Cloud Migration Resources
Planning a Jira Cloud migration? These resources can help you get started:
→ Connector for Salesforce & Jira Cloud features – Review Cloud features and understand key differences between DC and Cloud.
→ Migration support from Appfire – Learn how we can help you migrate smoothly.
Associate a Salesforce record from Jira
You can associate a Jira work item with a Salesforce record and then push data from Jira to Salesforce or pull data from Salesforce to Jira.
Before you start
To associate push or pull data:
You must be a Jira user with the Edit work item permission.
Your administrator must have created the binding for the Jira space to a Salesforce connection.
Guide
In a Jira work item, look under Connector for Salesforce section on the right side of the screen.
Click Associate.
The Associate Salesforce record window opens.
From the Object type dropdown, select the Salesforce Object type.
The available Salesforce Object types depend on how the mapping configuration is set up.In the Salesforce record field, start typing the name of the Salesforce record you want to associate the Jira work item with.
Configure your association with the following options:
View only - Manual and automatic synchronization are disabled.
Automatic push - Changes to this work item are pushed automatically to the associated Salesforce record.
Automatic pull - Changes to the associated Salesforce record are pulled automatically to this work item.
From the After associating dropdown, select what happens after the Salesforce record is associated:
Do nothing
Push to Salesforce
Pull from Salesforce
Push to Salesforce then Pull from Salesforce
Pull from Salesforce then Push to Salesforce
Click Associate.
The associated Salesforce record appears in the list in the Connector for Salesforce section:
View Salesforce record options
Click a listed Salesforce record to view the following options:
Details - Opens a window showing details of the Salesforce record.
Configure - Opens configuration options for this association. See Configuring an association for more information.
Push - Synchronizes data from Jira to Salesforce.
Pull - Synchronizes data from Salesforce to Jira.
Unlink - Removes the association between this Jira work item and the Salesforce record.
Each Jira work item can be associated with a maximum of 1,000 Salesforce records.
Next steps
You may want to: