Versions Compared

Old Version 5

changes.mady.by.user Mark Kleinsmith

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 Connector for Salesforce & Jira supports synchronization of cascading fields in Jira with dependent fields in Salesforce.

Four modes of synchronization are required:

  • Jira Parent - Salesforce Picklist

  • Jira Child - Salesforce Picklist (Legacy)

  • Merged

  • Cascading

Requirements

Warning

Value mappings need to use the exact IDs as shown on the Salesforce page, with the correct case (IDs are case-sensitive). and with no spaces before or after the value. For example,  00590002fBnyAAE  is not the same as  00590002fbnyaae.

Jira

  • Cascading select lists

Note

(warning) Cascading Cascading select lists are a type of Jira custom field. Read more on how to create custom fields in Jira. 

Salesforce

  • Salesforce Picklist

Note

(warning) Salesforce Salesforce Picklist fields can be dependent fields. Read more on how to create dependent fields in Salesforce.

...

This mode allows you to synchronize only the Parent value of your Jira cascading select list to a Salesforce picklist (dependent or non-dependent picklist).

  • You are not able to synchronize bi-directionally in this mode.

  • You are not able to update based on the Child value of your Jira cascading select list.

...

  1. Select a Jira cascading select list custom field in the field mapping.

    Image Removed Image Added

  2. Select the corresponding Salesforce field(s).
    Depending on the Cascading mode, you can either select only the first field or both.

    Image RemovedImage Added

  3. Click + Add to add the newly-created field mapping.

  4. Then click Click Configure on the field mapping you just created.

    Image RemovedImage Added

  5. Choose the appropriate synchronization mode that fits your use case.

    Image Removed


    Image Added

  6. Add the Parent or Child values for both Jira and Salesforce and click Add.

  7. Save the value mapping configuration when you are done.