Preface
Introduction to Synchronize Salesforce Cases with ServiceNow Incidents recipe
Prerequisites for configuring a Salesforce platform event
- Configuring a Salesforce platform event to subscribe to Case object change
Recipe contents
- Synchronize Salesforce Cases with ServiceNow Incidents based on Platform Events recipe assets
- Synchronize Salesforce Cases with ServiceNow Incidents (using Platform Events)
Using the Synchronize Salesforce Cases with ServiceNow Incidents recipe

Synchronize Salesforce Cases with ServiceNow Incidents based on Platform Events

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Create a trigger to generate an event

To create a trigger to generate an event, perform the following steps:

Informatica recommends that you use the Salesforce Lightning Experience as Salesforce plans to retire Process Builder and recommends building automation in Flow Builder.

Go to

Setup

Process Automation

Flows

, and then click

New Flow

The following image shows the list of flows on the

Flows

page:

Select Record-Triggered Flow
.

The following image shows the Record-Triggered Flow
on the

New Flow

dialog box:

Click Create
.

In the Object
field, select the object as Case
.

In the Configure Trigger
section, select the A record is created or updated
option.

The following image shows the Flow Builder
page:

Add a new element in the flow builder space,

Data

Create Records

Enter values in the Label
and API Name
fields.

In the How Many Records to Create
field, select One
.

In the How to Set the Record Fields
field, select Use separate resources, and literal values
.

In the Create a Record of This Object
section, enter the name of the Salesforce platform event you created in the Object
field.

In the Set Field Values for the Subscription to Case
field, map the fields in the Salesforce platform event using the {!$Record}
in the Value
field.

The image shows the Set Field Values for the Subscription to Case field where you can map the fields in the Salesforce platform event using the {!$Record} in the Value field.

Click Save
and Activate
.

After completing these steps, you have the event consumer, consumer key, and consumer secret values for setting up the Salesforce connection in

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Table of Contents

Synchronize Salesforce Cases with ServiceNow Incidents based on Platform Events

Synchronize Salesforce Cases with ServiceNow Incidents based on Platform Events

Create a trigger to generate an event

Create a trigger to generate an event