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Auiprogress
step4

Auiprogressstepstatic
titlePlan Out Your Migration
urlMIGRATIONC:Step 1 - Plan Out Your Migration

Auiprogressstepstatic
titleExporting Data from the Classic Connector
urlMIGRATIONC:Step 2 - Exporting Data from the Classic Connector

Auiprogressstepstatic
titleImporting to the New Connector
urlMIGRATIONC:Step 3 - Importing to the New Connector

Auiprogressstepstatic
titleConfiguring Salesforce
urlMIGRATIONC:Step 4 - Configuring Salesforce

Auiprogressstepstatic
titleCompleting the Setup
urlMIGRATIONC:Step 5 - Completing the Setup


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Prerequisites

  • You have completed Step 3 - Importing to the New Connector.
  • You have administrator access to JIRA Cloud.
  • You have administrator access to Salesforce. Note that if you are using Apex classes and triggers, you need to co-ordinate the deployment process from Sandbox to Production.

Guides

  1. Install the the Salesforce Package for Salesforce & JIRA Cloud Connector from the AppExchange.
  2. Establish a connection between between JIRA Cloud and Salesforce.
  3. Add Visualforce pages to required objects. 
    By this time, you should be able to test the Create JIRA Issue or Associate button in the JIRA Issues Visualforce page.
  4. If required, configure Apex triggers to automate JIRA issue creation or push operation using Apex triggers.
    If you implemented auto sync operations in Salesforce for the Classic Connector, you might want to update to the endpoints provided by the New Connector.
  5. By this time, you should verify by simulating the expected users steps to trigger the automation, and see the effect in JIRA Cloud.
  6. Once everything is working, it is safe to remove the old features from Salesforce.
    This includes:

Testing the configuration

At this point, you might want to try Creating a Jira Issue from Step 4 - Configuring Salesforce.


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Auibutton
iconconfigure
titleNext: Completing the Setup
typeprimary
urlMIGRATIONC:Step 5 - Completing the Setup

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