2022
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Overview |
DBSync for Salesforce & JIRA service desk integration 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. The DBSync's JIRA Service Desk to Salesforce template provides uni-directional integration between JIRA Service Desk Issues object with 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 customers to enjoy all the product updates and features 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 below table.
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Process MapPrerequisites For Integration |
To facilitate the data flow between JIRA Service Desk and Salesforce, User should have the following
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Process Mapping |
The process map mapping of bidirectional unidirectional integration between Salesforce & NetSuite is as JIRA Service Desk to Salesforce as shown in the 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 JIRA Service Desk to Salesforce
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platform and sensationalized as per entity so that readers can understand the integration requirement and configure their template without any help from DBSync
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product teams.
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Issue Integration: The
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Issue integration data flow constitute of retrieving data from the
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Issue object of Salesforce and integrating with NetSuite as customers.
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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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JIRA Service Desk To Salesforce - Field Mapping |
This solution is used to to integrate JIRA Service Desk Issues with Salesforce Cases. In the following table the field to field mappings of object that are part of this template are detailed out.
JIRA Service Desk | Salesforce |
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Issues | Cases |
Project | Project |
IssueType | Status |
Priority | Priority |
Description | Description |
Assignee | Case Engineer |
Reporter | Contact Name |
Comments | Internal Comments |
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Template Setup |
For all the customers who wanted to evaluate this solution, you should your email on the DBSync platform by following the below steps
The registered users can login to the DBSync platform with their credentials, Import the solution to your work space, configure connectors and start syncing the data as explained in the latter section.
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Running The Integrations |
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The user has to login to DBSync with his 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 and details pertaining to usage of DBSync scheduler is available from the link http://help.mydbsync.com/docs/display/dbsync/Scheduler