This page will guide you on how to associate a Jira Issue with a Salesforce Object, and then to push data from Jira to Salesforce, or to pull data from Salesforce to Jira.
To associate, push or pull:
You must be a Jira user with the Edit Issue permission.
Your administrator must have bound the Jira project to a Salesforce connection.
On this page: |
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Guide
In a Jira issue, look under the Salesforce section on the right side of the screen.
If you have the new Jira issue view enabled, click Associate or create a record.
If not, skip to Step 2.
Click Associate.
The Associate Salesforce Object window pops up.
In the Search Salesforce text field, type in a word from the Salesforce Object you want to associate the Jira Issue with.
Click Associate.
The Salesforce Object you associated will appear in the list in the Salesforce section:
View Salesforce Object options
Click on the listed Salesforce Object and several options appear.
Details - Click to view a popup window of various details of this Salesforce Object.
Configure - Click to configure this association. View Configuring an association for more information.
Push - Click to synchronize data from Jira in Salesforce.
Pull - Click to synchronize data from Salesforce in Jira.
Unlink - Click to break the association of this Jira Issue with the Salesforce Object.
Known limitations
Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.
Next steps
You may want to: