Create a Jira Issue from Salesforce with Jira Issues (NextGen)

Owned by Mark Kleinsmith
Last updated: May 14, 2024 by Jeff Gleeson
3 min read

This page guides you on how to create a Jira issue from a Salesforce Object.

By creating a Jira issue from Salesforce, you can easily communicate with teams in Jira by bringing the same information from the Salesforce object to a Jira issue.

For example, when a Salesforce agent needs to escalate a Case to the development team in Jira, they can create the Jira issue from inside the Case and:

  • Set the Jira issue priority to High, matching the Case's priority High.

  • Set the Jira issue component to UI, matching the Case Reason Installation.

  • Review the information being sent to Jira, prior to creating the Jira issue.

Prerequisites

Create a Jira Issue

  1. In a Salesforce object, click Associate/Create.

    csfjira-link-jira-issue-assoc.png

  2. The Associate/Create Jira Issue pop-up window appears.

3. Click Create Jira Issue and the Create Jira Issue pop-up window will appear.

4. Choose the desired Jira Project and Issue Type. All field and value mappings set by your administrator will be used to create the Jira issue.

You can choose to toggle the following options:

  • View Only - Manual and automatic synchronization will be disabled

  • Auto Pull - Changes to the association Jira issue will be pulled automatically to this object

  • Auto Push - Changes to this object are pushed automatically to associated Jira issues, given respective triggers are installed

Some combinations are not possible and cannot be selected. Refer to the help provided under the What Will Happen? panel.

5. You can also choose what to do after the Jira issue is created by choosing from the following options:

  • Do nothing

  • Pull from Jira

You can always add, edit, or delete the values if you need. See Notes on Supported Fields for more information.

Upon successful creation, an Issue created successfully message is shown.

Tiles view

csfjira-jira-issues-tiles.png

Table view

Notes on supported fields

The Review & Create dialog box performs the following actions:

  • It renders fields that appear in the original Create Issue dialog in Jira, respective to the project and issue type selected.

  • It shows fields regardless mapped or not.

  • It automatically populates the field value if it's part of the value mapping set by your administrator.

  • It renders these field types:

    • Text fields like Summary and Description

    • Priority

    • Components

    • Versions

    • Labels

    • Numbers

    • Select lists

    • Checkboxes

    • Radio buttons

    • Date

    • Date Time

  • It renders the following fields in the following order (after which, any other fields would be rendered in no specific order):

    • summary

    • description

    • priority

    • components

    • versions

    • fixVersions

    • labels

    • epic name

    • sprint