Introduction Customer support teams’ maximum efficiency requires deep integration of the applications they use. In this blog, learn how zAgile drives integration with Connectors for Salesforce, Jira, Slack, and Confluence. Other departments often own the...
The steps below describe the integration of Jira Issue updates to Salesforce via zAgileConnect with Salesforce Flow and Process Builder. The objective in this example is to notify Salesforce Case owner via email based on certain Issue Updates posted to Salesforce from...
Background Example of Salesforce Expiring Certificate Notification: You have one or more certificates in your Salesforce org <org ID> that will expire soon. Review the list below and visit Certificate and Key Management from Setup to make an update. –...
In this page, we will describe all of the required JIRA Integration User permissions. JIRA Integration is not required to have Administrator privileges. Salesforce users interact with a subset of JIRA Projects, for all these Projects the JIRA Integration user...
Use zAgile Connect to Access Case Fields zAgileConnect stores Case data in JIRA Issue entity properties which can be accessed through the JIRA REST API: https://docs.atlassian.com/jira/REST/cloud/#api/2/issue/{issueIdOrKey}/properties-getPropertiesKeys We store one...
While Case Comments may be sent to related Issue(s) in JIRA at any time using #JIRA hashtag, you can also optionally auto push Salesforce Case comments to related Issue(s), as shown below. In order to send Case Comments Automatically, you will need a custom trigger on...
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