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Guide

  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. Click Associate.
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  3. The Associate Salesforce Object window pops up.
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  4. In the Search Salesforce text field, type in a word from the Salesforce Object you want to associate the Jira Issue with.
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  5. Click Associate.
  6. The Salesforce Object you associated will appear in the list in the Salesforce section:
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Viewing Salesforce Object options

Click on the listed Salesforce Object and Salesforce Object and several options will appear.
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  • Details - Click to view a popup window of various details of this Salesforce Object.
  • Configure - Click to configure this association. View Configuring an association [ARCHIVE] for more information.
  • Push - Click to synchronize data from Jira in Salesforce.
  • Pull - Click to synchronize data from Salesforce in Jira.
  • Unlink - Click to break the association of this Jira Issue with the Salesforce Object.

Known limitations

Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.

What's next?

You may want to:

Related information