Configure Salesforce Integration

Please make sure you are connected to Salesforce. Otherwise, head to Getting Started

Object Views Configuration

This section lists the details for configuring object views.

Step by step guide:

1. Click on add object view

   
2. In the dialog, the Title of view will be used as the tab name in the Jira issue panel. You can configure multiple tabs, allowing you to display different objects within the same Jira issue. - Select the Salesforce object you want to use as the main object. - You can configure which fields will appear in the table view. - You can also specify which user groups are allowed to access the tab.

   

   
3. Click Save once you are done.

Query Views Configuration

This section lists the details for configuring query views.

Step by step guide:

1. Click on add query view.

   
2. In the dialog, the Title of view will be used as the tab name in the Jira issue panel. You can configure multiple tabs, allowing you to display different queries within the same Jira issue.

   
3. In the SOQL query section, you can enter the SOQL query you want to run. There are three types of queries:

   1. Query with no variables A standard SOQL query with fixed values. Example: SELECT Name FROM Account

   2. Query with issue variables You can reference values from the Jira issue (e.g., reporter email) to make the query dynamic. Example:

      SELECT Id, Name, Account.Name, Owner.Name 
      FROM Contact 
      WHERE Email = '{{issue.reporter.emailAddress}}'

      With this, the query will automatically run using the issue reporter’s email.

   3. Query with query variables These queries require the user to input values directly in the Jira issue. Once entered, the values are saved and will be used automatically the next time the tab is loaded. Example:

      SELECT Id, Name, Owner.Name 
      FROM Account 
      WHERE Name LIKE '{{AccountName}}%'

      You can then provide the variable value within the Jira issue.

      

   You can also specify which user groups are allowed to access the tab.

4. Click Preview to verify that the query runs successfully. Once everything looks correct, click Save.

Additional Resources

If you need further assistance, don’t hesitate to contact our support team at [email protected]. We’re always happy to help!