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DataSync for Salesforce allows allows you to seamlessly integrate Salesforce with an ITSM application, such as ServiceNow, and/or databases for reporting, analytics , insightful sales, and account management use cases. This integration pulls customer status information from your IT support team directly into Salesforce, providing your the sales team with full transparencyand insights on your Salesforce data. This approach uses scheduled jobs and Salesforce Apex triggers to send and receive messages through the Perspectium Integration Mesh.
The major benefit of bonding Salesforce with your ITSM application is that your sales team will have a direct view into a customer's support status right before communicating with them, allowing for more efficient, personalized interactionssetup includes setting up the Perspectium DataSync application in your Salesforce instance to share data along with setting up the DataSync Agent to subscribe to the data and save it into a target database.
Minimum Requirements
The Perspectium DataSync application is delivered as a Salesforce package to install in your org. This application is continuously updated and rigorously tested to ensure support for the latest versions of the Salesforce platform. To get started with integrating ITSM applications with Salesforce, check that your Salesforce environment is within the version compatibility below.
The following Salesforce versions are supported:
- Winter '16 and above
For more information on the latest Salesforce releases and supported features, see Salesforce releasesDataSync Agent minimum requirements, see here.
Setup and Configuration Instructions
Explore the following pages for information on setting up and configuring Replicator DataSync for Salesforce. There are a series of configuration instructions to follow, depending on your situation. To help highlight which sets of instructions might be of use to you, please look at the high-level breakdown explained below: