Salesforce Experience Cloud · Arazzo Workflow
Salesforce Experience Cloud Account Contact Case Onboarding
Version 1.0.0
Create an Account, add a Contact under it, then open a Case for that Contact.
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CMSCommunitiesCRMCustomer PortalDigital ExperienceExperience CloudPartner PortalArazzoWorkflows
Provider
Workflows
account-contact-case-onboarding
Chain Account, Contact, and Case creation in one onboarding flow.
Creates an Account, a Contact linked to it via AccountId, and a Case linked to the Contact via ContactId.
1
createAccount
createSObjectRecord
Create the Account that the Contact will belong to.
2
createContact
createSObjectRecord
Create a Contact linked to the new Account via AccountId.
3
createCase
createSObjectRecord
Open a Case linked to the new Contact via ContactId.