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Need Help with Salesforce Cases: Linking Accounts and Contacts

·Jul 02, 2025 03:04 PM·

Hi everyone, has anybody worked with "cases" in salesforce? I'm trying to get the account and contact related to the case. Maybe trying to link them by the ID

4 comments

· Sorted by Oldest

Need Help with Salesforce Cases: Linking Accounts and Contacts | Clay

Clay
APP
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You can use SOQL to retrieve account and contact related to a case. Try this query: SELECT Id, AccountId, ContactId, Account.Name, Contact.Name FROM Case WHERE Id = 'your_case_id' This returns the case with its linked account and contact IDs and names. You can then use these IDs to link records in your Clay workflow.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce | Documentation | Clay University
Martin B.
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https://app.clay.com/workspaces/572094/workbooks/wb_0syrzxtZqksDcBTxSdX/tables/t_0sys1n8QbXUekrTGwHw/views/gv_0sys1n9TNpFQMBF6FkD
Smit V.
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Hi Martin, thank you for reaching out! I just checked your table and saw that you were able to use SOQL to retrieve information based on a case id. Are you still looking for help here? Let me know and I can look into it further :)
Channeled
APP
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