Associate a Jira Issue from Salesforce
- Mark Kleinsmith
- Suba Veeriah (Unlicensed)
- katarzyna.paskojarosik
This page will guide you on how to associate a Salesforce Object (such as an Account, a Case, a Contact, etc.) with a Jira Issue from within Salesforce.
By doing so, you can easily link a Jira issue with the current Object and configure its sync behavior.
For example, when Salesforce agents receive a Case caused by a known bug, they can associate the Case with an existing Jira issue containing the bug report. This way, both the team working in Jira and the team working in Salesforce can see all related Cases and Jira issues and push or pull data between the systems.
Prerequisites
Your administrator has completed a project binding as well as entity and field mappings in Jira.
Your administrator has configured the Visualforce pages required for the Object.
Associating a Salesforce Object with a Jira Issue
In a Salesforce object, click Associate.
The Associate Jira Issue pop-up window appears.
Search for your Jira issue by entering the Issue Key or Issue Summary in the search box.
If there are multiple matches, the most recently created issues will appear first.
Only issues belonging to Projects bound to the authorized Connection will be searchable.You may choose to toggle the following options:
View Only - Manual and automatic synchronization will be disabled.
Auto Pull - Changes to the associated Jira issue will be pulled automatically to this object.
Auto Push - Changes to this object will be pushed automatically to associated Jira issues given respective triggers are installed.
You can also choose what to do after the Jira issue is associated by choosing from the following options:When you are satisfied with your configuration, click Associate.
Upon successful association, the Issue associated successfully message is shown.
Jira Issues Display in Lightning
JIRA issues in Salesforce Lightning are listed as cards if the association is less than 5. Otherwise, they are shown as a table which aligns with the Lightning Design System.
Each Jira issue can be associated with a maximum of 1000 Salesforce records only due to a storage limitation imposed by Jira.
You can display up to 50 Jira associations using the Salesforce NextGen Lighting Component.