Is it possible automatically create a Salesforce object other than Case automatically?

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I have been investigating adding a SF object via a post function. It looks like there is only the option to add a Case object in Salesforce. Is that correct? Any other way to create a custom object without manually associating one in the issue?
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Michael Bonner

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Posted 2 years ago

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Jeremy Yap

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Hello Michael,

Yes, indeed there is an option to create other objects apart from the 'Case' object
automatically. The steps are as simple as the ones that you have followed in the the creation
of the 'Case' object.

The only changes would be when you are creating the connection using the wizard, choose the object that you want to automatically create in Salesforce.com when selecting the "Which remote object would you like to configure for?" option.  For this example, we will select "Account".




The remaining steps are similar to that of automating the creation of the "Case" object which you can find in this documentation onward with changes only when you need to select "" instead of "Case". For example, ("Account" object)




If there is any problems, do not hesitate to write a comment back.

Regards,
Jeremy

P.S : Are you using Connector for Salesforce & JIRA (Server edition) or Salesforce & JIRA Cloud Connector?
(Edited)
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Michael Bonner

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We are using JIRA Cloud. Are the options different for the two?
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Jeremy Yap

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Hello Michael,

We believe that this documentation will be beneficial to help solve the problem. Followed by this documentation. There will however be a need to set up the connection between the JIRA instance and Salesforce.com first and bind a project to the connection.

The documentation will use the "Case" object as the example object. You can change this to whichever object that you want to create.

In addition to that, the Connector for Salesforce & JIRA (Server edition) can be used for both the JIRA Cloud instances and JIRA server instances. However, the Salesforce & JIRA Cloud Connector can be used together with JIRA Cloud  only. The configuration depends on the Connector that is being used. 

The earlier solution will be for the Connector for Salesforce & JIRA (Server edition) where as the steps in this comment will be the solution if the Salesforce & JIRA Cloud Connector is used. The Connector type can be checked by going to cog icon > add-ons > manage add-ons.

Regards,
Jeremy
(Edited)
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Michael Bonner

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Hi Jeremy,

When I try to add the post function I receive this message:

Should I just ignore the references to Case? In my connection, Case is not configured for the connection. I don't see an option to select a different object to create.

Also, I followed these instructions to configure the custom object to be available for entity mapping. Before doing so, there were no objects available to map. Is this incorrect?

https://docs.servicerocket.com/display/CCSFJIRA/Configuring+the+Connections+Search+Results

Thanks for your help!
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Jeremy Yap

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Hello Michael,

Do you mind sharing the screen shot of your Connections page as well as your Connection Configuration page?

Regards,
Jeremy
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Michael Bonner

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Not at all!


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Jeremy Yap

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Hello Michael,

Have you tried adding fields to the Salesforce Object when you are in the Connection Configuration page? If not, do follow the second part of this documentation to do so.

If you have already done that, have you tried configuring the entity mappings and field mappings for the binding that you have done? 


Regards,
Jeremy

P.S: We would like to know which version of JIRA Cloud and Connectors are being used in this instance.
(Edited)
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Michael Bonner

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Hi Jeremy,

Yes I have completed both of those steps with out issue. There are half dozen or so fields in the connection configuration and two in the entity mappings.

Salesforce & JIRA Cloud Connector - 1.0.6-AC
Jira Cloud - 7.2.0-OD-04-029, Build 72002 

Thanks!
Mike
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Michael Bonner

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Also, I am unable to find the "Upload Add-On" link referenced in the Server edition installation instructions to be able to try it in Jira Cloud. How would I go about installing it in Jira cloud?
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Jeremy Yap

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Hello Michael,

Following this documentation, Cloud users can skip to Step 1.4 (written in italic under the first step).

Regards,
Jeremy
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Michael Bonner

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Got it. Thank you!
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Jeremy Yap

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Hello Michael,

You're welcomed! Hope it helped with your question. 

Regards,
Jeremy
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Jeremy Yap

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Hello Michael,

We have determined that the connector is only supporting the creation of "Case" Object only as of now. 

We will raise a feature request on your behalf.

Thanks and regards,
Jeremy
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Michael Bonner

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Thanks for following up and submitting the feature request.
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Nader Ghanbari, Alum

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Hi Michael,

It is supported now (the support for creating other Salesforce objects has been added actually in version 1.0.24 which was released on 2016-04-21).

Please check the docs for more info:

https://docs.servicerocket.com/display/CCSFJIRA/Configuring+Workflow+Post+Functions+in+JIRA