Configuring Entity Mappings and Field Mappings

Owned by Mark Kleinsmith
Last updated: Jun 18, 2024 by Christie Gera
3 min read

This guide will help you configure Entity Mappings as well as Field and Value Mappings for your bindings.

  • Configuring Entity Mappings means setting up Jira Issue Types to match the corresponding Salesforce Objects. 

  • Configuring Field Mappings means setting up Jira fields to match the corresponding Salesforce Fields. 

  • Optionally, you can set up value-to-value mapping for each Field Mapping.

If you haven't done so, consult the Binding a Project to a Connection page before reading this page.

To find out what Jira field types are compatible with Salesforce field types, visit the Jira Field Type to Salesforce Field Type compatibility page.

Part 1: Configuring Entity Mappings

  1. Go to Settings > Apps, and then in the sidebar, under Salesforce, choose Bindings.

  2. On the Bindings screen, choose the binding you want to configure and click on Mapping.

  3. On the Configure Mapping screen, click on +Add Entity Mapping.
    (Alternatively, if you have a previously exported Entity Mapping, you can also Import it here.)

  4. The Add Entity Mapping dialog window appears.

  5. Choose the Issue Types you want mapped to specific Salesforce Objects.

  6. Click Add.

Part 2: Configuring Field Mappings

  1. On the far right side of the Entity Mapping you just created, click Mappings.

  2. The Task to Case Mapping dialog box appears:

    Here you can choose the Jira Fields that match to the corresponding Salesforce Field.
    You can also customize the Sync Direction (inbound or outbound) by clicking the Green Arrow buttons.

  3. For this example, we will match the "Summary" Jira Issue Field to the "Subject" Salesforce Field; and also the "Description" Jira Issue Field to the "Description" Salesforce Field:

    When you're done, click Save.

Part 3: Configuring Value Mappings

Optionally, you can also map the field values, for example:

  • Matching the Jira status "In Progress" with Salesforce Status "Escalated to Dev".

  • Matching the Jira priority "Major" with Salesforce priority "High".

  • Matching the Jira component "UI" with Salesforce Case Reason "User Interface".

If value is not mapped, the Connector will try to match with an exact value.

To map field values:

  1. From Part 2, select the Sync Direction (inbound or outbound) desired for the field mapping.

  2. Click on Map Values.

  3. Enter the values for Jira field and Salesforce field accordingly.

  4. If the value of the Jira field is the "user" type, then a user picker will be available to select available Jira users.

  5. When you're done, click Add, then Save.

Creating inbound-only or outbound-only mappings

Note that you can configure separate value mappings for each direction (inbound or outbound). This also allows you to map values in a one-to-many relationship. Simply create two records for the same fields, one for each direction and then proceed with configuring the value mappings.

For example:

For inbound-only mapping:

For outbound-only mapping: