Salesforce – ServiceNow Integration Use Case

SalesForce
ServiceNow_new_logo

One of your teams uses Salesforce as a CRM system. Another one uses ServiceNow. There is, however, an impending need to sync tickets from ServiceNow to Salesforce. ZigiOps can handle this in a matter of minutes.

There is a newly created case in Salesforce. ZigiOps detects it and collects it (on a pre-defined interval). It transfers the collected information to ServiceNow, where the tool creates a related Incident/Change. ZigiOps offers its users the benefits of control over data filtering. Regular fields, custom fields, lifecycle fields, comments, and attachments get synced instantly. Also, data field mapping is fully controllable to define how ZigiOps reports data to ServiceNow.

Additionally, Salesforce Cases that are already transferred to the ServiceNow system can be collected at a scheduled interval and later, synced with related Incident/Change in ServiceNow for regular fields, custom fields, lifecycle fields, comments, and attachments.

ZigiOps instantly fetches the ServiceNow updates for the Incidents/Changes created as Cases in Salesforce on a scheduled interval. It syncs them with the related Cases in Salesforce for regular fields, custom fields, lifecycle fields, comments, and attachments.

Challenges for Salesforce and ServiceNow Users

Salesforce is a widely used customer relationship management platform. ServiceNow is one of the most popular service desk tools on the market. It helps enterprise users cope with important tasks such as incident management and resolution. Both systems, Salesforce and ServiceNow, can be found ...

Salesforce is a widely used customer relationship management platform. ServiceNow is one of the most popular service desk tools on the market. It helps enterprise users cope with important tasks such as incident management and resolution. Both systems, Salesforce and ServiceNow, can be found in the tech kit of modern-day organizations. In most cases, the systems are deployed separately. It means that there is no connection between them, and as a result, crucial tasks are done manually, take a lot of time to execute, and may include errors. Additionally, there could be a significant disruption in the data transfer. Connecting Salesforce and ServiceNow via an integration platform not only resolves those problems but helps companies overcome silos and improve communication between departments.

Challenges background image left arrow
Challenges background image right arrow

How do we solve them?

With ZigiOps’ bi-directional integration between Salesforce and ServiceNow, enterprises seamlessly transfer Cases, Comments, and Attachments between the systems. This allows coherent end-to-end data transfer between them and improves cross-team collaboration immensely. ZigiOps comes with a long ...

With ZigiOps’ bi-directional integration between Salesforce and ServiceNow, enterprises seamlessly transfer Cases, Comments, and Attachments between the systems. This allows coherent end-to-end data transfer between them and improves cross-team collaboration immensely. ZigiOps comes with a long list of pre-built templates, ready to be used. It also enables customization to fit specific use cases. Automate vital tasks in less than a few minutes and enhance productivity and team communication.

Instant data transfer between Salesforce and ServiceNow’ systems

Bi-directional synchronization of updates and better data visibility

Instantaneous synchronization of comments, attachments, and cases

Integration Benefits

Automatic information transfer between both ServiceNow and Salesforce, upon Integration

End-to-end data exchange in an instance and updates sync

Comments and attachments synced immediately

Resources

What do integrations and cyber security have in common? An interview of ZigiWave’s CEO Maria Zasheva for Cybernews

Check the interview of our CEO Maria Zasheva with Cybernews where she gives her data safety advice and tells the story of ZigiOps.

Read More
Recap of the Live Demo How to integrate multiple systems – Dynatrace, ServiceNow, Jira and Salesforce

A recap of our live demo - see how we integrated multiple systems - Dynatrace, ServiceNow, Jira and Salesforce, and what questions we had.

Read More
FedEx Case Study

Check how ZigiOps helped FedEx get a better overview on their systems and resolve issues faster with our OpsBridge ServiceNow integration

Read More
ZigiWave Team Building in Ribaritsa

The ZigiWave team is combining hard work with lots of fun and enjoy each other's company. Read the story for our latest team building event.

Read More
Why Integrate Salesforce and ServiceNow

Learn the benefits of Salesforce ServiceNow integration. See how the two can easily connect with ZigiOps no-code integration platform.

Read More
ServiceNow vs Cherwell – solving the ITSM riddle

Why ServiceNow and Cherwell are among the most popular ITSM platforms, and how to choose the one that better suits the needs of your business.

Read More
People of Zigi with Ivo Angelov

In our People of ZigiWave series, we are unveiling the stories of each of our team members. Meet Ivo, a significant member of our Support’s team. Read his story.

Read More
TOP 10 Monitoring Tools for 2022

Which are the top ten monitoring solutions for 2022? Learn the crucial features of each of them and see which one is the best fit for your organization?

Read More
Live Demo: How to Integrate Multiple Systems – Jira, ServiceNow, Dynatrace, Salesforce

A unique live demo of integrating multiple systems in a matter of minutes. See how we will integrate Jira, ServiceNow, Salesforce and Dynatrace with ZigiOps.

Read More

Rate integration:

Click on a star to rate it!

Average rating 4.9 / 5. Vote count: 21

No votes so far! Be the first to rate this post.