Filter Salesforce Comments in Jira Issues

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Filter Salesforce Comments in Jira Issues

Salesforce comments within Jira can be filtered by administrators using hashtags (for example, #jira, #jira-servicedesk, #sfjc). This page shows you how to add hashtag filters, and view filtered comments in Jira.

Before you start

Make sure you have:

Add hashtag filters in Jira

  1. For Jira Cloud:

    • Select Apps from the left sidebar in Jira.

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

      Appsettings.png

       

      For Jira DC:

    • Go to Settings>Applications

  2. Under Connector for Salesforce, select Connections.

  3. Select the connection you want to configure and click Configure.

    Connections.png

  4.  On the Connection Configuration screen, scroll down until you see the Comment Tag Filter section.

    Comments.png

  5. Administrators can enter the hashtags they want to use to filter comments from Salesforce.

Tags must be preceded by a # and separated by a space.

 

View filtered comments in Jira

Filtered comments appear in a Jira Issue based on the Comment Privacy settings and the hashtags configured by the administrator (see above).

connector-view-filtered-comments.png

In Salesforce, to add a hashtag to a Case Comment, simply edit the comment and add the hashtag anywhere in the comment:

connector-sf-casse-comment.png

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