Feed item functionality

Published Date: 26-03-2024

Read Time:

This feature enables the linking of Jira Issues with an object directly from the feed tab of the object details page in Salesforce.

Comments and attachments can also be shared directly from Salesforce to Jira using the feed tab. Hashtags/keywords like #LinktoJira and #SendtoJira are used to link an object with Jira Issue(s) and send comments and attachments to Jira.

Feed sync should be enabled on the configuration screen of Sinergify application.

Note: If you are using multiple jira instances then the project of Jira key provided with #LinktoJira should be mapped in the Salesforce org. System will look for the Jira in all the instances until a match is found.

Linking Jira to Salesforce object from the feed tab

Jira can be linked to an object by using the #LinktoJira hashtag/keyword along with the Jira key. As in the screenshot below, P1-145 is the Jira key/Jira Number. 

The linked Jira Issue will appear under the related Jira list on the object details page.

Sending comments from Salesforce Object to Jira

Jira comments can be added in two ways via the Feed.

  1. Using (#sendtojira) hashtag

#sendtojira hashtag/keyword. Feeds must be added in the below format:

#sendtojira <comment> (For example #sendtoJira Issue resolved)

The newly added  feed post will be visible in Jira Instance as Jira comments. Refer to the screenshot below.

  1. Manual syncing

Manual syncing provides the capability to choose feed post and sync to Jira Issues that are tied to the record with the help of Send Comments/Attachment to Jira button present on the SFDC object.

Step 1: Comments can be added to the Jira side from Salesforce using the feed tab .

Step 2: In the dropdown menu, select Send Comments/Attachment to Jira. A new screen will appear, select the Jira Issue to which you want to send the Comment . Once done click “Send to Jira”.

Note :

  • Comments/Attachments with Jira Issue Numbers highlighted as Red will not be sent to Jira again as they already exist there.

  • Comments/Attachments with Jira Issue Numbers highlighted as Green will be sent to Jira.

Step 3: Users can view the Comments linked to the Jira Issue in the Jira Issue detail  in Related list (refer to the screenshot below).

Send attachments from Feed

Attachments can be shared from the Salesforce object feed tab to Jira using two ways.

  1. Using ( #sendtojira) hashtag

  2. Manual Syncing

  1. Using ( #sendtojira) hashtag

Step 1: Click ‘Attachments’ below the rich text editor box.

Step 2: Select and add the file.

Step 3: Click Share.

Users can view the attachment linked to the Jira Issue in the Jira instance (refer to the screenshot below).

  1. Manual Syncing

Manual syncing provides the capability to choose feed post and sync to Jira Issues that are tied to the record via Send Comments/Attachment to Jira button present on the SFDC object.

Step 1: Click ‘Attachments’ below the rich text editor box and add the file once the file is added click “Share” .

Step 3: In the dropdown menu, select Send Comments/Attachment to Jira. A new screen will appear, select the Jira Issue to which you want to send the attachment .Once done click “Send to Jira”.

Note :

  • Comments/Attachments with Jira Issue Numbers highlighted as Red will not be sent to Jira again as they already exist there.

  • Comments/Attachments with Jira Issue Numbers highlighted as Green will be sent to Jira.

Users can view the attachment linked to the Jira Issue in the Jira Issue detail page in the Related list (refer to the screenshot below).