Work with attachments in Salesforce

This page shows you how to handle attachments on the Salesforce side of the workflow when using Connector for Salesforce & Jira.

For an overview of how attachments work between Jira and Salesforce, visit Work with attachments.

Prerequisites

• The attachment synchronization feature must be turned on by an admin through a Connection setting called Synchronize Attachments.

Push Salesforce attachments to Jira

Manually

1. Attach a file to the Salesforce object.

2. To push the attachment to an associated Jira issue, click Push for the corresponding association. (You can also click Pull on the corresponding association in the overview panel located in the right sidebar on the Jira issue page).

When a push is triggered:

• All attachments in Salesforce are pushed to Jira, regardless of whether attached prior to or after the association.

• Attachments already existing in Jira won’t be pushed again. 

• Currently, we compare attachment names and sizes for this purpose in order to not duplicate attachments.

• A push/pull is not available for View Only associations, so pushing attachments is also not possible for them.

Automatically

• Your administrator must have configured the Apex trigger to automatically pull Salesforce attachments from Jira.

Pull Jira attachments from Salesforce

From inside Salesforce, you can retrieve attachments from Jira:

• Automatically - when the association is configured with Auto Pull.

  • Click Configure > Auto Pull.

• Manually - click Pull in the pull-down menu available for the association.

Similar to push:

• All attachments in Jira are pulled to Salesforce, regardless attached to Jira prior to or after the association.

• Attachment that already exists in Salesforce (same name) will not be pulled to Salesforce.

• Read-only association is not affected.

Work with Salesforce Files

Open

Connector for Salesforce & Jira is compatible with the Salesforce Files feature.

To use the Connector with Salesforce Files, the Create Salesforce Attachment as Files setting must first be turned on by an admin through a Connection setting called Synchronize Attachments.

Attachments attached to a Salesforce object via the Feed tab (Chatter) are supported as long as Create Salesforce Attachment as Files is enabled.

Work with Synchronize Inline Attachments

Open

When Synchronize Inline Attachments is enabled, it ensures that once attachments/files are detected within a Jira comment, the connector synchronizes and creates a copy of the attachments in Salesforce.

When comments are rendered within the Salesforce Jira Comment component (LWC), the links to the attachments/files are pointing to the Salesforce attachment and not the Jira environment.

Synchronize Inline Attachments toggle is enabled automatically if the Synchronize Attachment toggle is enabled in Connection settings.