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Salesforce integration with Service Now

Siva Sivaraman1
Mega Contributor

Greetings all,

I am interested in hearing   use-cases   for   Salesforce (CRM)   and Service Now integration especially in the Higher Ed   sector.

Thank you all   in advance

Siva

1 ACCEPTED SOLUTION

Joe Smith2
Giga Contributor

The integration of ServiceNow with Salesforce gives real-time visibility to the support and sales team into each other’s work and priorities. With this kind of visibility, the coordination between the teams become easier, customer issues are resolved faster, and customer communication becomes seamless.

Here is a use case that might be of interest to you:

Problem statement: The support team has no visibility into the new accounts created by the sales team; therefore, they are not sure which customer accounts are eligible for support.

Solution: If the support system and sales systems are integrated, the support team will have visibility into any new customer accounts created by the sales team.

Let’s look at a use case in which ServiceNow – the support system is linked with Salesforce – the sales system.

  • Sales team creates an account for a new customer in Salesforce and enables a flag to mark that customer is entitled for support.
  • The new account synchronizes to ServiceNow and authorizes the associated profiles to create tickets.
  • When the customer creates a new incident in ServiceNow, OpsHub Integration Manager automatically links the ticket to the company account in ServiceNow. The ticket also synchronizes to Salesforce as a case.
  • Sales team adds a comment to the case notifying the support team that this is a critical incident.
  • The support team changes the status of the ticket to ‘active’ and starts work on it immediately.

If you need more details related to entities that can be integrated, benefits of this integration for Salesforce, ServiceNow users, I would recommend you to look at the datasheet here: https://www.opshub.com/servicenow-integration/servicenow-integration-salesforce/

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Aayushi1
Kilo Expert

Hi All

AmsOne provide best Solutions for your integrations and data replication needs. Integrate ServiceNow with Salesforce or technology in Real Time/batch mode, Bi-Directional/Uni Directional.

 

For more information   please visit www.amsoneintegrations.com

Email     hello@amsoneintegrations.com  

     

Thanks 

Aayushi

Joe Smith2
Giga Contributor

The integration of ServiceNow with Salesforce gives real-time visibility to the support and sales team into each other’s work and priorities. With this kind of visibility, the coordination between the teams become easier, customer issues are resolved faster, and customer communication becomes seamless.

Here is a use case that might be of interest to you:

Problem statement: The support team has no visibility into the new accounts created by the sales team; therefore, they are not sure which customer accounts are eligible for support.

Solution: If the support system and sales systems are integrated, the support team will have visibility into any new customer accounts created by the sales team.

Let’s look at a use case in which ServiceNow – the support system is linked with Salesforce – the sales system.

  • Sales team creates an account for a new customer in Salesforce and enables a flag to mark that customer is entitled for support.
  • The new account synchronizes to ServiceNow and authorizes the associated profiles to create tickets.
  • When the customer creates a new incident in ServiceNow, OpsHub Integration Manager automatically links the ticket to the company account in ServiceNow. The ticket also synchronizes to Salesforce as a case.
  • Sales team adds a comment to the case notifying the support team that this is a critical incident.
  • The support team changes the status of the ticket to ‘active’ and starts work on it immediately.

If you need more details related to entities that can be integrated, benefits of this integration for Salesforce, ServiceNow users, I would recommend you to look at the datasheet here: https://www.opshub.com/servicenow-integration/servicenow-integration-salesforce/

Third-party services can be used to integrate Service Now and Salesforce. For example, you can use the Skyvia cloud service. No coding platform with a freemium version

Archita
Kilo Contributor

Hey! 

The best use cases for integrating Salesforce with ServiceNow could be:

  • For a new custom object in Salesforce, add a record in ServiceNow
  • On a new contact in Salesforce, add a record in ServiceNow
  • On a new lead in Salesforce, add a record in ServiceNow
  • On a new record in ServiceNow, add or update a contact in Salesforce

..and many more which you can view here - How to connect Salesforce and ServiceNow