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Creating Reports/Dashboards based on Associations (Salesforce)

Dan Demers
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May 10, 2022

Looking to create a dashboard/widget displaying the customer names (salesforce association) and the related dollar amounts. It doesnt seem to be a field/option. Is it buried somewhere I am missing? 

 

2 answers

0 votes
Carmen Mendez
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May 11, 2022

Hi Dan,

Can we confirm if you are using the ServiceRocket's Salesforce JIRA Connector?

If that is indeed the case, there is no widget or dashboard available at the moment to display the Accounts associations. However, there is a report feature that you may find to be useful

You can add the a Salesforce field/custom-field into the report via Connections > Configure > Fields. This will reflect what fields will be displayed in the report.

Duy Tran Quang June 27, 2024

got a 404 error page
any updated link? 

0 votes
Dmitry Astapkovich _Colined_
Atlassian Partner
May 10, 2022

@Dan Demers , is this data available as Jira fields?  

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