You can find more info about Salesforce actions here

Create a Case from your Qlik Script

Create your Qlik Sense Script

//Introduce your values, there is no value required
LET AccountID = '0012abj123';
LET ContactID = '0jw013';
LET Type = 'Mechanical';
LET Reason = 'Performance';
LET Status = 'New';
LET Priority = 'Medium';
LET Origin = 'Web';
LET Subject = 'Server is down';
LET Description = 'When trying to sign on, the server does not response.';
//Some other configuration values
LET llodiAuth = 'Name';
LET yourSalesforce = 'yourSalesforce'; //as in https://yourSalesforce.salesforce.com
LET agentURL = 'yourAgent.com'; //your server's URL
LET agentPort = '8089';
LET agentProtocol = 'https'; //http or https if you have added a certificate
LIB CONNECT TO 'LLodi Writer Connector';
SELECT *
FROM [Salesforce Create Case]
WITH FIELDS (
Subject "$(Subject)",
AccountId "$(AccountID)",
ContactId "$(ContactID)",
Type "$(Type)",
Reason "$(Reason)",
Status "$(Status)",
Priority "$(Priority)",
Origin "$(Origin)",
Description "$(Description)"
)
WITH CONNECTION (
url "$(agentProtocol)://$(agentURL):$(agentPort)/proxy?https://$(yourSalesforce).salesforce.com/services/data/v39.0/sobjects/Case/",
method "POST",
httpheader "content-type" "application/json",
httpheader "llodi-auth" "$(llodiAuth)"
);

Result Qlik Table

id

success

5001r000026p65hAAA

True

For more information on the LLodi Connector.

Create an Case from your Qlik Dashboard

Create your form

Create a new custom Form, choose a name and add some tags.

Form Url

{your agent URL}/proxy?https://{yourSalesforce}.salesforce.com/services/data/v39.0/sobjects/Case/

Headers

Header

Value

Content-Type

application/json

llodi-auth

{name of your Salesforce connection }

Form Fields

There are no fields required to create a new case in Salesforce.

Field ID

Label

Type

LLodi Field

Action

Value

Subject

Subject

Text

AccountId

Account

Select

LLodi 1

Split CSV List

ContactId

Contact

Select

LLodi 2

Split CSV List

Type

Type

Text

Reason

Reason

Text

Status

Status

Select

Split CSV List

New,Closed,Working,Escalated

Priority

Priority

Select

Split CSV List

High,Medium,Low

Origin

Origin

Select

Split CSV List

Phone,Email,Web

Description

Description

Text Area

LLodi Fields Values

LLodi Field

Value

LLodi 1

=Concat({1}distinct AccountName &'|'& AccountId,',')

LLodi 2

=Concat({1}distinct ContactName &'|'& ContactId,',')

'Name' and 'Id' are contact fields.

Get Objects IDs

To do some actions you will need to know the internal ID of some objects. The easiest way is using the Qlik Salesforce Connector, this connector allows you to efficiently load data from Salesforce into your app.

Get Objects ID using Qlik Salesforce Connector

  • If required, install Qlik Salesforce Connector and create a new connection.

  • Select data and fields to add to your data model.

  • Insert Script and reload your application to load salesforce data.

Select the tables and the fields that you want to add to you Data model

Get Objects ID using LLodi Request

You can made a GET request to Salesforce API and manage the response in Qlik.

Function

URL

List of objects

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/

Summary for account

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/Account

Summary for case

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/Case

Summary for contract

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/Contract

Summary for order

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/Order

Summary for product

https://yourInstance.salesforce.com/services/data/v39.0/sobjects/Product

...

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