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tooltipInformation on this page pertains to the Perspectium Fluorine release
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Creating a custom case field will allow for the storing of ServiceNow incident numbers when messages are sent over to ServiceNow.

Prerequisites


(warning) Install the Perspectium Package for Salesforce

(warning) Configure your Salesforce remote site settings

(warning) Configure Perspectium Replicator as a Salesforce connected app

(warning) Configure Perspectium properties for Salesforce

Procedure


To create a custom case field in Salesforce, follow these steps:

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

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In the Quick Find window on the left side of the screen, type and then click Object Manager (under Objects and Fields).

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From the Object Manager list, click Case. Then, click Fields and Relationships on the left side of the screen. Finally, in the upper right-hand corner of the Fields & Relationships form, click New.

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Under Choose a field type, choose Text. Then, at the bottom right-hand corner of the form, click Next.

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Type Correlation Id as the field label, 255 for the Length, and correlation_id as the Field Name. Then, click Next.

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Check the box next to Visible to grant view permission to all users. Then, click Next.

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On the resulting form, ensure that the boxes are checked for all fields. Then, click Save to finish creating your custom Salesforce case field.


Next steps


Create a Salesforce shared queue



Similar topics


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support@perspectium.com