SALESFORCE AND SERVICENOW INTEGRATION

Connect Salesforce and ServiceNow with two-way sync

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

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

Trusted by Fortune 500 companies and global brands

Sync anything between Salesforce and ServiceNow

Sync any work item, field, and relationship bidirectionally.

Salesforce

Supported object types

Cases Opportunities Accounts Leads Contacts Campaigns + All additional native objects + All custom objects

Supported field types

String fields Number fields Datetime fields User fields Boolean fields Picklists Comments Currency Percent Double References IDs Attachments Full custom field support

ServiceNow

Supported table types

Incidents Cases Problems Requests Request items Catalog tasks + All additional native tables + All custom tables

Supported field types

String fields Number fields Datetime fields User fields Boolean fields Assignment groups Choices Comments Durations Integers Lists References IDs Attachments Full custom field support

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.

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.

SOC 2 Type 2 certified

GDPR and CCPA compliant

  • SSO
  • End-to-end encryption
  • 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.

Schedule your free demo

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

Are Salesforce and ServiceNow the same platform?

No. Salesforce is a CRM for sales, marketing, and customer service. ServiceNow is an IT service management platform. They serve different teams.

Does syncing Salesforce with ServiceNow require Integration Hub?

No. Unito connects to ServiceNow through the REST API. An Integration Hub licence is not needed.

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. Cases and incidents sync bidirectionally. Status, priority, and assignment updates flow both ways in real time.

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