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Receipts are automatically generated in your Salesforce org for your SalesInsight integration. Receipts indicate the delivery status for records that have been shared from your ServiceNow instance to your Salesforce org, allowing you to quickly identify successfully synced records as well as any records that have not yet been synced. Receipt delivery statuses include:

  • Success Your records were synced successfully

  • Pending Your Salesforce org is still processing the records shared out from your ServiceNow instance

  • Error Your records were not synced successfully

(info) NOTE: By default, Salesforce receipts will be generated for every 1,000 ServiceNow messages. To change this value, see change Salesforce receipt Batch Ack Size and Batch Error size.


Prerequisites


(warning) First First, you will need to install the Perspectium Package for Salesforce.(warning) You will also need to configure your Salesforce remote site settingsfollow the steps to get started with your SalesInsight integration for ServiceNow incidents and Salesforce cases.

Procedure


To deploy Apex triggers in a Salesforce production organizationview the receipts generated in your Salesforce org for data being shared out by ServiceNow, follow these steps:

From the Component Type dropdown, choose Apex Trigger. Then, check the boxes next to the Apex triggers you want to include:

UI Steps


UI Step

Log into your sandbox Salesforce organization and click theImage RemovedImage Addedicon in the top rightupper left-hand corner of the screen. Then, click Setupthe Perspectium Replicator app.


UI Step

In the Quick Find window on the left side navigation bar near the top of the screen, type and then click Apex Test Execution (under Custom Code).

UI Step

In the upper left-hand corner of the Apex Test Execution form, click Select Tests...

UI Step

For any tests that need to be run, check the box next to each test and then click the Run button.

UI Step

In the Quick Find window on the left side of the screen, type and then click Outbound Change Sets (under Environments > Change Sets).

UI Step

At the top of the Change Sets list, click the New button.

UI Step

Type any name for the change set. Then, click Save.

UI Step

Under the Change Set Components section, click Add.

Image Removed

UI Step
Apex TriggerTriggers dynamic sharing of...
PSP_Case_Local_Attachment_CaseTriggerattachments added to Salesforce case records
PSP_Case_Local_CaseTriggerSalesforce case record data (excluding attachments and document links)
PSP_Case_Local_ContentDocumentLink_CaseTriggerdocument links added to Salesforce case records

click Receipts. Then, on the resulting page, click into the receipt that you want to view. Note that the receipt's delivery status will be listed as the value in the Batch Type field for the receipt.

(info) NOTE: Keep in mind that receipts generated within Salesforce are receipts for data coming into Salesforce (inbound data). To view information for receipts for data coming out of ServiceNow (outbound data), see ServiceNow messages & receipts.

Image Added

Finally, click Add To Change Set to finish adding the Apex triggers to the change set.

Image Removed

UI Step

Log into your production Salesforce organization and click theImage Removedicon in the top right-hand corner of the screen. Then, click Setup.

UI Step

In the Quick Find window on the left side of the screen, type and then click Inbound Change Sets (under Environments > Change Sets).

UI Step

Choose to deploy the change set you created under the Change Sets Awaiting Deployment section.





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