Configure settings in the Salesforce Package

Configure settings in the Salesforce Package

This guide explains how to configure the settings available in the Salesforce package.

Access configuration settings of the Salesforce package

To find the settings:

  1. In Salesforce, click Settings > Setup.

  2. In the sidebar, use Quick Find, type Package, and go to Installed Packages.

  3. Look for Jira Cloud for Salesforce (for Jira Cloud) or Jira Server for Salesforce (for Jira DC) and click Configure.

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Feature Toggles

Feature Toggles allow the administrator to disable product features that are available to users.

Feature Toggles page on Salesforce

The following features can be toggled on or off:

  • Create Jira Issue

  • Associate Jira Issue

  • Push changes to Jira

  • Pull changes from Jira

  • Unlink issues

  • Configure associations 

  • Sync email attachments

Attachments can still sync even if you disable this feature because of Salesforce’s Email-to-Case Settings. For more information, refer to this knowledge base article.

 

 

Available Fields

This allows the administrator to specify which Jira fields should appear in the Jira issues Visualforce pages.

Available Fields section on Salesforce

Click + Add Jira Fields to add more Jira fields.

 

 

Issue Creation

This allows the administrator to configure the Project Filter.

Issue Creation section on Salesforce

Use the Project Filter to filter which Jira projects are shown in the Create Jira Issue dialog box. However, only projects with a binding in Jira can be selected.

For more information, see Filtering Projects in the Create Jira Issue dialog box.

 

 

Comment Configuration

This allows the administrator to configure the behavior of synchronized comments in Salesforce.

Comment Configuration section in Salesforce

 

Comment Privacy

Determines visible Jira comments based on their privacy.

Comment Tag Filter

Hashtags to filter Jira comments with.
If configured, only Jira comments with at least one of the tags in their body will be rendered.
For more information, see Filtering Jira Comments in Salesforce Cases.

Chatter Feed

If enabled, Jira comments satisfying privacy and hashtag filters will be posted as Chatter Feeds for associated Cases (excluding view-only associations).

For more information, see Configuring Chatter.

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