Synchronizing Salesforce data with Jira

By default, synchronization from Salesforce to Jira is not automated, unlike synchronizing from Jira to Salesforce. If changes are made to any mapped details in Salesforce to a Jira-linked object, it will need to be manually synchronized and pushed to the linked Jira issue.

An administrator must have already configured a Jira Issue Synchronization button before you are able to do this.

An administrator may also automate synchronization for you. Consult the following guides to automate synchronization:

Guide

The steps below outline this process and use an example of a Salesforce Case.

  1. Go to a Salesforce Case and make an update to a mapped field.

  2. Click Synchronize to Jira.



  3. A pop-up window will display with the Jira interface.
    Click Synchronize to synchronize the date of the Salesforce Case to the associated Jira Issue.



  4. If successful, a short message will appear displaying the ID of the synchronized object.



    Take note that if the Case has not been associated with any Jira issue, you will get the following error:



  5. The pop-up window can now be closed.
    You can verify whether the update was successful or not by either refreshing the Salesforce object screen or going to Jira to check the details.
  1. Go to a Salesforce Case and make an update to a mapped field.

  2. Click Synchronize to Jira.



  3. A pop-up window will display with the Jira interface.
    Click Synchronize to synchronize the date of the Salesforce Case to the associated Jira Issue.


  4. If successful, a short message will appear displaying the ID of the synchronized object.



    Take note that if the Case has not been associated with any Jira issue, you will get the following error:



  5. The pop-up window can now be closed.
    You can verify whether the update was successful or not by either refreshing the Salesforce object screen or going to Jira to check the details.