Reference for integration between BMC Helix ITSM and ServiceCloud by using BMC Helix iPaaS


You can integrate BMC Helix ITSM with Salesforce Service Cloud to synchronize incidents and cases between the two applications. When an incident is created in BMC Helix ITSM, a corresponding case is created in Service Cloud, and the converse is true. You can also synchronize comments and data between the cases and incidents.

BMC Helix Multi-Cloud Broker, along with BMC Helix iPaaS provides the Sync_BMC_Helix_ITSM_incident_and_Salesforce_ServiceCloud_case.json integration template that you can use to integrate BMC Helix ITSM with Service Cloud. You configure the integration in BMC Helix Multi-Cloud Broker and deploy the integration template to your BMC Helix iPaaS environment.

List of project variables

The following sections describe the variables that you can update as per your requirements:

  • BMC Helix iPaaS variables:

    Project variable

    Action

    BHIP_API_NAME

    Enter the name for the API that is created in BMC Helix iPaaS to receive BMC Helix Multi-Cloud Broker webhook requests.

    The default value of this variable is BMCHelixITSMIncidentAndServiceCloudCase.

    BHIP_API_User_Roles

    Enter comma-separated values of the user roles assigned for the BMC Helix iPaaS API.
    Only a user with these roles can access the APIs. Leave this value blank to restrict access only to administrators.

    BHIP_MCB_API_Profile_User_Name

    Enter the user name for the security profile used with the BMC Helix iPaaS BMC Helix Multi-Cloud BrokerAPI.

    The integration template creates an API in BMC Helix iPaaS to handle requests from BMC Helix Multi-Cloud Broker.

    BHIP_MCB_API_Profile_User_Password

    Enter the password for the security profile used with the BMC Helix iPaaS BMC Helix Multi-Cloud Broker API.

    The integration template creates an API in BMC Helix iPaaS to handle requests from BMC Helix Multi-Cloud Broker.

    BHIP_Vendor_API_Profile_Type 

    The integration templates create APIs to accept requests from a vendor.

    Enter one of the following API authentication mechanisms that you want to use with this Service Cloud API:

    • BASIC
    • ANONYMOUS
    • APIKEY

    BHIP_Vendor_API_Profile_User_Name

    Enter the user name for the security profile that you want to use with the Service Cloud API. 

    Important: Provide a value for this variable, only if you select the BASIC option in BHIP_Vendor_API_Profile_Type.

    BHIP_Vendor_API_Profile_User_Password

    Enter the password for the security profile that you want to use with the Service Cloud API. 

    Important: Provide a value for this variable, only if you select the BASIC option in BHIP_Vendor_API_Profile_Type.

    BHIP_Vendor_API_Profile_ApiKey_Name

    Enter the APIKEY name for the security profile that you want to use with the Service Cloud API. 

    Important: Provide a value for this variable, only if you select the APIKEY option in BHIP_Vendor_API_Profile_Type.

    BHIP_Host

    Enter the BMC Helix iPaaS instance URL where you want to run this project.

    Important: Make sure that you do not enter any leading and trailing spaces.

    BHIP_User_Name

    Enter the user name for the BMC Helix iPaaS instance.

    BHIP_User_Password

    Enter the password for the BMC Helix iPaaS instance.

    Enable_BMC_Helix_To_Vendor_Integration

    Enable the creation and updates of Service Cloud cases from BMC Helix ITSM incidents.
    By default, this variable is set to true. If you want to disable updates of Service Cloud cases, set the default value to false.

    Enable_Vendor_To_BMC_Helix_Integration

    Enable the creation and updates of BMC Helix ITSM incidents from Service Cloud cases.
    By default, this variable is set to true. If you want to disable updates of BMC Helix ITSM incidents, set the default value to false.

  • Service Cloud variables:

    Important

    You must register the BMC Helix iPaaS API (Service Cloud to MCB) URL in Remote Site Setting in Salesforce Service Cloud. This ensures that Salesforce Service Cloud whitelists the URL and enables a custom code to call the BMC Helix iPaaS API (Service Cloud to MCB) URL.

    Project variable

    Action

    ServiceCloud_User_Name

    Enter the user name that enables you to interact with Salesforce Service Cloud.

    ServiceCloud_User_Password

    Enter the password for the user name that you provided.

    ServiceCloud_Security_Token

    Enter the API security token for Salesforce Service Cloud if the user requires it.

    ServiceCloud_Apex_Name

    Change the value, if required.

    The default value of this variable is BHIP_SFSC_MCSM.

    ServiceCloud_Host

    Enter the Service Cloud instance URL in the following format:

    [http/https]://[host name and port]

    Important: Make sure that you do not enter any leading and trailing spaces.

    ServiceCloud_Apex_Case_Create_Filter

    Enter a trigger condition in the SOQL format to filter cases from Service Cloud; for example, enter Status = 'Escalated'.

    ServiceCloud_Apex_Case_Update_Filter

    Enter a trigger condition in the SOQL format to filter cases from Service Cloud; for example, enter Status = 'Escalated'.

  • BMC Helix Multi-Cloud Broker variables:

    Project variable

    Action

    MCB_Host

    Enter the BMC Helix Multi-Cloud Broker host URL to which Service Cloud cases should be synchronized.

    Important: Make sure that you do not enter any leading and trailing spaces.

    MCB_User_Name

    Enter the user name that enables users to interact with BMC Helix Multi-Cloud Broker.

    MCB_User_Password

    Enter the password for the provided username.

    MCB_Vendor_Name

    This variable is autopopulated. You must not change the value.

    MCB_Assigned_Group

    Enter the name of the support group to which you want to assign the incident.

    MCB_Assigned_Support_Organization

    Enter the name of the support organization to which you want to assign the incident.

    MCB_Assigned_Support_Company

    Enter the name of the support company to which you want to assign the incident.

    MCB_Assigned_Company

    Enter the name of the company for which you want to create the incident.

    MCB_Assigned_Company_Id

    Enter the ID of the company for which you want to create the incident.

    MCB_Assigned_Business_Unit

    Enter the name of the business unit to which you want to assign the incident.

    The following variables are inputs from BMC Helix ITSM. Either enter values for these variables or map appropriate Service Cloud fields if the data is available:

    Project variable

    Action

    ITSM_Company_Name

    Enter the company name for which the integration template needs to be run; for example, Apex Global.

    ITSM_Customer_First_Name

    Enter the first name of the BMC Helix ITSM customer.

    ITSM_Customer_Last_Name

    Enter the last name of the BMC Helix ITSM customer.

    ITSM_Incident_Type

    Enter any of the following incident types for which a corresponding Service Cloud case should be created:

    • User Service Restoration
    • User Service Request
    • Infrastructure Restoration
    • Infrastructure Event
    • Security Incident

    The default value of this variable is set to User Service Restoration.

 

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