Create an issue in Jira Cloud when a case is updated in Salesforce

This template demonstrates how to create an issue in Jira Cloud when a case status is updated in Salesforce. Get started to learn more.

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📋 Overview

This template demonstrates how to create an issue in Jira Cloud when a case is updated in Salesforce.

🖊️ Workspace setup

1. Create APIs: Configure an API connection for Jira Cloud or use an existing one.
2. Configure parameters: Set the necessary parameters to match your requirements.
3. Set up Salesforce event listener:
   • Follow the steps in the event listener setup instructions and include the following configurations:
     • Outbound message: Set up an outbound message, and add the Status and Subject fields.
     • Flow for the event trigger:
       • Trigger: Select Case as the object
       • Event: Choose "A record is updated"
       • Entry conditions: Set to All Conditions Are Met (AND), and also:
         • Field = Status
         • Operator = Is Changed
         • Value = True (global constant)

🚀 Using the template

Update the Case status in your Salesforce instance to trigger the event. If all required fields are complete, a new Jira Cloud issue will be created automatically.

import JiraCloud from "./api/jira/cloud";
import { SalesforceGenericEvent } from '@sr-connect/salesforce/events';

/**
 * This function creates Jira Cloud issue from Salesforce event, when Case status is changed.
 *
 * @param event Object that holds Case is changed event data
 * @param context Object that holds function invocation context data
 */
export default async function (event: SalesforceGenericEvent, context: Context): Promise<void> {
    if (context.triggerType === 'MANUAL') {
        console.error('This script is designed to be triggered externally or manually from the Event Listener. Please consider using Event Listener Test Event Payload if you need to trigger this script manually.');
        return;
    }

    const { PROJECT_KEY, ISSUE_TYPE_NAME } = getEnvVars(context);

    // Case data from the event
    const caseSubject = event.notifications.Notification.sObject['sf:Subject'];
    const caseStatus = event.notifications.Notification.sObject['sf:Status'];

    // Fetch project ID from provided key
    const projectId = +(await JiraCloud.Project.getProject({
        projectIdOrKey: PROJECT_KEY
    })).id;

    // Fetch issue type ID from provided type name.
    const issueTypeForProjectId = (await JiraCloud.Issue.Type.getTypesForProject({
        projectId
    })).find(t => t.name.toLocaleLowerCase() === ISSUE_TYPE_NAME.toLocaleLowerCase()).id

    if (caseSubject && caseStatus) {
        // Create Jira Cloud issue with data from Salesforce event. 
        const issueCreated = await JiraCloud.Issue.createIssue({
            body: {
                fields: {
                    project: {
                        id: projectId.toString()
                    },
                    issuetype: {
                        id: issueTypeForProjectId
                    },
                    summary: `SF Case: ${caseSubject} - current status: ${caseStatus}.`
                }
            }
        });

        // Print out issue key of the newly created issue.
        console.log(`Issue created: ${issueCreated.key}.`);
    } else {
        console.error('Case data is not presented in the event object.');
    }
}

interface EnvVars {
    PROJECT_KEY: string;
    ISSUE_TYPE_NAME: string;
}

export function getEnvVars(context: Context) {
    return context.environment.vars as EnvVars;
}