Introduction
This guide walks you through the process of configuring Connector Custom Fields, which is necessary if you intend to use Remote Object Links.
Automatically
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create Custom
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Fields
When a mapping is created, an accompanying read-only custom field of type "Remote System Reference" is automatically created for you to display the information from Salesforce in the
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Jira issues. The administrator might wish to configure the field as for other custom fields.
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For more information regarding Custom Fields, view the Jira documentation.)
Please note the following defaults for these fields:
Globally available for all issues.
Are automatically added to the default Field Configuration
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. For more information, view the Jira documentation regarding field behavior.
Their field templates are empty, although there is a default view that displays a link back to the Salesforce object.
They are not associated with any screens.
The administrator may want to add a field template and will need to associate the field with at least one screen.
An example of some automatically created Salesforce custom fields is shown below in a view from the standard Custom Fields page in Administration:
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Remote Linking Custom Fields
The
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Connector provides two other custom fields that can be added by an administrator to
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Jira issues:
Remote Object Link
Multi Remote Object Link
These fields allow a
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Jira issue to link to more objects in Salesforce than the automatically added custom field.
For example, you might want to also add to a
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Jira issue, which is linked to a Salesforce Case, links to related Contacts in Salesforce. The multi field allows you to add more than one link.
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Adding new Custom Fields
You won't need to add
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the Remote System Reference
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fields as they are automatically created as mentioned in the introduction.
If you wish you can add
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the Remote Object
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linking fields with the following steps:
Go to Cog
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Icon > Issues.
In the sidebar,
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under Fields, click Custom Fields.
Click on
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the Add Custom Field
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link near the top.
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The Select a Field Type
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dialog box will appear.
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Click Advanced.
Choose the field you want to create,
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either Remote Object Link
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or Multi Object Link and
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click Next.
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Type in
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a Name
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and Description
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for your new field.
Then
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click Create.
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You are now asked to associate the field you just created to screens.
Choose the screen you want to associate the field with and
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click Update.
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You will now need to specify which Salesforce object you want the field to link to.
Find your new field's listing and on the far right, click the
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Cog Icon > Configure:
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At the screen for
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the Default Configuration Scheme
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for your field, click
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the Edit Configurations
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link under Configurations.
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On
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the Edit Display Template
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screen, choose
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the Remote System
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and Remote Object
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you want linked to the custom field.
Then
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click Submit.
You can now
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start adding a Remote Object Link.
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See Modifying display templates for information on how to customize the display templates of the custom fields.
What's
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next?
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