Page Comparison

This page will guide you to configure existing associations in Jira and Salesforce.

Note
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Note  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

Jira

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.

Salesforce

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
   In the Salesforce Object, in the Issues panel, click on Configure for the Association you would like to 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.

Salesforce 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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2. Set the desired options for the chosen Association and complete the change by clicking the Save button.