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The final step in ensuring that case record data is synced properly with your ServiceNow instance is to create a Perspectium job that will handle the transfer of data once a Salesforce dynamic share is triggered.

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

(warning) Create a custom case field

(warning) Create a Salesforce shared queue

(warning) Create a Salesforce dynamic share

Procedure


To create a Perspectium job in Salesforce, follow these steps:

UI Steps


UI Step

Log into your Salesforce organization and click theicon in the upper left-hand corner of the screen. Then, click the Perspectium Replicator app.


UI Step

In the navigation bar near the top of the screen, click Perspectium Jobs. In the upper left-hand corner of the resulting page, click New Perspectium Job.


UI Step

Type any Description for your Perspectium job. Then, check the Active box to start running your Perspectium job.


UI Step

To create a job that shares case records out of Salesforce, choose MultiOutput Processing from the Job Type dropdown. To create a job that subscribes to data that is being shared to Salesforce, choose Replicator Subscriber from the Job Type dropdown.


UI Step

Choose an interval at which to run your Perspectium job by selecting an option from the Interval dropdown.


UI Step

At the top or bottom of the form, click Save to finish creating your Perspectium job.




Next steps


Configure ServiceNow to share/subscribe to your Salesforce org



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Contact Perspectium Support


US: 1 888 620 8880

UK: 44 208 068 5953

support@perspectium.com