1. As-Is Process
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The Feature Summary field in the Feature Request record is copied to the Jira issue Description field.
The The new Jira field “Customer visible” is set to TRUE.
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2.3 Technical Developments
2.3.1 Changes to SFDC Feature Request record
Field / button name | Purpose | Change to... |
Jira issue | Link to Jira issue | New field |
Create Jira issue | Creates a new Jira story issue, pre-populated with information from the SFDC record | New button |
2.3.2 Changes in Jira Issue
Field / button name | Purpose | Changes |
Feature Request | Link to Salesforce Feature Request record | New field |
Customer visible | Flag to identify issues that are a customer-impacting change | New field |
Events
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2.3.3 Events
Application | Event | Action | |
|---|---|---|---|
| 1 | Salesforce | Promote feature request to issue | ● Creates a new Jira issue (type: Story) ● Copies Feature Request/Feature Summary field to Story/Description field ● Sets Feature Request status to Backlogged
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| 2 | JIRA | Story assigned to sprint | Salesforce Feature Request status set to Planned |
| 3 | JIRA | Story status set to In Progress | Salesforce Feature Request status set to Building |
| 4 | JIRA | Story status moves from | Salesforce Feature Request status set to Released |
2.3.4 Jira Issue States Transitions
Process Step | Current State | Next State | State Pushed to SFDC | |
|---|---|---|---|---|
| 1 | PM or Eng creates Jira issue Jira issue created from FR (state == AwaitingFeedback OR Backlogged) | Open |
| FR → Backlogged |
| 2 | PM or Eng moves to PM Review | PM Review |
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| 3 | PM or Eng moves to In Review | In Review |
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| 4 | PM or Eng assigns Issue to sprint | Unchanged | In Progress | FR → Building |
| 5 | PM or Eng moves to In Progress | In Progress | Closed: done Closed: won’t fix | Closed: done : FR → Released Closed: won’t fix : FR → Declined |
| 6 | PM or Eng moves to Closed | Closed | None | None |
2.3.5 Data
SFDC Status (PickList)
Name | Description | |
|---|---|---|
| 1 | None | Defaulted |
| 2 | Awaiting Feedback | |
| 3 | Planned | |
| 4 | Building | |
| 5 | Released | |
| 6 | Declined | |
| 7 | Backlogged |