Salesforce & JIRA Cloud Connector - ability to customize the VisualForce / Apex solution

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Hi Community, 

We have the Salesforce & JIRA Cloud Connector implemented, and I was wondering if we can customize the packaged VisualForce / Apex code, to further tweak the solution. One example we are after is to remove the "+Create Jira Issue" button from the VisualForce page: 



I can see this is possible with the 'Server' edition of the connector (according this article), and was wondering if this is possible with the Cloud solution as well. 

Thank you, 
Ido. 
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Ido Greenbaum

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Posted 2 years ago

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Aidin Mahmoodi, Alum

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Hi Ido,

This is not possible since we do not give any customization on layout of the VF page at the moment.

However I can raise a feature request for this.

Cheers,
Aidin
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Aidin Mahmoodi, Alum

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Hi Ido,

You can proceed to Salesforce . Setup > Customize > Cases > Buttons, Links, and Actions > Edit the JIRA Issue (Action Name) Action > Resize the panel:



Cheers,
Aidin
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Aidin Mahmoodi, Alum

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Hi Ido,

Update: If you do not have this action, please set it up from Salesforce > Setup > Customize > Cases > Buttons, Links, and Actions > New Action  > Choose Custom Visual force > point to JIRA Issue VF

Please let me know if this helps.

Cheers,
Aidin
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Ido Greenbaum

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This worked. 
Thank you very much. 
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Aidin Mahmoodi, Alum

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You are Welcome!:)
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Aidin Mahmoodi, Alum

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Hi Ido,

We have a feature request for the full compatibility with Lightning mode.

And the mentioned issue will be addressed there as well. Based on the feedback from our product manager, it is unlikely we will do any changes before the compatibility feature pan out. 

Cheers,
Aidin
(Edited)
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Phillip Bailey

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This really is an issue for us too.

You really should provide completely flexible customisation options for the Jira Issues panel (eg. being able to remove or lock down by role the create, associate, configure, pull, push and unlink buttons and give us the ability to display different fields on different page layouts) and provide a simple, documented, way to use custom Salesforce buttons to turn SFDC records into new issues in Jira (so that we can validate submissions up front rather than weeding the rubbish out of Jira). What would be even better would be using native salesforce components eg. related lists, rather than bulky visualforce pages that are slow to load.

The end user currently has far too much control.
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Aidin Mahmoodi, Alum

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Hi Phillip,

Thank you for your input.  We understand that the flexibility on VF management in vital, however it will take some time and it is also the matter of feasibility in implementation wich will be determined by our Development team.

At the moment we do not have any plans to use the custom buttons, as our Salesforce Package aims to provide all the functionalities with the Visualforce panel.

The ultimate goal is to have robust management console to customize and limit the functionalities (based on users permission).

At this point we do not have any plan to utilize native functionalities such as custom buttons or lists, as you have mentioned, since the VF package delivers a better platform for us to deliver functionalities and supervise the shipment of the features over time.


Cheers,
Aidin
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Eric

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Phillip Bailey

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That's easy to change, but it's not at all obvious what the setting does.

In Jira, go to Connections -> then click Configure against your Salesforce instance. Thar loads a Connection Configuration page with a list of connected SF objects (eg. cases). Next to the object type where you want to change what's displayed, click Fields. The ones labelled primary and secondary appear to show up on the Salesforce widget on the Jira item overview, the rest are shown when you click details.
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Eric

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Phillip, thank you for the follow up.  You are correct that this setting is not at all intuitive.  What makes it more confusing, is that null values for the "primary" field cause it to revert to the Case.Id.  I have changed my settings as you suggested, but I can't seem to capture the account name, or the customer name.  I can see most of our case fields (including the custom fields) in the drop-down menu, but none of them seem to capture the account name, or customer name from the case.  I have tried every field that sounds even remotely related, to no avail.  How can I troubleshoot this?

I have tried adding additional SF objects (Account, Contact) to the connection, but it only displays the fields available in the case object (which apparently does not include account name or contact name)


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Eric

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Figured it out:  I had to create new custom fields (formula-text) on the SF case object that import the values of the account name and customer name, then they were available on the Jira side for this connection.  Thanks again for you help.