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ServiceNow Connector

ServiceNow Connector

Guidelines for synchronizing data from ServiceNow with Salesforce

Guidelines for synchronizing data from ServiceNow with Salesforce

Use the following rules and guidelines for synchronizing data between ServiceNow and Salesforce:
  • When you synchronize data from the Incident table in ServiceNow to the Case object in Salesforce, create a field of String data type to store the CaseID of the case records from Salesforce. Perform the following tasks:
    1. Open an incident record. Right-click the Incident table on the top-left corner.
    2. Click
      Configure
      from the menu and then click the
      Form
      layout.
    3. Enter the details required to create and add a custom field SFDC_CaseID to store values of the Salesforce CaseID.
    4. Add the CaseID field to the
      Selected
      list and
      Save
      .
  • When you perform an operation to write records from ServiceNow to Salesforce, you must consider the following rules and guidelines:
    • Map sys_id of ServiceNow to Incident_SysID of Salesforce. Make sure you do not map the Salesforce CaseID.
    • Create a custom field Incident_SysID of String data type in Salesforce to store sys_id of Incident records of ServiceNow.
  • During an update or delete operation from ServiceNow to Salesforce, you must map u_SFDC_CaseID of ServiceNow to CaseID of Salesforce. When you perform an updated or delete operation from Salesforce to ServiceNow, you must map Incident_SysID of Salesforce to sys_id of ServiceNow.

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