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Note | ||
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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
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Jira
- 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.
If not, skip to Step 2. - Choose the Association you would like to configure and then click Configure.
- The Configure Association window pops up.
- Set the desired options for the chosen Association and complete the change by clicking the Save button.
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Salesforce
- Open a Salesforce Object that has already been associated with a Jira Issue.
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 .
For users of Salesforce Classic
In the Salesforce Object, in the Issues panel, click on Configure for the Association you would like to configure.- The Configure Association window pops up.
- Set the desired options for the chosen Association and complete the change by clicking the Save button.
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Salesforce LWC
- Open a Salesforce Object that has already been associated with a Jira Issue.
- 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 .
- The Configure Association side panel pops up.
- Set the desired options for the chosen Association and complete the change by clicking the Save button.