---
schema_version: "1"
id: d18cd17bf857c39099fa2358b6b1cd51d5e9e72a487d8610236c47dfe7227591
title: Create Confidential Case Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/hr_svc_creat_of_cnfd_case_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.hr_svc_creat_of_cnfd_case_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 931b04baae7525b4d08ac8adf1c02f777ee1229f514c97de59de4df2a3371db7
description: Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.
products:
  - Service Cloud
release: "264"
---
# Create Confidential Case Action

Initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Unlimited</strong> Edition with Employee Service</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d172348e61">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d172348e64">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d172348e61 ">To build and manage Service Agents:</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d172348e64 ">
            <p dir="ltr">Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p dir="ltr">OR</p>
            <p style="margin-bottom:0;" dir="ltr">Customize Application</p>
          </td>

        </tr>
      </tbody>
    </table>

## Action Details

To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See [Maintain Trust with Agentforce Actions](https://help.salesforce.com/s/articleView?id=service.service_agentforce_trusted_private_actions.htm&type=5&language=en_US).

This action initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateConfidentialCase</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Inputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Complaint Description, Date of Incident, Complaint Type, Complaint Subject</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Outputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Case Number, Error Message</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Examples of Utterances that Trigger This Action

- “Create a confidential report for me.”
- “I need to talk to a human in HR about a misconduct issue.”
- “Submit this harassment claim securely to a specialist.”