A Jira issue can be searched from Salesforce in below two ways:

Published Date: 07-05-2025

Read Time:

  1. Using the ‘Search Jira’ button on the object detail page.

  2. Using the ‘Search Jira’ button on the related Jira tab of the object detail page.

Searching Jira Using the "Search Jira" button on the object detail page

In order to begin, a 'Search Jira' button must first be created and added to the object layout. The steps given below will help you create a 'Search Jira' LWC button on the object details page.

Creating the ‘Search Jira’ Button

  1. In the 'Object Manager,' locate and select the object for which the 'Search Jira' button is to be created. We have used the case object as an illustration.

  1. Click ‘Buttons, Links, and Actions’.

  1. Click New Button or Link.

  1. Fill in the required details. Enter ‘Search Jira’ in the ‘Label’ field, and the ‘Name‘ field will be auto-populated. Details for other fields are as below:

  1. Display Type: Detail Page Button

  2. Behavior: Display in existing window without sidebar or header

  3. Content Source: URL

  4. Use the following link in the URL section:

/lightning/n/Grz_Sf__SearchJira?Grz_Sf__ws={!Case.Id}

  1. Click ‘Save’.

Note: Replace 'Case.Id' with the object for which you want to use the functionality.

Note:

Make sure the user has ‘Search Jira’ tab permission as ‘Default On’ at the profile level.

Adding the Search Jira button to the object layout

  1. From the Object Page layout, click on the Mobile and Lightning Actions field section.

  1. Drag the Search Jira button from the palette into the Salesforce Mobile and Lightning Experience Actions section.

  1. Click ‘Save’.

  1. Search Jira button is now available on the object detail page.

Using Search Jira

Using Search Jira, you can efficiently manage and link Jira issues with Salesforce.

  1. Select the Jira instance: On the search Jira screen, you can select the Jira instance to get the search results.

  2. Select the project: Under the Project Issue Type categories, you have the option to search from ‘All’ the projects or from the specific mapped projects.

Note:

In order to enable the ‘All’ option on the Search Jira screen,

Go to Setup > Search for Custom Setting in the Quick Find box > Open JiraSalesforceDetail > Open the Jira Instance > Enable AllJiraProjectsSearch checkbox.

  1. Advanced search filters: Users can now search for Jira issues using the 'exact key' or the text of the 'Jira record.' Additionally, they can perform advanced search by clicking on the 'More' button. For instance, if you want to filter issues based on priority, you can select 'priority' from the 'More' button and choose the desired values.

For each Jira row, we have two options in the dropdown:

  1. View Jira Details: Click on View details to view all the details of the Jira issue and from there, you can link the Jira as well.

  2. Link Jira: Click on the link to associate this Jira with a Salesforce record. This option will be disabled for the records which are already linked with the current case.

  3. Ability to Link Multiple Jira issues: It is possible for users to link multiple Jira issues using Search Jira. This can be accomplished by selecting the checkbox in Search Jira on the search results page.

  4. Configure Fields: By clicking on the Gear icon it will pre-populate a list of fields that are mapped under the project. Users can select and view the values in those fields as well and also save the filter.