This article covers the Salesforce workflow actions for posting Case feed updates and logging calls and tasks against Salesforce records. For core object actions, see
How to Manage Contacts and Accounts in Salesforce from HappyFox Workflows
How to Manage Opportunities and Generic Salesforce Objects from HappyFox Workflows
How to Log Calls and Tasks in Salesforce from HappyFox Workflows
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this step without a value. |
| Optional | The field can be left blank; the action will still run. |
| Conditionally Required | Required only in certain situations — see the field description. |
| Text | A plain string of characters. |
Case Actions
Add Case Feed Update
Posts a new text message to the Chatter feed of a Salesforce Case record. This is equivalent to adding a case comment visible in the Salesforce case feed.
| Field | Description | Validation |
|---|---|---|
| Case ID | The Salesforce record ID of the Case to post the update on. | Required · Text |
| Message | The text of the feed update to post. | Required · Text |
Task & Activity Actions
Log a Call
Creates a completed call log — a Salesforce Task with TaskSubtype = Call — and links it to an existing Salesforce record. The object type determines whether the link is set as "Who" (Lead or Contact) or "What" (Opportunity, Account, or any additional configured object).
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The type of Salesforce record to link the call log to (for example, Lead, Contact, Opportunity, Account). Must be one of the supported object types, or any additional object configured in your Salesforce integration settings. |
Required · Text |
| Object ID | The Salesforce record ID of the record to link the call log to. | Required · Text |
| Subject | The subject line for the call log task. | Required · Text |
| Description | Additional notes or details about the call. | Optional · Text |
| Status | The status of the call log task (for example, Completed). |
Optional · Text |
Add New Task
Creates a new Salesforce Task linked to a specified record. Depending on the object type, you must supply either a Who ID (for Lead or Contact) or a What ID (for Opportunity, Account, or other objects).
| Field | Description | Validation |
|---|---|---|
| Salesforce Object | The type of Salesforce record to link the task to (for example, Lead, Contact, Opportunity, Account). |
Required · Text |
| Subject | The subject line of the task. | Required · Text |
| Who ID | The Salesforce record ID of the Lead or Contact to associate with this task. Required when Salesforce Object is Lead or Contact. | Conditionally Required · Text |
| What ID | The Salesforce record ID of the related record (Opportunity, Account, or other object) to associate with this task. Required when Salesforce Object is Opportunity, Account, or another configured object. Cannot be used together with Who ID when the object is a Lead. | Conditionally Required · Text |
| Description | Additional notes or details about the task. | Optional · Text |
| Activity Date | The due date for the task (YYYY-MM-DD format). |
Optional · Text |
| Owner ID | The Salesforce user ID of the person who owns this task. If left blank, defaults to the integration user. | Optional · Text |
| Status | The status of the task (for example, Not Started, In Progress, Completed). Available choices are pulled from your Salesforce account's Task Status picklist. |
Optional · Text |
Note: For Add New Task, supply Who ID or What ID based on the Salesforce Object you select — not both, and not neither. Providing the wrong ID type for the selected object causes the action to fail.
Your workflow can now post Case feed updates and log calls and tasks against Salesforce records. This completes the full Salesforce action set — see how to create a Salesforce case from a HappyFox ticket for a worked example that combines several of these actions.