Create SF tasks for every jira ticket

Valerie Standret August 31, 2021

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

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Aaron Pavez _ServiceRocket_
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August 31, 2021

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 

Let us know how it goes.

Regards

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