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
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
First, you will need to install the Perspectium Package for Salesforce.
You will also need to configure your Salesforce remote site settings.
Procedure
To deploy Apex triggers in a Salesforce production organization, follow these steps:
Log into your sandbox Salesforce organization and click the
icon in the top right-hand corner of the screen. Then, click Setup.
In the Quick Find window on the left side of the screen, type and then click Apex Test Execution (under Custom Code).
In the upper left-hand corner of the Apex Test Execution form, click Select Tests...
For any tests that need to be run, check the box next to each test and then click the Run button.
In the Quick Find window on the left side of the screen, type and then click Outbound Change Sets (under Environments > Change Sets).
At the top of the Change Sets list, click the New button.
Type any name for the change set. Then, click Save.
Under the Change Set Components section, click Add.
From the Component Type dropdown, choose Apex Trigger. Then, check the boxes next to the Apex triggers you want to include:
| Apex Trigger | Triggers dynamic sharing of... |
|---|---|
| PSP_Case_Local_Attachment_CaseTrigger | attachments added to Salesforce case records |
| PSP_Case_Local_CaseTrigger | Salesforce case record data (excluding attachments and document links) |
| PSP_Case_Local_ContentDocumentLink_CaseTrigger | document links added to Salesforce case records |
Finally, click Add To Change Set to finish adding the Apex triggers to the change set.
Log into your production Salesforce organization and click theicon in the top right-hand corner of the screen. Then, click Setup.
In the Quick Find window on the left side of the screen, type and then click Inbound Change Sets (under Environments > Change Sets).
Choose to deploy the change set you created under the Change Sets Awaiting Deployment section.
