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View associated Salesforce records in Jira work item

View associated Salesforce records in Jira work item

You can view associated Salesforce object records within a Jira work item.

Before you start

Guide

  1. In a Jira work item, look under the Connector for Salesforce section on the right side of the screen.
    The list of associated object types and records appears there.

    Jira work item showing the Connector for Salesforce section with associated Case and Opportunity records and Create Salesforce Object and Associate buttons.

  2. To see more details, go to the Activity section and select the Salesforce records tab.

    Activity section in a Jira work item with the Salesforce records tab selected.

  3. Select a Salesforce object type to display its records.
    The most recently associated records appear at the top.

    Salesforce records tab displaying Case records in a table with Subject, Priority, Status, and Case Number columns.

  4. Select the Columns with mapped fields you want to view.

Columns dropdown menu showing selectable mapped fields including Subject, Priority, Status, and Case Number.

If some fields don’t appear, contact your admin. Only admins can configure the connection and add missing fields for Salesforce object types. For instructions, see Configure field displays and access the Details screen.

  1. Click a record link to open the associated records directly in Salesforce.

To run an association report, see Run an association report instructions.