1. As-Is Process
...
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.
...
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 |
2.3.3 Events
Sl No | 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
| |
| 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 |
|
|
| 3 | PM or Eng moves to In Review | In Review |
|
|
| 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 |
3. Scope
3.1 In-Scope
3.2 Out of Scope
3. Approach
On Click of create button on SFDC , Issue gets created in Jira under the defined Project
Use Skyrocket plugin and configure in SFDC and Jira Cloud
4. Work Breakdown Structure (WBS)
Sl No | Task | Description | Estimated Effort(Hours) |
|---|---|---|---|
1 | Configuration of SFDC | ||
2 | Configuration of Jira Cloud | ||
3 | Integration Testing | ||
4 | UAT | 40 | |
5 | Hyper-Care | 40 |