Configure Visualforce components

Owned by Mark Kleinsmith
Last updated: Jul 25, 2024 by Jeff Gleeson
3 min read

The Salesforce Package provides a set of Visualforce pages to show associated Jira issues and some operation buttons to create or associate. It also provides a page to view Jira comments related to the associated Jira issues. 

This page guides you on how to configure Visualforce pages for both standard objects and custom objects in Salesforce.

Using the Lightning view? Check out Configuring Lightning Experience components.

Ensure that you have already installed the Salesforce Package and configured a connection before continuing with this guide.

Create a Visualforce page

The package is shipped with ready-made Visualforce pages for Case. If you plan to use it for Case only, you can skip to Add a Visualforce page to an Object Layout. For other standard objects and custom objects, follow the steps in this section.

Create a Jira Issues Visualforce page

  1. Go to Setup and type Visualforce Page in the Quick Find box.

  2. Click New.

  3. Provide a name and a label for the Visualforce page. 
    We recommend using Jira Issues as the label and ObjectNameJiraIssuesPage as the name. Replace ObjectName accordingly. For example:

    • AccountJiraIssuesPage for Account

    • OpportunityJiraIssuesPage for Opportunity

    • MyCustomObject__cJiraIssuesPage for MyCustomObject__c

  4. Paste the following into the Visualforce Markup editor:
    Cloud

    JIRA Issues Visualforce Page

    <apex:page standardController="ObjectName" extensions="JCFS.GenericObjectController"> <JCFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JCFS:JiraIssuesComponent> </apex:page>

    Server

    JIRA Issues Visualforce Page

    <apex:page standardController="ObjectName" extensions="JSFS.GenericObjectController"> <JSFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JSFS:JiraIssuesComponent> </apex:page>

  5. Remember to replace ObjectName accordingly.
     

  6. Click Save.

Create a Jira Comments Visualforce Page

To display Jira comments for your object, repeat the steps in the Create a Jira Issues Visualforce page section above with the following details:
Label: Jira Comments
Name: ObjectNameJiraCommentsPage
Visualforce Markup:

Cloud

JIRA Comments Visualforce Page for Custom Objects

<apex:page standardController="ObjectName" extensions="JCFS.GenericObjectController"> <JCFS:JiraCommentsComponent son="{!son}" soid="{!soid}"></JCFS:JiraCommentsComponent> </apex:page>

Server

JIRA Comments Visualforce Page for Custom Objects

<apex:page standardController="ObjectName" extensions="JSFS.GenericObjectController"> <JSFS:JiraCommentsComponent son="{!son}" soid="{!soid}"></JSFS:JiraCommentsComponent> </apex:page>

Add a Visualforce page to an Object Layout

  1. Log in to your Salesforce instance and click Setup.

  2. To customize your object Page Layout, under the sidebar, navigate to Build > Customize > (object name) > Page Layout.

  3. Choose the layout you want to edit in the list, then click Edit. 
    Example of Case Page Layout

  4. Under the Layout panel, scroll until you find Visualforce Pages.


    If you don't see the Visualforce page you're looking for, review the steps in Create a Visualforce Page.

  5. Click and drag Section to a preferred section in the layout. Give this section a name. In this case, we've named it Jira Section and configured it as a two-column layout.

  6. Click and drag Jira Issues and Jira Comments onto the newly-created Jira Section and place them side by side. You can also adjust the properties so that the panel size is more usable (a minimum height of 500px is recommended).

  7. Click Save.

Now, when you load an object's page, you can see the Jira issues associated with it, along with their comments.

Upon creating a new Jira issue or associating it with an existing one, the Jira Comments page will refresh automatically.

Next steps