Agent Helper-Jira Integration: Fast-Track Case Resolutions
Integrating Jira with Agent Helper helps support reps to see the Jira tickets of the related cases. Thus, if a similar case has a Jira ticket attached to it, it save time for the support agent seeing if there is a resolution available on that Jira ticket.
Prerequisites
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Get a Jira login in. Refer to Find Your Jira Login ID
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Get a Jira login token. Refer to Create an API Token in Atlassian (Jira and Confluence)
Integrating Agent Helper with Jira
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Navigate to Apps > Agent Helper. Click
.
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Enter the Jira Client ID and Client Secret and select a Jira field. Click Connect & Save.
You will see success message if your Jira is successfully connected with Agent Helper.
Viewing Jira
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Open Agent Helper in your Salesforce Service Console.
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Under Top Related Cases tab, you will see View button along with Jira icon.
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Click on the View button ahead of the case of which you want to see the linked Jira ticket.