1.Detect send-to-ticket field updates
Integrate Salesforce and CRM record tools to detect the updated send-to-ticket field on a test record.
Create triage ticket from test records for engineering
Automatically monitor Salesforce send-to-ticket field updates across Jira Software Cloud for engineering triage. Create and update prioritized Jira issues when tracking flag turns on, test records change, or send-to-ticket field toggles—so you can create tickets, assign stakeholders, and update test records without manual triage.
How this automation creates prioritized engineering tickets
When a test record is marked for tracking, delays can stall fixes and create duplicate work. This automation locates the originating record and stakeholder info, then creates Jira issues and updates Salesforce with the ticket reference—so your team can respond faster.
Salesforceor swap with your favorite app
2.Locates originating test record
Integrate Salesforce and record lookup tools to locate the originating test record and map title to ticket summary.
3.Pulls stakeholder identifiers
Integrate Salesforce and contact lookup tools to retrieve owner contacts and stakeholder references for the ticket.
4.Finds matching Jira user
Integrate Jira Software Cloud and user directory tools to match the owner by external identifier for assignee mapping.
Jira Software Cloudor swap with your favorite app
5.Creates prioritized Jira issue
Integrate Jira Software Cloud and ticketing tools to create an issue with mapped summary, description, and custom fields.
6.Updates test record with ticket reference
Integrate Salesforce and CRM updates to write the issue key and ticket URL back and mark the flag processed.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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