Installing and configuring Service Exchange for Consumers

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As a consumer, follow these steps to set up the Service Exchange for Consumers application in your own instance.

    Pre-installation checks

    Check glide.servlet.uri property: Ensure that the glide.servlet.uri property in the Glide instance is set to the correct instance URL. An issue can occur when an instance is cloned from production, but still refers to the production URL for the glide.servlet.uri property.

    Tabelle : 1. Setting up Service Exchange for Consumers
    Task Link
    Install the Service Exchange for Consumers application. See Install Service Exchange for Consumers.
    Add Service Exchange roles for consumers. See Personas for consumers.
    Register with a provider. See Connect to a provider.
    Activate entitlements. See Activate a remote record producer in Service Exchange.
    Configure consumer pre-flows. See Service Exchange consumer pre-flows.
    Add authorized users. See Add an authorized user.
    Create transforms. See Create a transform in Service Exchange.
    Create remote tasks to sync data. See Create remote tasks to sync data.
    Configure settings. See Configure settings on the consumer instance.