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Salesforce Service Cloud
Previewv3.0.0
52 actions · 1 auth method
Customer SupportTicketing

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Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · OAuth 2.0

Requires creating an External Client App in your Salesforce org. Uses PKCE and supports refresh token rotation.
3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · OAuth 2.0

4

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

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Actions

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52 actions
Action
Description
Required scopes
List Case Comments
List comments for a specific Case via SOQL.
Get Case Comment
Retrieve a single CaseComment record by ID.
Create Case Comment
Add a new comment to a Case.
Update Case Comment
Update an existing CaseComment.
Delete Case Comment
Soft-delete a CaseComment (moves to the Recycle Bin).
List Cases
Retrieve a paginated list of Case records from Salesforce Service Cloud via SOQL.
Get Case
Retrieve a single Case record by its Salesforce ID.
Create Case
Create a new Case record in Salesforce Service Cloud.
Update Case
Update an existing Case record.
Delete Case
Soft-delete a Case (moves to the org’s Recycle Bin).
Search Cases
Full-text search across Case fields using SOSL.
List Entitlements
Retrieve a paginated list of Entitlement records via SOQL.
Get Entitlement
Retrieve a single Entitlement by ID.
Create Entitlement
Create a new Entitlement record.
Update Entitlement
Update an existing Entitlement.
Delete Entitlement
Soft-delete an Entitlement.
List Knowledge Articles
List published Knowledge articles via the Connect REST API.
Get Knowledge Article
Retrieve a single published Knowledge article via the Connect REST API.
Search Knowledge Articles
Search published Knowledge articles by keyword via the Connect REST API.
Create Knowledge Article
Create a new Knowledge article in Draft state.
Update Knowledge Article
Update a Draft Knowledge article version.
Delete Knowledge Article
Delete a Knowledge article version.
Publish Knowledge Article
Transition a Knowledge article between Draft, Online (published), and Archived.
List Business Hours
Retrieve Business Hours records via SOQL.
Create Business Hours
Create a BusinessHours record via POST /sobjects/BusinessHours.
List Email Messages
Retrieve EmailMessage records via SOQL.
Create Email Message
Create an EmailMessage record via POST /sobjects/EmailMessage.
List SLA Processes
Retrieve Entitlement Process (SlaProcess) records via SOQL.
List Email Templates
Retrieve EmailTemplate records via SOQL.
List Users
Retrieve User records via SOQL.
List Contacts
Retrieve Contact records via SOQL.
List Social Personas
Retrieve SocialPersona records via SOQL.
List Outbound Social Accounts
Retrieve ExternalSocialAccount records via SOQL.
List Activities
Retrieve Task records via SOQL.
List Pricebooks
Retrieve Pricebook (Pricebook2) records via SOQL.
Create Pricebook
Create a Pricebook2 record via POST /sobjects/Pricebook2.
List Record Types
Retrieve RecordType records via SOQL.
Create Record Type
Create a RecordType record via POST /sobjects/RecordType.
List Available Record Types
Retrieve the record types the connected user can actually use for an object.
List Social Posts
Retrieve SocialPost records via SOQL.
Create Social Post
Create a SocialPost record via POST /sobjects/SocialPost.
List Service Contracts
Retrieve a paginated list of ServiceContract records via SOQL.
Get Service Contract
Retrieve a single ServiceContract by ID.
Create Service Contract
Create a new ServiceContract record.
Update Service Contract
Update an existing ServiceContract.
Delete Service Contract
Soft-delete a ServiceContract.
List Work Orders
Retrieve a paginated list of WorkOrder records via SOQL.
Get Work Order
Retrieve a single WorkOrder by ID.
Create Work Order
Create a new WorkOrder record.
Update Work Order
Update an existing WorkOrder.
Delete Work Order
Soft-delete a WorkOrder.
Search Work Orders
Full-text search across WorkOrder fields using SOSL.