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changes.mady.by.user Suba Veeriah

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changes.mady.by.user Elizabeth Tai

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Note
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(warning) Note that the association configuration can be overridden by the Connection configuration. If a configuration does not show the expected behavior, verify that the respective setting on the Connection configuration is enabled.

Guide

Tab group
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Tab
Expand
titleJira
  1. In a Jira issue, look under the Salesforce section on the right side of the screen.
    If you have the new Jira issue view enabled, click Associate or create a record.

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    If not, skip to Step 2.
  2. Choose the Association you would like to configure and then click Configure.

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  3. The Configure Association window pops up.

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  4. Set the desired options for the chosen Association and complete the change by clicking the Save button.
tab
Expand
titleSalesforce
  1. Open a Salesforce Object that has already been associated with a Jira Issue.

  2. In the Salesforce Object, in the Jira Issues panel, click on the drop-down menu for the Association you would like to configure and choose Configure .
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    For users of Salesforce Classic

, click here to expand...


  1. In the Salesforce Object, in the Issues panel, click on Configure for the Association you would like to configure.
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  2. The Configure Association
 window
  1. window pops up.
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  2. Set the desired options for the chosen Association and complete the change by clicking the Save button.
tab
Expand
titleSalesforce LWC
  1. Open a Salesforce Object that has already been associated with a Jira Issue.

  2. In the Salesforce Object, in the Jira Issues panel tiles/table view, click on the drop-down menu for the Association you would like to configure and choose Configure .

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  3. The Configure Association side panel pops up.

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  4. Set the desired options for the chosen Association and complete the change by clicking the Save button.