Using remote tables and the Salesforce spoke
Create Salesforce spoke actions that you can use to test the third-party data integration. Then use these actions in the remote table definition.
- Using the IntegrationHub Salesforce spoke
Use the Salesforce spoke to integrate a Salesforce account with your ServiceNow instance. - Create Salesforce spoke actions to retrieve opportunities
The Salesforce spoke provides actions to retrieve metadata of the opportunity record and create a new opportunity. - Remote tables and definition
Once you have the spoke custom actions working, you need to create a remote table that describes the schema for the data to be retrieved from the Salesforce Opportunity table. - Example script that queries the Opportunity table
This example script queries the opportunity table using the Get All Opportunities, Get Opportunities for Account Id, and Get Opportunity Details custom actions. - Connect Customer Account and Salesforce Opportunities using a related list
Use a related list to link the Customer Account table with Salesforce Account Id, and the Salesforce Opportunity remote table with the same Account Id.
Parent Topic:Reference Salesforce integration using remote tables