Creating CRM Case in SalesForce For the Emails using the EWS (Exchange Web Services) API
- ARUN .N.K
- Feb 27, 2023
- 2 min read

Creating CRM Case in SalesForce For the Emails using the EWS (Exchange Web Services) API
YouTube Link :: https://youtu.be/4QIaMpR9Co0
Salesforce offers a Case Management system to automate the creation and editing of cases. This system helps businesses remove repetitive tasks from agents' queues, allowing them to focus on more strategic activities. Automation Anywhere RPA Bots for Salesforce can be used to improve the employee experience and make Salesforce an even more powerful single pane of glass.
Creating CRM Case in SalesForce for the Emails by reading emails using the EWS (Exchange Web Services) API. Bot run the PowerShell script that connects to an Exchange server using the Exchange Web Services (EWS) API and read the contents of the email and such as sender, recipient, subject, and body etc and insert value to a database table. the bot read those mail data from database and create Case through SaleForce API and API response such as Record ID, Case_Number , Case_Created_at will be inserted to a database table then bot will append Case number to a mail subject. bot run the PowerShell script that connects to an Exchange server using the Exchange Web Services (EWS) API and performs the following tasks:
1. Imports the required Exchange Web Services (EWS) module.
2. Connects to the Exchange server using OAuth credentials.
3. Specifies which folder in the mailbox EWS should connect to.
4. Searches for the specified subfolder within the Inbox folder and retrieves its ID.
5. Searches for items within the specified folder and returns their subject, body, sender, recipients, and received date.
6. Updates the retrieved email items by adding a specified category to them, updating their subject, and setting their priority.
7. Connects to a SQL database and inserts the email's subject, sender, recipients, and body into it.








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