Filter Jira comments in Salesforce Cases

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Filter Jira comments in Salesforce Cases

 

This guide explains how to add hashtag filters and view filtered Jira comments in Salesforce.

Jira comments within Salesforce can be filtered by administrators using hashtags, (eg. #jira, #support, #customer_desk).

You can also filter Salesforce comments within Jira.

 

Add hashtag filters in Salesforce

  1. In Salesforce, click Settings > Setup.
    If you are using Salesforce Classic, click Setup located on the upper right pane.

  2. Search for Package and go to Installed Packages.

  3. Look for Jira Cloud for Salesforce and click Configure.

  4.  On the Configuration screen, scroll to the Comment Configuration section and click the Edit

    image-20241223-094522.png icon next to Comment Tag Filter.

    comment configuration.png
  5.  Administrators can enter the hashtags they want to filter comments from Jira.

     

Tags must be preceded by # and separated by a space. Hashtags in Salesforce are case-sensitive.

View filtered comments in Salesforce

Filtered comments appear in a Salesforce Case based on what hashtags were configured by the administrator (see above).

JCFS-jiracommentfiltered-logo.png

In Jira, to add a hashtag to a Jira Issue comment, edit the comment and add the hashtag anywhere in the comment.

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