Configuring Jira cascading fields to work with Salesforce dependent fields

The Connector for Salesforce & Jira supports synchronization of cascading fields in Jira with dependent fields in Salesforce.

4 modes of synchronization are required:

  1. Jira Parent - Salesforce Picklist
  2. Jira Child - Salesforce Picklist (Legacy)
  3. Merged
  4. Cascading

Requirements

Jira

  • Cascading select lists

(warning) Cascading select lists are a type of Jira custom field. Read more on how to create custom fields in Jira

Salesforce

  • Salesforce Picklist

(warning) Salesforce Picklist fields can be dependent fields. Read more on how to create dependent fields in Salesforce.

Cascading field mapping modes

Jira Parent - Salesforce Picklist

This mode allows you to synchronize only the Parent value of your Jira cascading select list to a Salesforce picklist (dependent or non-dependent picklist).

  • You are not able to synchronize bi-directionally in this mode.
  • You are not able to update based on the Child value of your Jira cascading select list.


Jira Child  - Salesforce Picklist (Legacy)

This mode is used to be the default behavior of the app if a Jira Cascading list was selected in the mapping.

This mode allows you to synchronize only the Child value of your Jira cascading select list to a Salesforce picklist (dependent or non-dependent picklist).

  • You are not able to synchronize bi-directionally in this mode.
  • You are not able to update based on the Parent value of your Jira cascading select list.


Merged

Merge mode allows you to synchronize a combination of the Parent and Child value of your Jira cascading field to a Salesforce picklist (Parent/Child or non-dependent picklist).

  • You are able to synchronize bi-directionally in this mode.
  • You are not able to update based on the Jira Cascading Child values.
  • The Jira value mapping format required for this mode is: Parent Option;Child Option.

Cascading

This mode allows you to synchronize the field values in a fully cascading manner.

You can define the Parent value of your Jira cascading select list to a Salesforce picklist value (Parent or non-dependent picklist), and the Child value of your Jira cascading select list to another Salesforce picklist (Child or a non-dependent picklist).

  • You are able to synchronize bi-directionally in this mode.
  • You are required to choose the corresponding Salesforce child and parent fields to use this mode.

Be aware that switching between synchronization modes will result in losing existing field value mappings. You will also be required to select a second (dependent) picklist when switching from either the first 3 modes to the Cascading mode.

Create a Cascading field mapping

  1. Select a Jira cascading select list custom field in the field mapping.

     

  2. Select the corresponding Salesforce field(s).
    Depending on the Cascading mode, you can either select only the first field or both.



  3. Click + Add to add the newly-created field mapping.
  4. Then click Configure on the field mapping you just created.



  5. Choose the appropriate synchronization mode that fits your use case.



  6. Add the Parent or Child values for both Jira and Salesforce and click Add.

  7. Save the value mapping configuration when you are done.