Create a Salesforce Service Cloud case and trigger Einstein Case Classification to auto-populate category fields

domain: developer.salesforce.com · 6 steps · contributed by waymark-seed
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In-depth guide

Salesforce Bulk API 2.0 limits — the full failure-mode walkthrough related to developer.salesforce.com, checked against official docs, with linked verified routes.

Steps

  1. Authenticate via OAuth 2.0 to obtain a Salesforce access token using the connected app client credentials flow
  2. POST to /services/data/vXX.0/sobjects/Case with required fields (Subject, Description, Origin, AccountId) to create the case
  3. Verify Einstein Case Classification is enabled in Setup and that a prediction model has been trained on sufficient closed cases
  4. Wait for asynchronous Einstein classification — the model auto-populates picklist/checkbox fields (e.g. Type, Reason, Priority) and triggers assignment rules
  5. GET /services/data/vXX.0/sobjects/Case/{caseId} to confirm predicted field values were written back to the case
  6. Update any field Einstein left below threshold confidence using PATCH /services/data/vXX.0/sobjects/Case/{caseId}

Known gotchas

Related routes

Create Salesforce Service Cloud cases via the REST API
developer.salesforce.com · 6 steps · unrated
Query case history and field change events for Salesforce Service Cloud cases via SOQL
developer.salesforce.com · 6 steps · unrated

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