Integrate Salesforce to ServiceNow in minutes

Introduction Integration fasters business implementation of SaaS applications. Different systems can be integrated in few minutes time by leveraging the out of the box connectors provided in the platform.

In this article we will see how quickly in just few minutes we can integrate the Salesforce and ServiceNow applications.


This document is intended for the users who wants to integrate Salesforce and ServiceNow using platform


User should have access to

Use Case

Let’s see how we can integrate the Salesforce and ServiceNow applications with the below use case

  • User creates case in the Salesforce platform,
  • Create a new ServiceNow incident with the desired severity and details in the ServiceNow platform.
  • Upon successful creation of ServiceNow incident, create a follow up task in the Salesforce platform.

Below is all we need to do

Step 1: Create a New workflow in

Rename the Workflow “SalesforceToServiceNow” and Click on “Done”.

Step 2: Configure the start trigger with Salesforce

Click on Start trigger symbol and click on gear icon.

Search for out of the box Salesforce connector, select the desired salesforce connector. In this sample am selecting the typical Salesforce connector and click on “Next”.

Provide the desired label for the trigger. Select the action on which the trigger needs to be activated.

In this use case, we will select the action as “New Case”. So that the workflow will be triggered whenever the new case is created in Salesforce.

As a last step, configure the Authorization.

Hover on the plus icon next to the “Authorize Salesforce” section in the dialogue. Authorization to Salesforce can be configured in two ways.

In the default authorization method , Integration platform generates necessary keys to access the account data. To do so, user need to grant the Integration platform the relevant permissions.

This will take the user to the salesforce login page.

Provide salesforce user domain and click on Allow to give necessary permissions for to access the Salesforce account.

Once the account is saved successfully Click on “Save”.

Create account using service access token and other configurations

If we have all the necessary token and account details required to create an account, we can choose the second method. To do this, click the + button and select the (Or) option.

A pop-up window will appear on screen, where user will be prompted to enter the relevant information required to create the Salesforce account. can connect to Salesforce using OAuth mechanism. Provide the required details in the pop-up for generating the OAuth token and hence connecting to Salesforce.

For more details on configuring Salesforce using OAuth, please refer the article Salesforce OAuth Configuration in Integration and Flow Editor

Upon clicking on Save, there will be an option to test the trigger to see if configurations are fine.

If the configurations are fine, the below screen will be displayed with the corresponding Input/Output tabs. Click on “Done”.

Now we have completed configuring the Salesforce trigger.



The account configuration for the connectors can be done in two ways. The connectors account configured are available for all the workflows created under the specified project.

  1. Directly add the connector to canvas and then configure the Authorization section (as shown in the previous section)
  2. Configure the account under Projects → Connectors → Predefined section

Step 3: Configure ServiceNow step

After configuring the Salesforce as Start trigger, we will now add the ServiceNow connector which will take the input from the Salesforce trigger and then creates an incident in the ServiceNow platform.

Search for ServiceNow in the right-hand side connectors search bar. Drag the ServiceNow connector on to the canvas next to Salesforce trigger.

The automatically connects the Salesforce trigger and ServiceNow connector

Configure the ServiceNow connector by clicking on the gear icon which appears when we hover the ServiceNow connector

Provide the action that we want the ServiceNow to perform. In this case, we will select “createIncident” action.

Configure the connection for ServiceNow instance. Click on plus icon next to “Connect to ServiceNow”

A pop-up window will appear asking for ServiceNow instance details. Provide the necessarily details and click on “Add”

Once done, click on “Next”

Mapping screen will appear, where we can map the necessary parameters from the previous step, in this case Salesforce to ServiceNow “createIncident” action.

Once Mapping is done, click on “Next”. We can test the configurations by clicking on “Test” button.

Upon successful configuration, the below screen pops up. Click on “Done”

Step 4: Configure Salesforce to create a follow up task after successfully creating the incident.

Search for Salesforce connector in the right-hand side connector search bar. Drag the “Salesforce CRM – REST” connector to canvas and connect it to ServiceNow. Also connect the connector to “End” step as it’s the last step of our workflow.

Click on the gear icon on the “Salesforce CRM – REST” connector. Select the required action “Create Task” and configure the Authorize section. Here we can use the same account we configured in Step 2 while creating the Salesforce trigger.

Click on “Next”, this will lead to mapping screen. Map the required parameters

Click on “Next”.

Test the configuration by clicking on “Test”.

Click on “Done”.

The complete workflow looks like below

Step 5: Test the entire workflow

Now that we have configured all the steps needed for our usecase, we will test the entire workflow end to end.

The workflow will be triggered whenever a new case is created in Salesforce CRM.

Create case in Salesforce

This will initiate the workflow in

Corresponding Incident gets created in ServiceNow

After which task will be created in Salesforce.

For more details on such integrations and connectors, please refer the documentation at Welcome - Integration


Very useful ! Please include this as a recipe in Integration.

1 Like

Hi Jitesh,

Sure, am checking on this to add as recipe. Will get back to you on this


Hi @Sahana_Manne_Siddagangaiah ,

Ideally, the polling trigger should run automatically at after every 5 mins. Right?
Thing is, what I have observed is that there is lack of consistency. Whenever I’m updating the Salesforce, the polling trigger, doesn’t work. Sometimes, it gives me the results instantly (at the next 5min interval). Sometimes it takes hours…

Any ideas or thoughts about this unusual behaviour? Is it something I’m doing wrong or incorrectly?

Please advise.

Thanks in advance.

Hi @atjha ,

Can you please provide more details?

  1. Are you using paid or free tenant ?
  2. What kind of data you are trying to pull from Salesforce ?
  3. Do you see this issue with all polling triggers or just salesforce?


Hi @Sahana_Manne_Siddagangaiah ,

  1. It is a paid account which we are using to develop solutions for our client.
  2. I am trying to pull updates from an object in Salesforce.
  3. I am facing this issue while pulling records from Salesforce. I haven’t tested with other system or integration.

FYI, I had created a topic here on this portal 20 days ago as well, but couldn’t get any updates… Below is the link for the same:

502 Bad Gateway while creating polling Trigger in - Forum - Software AG Tech Community & Forums

Hope it answers your query. And do suggest some workaround/solution when you find one.

thanks again!

Hi @atjha ,

My colleague @Bharath_Meka1 is looking into this as part of the query you raised. He will be able to provide you more details


Hello @atjha still we are still investigating this issue, and unfortunately there is no workaround as it has to be fixed at the platform side.