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Salesforce Service Cloud Integration

The Salesforce Service Cloud integration connects your Expiration Reminder account to Salesforce Service Cloud so that upcoming expiration deadlines can be turned into Salesforce Service Cloud cases automatically. Renewals appear in the workspace your team already uses, alongside the rest of your work.

 Before you begin

Make sure you have the following ready:

  • An active Expiration Reminder account with permission to manage integrations.
  • A Salesforce Service Cloud account with permission to authorize third-party access.
  • The documents, licenses, or certifications you want to monitor already added in Expiration Reminder, each with an expiration date.
How to set up the Salesforce Service Cloud integration
  1. Sign in to your Expiration Reminder account.
  2. Go to Settings > Integrations.
  3. Find Salesforce Service Cloud in the list of available integrations and click Connect.
  4. In the authorization window, sign in with your Salesforce Service Cloud credentials and approve the requested access.
  5. Choose which records should create cases and how many days before each expiration date a case should be created.
  6. Save your settings. The integration is now active.
What syncs and what triggers a case

After setup, Expiration Reminder monitors the expiration dates of the records you selected. When a record reaches the lead time you configured, the integration creates a case in Salesforce Service Cloud that includes the item name and its expiration date so your team has the context to act.

You control which categories of records create cases and how far in advance, so your workspace stays focused and uncluttered.

Managing renewal cases in Salesforce Service Cloud

Renewal cases behave like any other Salesforce Service Cloud case. You can assign owners, set due dates, track progress, add notes, and close them once the renewal is complete. Your team manages renewals using the Salesforce Service Cloud workflow they already know.

Troubleshooting
  • Cases aren't being created. Confirm the integration shows as connected in Settings > Integrations, and that the records you expect have a valid expiration date within your configured lead time.
  • The connection failed during setup. Make sure you approved the requested Salesforce Service Cloud permissions, then try connecting again.
  • The connection stopped working. If your Salesforce Service Cloud access changed, reconnect the integration to refresh authorization.
Frequently asked questions

Will this create duplicates? No. Each monitored record creates a case once as it approaches its configured lead time.

Can I choose which records create cases? Yes. You decide which categories of records are included and how far in advance.

Is there an extra cost? The integration is available on all Expiration Reminder plans. A Salesforce Service Cloud account is required separately.