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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

  1. In a Jira issue, look under the Salesforce 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.

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

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    The The Configure Association window pops up window opens.

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  1. Set the

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  1. options for the chosen Association and

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  1. click Save.

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 want to configure and choose Configure.

    csfjira-jira-issues-association.pngImage Removedcsfjira-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 want to configure.

    csfjira-classic-sf-object.pngImage Removedcsfjira-classic-sf-object.pngImage Added
  3. The Configure Association window pops upopens.

    csfjira-config-assoc-side-panel.pngImage Removedcsfs-jira-config-assoc-lwc.pngImage Added
  4. Set the desired options for the chosen Association and complete the change by clicking Save.

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 want to configure and choose select Configure.

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  3. The Configure Association side panel pops upopens.

    Image Removedcsfs-jira-config-assoc-lwc.pngImage Added
  4. Set the desired options for the chosen Association and complete the change by clicking the Save button.