DBSync Cloud Workflow (iPaaS)

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The template of JIRA Service Desk and Salesforce comes bundled as one project. This section explains the data flow from the JIRA Service Desk to the Salesforce platform. The information is segmented  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. 

Issue Integration: The Issue integration data flow constitutes retrieving data from the Issue object of JIRA Service Desk and integrating it with Salesforce as Cases.

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  1. Type in www.mydbsync.com in your browser address bar.
    Note: DBSync recommends the use of Mozilla Firefox or Google Chrome as preferred browsers.
  2. Click on the button "Start your Free Trial". This will open the registration tab.
  3. Choose the source and Target connectors - as JIRA Service Desk and Salesforce - respectively.
  4. Select a plans plan that aligns with your requirements.
  5. Activate your DBSync iPaaS account by clicking on the confirmation link sent to your registered Email id.
  6. Now, Navigate to the Template library section. Search for JIRA Service Desk to Salesforce Unidirectional template and, import it to your workspace. This will open the connector listing page.
  7. Make sure to configure JIRA Core, JIRA Service Desk, Salesforce connectors with the instances for which you would like the JIRA Service Desk and Salesforce to be integrated.

Registered users can login log in to the DBSync platform with their credentials, import the solution to your work spaceworkspace, configure connectors and start syncing the data as explained in the section below.

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DBSync integration of Salesforce & NetSuite can be triggered by:

  1. Clicking on the "Run Now" button from the process listing page of DBSync.
  2. Using "DBSync scheduler".

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Scheduler available in DBSync account can be used to schedule the integrations. Details pertaining to usage of DBSync scheduler is available from the, the http://help.mydbsync.com/docs/display/dbsync/Scheduler, link.

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