Create Salesforce Record when Jira Issue is created Content Image

  • Create Record-Triggered Flow.
  • In Configure Start, choose the Peeklogic Jira Issue object, select ‘A record is created’ under Configure Trigger.

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  • Set condition in Configure Start: peeklogic_jc__Object_Connect__c -> Is Null -> True.

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  • In Create Records elements, choose the Salesforce object in which the record should be created and associated with the Jira Issue.

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  • Fields of Jira Issue can be mapped to fields of Salesforce Record under Set Field Values for the Salesforce object in Create Records element.
  • Follow the link in order to deploy Jira fields to Salesforce.

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  • In Create Records elements, choose the Peeklogic Object Connect object. Record of Peeklogic Object Connect object serves as a connector between Jira Issue and Salesforce record in Salesforce.

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  • Under ‘Set Field Values’ put values:
  • SF Object Id -> {!Create_Case.Case ID}
  • JIRA_Keys -> Create a resource with Type formula and Data Type text. In the formula put

      ‘[“‘ & {!$Record.peeklogic_jc__Issue_Key__c} & ‘”]’

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  • In the Update Records element select ‘Use the peeklogic jira issue record that triggered the flow’. Under Set Field Values, leave peeklogic_jc__Object_Connect__c -> {!Create_Object_Connect}

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Save and activate Flow.

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