You want to integrate incident records from ServiceNow to Salesforce. Configure a synchronization task to read incident records from the ServiceNow account and insert them to Salesforce.
Perform the following steps to configure a synchronization task in Data Integration:
In Data Integration, click
New
Tasks
Synchronization Task
, and then click
Create
.
The following image shows the
Definition
tab:
Specify the task name and provide a description for the task.
Select the Insert task operation.
Click
Next
.
Select the ServiceNow
Source Connection
, single
Source Type
, and incident
Source Object
that you want to use in the task.
The following image shows the configured source details:
Click
Next
.
The
Target
tab appears.
Select the Salesforce connection and Case
Target Object
for the task.
The following image shows the configured target details:
Click
Next
.
On the
Data Filters
tab, Process All Rows are chosen, by default.
The following image shows the
Data Filters
tab:
Click
Next
.
On the
Field Mapping
tab, map the Incident source fields to the Case target fields.
The following image shows the
Field Mapping
tab:
To configure a lookup expression to lookup the Contact ID from the Incident record, click
Add
or
Edit Lookup
next to the Contact ID field.
You can add multiple lookup conditions to look up a field in a record.
The following image shows the
Field Mapping
tab, where you can configure a lookup:
To create a lookup, provide the lookup connection and the source and target fields for the lookup object, and click
OK
.
The following image shows the configured lookup details:
Click
Next
.
The
Schedule
tab appears where you can schedule the task accordingly to the requirement and then save.
To run the task, on the
Explore
page, navigate to the task, click
Actions
and select
Run
.
In Monitor, you can monitor the status of the task.