Reports

The Reports tab provides the ability to view and manage connections between Salesforce data and ServiceNow items. This feature is currently under development and will allow centralized management of all Salesforce–ServiceNow links once released.

Key Capabilities

• View Existing Connections
  Users will be able to view all fields that are currently configured to link Salesforce records with ServiceNow records.
• Configure New Connections
  Users will be able to establish new connections between Salesforce objects and ServiceNow records, ensuring that data remains synchronized.
• Select Objects for Integration
  Users will be able to choose from all available Salesforce objects (such as Accounts, Opportunities, or custom objects) to link with ServiceNow.

Intended Workflow

• Select a Salesforce Object
  When available, users will select a Salesforce object to configure for integration with ServiceNow. The selection will include all objects eligible for linking (for example, Case).
• Create a New Connection
  After selecting an object, users will be guided through creating a new connection to ServiceNow:
  • The system will display messages indicating the status of the action, including confirmations of success or notifications of any errors.
  • Users will be able to configure field-level access by assigning visibility to the appropriate user profiles. This ensures that only authorized users can view and use the newly created connection field.
• Automatic Linking of Existing Records
  Once a new connection is created, all records of the selected objects that were previously linked to ServiceNow will be automatically updated and connected through the new field.
• Reporting and Analysis
  After connections are established, users will be able to leverage Salesforce standard reporting capabilities to analyze and manage linked data.

How to Use the Reports tab

• Open the Reports Tab:

Navigate to the Reports tab in your Salesforce Peeklogic ServiceNow app.

• Select an Object:

Use the dropdown menu to pick the Salesforce object you want to work with. (For example, Account)

• Create a New Connection:

You can create a new link by clicking the “Create Lookup” button.

The page will display helpful messages regarding your action status, including confirmations of success and any errors that may occur

• Automatic Linking of Existing Records:

After you create a new connection, any existing records that were previously linked to ServiceNow will be automatically updated and linked through the new field.

• View Lookup Fields:

After selecting an object, you’ll see a list of fields that are already set up to connect

Tips

• If you don’t see the object you’re looking for, it might not be available for linking, or you may not have access.

Now, you could just configure Salesforce using standard Salesforce reporting capabilities.