Configuring connection settings

This guide will help you configure all the settings available for a Connection.

This page assumes you have already set up a Connection to Salesforce.

Accessing the configuration settings

  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 connection, then click Configure.

Available Salesforce Objects

Objects and fields selected here are visible to end users through various connector features in Jira.

For more information, see Configuring Field Displays and accessing the Details Display screen.

Jira Notification Settings

These settings allow configuration of notifications, when a comment for Jira users is made in a Salesforce Case.

Enable or disable notifications for the following users: All recipients of Issue Commented event, Current Assignee, Reporter, All Watchers, All Voters or preferred Groups.

For more information, see Configuring email notifications to notify Jira users.

Connection Settings

Allow Modification

If disabled, connection will be in read-only mode. This setting has the highest precedence and overrides other settings.

Disable this setting if you need to immediately stop any synchronization.

Allow Automatic Push

If disabled, auto push is not allowed to function in all current and new associations.

If enabled, auto push is allowed to function in all current and new associations.

Allow Automatic Pull

If disabled, auto pull is not allowed to function in all current and new associations.

If enabled, auto pull is allowed to function in all current and new associations. Apex trigger must be configured for the associated object type.

Salesforce Auto Assign

If enabled, active assignment rules will be used when creating or updating Case and Lead objects.

Attachment Settings

For more information about file attachments, view Working with attachments.

Synchronize Attachments

If enabled, files attached to associated issues and Salesforce objects will be synchronized.

Create Salesforce Attachment as Files

If enabled, files will be uploaded as Salesforce files, not attachments. Requires Synchronize Attachments to be Enabled.

This setting is recommended if you use Salesforce Lightning.

Comments & Chatter Settings

Comment Privacy

Determines visible Salesforce Case comments based on their privacy.

Available options: All Comments, Public Comments Only, Private Comments Only.

Comment Tag Filter

Separate each tag in the list by a space to filter Salesforce comments (e.g. '#Jira #Jira-service-desk').

If configured, only Salesforce comments with at least one of the tags in their body will be displayed.

Show Chatter Feeds

If enabled, Chatter feeds will be shown in the Salesforce Comments tab.

For more information, see Working with comments.

Default Presets

These settings allow admins to set defaults for what happens when a user creates or associates a Jira Issue/Salesforce Object.

Force All Presets

Enabling this will allow admins to force all the presets that have been set below, both inside Jira and Salesforce. This will also completely hide the presets from being shown to users when they create or associate a JIRA Issue/Salesforce Object.

View Only

If enabled, new associations will be set to View Only by default when users create or associate a Jira Issue/Salesforce Object.

Automatic Push

If enabled, new associations will be set to Automatic Push by default when users create or associate a Jira Issue/Salesforce Object.

Automatic Pull

If enabled, new associations will be set to Automatic Pull by default when users create or associate a Jira Issue/Salesforce Object.

After Associating

Admins can set the default action that happens immediately after an association.

Available Values:

  • Do nothing
  • Push to Salesforce
  • Pull from Salesforce
  • Push to Salesforce then Pull from Salesforce
  • Pull from Salesforce then Push to Salesforce

After Creating Jira Issue

Admins can set the default action that happens immediately after Jira Issue creation.

Available Values:

  • Do Nothing
  • Push to Salesforce

After Creating Salesforce Object

Admins can set the default action that happens immediately after Salesforce Object creation.

Available Values:

  • Do Nothing
  • Pull from Salesforce