| templateType | template |
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| excerpt | Purpose We will discuss how to send the Reporter field from Jira to Salesforce without value mapping of Jira Id and Salesforce ID. For more information about Value mapping , please check this documentation https://docs.servicerocket.com/salesforce-jira/administrator-guide/setting-up-your-integration-in-jira/configuring-entity-mappings-and-field-mappings This came to be because value mapping of 100+ reporters(and Assignee) is not scalable. This can be used for any Jira ID field like (Assignee). Or any field that is sent as an ID . Answer 1. Create a Jira Custom Field First lets create a Text field (single line) 2. Salesforce Custom Field Then create a custom field in Salesforce (Any text field will do). I will use the object "Case" as example. Click on the Cog icon → Setup → Object Manager → on the Quick find box type "Case". Select Field & Relationships. Click on "New" just beside the Quick find box. In the next windows, select the "Text: option and click on next on the top right. Name the new field (on this example I called it RichTextField2) and the length of the field (i selected 255 as example, it could be lower). Click on Next. Then Establish the Field-level security (for this click on the "Visible" box , that will select all the profiles). Click on next. Add the field to the Layout. By default it will be added to all the Case layouts. Click on Save. 3.- Binding Bind those two fields bidirectionally (this can be changed based on the use case). For that you need to go to Apps → Salesforce → Bindings. More information about entity mapping can be found here https://docs.servicerocket.com/salesforce-jira/administrator-guide/setting-up-your-integration-in-jira/configuring-entity-mappings-and-field-mappings 4.- Automation Rule Create an Automation Rule This rule is going to be executed every time the Reporter changes. On the custom field we use the smart value - {{reporter.displayName}} - To translate the reporter ID to a name. 5.- How it looks This is the Jira Reporter Field : This is the Jira Custom Reporter field: And the Salesforce text field will look like this: 6.- Using the Assignee field instead of the Reporter field. The same automation can be used with the Assignee field. Instead of using the {{reporter.displayName}} we use the {{assignee.displayName}}. |
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