Create Jira Issue Sub-Task Automatically from Salesforce Flow or Process Builder

Home Salesforce Q&A Peeklogic Jira Connector Create Jira Issue Sub-Task Automatically from Salesforce Process Builder or Flow

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Navigate to Peeklogic Jira Connector Setup / Project Settings / Select Project / Select Issue Type / Automate Integration

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Select a Text Field – Where You Would Like to Save Parent Jira Issue ID

We will use this field later when configuring automation to create Jira Issue Sub-Tasks at Steps below. In our case we created a custom text field for this purpose “Parent Issue Key” and will map it to save Parent Jira Issue ID inside of it.

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Use the “Process ID” from Previous Step in Salesforce Process Builder – To Configure Automated Jira Issue Create from Salesforce Process Builder

Paste Process ID into the process builder. Refer to more detailed manual available at our web page for this step:

Automate Salesforce Jira Integration with Salesforce Process Builder | Create Jira Issue Automatically

 

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Configure Process to Automatically Create Sub-tasks from Salesforce with the help of Salesforce Process Builder or Flow.

Navigate to Peeklogic Jira Connector Setup / Project Settings / Select Project / Select Sub Task Jira Issue Type / Automate Integration / New Automation

Previous steps allowed to configure automation to create a parent Jira Issue, and we selected a filed on Cases object – where we’d like to save Parent Jira Issue ID. The following steps we’ll need to configure the similar processes by configuring fields mapping, to map our. You’ll see that field “Parent” became required. You’ll need to map it with the field where we saved Parent Jira Issue ID. In our case it’s “Parent Issue Key” field

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Create One more Process Builder or Salesforce Flow, using our Invocable Apex Class and mention Process ID from the previous step

More details are within this manual:

Automate Salesforce Jira Integration with Salesforce Process Builder | Create Jira Issue Automatically

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