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  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.

     
    If not, skip to Step 2.

  2. Choose the Association you would like to configure and then click Configure.

    Image RemovedImage Added

  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 want to configure and choose Configure.Image Removed

    csfjira-jira-issues-association.pngImage Added

    For users of Salesforce Classic
    In the Salesforce Object, in the Issues panel, click on Configure for the Association you would like want to configure.Image Removed

    csfjira-classic-sf-object.pngImage Added

  3. The Configure Association window pops up.

    Image Removedcsfjira-config-assoc-side-panel.pngImage Added

  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 .

  3. The Configure Association side panel pops up.

    Image RemovedImage Added

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