 | Must be configured by an administrator This feature must have been configured by an administrator. If you do not see the custom field following the instructions below, contact your administrator. Please see Connector Custom Fields for information on how to do the configuration. |
This linkage feature will pull in read-only information from Salesforce into a custom field in a JIRA issue and will therefore have the capabilities of custom fields in general e.g. searchable by JIRA.
To link an issue in this way to a Salesforce object:
- Go to a JIRA issue you want to link to a Salesforce object.
- Click on "Edit".
- The Remote Object Link field should be available for you to add a link (it will be called something different, you may need to ask your administrator if it isn't obvious). It comprises of two fields for each object, a Salesforce object name and ID fields. The former is an auto-lookup field. If you begin typing in here, it will actively look up the object in Salesforce and present you a suggestion list.
- Select the object you want to link to from the list. This will auto-populate the ID field with the object's ID.
- Click "Save".
- You should now see the Salesforce object's details in the issue details.
