This page will guide you explains how to configure existing associations in Jira and Salesforce.
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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
In a Jira issue, look under the
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CONNECTOR FOR 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.Choose the Association you
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want to configure and
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click Configure.
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The Configure Association
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window opens.
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Set the
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options for the chosen Association and
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click Save.
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
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want 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
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want to configure.
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The Configure Association window
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opens.
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Set the desired options for the chosen Association and complete the change by clicking
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Save
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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
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want to configure and
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select Configure.
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The Configure Association side panel
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opens.
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Set the desired options for the chosen Association and complete the change by clicking the Save button.