Being able to create Jira issues from within Salesforce with the click of button provides an easy and powerful way to integrate the two systems together.
An administrator must have already configured a Create Jira Issue button before you are able to do this.
A practical example is if your Salesforce users are a sales team with no interaction or knowledge of Jira at all, however your Jira users who need to provide technical feedback to sales opportunities do not have Salesforce access.
To provide means to track a sales opportunity in Jira, a Salesforce user could create a Jira issue from a Salesforce Opportunity which would be automatically populated with the information the Jira user needs. When the Jira user adds the detail they need to add, they can synchronize it back to to the Salesforce Opportunity.
Guide
Lightning Experience
The steps to create a Jira issue from a Salesforce object as follows and the example used is of a Salesforce Case.
- Go to the Salesforce object that you want to create a Jira issue from.
- Click on Create Jira Issue.
- A pop-up window displays the Jira interface.
You will need to choose the appropriate project and issue type for the new issue.
The project and issue type must be already mapped in Jira to the current Salesforce object.
- Click Create.
- The new issue will appear, complete the with information for that Salesforce object displayed.
Note that the information displayed in your issue may differ to what is shown below as it may have been customized by your Jira administrator.
- The pop-up window can be safely closed.
To verify the issue is now linked to the Salesforce object, go back to the object in Salesforce and refresh the page.
The newly created issue should display in the window for related issues.
Salesforce Classic
The steps to create a Jira issue from a Salesforce object as follows and the example used is of a Salesforce Case.
- Go to the Salesforce object that you want to create a Jira issue from.
- Click on Create Jira Issue.
- A pop-up window displays the Jira interface.
You will need to choose the appropriate project and issue type for the new issue.
The project and issue type must be already mapped in Jira to the current Salesforce object. - Click Create.
- The new issue will appear, complete the with information for that Salesforce object displayed.
Note that the information displayed in your issue may differ to what is shown below as it may have been customized by your Jira administrator. - The pop-up window can be safely closed.
To verify the issue is now linked to the Salesforce object, go back to the object in Salesforce and refresh the page.
The newly created issue should display in the window for related issue
Creating issues from synchronization
The synchronization screen also allows creating a new issue from a Salesforce object:
- Follow the instructions for synchronizing a Salesforce object up to step 3.
- In step 3, select Create New Issue instead.
- You can then follow on from step 3 of these instructions for creating Jira issues.