Using Plum CRM

1. In Salesforce, create a case

2. When the case is created, click on the picklist menu in the top right and select “Create/Update Jira”

3. A new window will load, and after a few seconds, if the app has successfully created a Jira item, you will see the following message in the new window. From there, you can return to the case or click the link to the new Jira issue.

4. In Jira, navigate to the item that Plum CRM created from Salesforce, and you will see in the CRM details panel the information about the connected Salesforce Case.

5. Changes to the case or the item will update its counterpart. Depending on your permissions and settings, other information can also be transmitted back and forth, e.g., attachments, status, etc.

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