Configuring connection settings

This guide will help you configure all the settings available for a Connection.

Accessing the configuration settings

1. Click Settings > Apps, and then in the sidebar, under Salesforce, choose Connections.

2. Choose your connection, then click Configure.

Available Salesforce Objects

Objects and fields selected here are visible to end users through various connector features in Jira.

For more information, see Configuring Field Displays and accessing the Details Display screen.

Jira Notification Settings

These settings allow the configuration of notifications when a comment for Jira users is made in a Salesforce Case.

Enable or disable notifications for the following users: All recipients of Issue Commented event, Current Assignee, Reporter, All Watchers, All Voters, or preferred Groups.

For more information, see Configuring email notifications to notify Jira users.

Connection Settings

Allow Modification

If disabled, the connection will be in read-only mode. This setting has the highest precedence and overrides other settings.

Disable this setting if you need to immediately stop any synchronization.

Allow Automatic Push

If disabled, the auto push is not allowed to function in all current and new associations.

If enabled, the auto push is allowed to function in all current and new associations.

Allow Automatic Pull

If disabled, the auto pull is not allowed to function in all current and new associations.

If enabled, the auto pull is allowed to function in all current and new associations. Apex trigger must be configured for the associated object type.

Salesforce Auto Assign

If enabled, active assignment rules will be used when creating or updating Case and Lead objects.

Attachment Settings

For more information about file attachments, view Working with attachments.

Synchronize Attachments

If enabled, files attached to associated issues and Salesforce objects will be synchronized.

Create Salesforce Attachment as Files

If enabled, files will be uploaded as Salesforce files, not attachments. Requires Synchronize Attachments to be Enabled.

This setting is recommended if you use Salesforce Lightning.

Comments & Chatter Settings

Comment Privacy

Determines visible Salesforce Case comments based on their privacy.

Available Options: All Comments, Public Comments Only, Private Comments Only.

Comment Tag Filter

Separate each tag in the list by a space to filter Salesforce comments (e.g. '#Jira #Jira-service-management').

If configured, only Salesforce comments with at least one of the tags in their body will be displayed.

Show Chatter Feeds

If enabled, Chatter feeds will be shown in the Salesforce Comments tab.

For more information, see Working with comments.

With Lightning Experience, the way you can view Chatter feeds is different, read https://appfire.atlassian.net/wiki/spaces/CSFJIRA/pages/470803350/Configuring+Jira+Comments+NextGen+with+Lightning+Experience#Adding-Comments-in-Salesforce-(Chatter-Feed-and-Case) for more information.

Query Optimization

Optimize the association JQL query

If enabled, this option can help improve performance by fine-tuning the JQL query that retrieves Salesforce and Jira associations, where it will be limited to projects with active binding. This option is disabled by default because the issue usually only affects projects with a very large number of Jira issues (around 5,000 or more).

Default Presets

These settings allow admins to set defaults for what happens when a user creates or associates a Jira Issue/Salesforce Object.