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Comment: Composition Cloud Migrator: Convert Deck and Card macros into Tab and Tab Group macros

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To provide means to track a sales opportunity in Jira, a Salesforce user could create a Jira issue from a Salesforce Opportunity which would be automatically populated with the information the Jira user needs. When the Jira user adds the detail they need to add, they can synchronize it back to to the Salesforce Opportunity.

Guide

Decktab-group
iddeckIdGuide
Cardtab
idlightning
labeltitleLightning Experience

The steps to create a Jira issue from a Salesforce object as follows and the example used is of a Salesforce Case.

  1. Go to the Salesforce object that you want to create a Jira issue from.
     
  2. Click on Create Jira Issue.
    Image Removed



  3. A pop-up window displays the Jira interface.
    You will need to choose the appropriate project and issue type for the new issue.
    The project and issue type must be already mapped in Jira to the current Salesforce object.
    Image Removed



  4. Click Create.
     
  5. The new issue will appear, complete the with information for that Salesforce object displayed.
    Note that the information displayed in your issue may differ to what is shown below as it may have been customized by your Jira administrator.
    Image Removed



  6. The pop-up window can be safely closed.
    To verify the issue is now linked to the Salesforce object, go back to the object in Salesforce and refresh the page.
    The newly created issue should display in the window for related issues.
    Image Removed
Cardtab
idclassic
labeltitleSalesforce Classic

The steps to create a Jira issue from a Salesforce object as follows and the example used is of a Salesforce Case.

  1. Go to the Salesforce object that you want to create a Jira issue from.
     
  2. Click on Create Jira Issue.
    Image Removed



  3. A pop-up window displays the Jira interface.
    You will need to choose the appropriate project and issue type for the new issue.
    The project and issue type must be already mapped in Jira to the current Salesforce object.
    Image Removed



  4. Click Create.
     
  5. The new issue will appear, complete the with information for that Salesforce object displayed.
    Note that the information displayed in your issue may differ to what is shown below as it may have been customized by your Jira administrator.
    Image Removed



  6. The pop-up window can be safely closed.
    To verify the issue is now linked to the Salesforce object, go back to the object in Salesforce and refresh the page.
    The newly created issue should display in the window for related issues.
    Image Removed

Creating issues from synchronization

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