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To find out what Jira field types are compatible with Salesforce field types, visit the Jira Field Type to Salesforce Field Type compatibility page. |
Part 1: Configuring Entity Mappings
- Go to > Apps, and then in the sidebar, under Salesforce, choose Bindings.
- On the Bindings screen, choose the binding you want to configure and click on Mapping.
- On the Configure Mapping screen, click on +Add Entity Mapping.
(Alternatively, if you have a previously exported Entity Mapping, you can also Import it here.) - The Add Entity Mapping dialog window appears.
- Choose the Issue Types you want mapped to specific Salesforce Objects.
- Click Add.
Part 2: Configuring Field Mappings
- On the far right side of the Entity Mapping you just created, click Mappings.
- The Task to Case Mapping dialog box appears:
Here you can choose the Jira Fields that match to the corresponding Salesforce Field.
You can also customize the Sync Direction (inbound or outbound) by clicking the Green Arrow buttons. - For this example, we will match the "Summary" Jira Issue Field to the "Subject" Salesforce Field; and also the "Description" Jira Issue Field to the "Description" Salesforce Field:
When you're done, click Save.
Part 3: Configuring Value Mappings
Optionally, you can also map the field values, for example:
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- From Part 2, select the Sync Direction (inbound or outbound) desired for the field mapping.
- Click on Map Values.
- Enter the values for Jira field and Salesforce field accordingly.
- If the value of the Jira field is the "user" type, then a user picker will be available to select available Jira users.
- When you're done, click Add, then Save.
Creating inbound-only or outbound-only mappings
Note that you can configure separate value mappings for each direction (inbound or outbound). This also allows you to map values in a one-to-many relationship. Simply create two records for the same fields, one for each direction and then proceed with configuring the value mappings.
For example:
For inbound-only mapping:
For outbound-only mapping: