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This page guides you through installing Connector for Salesforce and Jira in your Jira instance.

On this page:

Table of Contents
stylenone

Include Page
Book a demo for Connector for Salesforce & Jira
Book a demo for Connector for Salesforce & Jira

Installation

There are two versions of the installation depending on the platform you use:

Version

Steps

Notes

Cloud

  1. Log into your Jira Cloud.

  2. Click Settings > Apps > Find new apps.Locate (⚙️ )> Apps. The Discover apps and integrations for Jira page opens.

  3. In the Search for apps field, enter Connector for Salesforce & Jira.

  4. Select the app when it appears in the results list.

  5. Click Free trial Try it free to download and install your add-on.

  6. Click Close in the Installed and ready to go dialog window.

  7. If you're using Jira Service Management, refer to Working with Jira Service Management projects for more information.

  • Prerequisites

    • You must be:

      • An admin of the Jira Cloud instance.

      • Either a technical contact or billing contact of the Jira Cloud instance. To verify, log in to MyAtlassian and ensure the Jira Cloud instance appears on the Licenses page.

ServerData Center

  1. Log into your Jira instance as an admin.

  2. Go to Settings > Add-ons.
    The Find new add-ons screen displays.

  3. Locate Connector for Salesforce & Jira via search.The appropriate app version

  4. Select the app when it appears in the search results list.

  5. Click Free trial to begin a new trial or Buy it now to purchase a license for Connector for Salesforce & Jira.
    You will be prompted to log into MyAtlassian. The Connector for Salesforce & Jira Server Connector will then begin begins to download.

  6. Enter your information and click Generate license when redirected to MyAtlassian.

  7. Click Apply license.

Note

For installations related to Salesforce and Jira Service Management, review Working with Jira Service Management projects.

  • Prerequisites

    • You must be an admin of the Jira Server instance.

Next steps

Now that the installation on the Jira side is complete, let's switch over Once you’ve installed Connector on Jira, switch to Salesforce and install Install the Salesforce Package. Installing the Salesforce Package on your Salesforce allows the Connector on your Jira instance to interface with Salesforce properly.

If you have already installed the Salesforce Package, you can instead read up on setting proceed to Set up a connection to Salesforce.