Hi Everyone,
Need assistance on this one.
Is there a way for all automated case actions created through Integration/Third Parties to be assigned to "System" instead of me the SF Admin? I understand through salesforce out of the box case creation Email2Case, Web2Case it'll be assigned to System but Outside of those OOTB case creation paths, the automated actions are being assigned to me.
Isn't a show stopper but I rather them not be assigned to me. I have the Automated Case User set to System. Any assistance would be helpful, thank you!SN: These cases are created through Google Form through Zapier
The reason those are landing on you rather than System is that they
are not coming through Web-to-Case or Email-to-Case. They are coming
in through the API via Zapier, and API-created records are owned by
whichever user the integration authenticates as. If Zapier is
connected using your credentials, that is you.
The fix is to create a dedicated integration user, reconnect Zapier
as that user, and the automated actions will show against it instead.
Worth doing anyway from a security standpoint, since integrations
running under a named admin account is a common audit finding.
Disclosure: TwinStack, we build in this space. If you ever want to
drop Zapier from that particular chain, the same principle applies:
https://appexchange.salesforce.com/appxListingDetail?listingId=b493b297-f6c4-41ad-b1b3-6ca48a2585bbIt uses a Run-As user you nominate, so you control record ownership
explicitly.
