Salesforce connector : How to keep links to Jira alive when moving to cloud ?

Frederic Provot

Hi

We are migrating from Jira server to Jira cloud. 

I am concerned with the salesforce server which is linked to Jira using until now Jira Server For Salesforce connector. I have installed now Jira Cloud For Salesforce package.

Salesforce cases are currently linked to Jira server objects (bugs, epics...).
In order to keep the links fonctionnal after migration to Jira cloud, what must be done in Salesforce?

We have changed the triggers and layouts in order to use the new objects of the package JCFS instead of JSFS. That's ok.

Question is : I suppose that salesforce cases contains a Jira reference to Jira server bugs in some fields from JSFS package. How to migrate that to a Jira Cloud reference (JCFS Package fields), so that synchronisations will continue to work when the cloud is active? Do we have to copy some data from an old field to a new field in Salesforce, or just installing the JCFS package is enough?

Thanks
Frederic Provot

Christophe De Beule

Dear @Frederic Provot

 

My name is Christophe and I am a solution engineer @ Exalate.

You can use Exalate for various use cases from migration to a perfect bi-directional synchronization between Salesforce & Jira.

With Exalate you don't have to worry about changes being made on each side because the solution boasts a unique decentralized approach.

You can easily fetch Account and contact information, as any related object from Salesforce to a Jira ticket, and vice versa while providing full autonomy to each side of the connection.

You also can automate this process via triggers so you don't have to worry about manual work in the future.

Please feel free to book a demo to see how Exalate fits your use case or explore how the solution works here

 

Thank you in advance and kind regards,

Christophe De Beule