Update Salesforce Record Status automatically when Jira Issue Status is updated
- Follow the link to deploy Jira field.
- Create Record-Triggered Flow .
- In Configure Start, choose the Peeklogic Jira Issue object, select ‘A record is updated’ under Configure Trigger.
- Set condition for the Jira Issue peeklogic_jc__Status__c -> Is Changed -> True.
- In Update Records, select ‘Specify conditions to identify records, and set fields individually’ and choose a Salesforce object.
- Set condition for Salesforce object Id -> Equals -> Record > Object Connect > SF Object Id.
- In Set Fields Values for Salesforce Records, set Status <- Record > Status, if Statuses of a Salesforce object are the same as Statuses of Jira Issue.
If the statuses of a Salesforce object differ from the statuses of a Jira Issue, introduce a Decision element to examine the statuses of the Jira Issue.
Create Update Records elements for every outcome of the Decision element.
In every Update Records element, set a specific value for the Status field.
- Save and activate Flow.