Linking Salesforce records with Remote Object Link custom fields
Jira Issues and Salesforce Object can be linked as such:
- Remote Object Link - for single record of Salesforce object
- Multi Remote Object Link - for multiple records of Salesforce object
Contents
A Jira issue can be populated with a list of values from Salesforce Objects based on keywords typed in the custom field search bar.
In the following example, the keyword used is "oil":
Updates can also be pulled manually by clicking on the Refresh button as shown in the following screenshot:
Take note that the Remote Object Link field in the example above is associated with an Account Object and uses the following code in its field template:
*Account Name:*[$fields.Name|$url]
*Account Number:* $fields.AccountNumber
*Industry:* $fields.Industry