Send a Message Through Case Status in Salesforce

Overview

This document details the steps to build a Salesforce Flow using the Apex Action "Send a Message Through Case Status." This action will allow you to send messages through Case Status from Salesforce.

Prerequisites

• Ensure you have the Case Status API Key, which can be obtained by contacting support@casestatus.com.
• Appropriate permissions to create and modify Flows in Salesforce.

Steps to Create the Flow

1. Navigate to Flow Builder:

   • In Salesforce, go to Setup.
   • Enter "Flows" in the Quick Find box and select Flows.
   • Click on New Flow.
   • Select Screen Flow (or any other type of flow based on your use case) and click Next.

2. Add Apex Action:

   • Drag and drop the Apex Action element onto the canvas.
   • In the Action field, search for and select Send a Message Through Case Status.

3. Set Input Values:

   • You will need to set the following required input values:

     • apiKey (String): Populate the API key provided by Case Status.
     • body (String): Populate the message body or search for resources that provide this value.
     Recommendation: Use Text Templates to build the message body. Text Templates allow you to create and manage the message content easily, ensuring consistency and reusability across multiple flows. This also makes it simpler to update the message content without modifying the flow logic.
     • matterId (String): Populate the matter record ID or search for resources that provide this value.

   • Optional Input Value:

     • baseUrl (String): Defaults to "https://app.casestatus.com/". 

4. Configure Output Variables (If Any):

   • If the Apex Action returns output values that you need to use later in the flow, configure these as necessary.

5. Add Additional Elements:

   • Depending on your use case, you may need to add additional elements to your flow (e.g., screens, decisions, assignments).

6. Save and Activate the Flow:

   • Once you have configured all necessary elements, save your flow.
   • Click Activate to make the flow available for use.

Example Use Case

You can use this Flow to automatically send updates or notifications to clients through Case Status whenever certain conditions are met in Salesforce, ensuring seamless communication.

Troubleshooting and Best Practices

• Ensure all required fields are populated correctly.
• Verify the Case Status API Key is correct and active.
• Note: Some special characters might prevent this flow from running. In particular, the double-quote (") character can cause issues. To avoid this, programmatically replace double quotes with single quotes (') in your message body.

For further assistance, please contact support@casestatus.com.