2022
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Overview |
DBSync for Salesforce & JIRA service desk integration template is , JIRA Service Desk to Salesforce integration template, is an easy to use integration solution to integrate Salesforce Accounts, Contacts, Products, Opportunity with NetSuite Customers, Contacts, Items, Invoices and vice-versa. DBSync provides bi-directional sync between Salesforce and NetSuite JIRA Service Desk Issue with Salesforce. DBSync's JIRA Service Desk to Salesforce template provides a uni-directional integration between JIRA Service Desk Issues object and Salesforce Cases with the pre-built field-to-field mappings along with flexibility for more complex and dynamic mapping capabilities. DBSync with an automatic online update, enables DBSync's automatic online updates enable customers to enjoy all the product updates, and features, effortlessly with every new release.
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Data Flow |
The data flow of bidirectional unidirectional integration between JIRA Service Desk & Salesforce & NetSuite is shown in the table below table.
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Process MapPrerequisites For Integration |
To facilitate the data flow between JIRA Service Desk and Salesforce, a user must have the following:
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Process Mapping |
The process map mapping of bidirectional unidirectional integration between JIRA Service Desk to Salesforce & NetSuite is as shown in the image below image.
Although the The template of JIRA Service Desk and Salesforce and NetSuite comes bundled as one project, for better explanation the data flow is broken down into two sections
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. This section explains the data flow from
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the JIRA Service Desk to the Salesforce platform. The information is segmented based on readers' persona. This will reduce clutter and help readers better understand the integration requirements. As a result, readers should be able to configure templates without any help from the DBSync support team.
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Issue Integration: The
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Issue integration data flow
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constitutes retrieving data from the
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Issue object of
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JIRA Service Desk and integrating it with
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Product Integration: The product integration data flow constitute of retrieving data from the product object of the Salesforce and integrating with NetSuite as items.
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Opportunity Integration: The opportunity integration data flow constitute of retrieving data from the opportunity object of Salesforce and integrating with NetSuite as invoices.
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Salesforce To NetSuite - Field Mapping |
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NetSuite To Salesforce - Field Mapping |
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Prerequisites For Integration |
To facilitate the data flow between Salesforce and NetSuite, user has to do the following
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Getting Started With DBSync |
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Running The Integrations |
DBSync integration of Salesforce & NetSuite can be triggered by
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Salesforce as Cases.
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JIRA Service Desk To Salesforce - Field Mapping |
This solution is used to integrate JIRA Service Desk Issues with Salesforce Cases. In the following table the field-to-field mappings of objects, that are part of this template, are detailed out.
JIRA Service Desk | Salesforce |
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Issues | Cases |
Project | Project |
Subject | Summary |
Type | Type |
Priority | Priority |
Description | Description |
Assignee | Case Owner |
Reporter | Contact Name |
Comments | Internal Comments |
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Template Setup |
For all the customers that want to evaluate this solution, use your Email on the DBSync platform and follow the steps below:
Registered users can log in to the DBSync platform with their credentials, import the solution to your workspace, configure connectors and start syncing the data as explained in the section below.
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Running Integrations |
DBSync integration of JIRA Service Desk to Salesforce can be triggered by:
Using Clicking on "Run Now" button from DBSync platform
The user has to login to DBSync with his/her valid credentials and hit the "Run Now" button from the process listing page or from the workflow listing page.
Using DBSync Scheduler
Scheduler available in DBSync account can be used to schedule the integrations
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. Details pertaining to usage of DBSync scheduler is available from
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the http://help.mydbsync.com/docs/display/dbsync/Scheduler, link.