The Salesforce Package provides a set of Visualforce pages to show associated Jira issues and some operation buttons to create or associate. It also provides a page to view Jira comments related to the associated Jira issues.
This page will guide you on how to configure Visualforce pages for both standard objects and custom objects in Salesforce.
Step 1: Creating a Visualforce page
The package is shipped with ready-made Visualforce pages for Case. If you plan to use it for Case only, you can skip to Step 2. For other standard objects and custom objects, follow the steps in this section.
Creating a Jira Issues Visualforce page
- Go to Setup and type "Visualforce Page" in the quick find box.
- Click New.
- Provide a name and a label for the Visualforce page.
We recommend Jira Issues as the label and ObjectNameJiraIssuesPage as the name. Replace ObjectName accordingly. For example:
- AccountJiraIssuesPage for Account
- OpportunityJiraIssuesPage for Opportunity
- MyCustomObject__cJiraIssuesPage for MyCustomObject__c
Paste the following into the Visualforce Markup editor:
Remember to replace ObjectName accordingly.
- Click Save.
Creating a Jira Comments Visualforce Page
If you wish to display Jira comments for your object, you can repeat the steps in "Creating Jira Issues Visualforce Page" section above with the following details:
Label: "Jira Comments"
Step 2: Adding a Visualforce page to Object Layout
- Log in to your Salesforce instance and click Setup.
- Now let's customize your object Page Layout.
Under the sidebar, go to Build > Customize > (object name) > Page Layout.
- Choose the layout you want to edit in the list, then click Edit.
Here's an example for Case:
- Under the Layout panel, scroll until you find Visualforce Pages.
If you don't see the Visualforce page you're looking for, review the steps in "Step 1: Creating a Visualforce Page".
- Now click and drag Section to a preferred section in the layout. Give this section a name, in this case, we've named it 'Jira Section' and configured it as a two-column layout.
Now click and drag Jira Issues and Jira Comments onto the newly-created 'Jira Section' and place them side by side. You may also want to adjust the properties so that you get a panel with a size you'll be more comfortable working in (a minimum height of 500px is recommended).
- Then, click Save.
Now when you load an object's page, you are able to see Jira issues associated with the object, along with their comments.
You will also find that upon creating a new Jira issue or associating to an existing one, the Jira Comments page will refresh automatically.