Assign Permissions
- Navigate to Setup → Permission Sets.
- Open the ServiceNow Full Access permission set.
- Click Manage Assignments.
- Assign the ServiceNow Full Access permission set to the users who will use the application in Salesforce.
- Documentation
- ServiceNow
- Integration Preparation in Salesforce
From Setup to Success — All in One Place
ServiceNow
Salesforce ServiceNow Setup
Create Named Credentials
Jira
Installation Guide
Configuration Guide
- Configuration Guide
- Setting up Peeklogic Jira Connector on Salesforce
Real-Time synchronization
- Real-Time synchronization
- Salesforce configurations
- Jira Server Webhook configurations
- Jira configurations
- How to Download Logs from Peeklogic Salesforce Connector
- Enable Real Time Sync for Atlassian Jira Service Desk Project Type
- Connection configurations
- Configuring Peeklogic Salesforce and Jira Connector Components per Jira Project
Working with ‘Related Jira Issue’ component
Peeklogic Jira Connector feature configurations
- Peeklogic Jira Connector feature configurations
- Access Configuration
- Salesforce Lookup field configuration
- Configure mapping for manual creation of Jira Service Request
Configure mapping for manual creation of Jira Issue
- Setup automatic update Jira Schema in Salesforce
Add and configure Jira Project and Jira Issue Type
- Select Named Credentials for Jira Synchronization
- Salesforce Notification
- Add and configure Jira Issue Type fields
- Move Jira Issue between Projects
- Jira Assets
- Email - to Case
- Configure Team feature
Comments Synchronization
Automation Process
- Automation Process
- Update Salesforce Record when Jira Issue is updated
- Update Salesforce Record Status automatically when Jira Issue Status is updated
- Update Jira Status to specific value
- Update Jira Issue Status automatically when Salesforce Record Status is updated
- Update Jira Issue automatically when Salesforce Record is updated
- How to create Service Request Automatically
- Search Jira Issue Screen Flow
- Notify Salesforce record Owner about created Jira Issue Comment
- Mapping fields directly in Flow
- Mapping fields directly in Flow
- Create Salesforce Record when Jira Issue is created
- Create Jira Issue automatically when Salesforce Record is created
- Create Automate Integration
- Associate automatically Jira Issue and Salesforce Records
Azure Devops
Netsuite
Installation
Configuration Guide
Peeklogic NetSuite Connector feature configurations
AI
AI Capabilities Matrix
Authentication Setup
Feature Configuration (AI Configurator)
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