Create Salesforce Cases for Jira Issues

Use this recipe to create corresponding cases in Salesforce for all Jira issues.

Note:

This recipe is available as Jira — Salesforce | Create Cases for Issues in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe creates a case in Salesforce for each Jira issue as per a schedule specified in Oracle Integration. It uses the standard Jira Adapter and the Salesforce Adapter.

To use the recipe, you must install the recipe package and configure the connections and other resources within the package. Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it. When triggered, in the first run, the integration flow reads all the issue records from the Jira instance and, in turn, creates corresponding case records in your Salesforce instance. In subsequent runs, it creates cases for new Jira issues and also propagates updates made in earlier Jira issues to the corresponding Salesforce cases. Basic data associated with Jira issues, such as issue type, summary, priority, description, and status are synchronized between the two platforms.

System and Access Requirements

  • Oracle Integration, Version 21.2.1.0.0 (210129.2200.39462) or higher
  • Atlassian
  • Salesforce
  • An account on Atlassian with the Administrator role
  • An account on Salesforce with the Administrator role
  • At least one Jira project on your Atlassian account. The project(s) can be in any of the Jira products, for example, Jira Work Management or Jira Software
  • At least one issue in your Jira project