Remote link in Salesforce Reports

 
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Hi,


We sync between Salesforce to JIRA.

Can we get the remote link and Exalate status in Salesforce reports.


Thank you

Sherine


  1. Javier Pozuelo

    Hello Sherine,


    Can you elaborate a little bit more what you are trying to accomplish? You are trying to synchronize the remote link and the status of a Jira Issue, or what do you mean by Exalate status?


    Regards

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3 answers

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    Hello Sherine,


    To sync the Remote link (Jira ticket link) on your Salesforce case, you need to use the following lines of groovy script:


    Jira Outgoing Sync 

    replica.link = "your instance URL/browse/" + issue.key

    Add your instance URL in the replica.link

    Salesforce Incoming Sync

    entity.labelName = replica.link

    You need to replace "labelName" with whichever label you want to use to show the remote link of the Jira Issue.


    1. Sherine

      Hi Javier,


      Thank you for the reply.


      The script mentioned above is working but the issue is whenever the ticket gets created in Jira we have to update a field in Jira to trigger the value and get the link in Salesforce.


      In Jira I created a trigger stated below but looks like its not working.

      project = PRESALE AND issuetype = "Presales Opportunity" AND status = "New Presales Request" 


      How to get the value in Salesforce field without updating the Jira ticket?


      Thank you

    2. Javier Pozuelo

      Place the following code in the Incoming Sync of your Jira Instance

      if(firstSync){
  syncHelper.syncBackAfterProcessing()
}


      The syncHelper.syncBackAfterProcessing() will trigger this message as it will queue a sync event which is handled as if the issue on external has been changed


      If needed, you can read more about syncBackAfterProcessing() on our docs: https://docs.exalate.com/docs/syncbackafterprocessing-42631852 

    3. Sherine

      Could you please check if the script is correct? Still its not working

      Here is the Salesforce Incoming sync :

      if(firstSync){
              entity.entityType = "Opportunity"
      }
      if(entity.entityType == "Opportunity")
      {
         entity.Presales_URL__c= replica.link
      }


      Jira Outgoing Sync: 

      if(firstSync){
        syncHelper.syncBackAfterProcessing()
      }
      replica.link       = "https://devjira-8feb22.pythos.pythian.com/browse/" + issue.key

    4. Javier Pozuelo

      Are you receiving an error or is the link not showing in the label? Have you created the custom label "Presales_URL__c"? 


      Also, the syncBackAfterProcessing() needs to be in your Jira Incoming Sync instead of the Outgoing.

    5. Sherine

      Hi Javier,

      Its working now as expected. Thank you for all your help 


      Thank you


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  2.  
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    Hi,

    Do we have any Update?

    Thank you

    1. Javier Pozuelo

      Sorry for the late response. The replica does not contain the value of the status of the synchronization, currently there is no way to populate a custom label with the status of synchronization. Also, you are trying to populate a field with the Jira ticket link?

    2. Sherine

      yes that's correct , a field with Jira ticket link

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  3.  
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    We would like to run a report in Salesforce with Jira ticket link. In Salesforce we sync from Opportunity object and when the sync happens it populates Exalate status and Remote link(Jira ticket link) (Attached screenshot for reference). Right now we don't see those fields at Opportunity or any custom report. How to get that field in Reports?

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