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

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

This page explains 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 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

Associate a Salesforce Object with a Jira Issue

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

    assoc-create-2.png

    The Associate/Create Jira Issue window appears.

  2. To associate a Jira issue, search for your Jira issue by entering the Issue Key or Issue Summary in the search box.

  3. If there are multiple matches, the most recently created issues appear first.
    Only issues belonging to Projects bound to the authorized Connection will be searchable.

  4. After selecting a Jira issue from the search results, the Associate Jira Issue pop-up window will appear.

  5. To associate multiple Jira issues, repeat step 2 and select more Jira issues to associate.

  6. You can choose to toggle the following options:

Some combinations are not possible and cannot be selected. Click Synch Info for a more detailed explanation of the sync configuration actions.

 


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.

  1. You may also choose what to do after the Jira issue is associated by choosing from the following options:

    • Do nothing
    • Pull from Jira
    • Push to Jira
    • Push to Jira then Pull from Jira
    • Pull from Jira then Push to Jira

  2. When you are satisfied with your configuration, click Associate.

  3. Upon successful association, the Issue associated successfully message is shown.
    Tiles view:


    Table view:

Known limitations

Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.

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