Configuring Different Mappings Based on Record Types
To set up different field mappings depending on Record Types, follow these steps:
Access Peeklogic Setup
- Navigate to Peeklogic Setup in Salesforce.
- Open the Project Settings section.
Select Jira Project and Issue Type
- Locate the Jira Project and Issue Type that you want to configure field mapping for.
Create a New Mapping
- Go to the Manual Creation tab.
- Click on ‘New Automation’ to set up a new field mapping configuration.
- Select the appropriate Salesforce Object.
- Choose the specific Record Type for which this mapping should apply.
Define Field Mappings for the First Record Type
- Map the corresponding Jira fields and Salesforce fields based on your requirements for Record Type.
Save the Configuration
- Once you have completed the field mapping, click Save to store the changes.
Repeat for Other Record Types
- If additional Record Types require different mappings, repeat the steps above:
- Create a new mapping for each Record Type.
Define field relationships based on the specific requirements of each Record Type.
By following these steps, you can ensure that field mappings are tailored for each Record Type, enabling accurate data synchronization between Salesforce and Jira.
