Skip to end of banner
Go to start of banner

Filter Salesforce Comments in Jira Issues

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

Salesforce comments within Jira can be filtered by administrators using hashtags, (e. g. #jira, #jira-servicedesk, #sfjc).

Add hashtag filters in Jira

  1. Go to Settings > Apps, and then in the sidebar, under CONNECTOR FOR SALESFORCE, choose Connections.

  2. Choose the connection you wish to configure, then click Configure.

  3.  On the Connection Configuration screen, scroll down until you see the Comment Tag Filter section.

  4.  Administrators can enter the hashtags that they want to use to filter comments from Salesforce.

     Tags must be preceded by a "#" and separated by a space.

View filtered comments in Jira

Filtered comments appear in a Jira Issue based on the Comment Privacy settings and the hashtags configured by the administrator (see above).

connector-view-filtered-comments.png

In Salesforce, to add a hashtag to a Case Comment, simply edit the comment and add the hashtag anywhere in the comment:

connector-sf-casse-comment.png

See Also

  • No labels