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Connect Salesforce and SolarWinds Service Desk to unlock the power of automation

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Zapier makes it easy to integrate Salesforce with SolarWinds Service Desk - no code necessary. See how you can get setup in minutes.

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Salesforce
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Salesforce
1. Choose trigger event
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SolarWinds Service Desk
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SolarWinds Service Desk
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Create Asset" in SolarWinds Service Desk.

You’re connected!

Zapier seamlessly connects Salesforce and SolarWinds Service Desk, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It

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Practical ways you can use Salesforce and SolarWinds Service Desk

Match new hardware to accounts

When new hardware is added in SolarWinds Service Desk, Zapier updates the relevant account details in Salesforce. This automation ensures accurate record-keeping and provides engineers with real-time data alignment between asset management systems and CRM platforms.

Engineering
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Create incidents for closed Salesforce opportunities

When an opportunity is closed in Salesforce, Zapier automatically creates a corresponding incident in SolarWinds Service Desk. This helps IT teams proactively monitor and address any technical tasks or support requests tied to newly won deals, ensuring smoother operations without manual handovers.

IT

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Frequently Asked Questions about Salesforce + SolarWinds Service Desk integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and SolarWinds Service Desk

How do I set up the integration between Salesforce and SolarWinds Service Desk?

To set up the integration, access our integration platform, authenticate both Salesforce and SolarWinds Service Desk, and configure triggers and actions. For instance, if a new case is created in Salesforce (trigger), the integration can create a corresponding incident in SolarWinds Service Desk (action).

Can I customize what information gets transferred between Salesforce and SolarWinds Service Desk?

Yes, you can customize data mapping between the two platforms to ensure that only specific fields or sections are transferred. This customization happens during the action step where you define how data from a Salesforce trigger populates into a SolarWinds action.

What kind of triggers can be used for this integration?

Common triggers include new records such as cases or contacts being created in Salesforce. Each trigger can prompt an action within SolarWinds Service Desk like opening a ticket or updating an existing record.

Are there pre-built templates for common workflows?

Yes, we offer several pre-built templates allowing for quick setup of common workflows such as automatically creating tickets in SolarWinds when issues are logged in Salesforce. These templates help streamline the configuration process.

How does error handling work during the integration process?

Our platform provides detailed logging and error tracking capabilities. If an action fails due to incorrect configurations or data issues, you will receive notifications with information on how to troubleshoot and resolve these errors.

Can I test the integration before going live?

Yes, we recommend using our testing feature to run simulations of your integrations which allows you to verify that your triggers and actions are working as expected before fully activating them.

Is it possible to automate updates from SolarWinds back into Salesforce?

Absolutely. Just like forward integrations from Salesforce to SolarWinds, you can set triggers within SolarWinds (like status changes) that automate updates or notifications back into Salesforce as actions.

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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About SolarWinds Service Desk
Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.
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