automatic creation of a case in salesforce when correct fields are entered on the jira side?

Question

If a Jira ticket created without correct Account and Contact IDs, it will not create any case in Salesforce.

Is it possible that when the same Jira ticket is updated with the correct Account ID and Contact ID, a case is then created in Salesforce?

Kevin Lew _ServiceRocket_ · Answer

Hi @Efrat Barak Zadok

The connector that you are currently using should be Connector for Salesforce & Jira Cloud, which is different from the one Chad is using here.

This workaround is not going to work for Connector for Salesforce and Jira Cloud because the connector is missing the Remote Object Link field.

If you would like to discuss your use case with our support engineer, please feel free to contact us via our support portal:

- https://servicerocket-apps.atlassian.net/servicedesk/customer/portal/1/group/1/create/1

Cheers!

Efrat Barak Zadok · Answer

Is this answer the same if I am using the Cloud edition? @Kevin Lew _ServiceRocket_

Kevin Lew _ServiceRocket_ · Answer

Thanks for providing the Jira version @Chad_Lei!

Perhaps you can try this workaround:

* Create a new screen in your Jira with the Remote Object Link field(link with Account).

* Create a new status in your Jira project workflow (eg. Create Case status). Also, assign the screen that you have created in Step 1 to this transition.
* Add the *Push To Remote System* post function in the transition for Step 2 and publish the workflow

With this workaround, when you transition to the Create Case status, a screen will prompt out to ask you input the Salesforce Account, after entering the details, it will trigger the post function and create a Salesforce Case record in Salesforce.

Hope this can help you.