Salesforce to Jira Service Management

Installation

1. Register on Help Desk Migration using email or social media. Then, set up a new data migration.
   
2. Connect Salesforce Service Cloud to the Migration Wizard. Enter the necessary credentials for account access.
   
3. Connect your Jira Service Management account as your future platform - just fill in the URL, username, and API Token.
   
4. Select the Project type and Issue type for your tickets.
   
5. Configure data mapping to ensure that data relations suit your needs.
   
6. Match user profiles between Salesforce Service Cloud and Jira Service Management. Plus, choose a default agent too.
   
7. Map your Salesforce and Jira Service Management fields. Optionally, add missing fields in Jira Service Management.
   
8. Match article fields between Salesforce and Jira Service Management.
   
9. Personalize your Salesforce to Jira migration by choosing the required automated options.
   
10. Start the free demo migration to see how the migration tool will move 20 random records from your Salesforce to your Jira Service Management accounts. Then, check the outcome in the future platform, and if everything’s fine, proceed to the full data migration process.