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Configuring connection settings

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Force All Presets

Enabling this will allow admins to force all the presets that have been set below, both inside Jira and Salesforce. This will also completely hide the presets from being shown to users when they create or associate a JIRA Issue/Salesforce Object.

View Only

If enabled, new associations will be set to View Only by default when users create or associate a Jira Issue/Salesforce Object.

Automatic Push

If enabled, new associations will be set to Automatic Push by default when users create or associate a Jira Issue/Salesforce Object.

Automatic Pull

If enabled, new associations will be set to Automatic Pull by default when users create or associate a Jira Issue/Salesforce Object.

After Associating

Admins can set the default action that happens immediately after an association.

Available Values:

  • Do nothing
  • Push to Salesforce
  • Pull from Salesforce
  • Push to Salesforce then Pull from Salesforce
  • Pull from Salesforce then Push to Salesforce

After Creating Jira Issue

Admins can set the default action that happens immediately after Jira Issue creation.

Available Values:

  • Do Nothing
  • Push to Salesforce

After Creating Salesforce Object

Admins can set the default action that happens immediately after Salesforce Object creation.

Available Values:

  • Do Nothing
  • Pull from Salesforce

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