This tutorial shows how you can add a Salesforce account and store the account ID on the ticket for update purpose.
Assumption
- That you have a connected App if not see Setup Salesforce Connected App and API user for the integration
- That you have an OAuth authentication setup Setup OAuth to Salesforce
Steps
- Create a new Action by clicking
buttonStatus colour Blue title Create - Enter a name: Add Saleforce Account and click
Status colour Blue title Create - Select Method:
and URL:https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/Status colour Yellow title POST
From the Saleforce REST API we can read that to add an account we need to call POST https://yourInstance.salesforce.com/services/data/v20.0/sobjects/Account/ - Select Authentication method: Salesforce (OAuth)
- Add request headers, key: Content-Type with value application/json
On the Body section add the following
Code Block { "name":"{{issue.reporter.username}}" }
Here we use the mustache syntax to grab the user name of the reporter.
- Click Triggers tab
- Select
event, in this example we will use the Issue Resolved event to indicate that the user shall be added.Status colour Green title Issue RESOLVED - On JQL Condition. When to execute the event(s) write Project = TESTB and to limit the trigger to the TESTB project
- Click
Status colour Blue title SAVE - (Optional) Click Test button (no issue key is needed) to and click Send, Then go View Execution Log.
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