This page will help you configure the mappings to allow Connector for Salesforce & Jira to assign a different user to a created issue.
- Go to
- Choose your desired Connection, then click Mapping.
- On the Mapping Configuration screen, choose the Issue Type you would like to configure.
- For this example, let's choose Task.
- Then, click on Mappings.
- The Task to Case field mappings dialog box appears.
- In the Jira Field, choose Reporter, and in the Salesforce Field, choose Owner ID.
- Then click + Add.
- Once you've clicked the + Add button, click on Map Values.
In Reporter field, add the username of the account you want to add.
- 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:
- Use this tool to make the conversion of the User ID.
- When you are done, click + Add, and then Save.
- 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.
- Create a Jira Issue from Salesforce.
- Back in Jira, you should now be able to see the admin user instead of "Salesforce & Jira Cloud Connector" as the Reporter.
- 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.
- 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.
- Now, go back to the Connections screen.
If you are using Jira Cloud, click the Jira icon in the top left ( > Salesforce > Connections. , , , or )
If you are using Jira Server, click > Add-ons, and then in the sidebar go to Salesforce > Connections.
- In the Salesforce Connections screen, click on
- On the Connection Configuration screen, click + Add a Salesforce Object.
- In the pop-up window that appears, click on the drop-down menu and choose Account.
- In the next pop-up window, click on the drop-down menu and choose Account Name.
- Back at the Connection Configuration screen, make sure to click Apply Changes.
- 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".
- Go back to Jira, and Pull the changes in your issue.
- On the bottom right, in your Salesforce panel, click on the Case and you should be able to see Details.
- Click on Details and you should be able to see the Account Name displayed.