Filter Jira Comments in Salesforce Cases

Owned by Mark Kleinsmith
Last updated: May 13, 2024 by Jeff Gleeson
2 min read

Jira comments within Salesforce can be filtered by administrators using hashtags, (eg. #jira, #support, #customer_desk).

You can also filter Salesforce comments within Jira.

Add hashtag filters in Salesforce

  1. In Salesforce, click Settings > Setup.
    If you are using Salesforce Classic, click Setup located on the upper right pane.

  2. Search for Package and go to Installed Packages.

  3. Look for Jira Cloud for Salesforce and click Configure.

  4.  On the Configuration screen, scroll down to the Comment Configuration section, and click the Edit icon next to Comment Tag Filter.

  5.  Administrators can enter the hashtags they want to filter comments from Jira.

     

Tags must be preceded by # and separated by a space. Hashtags in Salesforce are case-sensitive.

View filtered comments in Salesforce

Filtered comments appear in a Salesforce Case based on what hashtags were configured by the administrator (see above).

In Jira, to add a hashtag to a Jira Issue comment, edit the comment and add the hashtag anywhere in the comment.