Filtering Jira Comments in Salesforce Cases

Jira comments within Salesforce can be filtered by administrators using hashtags, (eg. #jira, #support, #customer_desk).

You can also filter Salesforce comments within Jira.

Adding hashtag filters in Salesforce

  1. In Salesforce, click  > Setup.
    If you are using Salesforce Classic, click Setup located on the upper right pane.

  2. Search for "Package" and go to Installed Packages.



  3. Look for "Jira Cloud for Salesforce" and click Configure.

     

  4.  On the Configuration screen, scroll down to the Comment Configuration section, and click theEdit icon next to Comment Tag Filter.

     

  5.  Administrators can enter the hashtags they want to filter comments from Jira.

     Tags must be preceded by a "#" and separated by a space.

Viewing filtered comments in Salesforce

Filtered comments will appear in a Salesforce Case based on what hashtags were configured by the administrator (see above).

In Jira, to add a hashtag to a Jira Issue comment, simply edit the comment and add the hashtag anywhere in the comment:

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