SolarWinds Service Desk + Salesforce Integration

Integrate Salesforce to SolarWinds Service Desk in one click, or tell Integrately AI how you want each case handled. Log service tickets, route incidents to technicians, update your CRM records, and track asset changes automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • SolarWinds Service Desk
    User is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Incident is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Risk is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Solution is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Change is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Contract is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Hardware is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Problem is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Task is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Asset is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Release is created in SolarWinds Service Desk
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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Ready Workflows Ready Workflows for Salesforce + SolarWinds Service Desk Integration

Create incidents, log service requests, keep CRM records updated, alert your support team, and track asset changes, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Salesforce + SolarWinds Service Desk flow

Streamline handovers, notify stakeholders, and update external tracking systems the moment your core automation runs. Pick a combination and activate it in one click.

SolarWinds Service Desk
Salesforce
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Jira Software CloudJira Software Cloud (2)
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SlackSlack (2)
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Microsoft TeamsMicrosoft Teams (2)
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ZendeskZendesk (2)
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Google DriveGoogle Drive (2)
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ConfluenceConfluence (2)
S
S
J
Create a SolarWinds Service Desk incident from a new Salesforce case, and log a corresponding issue in Jira Software Cloud.
Salesforce cases immediately generate SolarWinds Service Desk incidents and corresponding Jira Software Cloud issues without manual entry.
S
S
J
When a SolarWinds Service Desk incident is created, update the Salesforce case and create a tracking issue in Jira Software Cloud.
Keep Salesforce and Jira Software Cloud updated whenever a new SolarWinds Service Desk incident is logged.

Supported triggers and actions for SolarWinds Service Desk and Salesforce

Mix and match to build the exact automation you need

SolarWinds Service Desk
SolarWinds Service Desk Triggers & Actions
User is created in SolarWinds Service Desk
Triggers the automation when a new user is created
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Incident is created in SolarWinds Service Desk
Triggers the automation when an incident is created
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Risk is created in SolarWinds Service Desk
Triggers the automation when a risk is created
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Solution is created in SolarWinds Service Desk
Triggers the automation when a solution is created
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Change is created in SolarWinds Service Desk
Triggers the automation when a particular change occurs
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Contract is created in SolarWinds Service Desk
Triggers the automation when a new contract is created
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Hardware is created in SolarWinds Service Desk
Triggers the automation when new hardware is created
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Problem is created in SolarWinds Service Desk
Triggers the automation when a new problem is created
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Task is created in SolarWinds Service Desk
Triggers the automation when a new task is created
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Asset is created in SolarWinds Service Desk
Triggers the automation when a new asset is created
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Release is created in SolarWinds Service Desk
Triggers the automation when a new released is created
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Create incident in SolarWinds Service Desk
Generates a new incident report
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Create solution in SolarWinds Service Desk
Logs a new solution
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Create contract in SolarWinds Service Desk
Generates a contract document based on particular criteria
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Create hardware in SolarWinds Service Desk
Logs new hardware into the system
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Create problem in SolarWinds Service Desk
Logs a new problem
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Create change in SolarWinds Service Desk
Logs a new change
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Create asset in SolarWinds Service Desk
Generates a new asset
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Create user in SolarWinds Service Desk
Generates a new user account
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Create release in SolarWinds Service Desk
Logs a new release
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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Salesforce + SolarWinds Service Desk?

Streamline your IT service management by connecting CRM records directly to your support workflows.

What you can automate?
🔄
Create incidents from new cases
Automatically generate a SolarWinds Service Desk incident whenever a new case is logged in Salesforce. Eliminate manual data transfer between your CRM and service desk.
📋
Capture every submitted field
Map all available Salesforce case fields into separate SolarWinds Service Desk attributes instead of just basic contact details. Your service desk receives full context for every request.
🔔
Notify your support team instantly
Trigger instant team alerts the moment an incident is generated from a Salesforce record. Keep technicians informed and ready to respond without delay.
🔀
Route based on case priority
Execute different workflows depending on the priority level submitted in your Salesforce case. Send urgent requests to specialized support queues automatically.
📝
Keep records synchronized
Update Salesforce records automatically whenever a SolarWinds Service Desk incident changes status. Keep your CRM and IT desk in permanent alignment.
🔍
Prevent duplicate records
Search existing service desk entries before creating new ones to prevent clutter. Ensure clean data management across both platforms.
Handle later status events
Trigger automated updates in Salesforce when a SolarWinds Service Desk incident is resolved or closed. Keep customer success informed of ticket progress.
💬
Extend your workflow to Slack
Connect your core automation to Slack for team announcements. Broadcast critical incident updates directly to your support channel.
And much more...

Who is Salesforce + SolarWinds Service Desk integration for?

Connecting Salesforce and SolarWinds Service Desk eliminates manual data entry, bridging CRM records and IT service management for faster issue resolution.

IT Operations Directors
IT Operations Directors
Customer Support Leads
Customer Support Leads
Client Success Managers
Client Success Managers
Helpdesk Technicians
Helpdesk Technicians
Sales Managers
Sales Managers
IT Asset Managers
IT Asset Managers
📈
IT Operations Directors
You report on support tickets and service metrics, but your logs are always stale because technicians manually transfer data from Salesforce — automating both apps means every new case populates your service desk instantly and your metrics stay current.
Customer Support Leads
You need to act fast when critical client issues arrive, but delays in logging service requests leave your team in the dark — connecting these apps means every high-priority customer case triggers a service desk incident the moment it is saved.
🤝
Client Success Managers
You answer to enterprise clients who want to see progress on reported bugs, but finding ticket statuses requires searching multiple systems — this integration means all your Salesforce account updates reflect immediately in your service workflows.
📊
Helpdesk Technicians
The volume of incoming support requests is too high for anyone to keep up by hand, leading to missed client requests and frustrated customers — automating both apps means incoming customer inquiries flow straight into your queue without manual copying.
💼
Sales Managers
You own the next account review step and depend on upstream handovers from support to understand client health, but broken communication channels hide critical ticket escalations — this integration means sales and support records stay perfectly aligned.
📁
IT Asset Managers
You need a reliable history of hardware changes and technical service requests, but manual entry leaves frequent gaps in your tracking history — connecting these apps means every incident and service log is recorded accurately from end to end.
Our team

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Why choose Integrately to automate SolarWinds Service Desk + Salesforce

Build and manage your SolarWinds Service Desk + Salesforce automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect SolarWinds Service Desk + Salesforce with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Frequently Asked Questions

How do I connect Salesforce to SolarWinds Service Desk?
Frequently Asked Questions
You can connect Salesforce to SolarWinds Service Desk instantly using ready-made templates or Integrately AI. With 1-click setup, your apps link together alongside tools like Slack, Microsoft Teams, and Jira Software Cloud.
Can I automatically create SolarWinds Service Desk incidents from Salesforce cases?
Frequently Asked Questions
Can I connect Salesforce, SolarWinds Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Salesforce and SolarWinds Service Desk?
Frequently Asked Questions
How are Salesforce cases handled in this integration?
Frequently Asked Questions
How does SolarWinds Service Desk manage incoming incident data?
Frequently Asked Questions
Do I need coding skills to automate Salesforce and SolarWinds Service Desk?
Frequently Asked Questions
Is the Salesforce and SolarWinds Service Desk integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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