Page Comparison

This page

explains how to associate a Jira Issue with a Salesforce Object

and then

push data from Jira to Salesforce

or

pull data from Salesforce to Jira.

To associate

push or pull data:

• You must be a Jira user with the Edit Issue permission. 

• Your administrator must have bound the Jira project to a Salesforce connection.

Guide

1. In a Jira issue, look under

1. 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. Click Associate.

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2. The Associate Salesforce Object window pops up.

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2. In the Search Salesforce text field, type in a word from the Salesforce Object you want to associate the Jira Issue with.

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2. Click Associate.

3. The Salesforce Object you associated will appear in the list in the Salesforce section:

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View Salesforce Object options

Click on the listed Salesforce Object and several options

appear.

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• Details - Click to view a popup window of various details of this Salesforce Object.

• Configure - Click to configure this association. View Configuring an association for more information.

• Push - Click to synchronize data from Jira in Salesforce.

• Pull - Click to synchronize data from Salesforce in Jira.

• Unlink - Click to break the association of this Jira Issue with the Salesforce Object.

Known limitations

Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.

Next steps

You may want to:

• Install the Salesforce Package for Salesforce & Jira Cloud Connector

Related information

• Configuring an association

• Working with attachments