000+0000",
  "Description": "Hello,nI need to update my delivery schedule for next week's shipment. My current address is 1234 Oak Street, Springfield, IL 62701.nThank younSarah Mitchell",
  "LastModifiedDate": "2026-03-15T16:45:33.000+0000"
}

Salesforce - Get Contact by Email

Retrieves Contact By Email using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Contact Details

Retrieves Contact Details using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Email Case with Messages

Retrieves Email Case With Messages using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Group by Name

Retrieves Group By Name using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Inbound Email by Case ID

Retrieves the first inbound email details for a specific Salesforce case using the case ID.

This integration looks up a Salesforce case and returns information about the first inbound email received for that case. It’s useful for support teams who need to quickly identify the original customer email that initiated a support case, including which email address the customer used to contact support and when the case was created.

Parameters

• case_id ( String): The unique Salesforce case identifier to look up. Example: “500Xy00000b9MnoIAB”.

Output

Returns case information along with the first inbound email details, including case_id (the case identifier), case_created_date (when the case was created in ISO format), and first_inbound_email object containing customer_address (the email address the customer sent from) and inbound_email (the support email address the customer contacted).

Example Output:

{
  "case_id": "500Xy00000b9MnoIAB",
  "case_created_date": "2026-03-15T14:23:17.000+0000",
  "first_inbound_email": {
    "customer_address": "sarah.johnson@techcorp.com",
    "inbound_email": "support@acmecompany.com"
  }
}

Salesforce - Get Order by ID

Retrieves Order by ID using Salesforce. Requires order_id. Returns the requested data record(s) with all available details.

Salesforce - Get Order by Number

Retrieves Order By Number using Salesforce. No inputs are required. Returns the requested data record(s) with all available details.

Salesforce - Get Orders by Email

Retrieves Orders by Email using Salesforce. Requires email. Returns the requested data record(s) with all available details.

Salesforce - List Comments

Retrieves Comments using Salesforce. No inputs are required. Returns an array of matching records with relevant details.

Salesforce - Update Case Status

Updates Case Status using Salesforce. Requires status and case_id. Returns the updated record with the applied changes.

Configuration Details Coming Soon