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Ensure that you have already installed the Salesforce Package and configured a connection before continuing with this guide.

Step 1: Creating a Visualforce page

Tip

The package is shipped with ready-made Visualforce pages for Case. If you plan to use it for Case only, you can skip to Step 2. For other standard objects and custom objects, follow the steps in this section.

Creating a Jira Issues Visualforce page

  1. Go to Setup and type "Visualforce Pages" in the quick find box.
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  2. Click New.
  3. Provide a name and a label for the Visualforce page. 
    We recommend "Jira Issues" as the label and "ObjectNameJiraIssuesPage" as the name. Replace ObjectName accordingly. For example:
    • "AccountJiraIssuesPage" for Account
    • "OpportunityJiraIssuesPage" for Opportunity
    • "MyCustomObject__cJiraIssuesPage" for MyCustomObject__c
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  4. Paste the following into the Visualforce Markup editor:

    tab-group


    Cloud

    deckIdtabxmlxmlJIRA Issues Visualforce Page
    Code Block
    jiraissuesVF
    language
    xml
    title
    Cloud
    JIRA Issues Visualforce Page
    Tab
    titleServer
    <apex:page standardController="Case" extensions="JCFS.GenericObjectController">
        <apex:includeLightning />
        <div id="jiraIssuesLwcVfContainer" />
        <script>
            $Lightning.use("JCFS:LightningOutDependencies", () => $Lightning.createComponent("JCFS:jiraIssuesLwc", {
                objectApiName: "{!JSINHTMLENCODE(son)}",
                recordId: "{!JSINHTMLENCODE(soid)}",
                isVisualforce: true,
            }, "jiraIssuesLwcVfContainer", cmp => {}));
        </script>
    </apex:page>

    Server

    Code Block
    languagexml
    titleJIRA Issues Visualforce Page
    <apex:page standardController="Case" extensions="JSFS.GenericObjectController">
        <apex:includeLightning />
        <div id="jiraIssuesLwcVfContainer" />
        <script>
            $Lightning.use("JSFS:LightningOutDependencies", () =>
                $Lightning.createComponent(
                    "JSFS:jiraIssuesLwc",
                    {
                        objectApiName: "{!JSINHTMLENCODE(son)}",
                        recordId: "{!JSINHTMLENCODE(soid)}",
                        isVisualforce: true,
                    },
                    "jiraIssuesLwcVfContainer",
                    cmp => {}
                )
            );
        </script>
    </apex:page>


    Remember to replace ObjectName accordingly.
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  5. Click Save.

Step 2: Adding a Visualforce page to Object Layout

  1. Log in to your Salesforce instance and click Setup.
  2. Now let's customize your object Page Layout.
    Under the sidebar, go to Build > Customize > (object name) > Page Layout.
  3. Choose the layout you want to edit in the list, then click Edit
    Here's an example for Case:
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  4. Under the Layout panel, scroll until you find Visualforce Pages.
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    If you don't see the Visualforce page you're looking for, review the steps in "Step 1: Creating a Visualforce Page".
  5. Now click and drag Section to a preferred section in the layout. Give this section a name, in this case, we've named it "Jira Issues (NextGen)" and configured it as a one-column layout.
    Now click and drag Jira Issues(NextGen) onto onto the newly-created "Jira Issues (NextGen)" section. You may also want to adjust the properties so that you get a panel with a size you'll be more comfortable working in (a minimum height of 500px is recommended).
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  6. Then, click Save.

Now when you load an object's page, you are able to see Jira issues associated issues associated with the object.
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What's next?