How to Update the Salesforce Case Priority From Jira Ticket Status & Priority

We hosted a webinar at Exalate based on AI-powered Jira Service Management (JSM) Salesforce integration.

In this webinar, Majid (one of the hosts) decided to throw a random prompt at Exalate’s AI Assist—and the output took him by surprise.

It’s a great example of how you can implement complex workflow orchestrations using AI-powered integration tools without deep-diving into scripting.

So, here it is!

The Use Case

If a ticket in Jira Service Management (JSM) is in the Escalated status and has the Highest priority:

Add a comment to the synced Salesforce case saying, “Something is burning 🔥.”
Change the Salesforce case priority to High.

Otherwise, set the Salesforce case priority to Low.

Here’s what Majid typed:

When a Jira ticket has the Highest Priority and is in the Escalated status, add a comment to the Salesforce Case, saying “Something is burning 🔥” and change the Case priority to High. Otherwise, change the Case priority to Low.

Sounds complex, right? Not with AI Assist!

Before we discuss the implementation, let me give you a brief background about AI Assist.

Why Use Exalate’s AI Assist?

Exalate is a script-based integration solution that synchronizes data between multiple systems like Jira, Salesforce, ServiceNow, Zendesk, etc.

Its AI-powered Script mode lets you set up complex sync rules using Groovy-based scripts. You can configure advanced data mappings, apply conditional logic, and basically use the full power of Groovy.

But, if scripting feels out of your depth, you can use AI Assist in the Script mode to generate sync rules automatically.

Let’s see how Majid implemented an advanced Jira Service Management (JSM) Salesforce i`ntegration scenario using AI Assist.

How to Set Up an Advanced Jira Service Management Salesforce Integration

1. Connect Jira Service Management and Salesforce

Install Exalate on both JSM and Salesforce, then set up a connection. You can also install it from the integrations page.

You can follow this step-by-step guide to configure the connection in Script mode.

Once connected, click Configure Sync and navigate to the Rules tab, where you’ll set up sync rules.

2. Understand Exalate’s Sync Architecture

In the Rules tab, you’ll find default scripts for syncing basic fields like summary, description, comments, and attachments. To sync custom fields or behaviors, you’ll need to add your own scripts.

The Rules tab is divided into:

Outgoing Sync: Defines the information sent from JSM to Salesforce.
Incoming Sync: Maps the information received from Salesforce into JSM.

The same exists on the Salesforce side.

This distributed architecture allows each team to independently decide what information to exchange without any kind of centralized control.

Exalate uses a Replica—a payload that stores the information to be transferred between systems. You populate the Replica on the source instance and extract its content on the destination instance to map fields locally.

3. Modify the Salesforce Incoming Sync

To implement the use case go to the Salesforce Incoming sync and type the following prompt in the AI chatbox.

Wait for the suggested scripts to load.

Green indicates scripts to be added.
Red indicates scripts to be deleted.

Carefully review the generated scripts. As with any AI, AI Assist can make mistakes. So don’t publish the changes until you’re sure. You can always refine the prompt until you get the desired output.

That’s it! Way simpler than writing your own scripts, right?