Purpose

We will discuss how to send the Reporter field from Jira to Salesforce without value mapping of Jira Id and Salesforce ID. For more information about Value mapping , please check this documentation, Configuring Entity Mappings and Field Mappings.

This came to be because value mapping of 100+ reporters(and Assignee) is not scalable. 

This can be used for any Jira ID field like (Assignee). Or any field that is sent as an ID .

Answer

1. Create a Jira Custom Field

First lets create a Text field (single line) 

2. Salesforce Custom Field

Then create a custom field in Salesforce (Any text field will do). I will use the object "Case" as example.

  • Click on the Cog icon → Setup → Object Manager → on the Quick find box type "Case".

  • Select Field & Relationships.

  • Click on "New" just beside the Quick find box.

  • In the next windows, select the "Text: option and click on next on the top right.

  • Name the new field (on this example I called it RichTextField2) and the length of the field (i selected 255 as example, it could be lower). Click on Next.

  • Then Establish the Field-level security (for this click on the "Visible" box , that will select all the profiles). Click on next.

  • Add the field to the Layout. By default it will be added to all the Case layouts. Click on Save.

3.- Binding

  • Bind those two fields bidirectionally (this can be changed based on the use case). For that you need to go to Apps → Salesforce → Bindings.

More information about entity mapping can be in Configuring Entity Mappings and Field Mappings.

4.- Automation Rule

Create an Automation Rule

This rule is going to be executed every time the Reporter changes. 

On the custom field we use the smart value - {{reporter.displayName}} - To translate the reporter ID to a name.

5.- How it looks

This is the Jira Reporter Field :

This is the Jira Custom Reporter field:

And the Salesforce text field will look like this:

6.- Using the Assignee field instead of the Reporter field.

The same automation can be used with the Assignee field. Instead of using the {{reporter.displayName}} we use the {{assignee.displayName}}.