Versions Compared

Old Version 8

changes.mady.by.user Jeff Gleeson

Saved on

compared with

New Version Current

changes.mady.by.user Jeff Gleeson

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.
    Image Removed 
    If not, skip to Step 2.

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

    Image RemovedImage Added

    The The Configure Association window pops up window opens.

    Image RemovedImage Added

  1. Set the

...

  1. options for the chosen Association and

...

  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.

    Image Removedcsfjira-object-jira-issue.pngImage Added

  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.