Configure connection settings

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

Before you start

Make sure you have:

• Administrator rights in Jira - only administrators can set up the integration

• Set up your integration to Salesforce in Jira

Access the configuration settings

1. For Jira Cloud:

   • Select Apps from the left sidebar in Jira.

   • Next to Connector for Salesforce, click Menu () > App settings.

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     For Jira DC:

   • Go to Settings>Applications

2. Under Connector for Salesforce, click Connections.

3. Select a connection, then click Configure.

Available Salesforce objects

Only Salesforce object types and fields explicitly added here are available for entity and field mapping, enabling associations between Jira work items and Salesforce records. The objects and fields you configure will be visible to end users through Connector features in Jira.

1. Click Add Salesforce Object.

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2. In the Add Salesforce Object window, select the Salesforce object type you want to make available in Jira.

3. Optionally, select Import Layout to automatically import the object's compact layout from Salesforce. This pre-populates fields based on the layout defined in Salesforce, saving manual field selection.

4. Click Next.

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5. From the Salesforce Field dropdown, select a field you want to make visible in Jira.
   Fields added here will appear to end users in record views and mapping screens.

6. Click Add. Repeat for each field you want to include.

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7. Click Next.

8. Repeat steps 1–7 for each additional Salesforce object type required by your integration.

9. Click Appy Changes at the top of the page to save your configuration.

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

Jira Notification Settings

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These settings enable the configuration of notifications when a comment is added for Jira users 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

• Groups

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

Connection Settings

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Enable or disable the Connection Settings options:

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

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

Synchronize Attachments

If enabled, files attached to associated issues and Salesforce records 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.

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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.

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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 Add 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).

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Limit the "Associate" feature to project / issue type with binding only

If enabled, you can’t associate unmapped Salesforce object types with Jira items.

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 record.

Automatic Push

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

Automatic Pull

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

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 record

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

Available Values:

• Do Nothing

• Pull from Salesforce

Rich text setting

Before you start creating Jira work items from Salesforce, you can choose how to display the multiline fields editor in the Create Jira issue window. By default, all multiline fields use a rich text editor. If you prefer plain text formatting, you can disable the rich text editor, and the plain text setting will apply to all Jira work items you create from Salesforce.

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Apply changes

When you’re ready with all your configuration, make sure you click the Apply Changes button to save all your settings.