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
Jira
Working with ‘Related Jira Issue’ component
Peeklogic Jira Connector feature configurations
- Peeklogic Jira Connector feature configurations
- Access Configuration
- Configure mapping for manual creation of Jira Service Request
- Salesforce Lookup field configuration
- Setup automatic update Jira Schema in Salesforce
- Select Named Credentials for Jira Synchronization
- Salesforce Notification
- Move Jira Issue between Projects
- Jira Assets
- Email - to Case
- Configure Team feature
Configure mapping for manual creation of Jira Issue
Add and configure Jira Project and Jira Issue Type
- Add and configure Jira Issue Type fields
Installation Guide
Configuration Guide
- Configuration Guide
- Setting up Peeklogic Jira Connector on Salesforce
Real-Time synchronization
- Real-Time synchronization
- Peeklogic Connector for Salesforce PRO
- 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
- Configuring the App for Real-Time Synchronization (Jira Cloud)
- Configuring Peeklogic Salesforce and Jira Connector Components per Jira Project
Comments Synchronization
Automation Process
- Automation Process
- Link Jira Issues Together
- How to create Service Request Automatically
- 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
- 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
ServiceNow
Salesforce ServiceNow Setup
Create Named Credentials
Azure Devops
AI
AI Capabilities Matrix
Feature Configuration (AI Configurator)
Authentication Setup
Netsuite
Peeklogic NetSuite Connector feature configurations
Installation
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