I want to be able to auto associate Jira ticket already associated to Cases, to the account of that case

When our service team creates the JIRA ticket from the Salesforce case, they would have to use the Create JIRA ticket from the Case. Then to associate the account, they need to leave the Case, go to the Account page, click to associate, search for the JIRA ticket by number, and then associate. Way too many steps.

Plus, they have to leave the case and go to a separate page. Since they live in Cases in Service Cloud and not the Account pages, it takes them out of their comfort zone.

  • Amir Alvarez
  • Jun 29 2021
  • Needs review
Hosting platform Cloud
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