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Integrate Salesforce to ServiceNow in minutes

Mariela Dimitrova
Originally published at tech.forums.softwareag.com on ・6 min read

Introduction

webMethods.io Integration fasters business implementation of SaaS applications. Different systems can be integrated in few minutes time by leveraging the out of the box connectors provided in the platform.

In this article we will see how quickly in just few minutes we can integrate the Salesforce and ServiceNow applications.

Audience

This document is intended for the users who wants to integrate Salesforce and ServiceNow using webMethods.io platform

Pre-Requisites

User should have access to

Use Case

Let’s see how we can integrate the Salesforce and ServiceNow applications with the below use case

  • User creates case in the Salesforce platform,
  • Create a new ServiceNow incident with the desired severity and details in the ServiceNow platform.
  • Upon successful creation of ServiceNow incident, create a follow up task in the Salesforce platform.

Below is all we need to do

Step 1: Create a New workflow in webMethods.io

createWorkFlow

Rename the Workflow “SalesforceToServiceNow” and Click on “Done”.

renameWorkflow

Step 2: Configure the start trigger with Salesforce

Click on Start trigger symbol and click on gear icon.

WFstep1

Search for out of the box Salesforce connector, select the desired salesforce connector. In this sample am selecting the typical Salesforce connector and click on “Next”.

wfstep2

Provide the desired label for the trigger. Select the action on which the trigger needs to be activated.

In this use case, we will select the action as “New Case”. So that the workflow will be triggered whenever the new case is created in Salesforce.

wfstep3

As a last step, configure the Authorization.

Hover on the plus icon next to the “Authorize Salesforce” section in the dialogue. Authorization to Salesforce can be configured in two ways.

wfstep5

wfstep6

In the default authorization method , webMethods.io Integration platform generates necessary keys to access the account data. To do so, user need to grant the webMethods.io Integration platform the relevant permissions.

This will take the user to the salesforce login page.

wfstep7

Provide salesforce user domain and click on Allow to give necessary permissions for webMethods.io to access the Salesforce account.

Once the account is saved successfully Click on “Save”.

wfstep8

Create account using service access token and other configurations

If we have all the necessary token and account details required to create an account, we can choose the second method. To do this, click the + button and select the (Or) option.

A pop-up window will appear on screen, where user will be prompted to enter the relevant information required to create the Salesforce account.

WebMethods.io can connect to Salesforce using OAuth mechanism. Provide the required details in the pop-up for generating the OAuth token and hence connecting to Salesforce.

For more details on configuring Salesforce using OAuth, please refer the article Salesforce OAuth Configuration in webMethods.io Integration and webMethods.io Flow Editor

wfstep9

Upon clicking on Save, there will be an option to test the trigger to see if configurations are fine.

wfstep10

If the configurations are fine, the below screen will be displayed with the corresponding Input/Output tabs. Click on “Done”.

Now we have completed configuring the Salesforce trigger.

testSuccess

Note:

The account configuration for the connectors can be done in two ways. The connectors account configured are available for all the workflows created under the specified project.

  1. Directly add the connector to canvas and then configure the Authorization section (as shown in the previous section)
  2. Configure the account under Projects → Connectors → Predefined section

connectorConfig

Step 3: Configure ServiceNow step

After configuring the Salesforce as Start trigger, we will now add the ServiceNow connector which will take the input from the Salesforce trigger and then creates an incident in the ServiceNow platform.

servicenOw

Search for ServiceNow in the right-hand side connectors search bar. Drag the ServiceNow connector on to the canvas next to Salesforce trigger.

The webMethods.io automatically connects the Salesforce trigger and ServiceNow connector

wfstep11

Configure the ServiceNow connector by clicking on the gear icon which appears when we hover the ServiceNow connector

wfstep13

Provide the action that we want the ServiceNow to perform. In this case, we will select “createIncident” action.

createIncident

Configure the connection for ServiceNow instance. Click on plus icon next to “Connect to ServiceNow”

A pop-up window will appear asking for ServiceNow instance details. Provide the necessarily details and click on “Add”

wfstep14

Once done, click on “Next”

wfstep15

Mapping screen will appear, where we can map the necessary parameters from the previous step, in this case Salesforce to ServiceNow “createIncident” action.

wfstep16

Once Mapping is done, click on “Next”. We can test the configurations by clicking on “Test” button.

testServNow

Upon successful configuration, the below screen pops up. Click on “Done”

Mesg

Step 4: Configure Salesforce to create a follow up task after successfully creating the incident.

Search for Salesforce connector in the right-hand side connector search bar. Drag the “Salesforce CRM – REST” connector to canvas and connect it to ServiceNow. Also connect the connector to “End” step as it’s the last step of our workflow.

wfstep17

Click on the gear icon on the “Salesforce CRM – REST” connector. Select the required action “Create Task” and configure the Authorize section. Here we can use the same account we configured in Step 2 while creating the Salesforce trigger.

wfstep18

Click on “Next”, this will lead to mapping screen. Map the required parameters

map

Click on “Next”.

Test the configuration by clicking on “Test”.

wfstep19

wfstep20

Click on “Done”.

The complete workflow looks like below

wfstep21

Step 5: Test the entire workflow

Now that we have configured all the steps needed for our usecase, we will test the entire workflow end to end.

The workflow will be triggered whenever a new case is created in Salesforce CRM.

Create case in Salesforce

wfstep22

wfstep23

This will initiate the workflow in webMethods.io

wfstep24

Corresponding Incident gets created in ServiceNow

wfstep25

After which task will be created in Salesforce.

wfstep26
For more details on such integrations and connectors, please refer the webmethods.io documentation at Welcome - webMethods.io Integration

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