Unito Two-Way Sync

Salesforce and ServiceNow Integration: Deep, Bidirectional Sync

Enterprise-grade sync across fields, statuses, hierarchies, and relationships in both directions. Deploy without scripting. Certified security at scale.

Sync anything between Salesforce and ServiceNow

Sync any work item, field, and relationship bidirectionally.

Salesforce

Supported object types

Tasks Cases Contacts Accounts Leads Opportunities + All native & custom objects

Supported field types

Comments Attachments Sub-tasks Multi-level hierarchies Rich text Subject First name Last name Description Status Stage Owner Priority Due date Close date Case type Amount Forecast category Expected amount Account Full custom field support

ServiceNow

Supported object types

Tasks Incidents Cases + Any table (native & custom)

Supported field types

Comments Attachments Multi-level hierarchies Rich text Description State Assigned to Priority Task type Category and subcategory Created by Active Assignment group Caller Escalation Impact Number Dates Opened by Resolved by Full custom field support

Trusted by Fortune 500 companies and global brands

Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as case priority, incident severity, account owner, assignment group, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Salesforce custom fields and ServiceNow table fields — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping accounts, cases, incidents, and change requests fully intact across Salesforce and ServiceNow.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Salesforce and ServiceNow — including public customer-facing comments and internal work notes — so sales, CS, and IT service teams always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

Watch Salesforce and ServiceNow sync both ways

This 5-minute demo builds a sync between two tools from scratch: pick what to sync, map the fields, then watch a change in one tool land in the other. Your fields will differ. The steps won't.

Demo video:
Salesforce and ServiceNow 2-Way Sync

Enterprise-grade sync without the enterprise-grade complexity

Enterprise integration tools handle service-sales coordination at scale, but they require certification, scripting, and multi-week rollouts. Unito handles the same workflows between Salesforce and ServiceNow with rules anyone on the team can configure.

Abstracted complexity

Connect Salesforce and ServiceNow with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations. Customers report saving ServiceNow licences costs by giving customer-facing teams visibility through Salesforce instead.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
Abstracted complexity
Lower total cost of ownership
Scalability and resilience

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

Give account teams IT service visibility without extra seats

Account management asks about a change request blocking a renewal. CS needs to know when a service request resolves. Unito syncs both tools bidirectionally so each team sees what they need in the tool they already use.

Sync change requests with Salesforce cases

A change request becomes a linked Salesforce case carrying status, priority, and assignment group. When IT completes the change, Salesforce reflects status automatically.

Preserve public and internal comment visibility

Public comments flow both ways. Flow rules control whether internal work notes sync as private or public. Customer teams contribute from Salesforce. IT keeps internal notes private.

Control field sync direction per flow

Not every field syncs both ways. Change descriptions flow to Salesforce. Case comments flow back. Work notes stay private unless surfaced.

Advanced syncing use cases for Salesforce ServiceNow workflows

Change request to case sync

Change requests sync to Salesforce cases so customer-facing teams see IT-managed work. Status, priority, and assignment group sync bidirectionally. The account team sees real-time progress. IT sees customer impact.

Public and internal comment sync

Customer-facing comments sync between tools. Internal work notes stay private by default. Per-flow rules decide which comments cross over. Account managers contribute from Salesforce without touching ServiceNow.

Custom field and lookup sync

Custom fields on both sides stay synced as values change. Lookup fields resolve to the right referenced record. A renewal date on the Salesforce case maps to the right customer record in ServiceNow.

See how you can sync Salesforce and ServiceNow with Unito

Book time with an integration expert who can map your specific workflow before you commit to a sync strategy.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations ↗

About ServiceNow

ServiceNow functions as a digital help desk for organizations that want cloud-based solutions for IT, HR, customer service, and other departmental needs.

Learn more about Unito's ServiceNow integrations ↗

Frequently asked questions about Salesforce and ServiceNow

How does Unito compare with other ways to integrate Salesforce and ServiceNow?

Unito keeps Salesforce Cases and ServiceNow Cases in a bidirectional sync, with comments and attachments carried across, rather than logging one-off cases. For a fuller look at the options, see our Salesforce + ServiceNow integration guide.

Do internal ServiceNow work notes stay private when synced to Salesforce?

Yes. Flow rules control what syncs and where. Internal work notes can be excluded or mapped to private fields in Salesforce.

Does the sync support Salesforce cases and ServiceNow incidents in both directions?

Yes. Salesforce Cases and ServiceNow Incidents can sync bidirectionally, with fields like incident State and Description and case Subject set two-way. Updates arrive via webhooks or polling, so timing depends on the plan rather than being guaranteed real-time.

Do custom fields map between Salesforce and ServiceNow, and in which direction?

Yes. Unito maps custom fields by type (text to text, number to number, date to date), and most types can fall back to a text field. Each mapping is set one-way or two-way on its own, though some fields stay one-way when the other tool has no equivalent.

Can I sync only some Salesforce or ServiceNow records rather than everything?

Yes. Rules limit a flow to records matching specific tags, assignees or statuses, and every condition on a rule must be met for a record to sync. Rules can also act on synced items, such as auto-assigning them to a specific person.

What access does setup need, and does it require a developer or API work?

No coding is needed: Unito is point-and-click, and a flow can be built in minutes. ServiceNow can add admin steps, for example a security_admin granting a journal-entry role to each flow builder before private work notes can sync.

Do comments and attachments carry across between Salesforce and ServiceNow?

Yes. Comments and attachments sync on both Salesforce and ServiceNow, and attachments on Salesforce Cases are a two-way field. For most connectors, comment sync carries new comments, not later edits, posted under the flow builder’s account with the original commenter’s name shown.

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