Set up the Salesforce spoke
-
- UpdatedAug 1, 2024
- 8 minutes to read
- Xanadu
- Now Platform Capabilities
Integrate your Salesforce account with your ServiceNow instance. Create a custom OAuth application in Salesforce and authenticate requests from ServiceNow.
Before you begin
- Request an Integration Hub subscription
- Activate Salesforce spoke
- Role required: admin
- To setup the spoke using OAuth authorization template, see Option 1: Set up the Salesforce spoke using OAuth authorization template.
- To setup the spoke using JWT signing key, see Option 2: Set up the Salesforce spoke using JWT signing key.
Create a connected app in Salesforce
Create a connected app in your Salesforce account to enable OAuth 2.0 authentication with the Salesforce spoke.
Before you begin
- Salesforce account
- Role required: Salesforce admin
About this task
Procedure
Result
Option 1: Set up the Salesforce spoke using OAuth authorization template
Integrate your Salesforce account with your ServiceNow instance. Create a custom OAuth application in Salesforce and authenticate requests from ServiceNow using OAuth authorization template.
Before you begin
- Create a connected app in Salesforce
- Role required: admin
Procedure
Option 2: Set up the Salesforce spoke using JWT signing key
Integrate your Salesforce account with your ServiceNow instance. Create a custom OAuth application in Salesforce and authenticate requests from ServiceNow using JWT signing key.
Before you begin
- Create a connected app in Salesforce
- Role required: admin
Attach a Java Key Store certificate to the Salesforce spoke
Enable the JSON Web Token (JWT) Bearer Grant token authentication by attaching a valid Java KeyStore (JKS) certificate to the Salesforce spoke.
Before you begin
- Valid Java KeyStore certificate
- Role required: admin
Procedure
Result
Create a JWT signing key for the Salesforce spoke
Create a JSON Web Token (JWT) signing key to assign to your Java KeyStore certificate.
Before you begin
Procedure
Result
Create a JWT provider for the Salesforce spoke
Add a JSON Web Token (JWT) provider to your ServiceNow instance.
Before you begin
Procedure
Result
Register Salesforce as an OAuth Provider
Use the information generated during Salesforce connected app configuration to register Salesforce as an OAuth provider and enable the instance to request OAuth 2.0 tokens.
Before you begin
Procedure
Result
Create credential records for the Salesforce spoke
Create Credential records for the Salesforce connected app that you created. The Salesforce spoke connection and credential alias use these credentials to authorize actions.
Before you begin
Procedure
Result
Create connection records for the Salesforce spoke
Create connection records for your Salesforce account. The Salesforce spoke connection and credential alias use these connections to perform actions in Salesforce.
Before you begin
Procedure
Result