Create a Jira Issue from Salesforce with Jira Issues (NextGen)

This page guides you on how to create a Jira work item from a Salesforce record.

By creating a Jira work item from Salesforce, you can easily communicate with teams in Jira by bringing the same information from the Salesforce record to a Jira work item.

For example, when a Salesforce agent needs to escalate a Case to the development team in Jira, they can create the Jira work item from inside the Case and:

• Set the Jira work item priority to High, matching the Case's priority High.

• Set the Jira work item component to UI, matching the Case Reason Installation.

• Review the information being sent to Jira, prior to creating the Jira work item.

• Your administrator has completed a project binding as well as entity, field and value mappings in Jira.

• Your administrator has configured the Visualforce pages required for the Object.

1. In a Salesforce record, click Associate/Create.

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2. The Associate Or Create Jira Issue window appears.

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3. Click Create Jira Issue and the Create Jira Issue pop-up window will appear.

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4. Choose the desired Jira Project and Issue Type. All field and value mappings set by your administrator will be used to create the Jira work item.

   You can choose to toggle the following options:

   • View Only - Manual and automatic synchronization will be disabled

   • Auto Pull - Changes to the association Jira work item will be pulled automatically to this record

   • Auto Push - Changes to this record are pushed automatically to associated Jira work item, given respective triggers are installed

5. You can also choose what to do after the Jira issue is created by choosing from the following options:

   1. Do nothing

   2. Pull from Jira

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You can always add, edit, or delete the values if you need. See Notes on Supported Fields for more information.

Upon successful creation, an Issue created successfully message is shown.

The Review & Create window performs the following actions:

• It renders fields that appear in the original Create Issue dialog in Jira, respective to the project and issue type selected.

• Shows all fields regardless of whether they are mapped or not.

• Automatically populates the field value.

The following field types are rendered in the Review & Create window:

• Text fields like Summary

  • Rich text fields like Description (If enabled in connection settings, Jira multiline fields will use rich text fields; otherwise, plain text formatting will be applied.)

  • Request type (only for JSM)

  • Priority

  • Components

  • Versions

  • Labels

  • Numbers

  • Select lists

  • Checkboxes

  • Radio buttons

  • Date

  • Date Time

• The following fields are rendered in this order (after which, any other fields would be rendered in no specific order):

  • summary

  • description

  • priority

  • components

  • versions

  • fixVersions

  • labels

  • epic name

  • sprint

• Configure an association

• Automate your integration 

• Associate a Jira Issue from Salesforce with Jira Issues (NextGen)