Create Automate Integration
‘Automate Integration’ empowers users to seamlessly map Jira Issue fields with corresponding Salesforce fields for automated creating/updating Jira Issue, or alternatively, users can specify custom values for these fields as needed. This streamlined integration enhances efficiency and accuracy in data synchronization between Jira and Salesforce platforms, ultimately facilitating a more cohesive and interconnected workflow.
- In the Projects Setting tab, choose the necessary Jira Project and Issue Type. Use the ‘New Automation’ button in the Automate integration tab to create a new one.
- Provide Process Name, choose Salesforce Object and Save Automate Integratio
Fields Mapping
To populate values in Jira Fields through field mapping, click ‘+Add’ and select a desired Jira Field. For mapping a Salesforce Field, choose ‘Field Reference’ under Type, and then select the Salesforce Field with the appropriate type corresponding to the Jira Field. Opt for ‘Default value’ type to specify a custom value for the Jira Field.
When mapping Jira fields that include Jira users,map each Jira user to corresponding Salesforce users. To achieve this, simply click on the upward arrow icon to initiate the mapping process.
Locate the necessary Jira and Salesforce users, click ‘+Add’, and then simply close the window.
Alternatively, use the button ‘Compare all active users by Email’, which can be found by clicking on the arrow, and then Salesforce Users will be automatically mapped to Jira Users via email addresses.
Map two Salesforce users to a single Jira user (in cases where a Salesforce user does not have a corresponding user in Jira).
Mapping a single Salesforce user to multiple Jira users is not feasible.
Status Change Options Mapping
To map Salesforce values from Jira Issue Statuses, start by selecting the Salesforce field among those offered under Status Change Options Mapping.
Draw parallels between the respective values of Salesforce field and Jira Transition.
Workflow can be downloaded in order to map the Statuses of Jira and Salesforce. This holds particularly true when dealing with a Team Managed Project. First thing first to get the Workflow from Jira:
- In Jira, locate the necessary Project and navigate to the Project Settings. Then, go to Request Types (for Service projects) or Issue Types (for all other project types). Open the console, switch to the Network tab, and clear the list for easier future reference to find the required request. Click on the ‘Edit Workflow’ button.
- Find a request titled ‘workflow’.
- Click on this request and navigate to the Response tab.
- Select everything that is there and copy it to the clipboard. Using a code editor, save the copied text in JSON format.
- Proceed to the Salesforce settings. Choose the Salesforce field for mapping, upload the file with the Jira Workflow and configure the mapping of Statuses as mentioned earlier.
Issue Watchers
Jira Watchers can be mapped to Salesforce users:
- Map default Jira User.
- Or choose the Salesforce field and map Salesforce users to Jira users.
!Friendly reminder
- Map two Salesforce users to a single Jira user (in cases where a Salesforce user does not have a corresponding user in Jira).
- Mapping a single Salesforce user to multiple Jira users is not feasible.
Save The Result In The Object Field
This functionality provides the capability to store an Issue Key within a designated field on the respective object, facilitating efficient tracking and reference within the system.
!After completing configurations Automate Integration, enable ‘Active’ checkbox and clock on the ‘Save All Changes’.
Generated ‘Process ID’ should be used in Apex Action directly in flow.
