Update Jira Issue automatically when Salesforce Record is updated Content Image

  • Create Record-Triggered Flow .
  • In Configure Start, choose the needed Salesforce object, select A record is updated under Configure Trigger.

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  • In the Action element, choose Peeklogic Edit Jira Issue action.

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  • Enter sObjectId: Record -> Id.

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If an organization has multiple Automate Integrations for a single Issue Type of specific Project within a Salesforce object, employ the Peeklogic Edit Issue by IssueKey action instead of Peeklogic Edit Jira Issue. Prior to that, include two Get Records elements in the process.

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The one is used to retrieve the record of Peeklogic Object Connect object and set filter: Name -> Equals -> Record.Id.

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Next one – in order to get record of Peeklogic Jira Issue object and set filter: peeklogic_jc__Object_Connect_c -> Equals -> Get_Object_Connect.Id.

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In Action element Peeklogic Edit Issue by IssueKey, populate values:
automationId: Id of Automate Integration that is created in Peeklogic Setup. Create Automate Integration.
executeAsynchronously: GlobalConstant.True
issueKey: Get_Jira_Issue.peeklogic_jc__Issue_Key__c
recordId: Record.Id

 

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Match elements as shown below.

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If a Salesforce object record is linked to multiple Jira Issues that require updates, perform the necessary modifications:

  • In the Get Records element of Peeklogic Jira Issue object select ‘All records’ and add this collection in the Loop element.

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  • In Action element Peeklogic Edit Issue by IssueKey, edit value:
    issueKey: Loop_Name of Loop element.peeklogic_jc__Issue_Key__c

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  • Match elements as shown below.

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  • Save and activate Flow.

 

Video of configurations

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