Reporting of Jira Issue and Salesforce Objects
Navigate to Peeklogic Jira Connector / Setup page / Report / Show Configurations.
– Make sure that Enable Report Data Generation is set to Active.
– Click on the ‘Sync Jira Issue SObject’ button to run a background job. It’s needed only one time and only if this feature was turned off before.
Create Named Credentials to current org
Deploy Jira Fields
Use the button ‘Add Jira Field’ – to add fields available for reporting as well as for 2 way sync.
Just click on Deploy Field – this will create a field on a custom object ‘Jira Issues’. Create as many fields as needed for Reporting.
Deploy Jira Lookups
Use the button ‘Add Jira Lookup’ – to add a lookup field available for reporting as well as for 2 way sync.
Click on ‘Deploy Field’ – to add a relationship for the Jira Issues object with the parent object, for example, Asset.
After fields and lookups are created – add them to the page layout.
Mapped fields will appear in the Mapped SF Object section.
Scheduled Job
In case you are using Jira Cloud – skip further steps in this manual and proceed to Enabling Real time integration manual. Real time Synchronization
If you are using the Jira Server version, or for some reason don’t install our Jira Cloud Extension, you could configure scheduled jobs to keep your Jira Issues inside Salesforce updated.
For Jira Server Real time Synchronization you can create Webhooks in Jira.
To Create a Scheduled job, click the ‘New Scheduled Job’ Button.
Fill Name, and select period, for example 30 minutes. This will keep your Jira issues in Salesforce up to date every 30 minutes.
Now you could just configure Salesforce using standard Salesforce reporting capabilities.
