ServiceNow Salesforce Integration

Steps for ServiceNow Salesforce Integration:

  1. Create “Application Registries” entry and fill the required details.
    • Go to: System OAuth -> Application Registries.
  2. Define OAuth Entity Scopes:
    • Define all available OAuth scopes for this OAuth provider. You will get this info from your client.
    • Go to: System OAuth -> Application Registries -> Open which you have created in point 1 -> Select section “OAuth Entity Scopes”.
  3. Define OAuth Entity Profiles:
    • Update all OAuth Entity Profile Scopes.
    • Go to: System OAuth -> Application Registries -> Open which you have created in point 1 -> Select section “OAuth Entity Profiles”.
  4. Create New Outbound Rest Message:
    • Enter required details and submit. Here you will require End point which you will get from your client to push the data.
    • Go to: System Web Service -> Outbound – >Rest Message.
  5. Validate the Get OAuth Token: Click on related link called “Get OAuth Token” to validate the Rest Message.
  6. By default one HTTP “GET” method will get created.
  7. Create new HTTP “POST” method to push data in Salesforce. Here you have to define Authentication and HTTP Request (HTTP Header and HTTP Query Parameter).
  8. Validate the OAuth Token again for Http “POST” method request.
  9. Click on related link call “Test” to validate the connection.
  10. Ask your client to validate the Account record which created from ServiceNow.

Automate this Account creation process

  1. Create one before insert/update Business rule.
  2. Update HTTP Query Parameter with variable.
  3. Click on related link called “Auto-generate variables” to create variable substitution.
  4. Click on related link called “Preview Script Usage” and copy the sample script.
  5. Past the copied sample script in your business rule.
  6. Set the variables which you wanna pass to Salesforce.
  7. Write logic to update the response which will come from Salesforce on ServiceNow record.
  8. Create new record to test the functionality and verified it both end.

Use full link for Salesforce

 

 

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