Work in ServiceNow, see Salesforce — A Salesforce panel opens directly inside any ServiceNow Incident, Change, or Task form. Search, view, link, and create Salesforce records without switching tabs or logging into Salesforce separately.
Automatic sync — When your team creates, updates, or closes a ServiceNow ticket, Salesforce is updated automatically in real time. No manual data entry, no delays, no missed updates.
Your Salesforce data, right where you need it — View full Salesforce record details, related lists, and live Chatter feed conversations for any linked record — all from inside ServiceNow.
Create Salesforce records on the fly — Need to open a new Salesforce Case or Opportunity while working a ServiceNow ticket? Do it directly from the form, with fields and record types loaded automatically from your Salesforce org.
Connect your own Salesforce account securely — Each user authenticates with their own Salesforce credentials via OAuth 2.0. No shared passwords, no admin-managed tokens — just a simple one-time setup per user.
Never lose a sync event — If Salesforce is temporarily unavailable, sync events are automatically queued and retried up to 5 times. Your data gets through even when connectivity is interrupted.
Admin control over what agents see — Choose which Salesforce objects, fields, and related lists are visible to your team. Surface only what's relevant and keep the experience clean and focused.
Enterprise-grade security — All Salesforce credentials are encrypted at rest using ServiceNow's built-in encryption. Access is controlled by a single application role, and all data operations respect ServiceNow's native access controls.