Build Salesforce Report on Jira issues and Accounts (or any other Salesforce Object)

Home Salesforce Q&A Peeklogic Jira Connector Build Salesforce Report on Jira issues and Accounts (or any other Salesforce Object)

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Navigate to Peeklogic Jira Connector Setup page / Report / Show Configurations

– Make sure that Enable Report Data Generation is set to Active

– Click on “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.

 

 

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Use buttons “Add Jira Field” and “Add Jira Lookup” – to add fields available for reporting as well as for 2 way sync

– Just click on Add Jira Field button / Deploy Field. – this will create a field on a custom object “Jira Issues”. Create as many fields as needed for Reporting.

– Click on “Add Jira Lookup” / Deploy Field – to add a relationship for Jira Issues object with the parent object, for example Account

– After fields and lookups are created – add them the the page layout.

Mapped fields will appear in the Mapped SF Object section.

In case you are using Jira Cloud – skip further steps in this manual and proceed to Enabling Real time integration manual: https://www.peeklogic.com/forums/topic/enable-real-time-sync-from-jira-to-salesforce/

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If you are using 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.

To Create a Scheduled job, click “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

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Now you could just configure Salesforce using standard Salesforce reporting capabilities

 

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