This guide explains how to configure the settings available in the Salesforce Package.
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Access configuration settings of the Salesforce Package
To find the settings:
In Salesforce, click Settings > Setup.
If you are using Salesforce Classic, click Setup located on the upper right pane.Search for Package In the sidebar, use Quick Find, type Package, and go to Installed Packages.
Look for "Jira for Salesforce" and click Configure.
Feature Toggles
This allows the admin to disable product features available to users.
The following features can be toggled on or off:
Create Jira Issue
Associate Jira Issue
Push changes to Jira
Pull changes from Jira
Unlink issues
Configure associations
Sync email attachments
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Attachments can still sync even if you disable this feature because of Salesforce’s Email-to-Case Settings. For more information, refer to this knowledge base article. |
Available Fields
This allows the admin to specify which Jira fields should appear in the Jira issues Visualforce pages.
Click + Add Jira Fields to add more Jira fields.
Issue Creation
This allows the admin to configure the Project Filter.
Use the Project Filter to filter which Jira projects are shown in the Create Jira Issue dialog box. However, only projects with a binding in Jira can be selected.
For more information, see Filtering Projects in the Create Jira Issue dialog box.
Comment Configuration
This allows the admin to configure the behavior of synchronized comments in Salesforce.
Comment Privacy
Determines visible Jira comments based on their privacy.
Comment Tag Filter
Hashtags to filter Jira comments with.
If configured, only Jira comments with at least one of the tags in their body will be rendered.
For more information, see Filtering Jira Comments in Salesforce Cases.
Chatter Feed
If enabled, Jira comments satisfying privacy and hashtag filters will be posted as Chatter Feeds for associated Cases (excluding view-only associations).
For more information, see Configuring Chatter.