This page will guide you how to associate a Salesforce Object (such as an Account, a Case, a Contact, etc.) with a Jira Issue, from within Salesforce.
By doing so, you can easily link a Jira issue with the current Object, and also configure its sync behavior.
For example, when Salesforce agents receive a Case caused by a known bug, they can associate the Case with an existing Jira issue containing the bug report. This way, both the team working in Jira and the team working in Salesforce can see all related Cases and Jira issues, and push or pull data between the systems.
Note the prerequisites:
- Your administrator has completed a project binding as well as entity and field mappings in Jira.
- Your administrator has configured the configured the Visualforce pages required for the Object.
Associating a Salesforce Object with a Jira Issue
- In a Salesforce object, click Associate.
The Associate Jira Issue pop-up window appears.
- Search for your Jira issue by entering the Issue Key or Issue Summary in the search box.
- If there are multiple matches, the most recently created issues will appear first.
Only issues belonging to Projects bound to the authorized Connection will be searchable.
- You may choose to toggle the following options:
Some combinations are not possible and cannot be selected. Refer to the help provided under the What Will Happen? panel.
View Only - Manual and automatic synchronization will be disabled
Auto Pull - Changes to the associated Jira issue will be pulled automatically to this object
Auto Push - Changes to this object will be pushed automatically to associated Jira issues given respective triggers are installed
- You may also choose what to do after the Jira issue is associated by choosing from the following options:
Pull from Jira
Push to Jira
Push to Jira then Pull from Jira
Pull from Jira then Push to Jira
- When you are satisfied with your configuration, click Associate.
- Upon successful association, the Issue associated successfully message will be shown.
JIRA issues in Salesforce Lightning will be listed as cards if the association is less than 5. Otherwise, they will be shown as a table which aligns with the Lightning Design System.
Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.