Custom settings and usage

Published Date: 26-03-2024

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S.No

Custom Setting Name

Object Name

Api Name

Description

CallBack URL

CallBack_URL

Grz_Sf__CallBack_URL__c

This custom settings is used to store the callback url generated during Authentication.

Detail Page Fields

Detail_Page_Fields

Grz_Sf__Detail_Page_Fields__c

This is used to store the record of linked object fields that are displayed during the encrypted links.

  1.  

JIRA Login Settings

JIRA_Login_Settings

Grz_Sf__JIRA_Login_Settings__c

This is used to store the access token details . (Deprecated)

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JiraErrorCode

JiraErrorCode

Grz_Sf__JiraErrorCode__c

This is used to store the error codes for which resyncing is enabled.

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JiraSalesforceDetail

JiraSalesforceDetail

Grz_Sf__JiraSalesforceDetail__c

This is used to store the configuration for the overall behaviour of Sinergify.

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Reporting Permissions

Reporting_Permissions

Grz_Sf__Reporting_Permissions__c

It is used to store the ID for which the Jira Field Permission will be enabled for the reporting fields.

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SFjiraTarget_Triggers

SFjiraTarget_Triggers

Grz_Sf__SFjiraTarget_Triggers__c

This custom setting is used for Jira to Sf syncing.

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Sinergify Action Process

Sinergify_Action_Processes

Grz_Sf__Sinergify_Action_Processes__c

Whenever a user authenticates the Instance, this setting is automatically created.

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Sinergify Action Resync Schedule

Sinergify_Action_Resync_Schedule

Grz_Sf__Sinergify_Action_Resync_Schedule__c

When you enable the sync error toggle for the first time, this setting is automatically created.

  1.  

Sinergify Trigger

Sinergify_Trigger

Grz_Sf__Sinergify_Trigger__c

It is used to enable or disable the sinergify package triggers.

11.

Validation

Validation

Grz_Sf__Validation__c

It stores the validation fields that need to be checked while updating a Jira from Salesforce. (Deprecated )

Custom Settings Records under JiraSalesforceDetail

NOTE: For every Jira instance a separate record is created. For Example: If there are two Jira instances integrated via Sinergify, then there will be two records in JiraSalesforceDetail such as J1 and J2. For each record, the configuration setting will be stored as done for the instance.

Name

Field

Value

Created

Description

 

 

Jira instance Name (Server or cloud)

DefaultInstance

-

Automatic

This setting stores if the  instance is the default instance or not.

DefaultProject

-

Automatic

Jira Project key of the default project selected in the Project Configuration screen. Do not delete/modify the record directly. Use Admin Settings to perform changes.

Display_Name

-

Automatic

This setting is used to store the username of Basic Authetication.

Edit_Jira_In_SF

True/False

Automatic

Enable editing of Jira issues in Salesforce. If marked as 'false', then users cannot edit Jira issues from Salesforce.

Enable_Feed_Sync

True/False

Automatic

Enable to sync feed posts and attachments.

Field Mapping Sync Time

-

Automatic

Save the time to schedule the Jira configuration Sync.

File_Size

-

Automatic

Stores the Jira file storage limit.

Jira_Comment_As_Private

Private/Public

Automatic

Store your Jira comments with the public or private flag to segment the comments. Public Flag : Visible to Community
Private Flag : Visible to Internal User

Jira_Type_Server

True/False

Automatic

Select if your Jira instance is based on cloud or on-premises.

JiraCommentQualifier

-

Automatic

Add a qualifier for Jira comments to be synced in Salesforce. For example, if you want only specific Jira comments to sync in Salesforce. Let’s say #SendtoSf will be the qualifier so only comments starting with #SendtoSf will sync in Salesforce.

JiraCommentsSyncToJiraIssue

True/False

Automatic

Enable syncing of Jira comments in Salesforce under the Jira comment object.

Project Records Per Page

-

Automatic

Show the Number of Projects in Pagination on Project Configuration Tab.

Relationship_Type

-

Automatic

Choose how you want to link Jira with a Salesforce record i.e One to One or One to Many.

Store_Jira_Comment_in_Case

True/False

Automatic

Store incoming Jira comments as case comments as well.

Sync_SF_Attachment

True/False

Automatic

Enable auto-syncing of Salesforce case Attachments/Files to related Jira issues.

Sync_SF_Comments

True/False

Automatic

Enable auto-syncing of Salesforce case comments to related Jira issues.

SyncJiraAttachmentsToSalesforce

True/False

Automatic

Allow syncing of Jira attachment in Salesforce.

Update_Status_From_Salesforce

True/False

Automatic

Enable updating of Jira status from Salesforce.

CreateLinks

-

Manual

Create Salesforce records links on Jira. Links are the Salesforce hosted page for showing the record details on Jira without logging into Salesforce. The links are secured with encrypted value and timestamp, Salesforce links, which can be defined by Salesforce Admins using TimeStamp record.

Reporter_User_Email

email/username

Manual

Define how to find the Jira user related to the current Salesforce user - using user ‘email’ or ‘username’.

SalesForceDomain

-

Manual

Salesforce site URL created for Jira.

StatusTransition

-

Manual

Add Jira status separated by a comma for which you want to restrict the Status change feature.

SyncLegacyJiraComment

True/False

Manual

Enable this for syncing current Jira comments in Salesforce on linking.

TimeStamp

-

Manual

Provide a valid time for Salesforce Detail Link responsible for showing Salesforce details from Jira.

AllJiraProjectsSearch

True/False

Manual

Search for Jira issues under all projects using the Search Jira feature.

S.No

Record Name

Instance Name

Value field

Created

Description

1.

JiraLegacy_Filter    

1    

-    

Manual

After enabling 'Reporting' for the Jira field to update the legacy data for the newly enabled field, users have to schedule the job ’ScheduleBatchToAutoUpdateJira’. To add the filter to the records, use this custom record. For example, Samantha does not want to update the Close Jira records so she can pass the value as Where Status='Close'.

2.

JiraErrorLogs_Duration

2

Add number of days

Manual

Delete the logs older than the specified number of days.

3.

GuestUserID

0

18 digit Guest user Id

Manual

Add an 18 digit Guest User ID.

4.

CheckCustomSetting Access

-

Yes/No

-

To bypass the view all custom setting permission for private custom setting

Custom Settings Records under Detail Page Fields

Name

Field API Name

Field Label

Object Name

Order

1

Subject

Subject

Case

1

2

Description

Description

Case

2

Custom Settings Records under Sinergify Action Process

Name

Field API Name

Field Label

Object Name

Order

1

Subject

Subject

Case

1

2

Description

Description

Case

2

Custom Settings in Sinergify Triggers

Name

Record Name

Active

Object

 

Sinergify Trigger

AddJiraComments

True

JiraIssueComments__c

Mark Active as True or False to turn the trigger ON or OFF respectively.

AddJiraCommentsfromIdea

True

IdeaComment

FeedItemTrigger

True

FeedItem

JiraAutoAttachment

True

Attachment

JiraAutoComment

True

CaseComment

JiraAutoFileAttach

True

ContentDocumentLink

JiraIssueTrigger

True

JiraIssueTrigger

JiraRelationshipTrigger

True

JiraRelationshipTrigger

UpdateFieldWithData

True

UpdateFieldWithData