CLAIRE Copilot for Application Integration

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Example: Extract and map Salesforce opportunity fields to ServiceNow ticket fields

You want to extract and map Salesforce opportunity fields to ServiceNow ticket fields.

To do this, let's create a process in

CLAIRE Copilot

On the

Home

page, open

CLAIRE Copilot

In the prompt text box, type

Extract and map Salesforce opportunity fields to ServiceNow ticket fields

CLAIRE Copilot

lists the frequently used Salesforce connections with the following statement:

Here's a list of your most frequently used Salesforce connections.
1. SF
   Salesforce
   /Default/
2. SFDC
   Salesforce
   /Default/

Type the number of the Salesforce connection that you want to use. In this example, let's type

If the connection isn't listed, you can type the name of a valid Salesforce connection. Specify an existing connection that you've previously tested.

A list of frequently used ServiceNow connections appears.

Type the number of the ServiceNow connection that you want to use. In this example, let's type

If the connection isn't listed, you can type the name of a valid ServiceNow connection. Specify an existing connection that you've previously tested.

A list of objects available for Salesforce appears.

Type the name of the object that you want to extract from Salesforce. In this example, let's type

Opportunity

A list of objects available for ServiceNow appears.

Type the name of the object that you want to map in ServiceNow. In this example, let's type

ticket

CLAIRE Copilot

replies with the following statement:

"Extract and map Salesforce opportunity fields to ServiceNow ticket fields (Salesforce<=> ServiceNow)". 
The following connection(s) and object(s) are used:
* Salesforce:
	* Connections:
		* SFDC
	* Objects:
		* Opportunity
* ServiceNow:
	* Connections:
		* SN
	* Objects:
		* ticket
The process is ready. Would you like to create it?

To create the process, click

Yes

The process is generated and opens in the Process Designer, as shown in the following image: