I'm using Connector for Salesforce and Jira in order to sync jira tickets with some SF objects.
How can I automate the following?
When jira issue is created create a SF task automatically?
Currently it requires manual clicks from every ticket
Hi Valerie, Aaron here from the ServiceRocket Support team.
You can automate the Salesforce Object creation by adding the post-function "Create Object" to the Create transition" :
Configuring workflow post functions in Jira
Make sure to add the available objects (Connection configuration), Bindings, and Mappings first. In addition, take a look at the matrix field guide to know which fields are compatible between SF and Jira when configuring the mapping:
Jira Field Type to Salesforce Field Type compatibility
Regards
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