Changing the Reporter and Assignee of an Issue

This page will help you configure the mappings to allow Connector for Salesforce & Jira to assign a different user to a created issue.

Guide

  1. If you are using Jira Cloud, click the Jira icon in the top left (, or ) > Salesforce > Connections.
    If you are using Jira Server, click  > Add-ons, and then in the sidebar go to Salesforce > Connections.

  2. Choose your desired Connection, then click Mapping.



  3. On the Mapping Configuration screen, choose the Issue Type you would like to configure.

  4. For this example, let's choose Task

  5. Then, click on Mappings.



  6. The Task to Case field mappings dialog box appears.

  7. In the Jira Field, choose Reporter, and in the Salesforce Field, choose Owner ID.

  8. Then click + Add.



  9. Once you've clicked the + Add button, click on Map Values.



  10. In Reporter field, add the username of the account you want to add.


  11. For the Salesforce Fields Value, you are required to obtain an 18-character Owner ID.
    To get this, write down your 15-character User ID from your Salesforce profile URL:

     

  12. Use this tool to make the conversion of the User ID.



  13. When you are done, click + Add, and then Save.





  14. In Salesforce, create a new case assigned to the designated owner, where the Owner in Salesforce is using the admin username that has already been mapped in Jira.
     
  15. Create a Jira Issue from Salesforce.



  16. Back in Jira, you should now be able to see the admin user instead of "Salesforce & Jira Cloud Connector" as the Reporter.


     
  17. Now, let's change the owner of the case to ensure the add-on can synchronize with the Reporter field.
    Go to Salesforce and change the Case Owner.

  18. Go back to Jira and Pull the updated changes made in Salesforce.
    You should now be able to see the new changes.
    The user must be manually mapped as well.
     
  19. Now, go back to the Connections screen.
    If you are using Jira Cloud, click the Jira icon in the top left (, or ) > Salesforce > Connections.
    If you are using Jira Server, click  > Add-ons, and then in the sidebar go to Salesforce > Connections.

  20.  In the Salesforce Connections screen, click on  to bring down the menu and choose Configure.

  21. On the Connection Configuration screen, click + Add a Salesforce Object.

  22. In the pop-up window that appears, click on the drop-down menu and choose Account.
    Click Next.

  23. In the next pop-up window, click on the drop-down menu and choose Account Name.
    Click Next.

  24. Back at the Connection Configuration screen, make sure to click Apply Changes.
     
  25. Now, go back to your Salesforce instance, and update the fields of the account.
    For this example, we will be changing the Account Name to "Grand Hotels & Resorts Ltd".

  26. Go back to Jira, and Pull the changes in your issue.
     
  27. On the bottom right, in your Salesforce panel, click on the Case and you should be able to see Details.

  28. Click on Details and you should be able to see the Account Name displayed.