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