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This page will guide you on how to configure Visualforce pages for both standard objects and custom objects in Salesforce.

Info

(info) Using Using the Lightning view? Check out Configuring Lightning Experience components.

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  1. Go to Setup and type "Visualforce Page" 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

  4. Paste the following into the Visualforce Markup editor:

    Cloud

    JIRA Issues Visualforce Page

    Code Block
    languagexml
    <apex:page standardController="ObjectName" extensions="JCFS.GenericObjectController">
    <JCFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JCFS:JiraIssuesComponent>
</apex:page>

    Server

    JIRA Issues Visualforce Page

    Code Block
    languagexml
    <apex:page standardController="ObjectName" extensions="JSFS.GenericObjectController">
    <JSFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JSFS:JiraIssuesComponent>
</apex:page>



  5. Remember to replace ObjectName accordingly.

     

  6. Click Save.

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  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.



    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 Section' and configured it as a two-column layout.
    Now click and drag Jira Issues and Jira Comments onto the newly-created 'Jira Section' and place them side by side. 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.

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