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| contentAdfStringified | {"version":1,"type":"doc","content":[{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"Requirements"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","parameters":{"cxhtml":"<ac:structured-macro ac:name=\"text-data\" ac:schema-version=\"1\" ac:macro-id=\"6273ec47-4dd2-4b30-84fc-408e68d39e00\"><ac:parameter ac:name=\"name\">page:space > space:name</ac:parameter><ac:parameter ac:name=\"type\">line</ac:parameter><ac:parameter ac:name=\"atlassian-macro-output-type\">INLINE</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro>","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"text-data","parameters":{"macroParams":{"name":{"value":"page:space > space:name"},"type":{"value":"line"},"atlassian-macro-output-type":{"value":"INLINE"}},"macroMetadata":{"macroId":{"value":"6273ec47-4dd2-4b30-84fc-408e68d39e00"},"schemaVersion":{"value":"1"},"title":"Text Data"}}}}],"version":1}},"text":"","localId":"0bb158ab-1bb4-4626-8a23-f0bf22f20b45"}}]},{"type":"paragraph","content":[{"type":"text","text":" is only available for Jira Server. (If you are interested in a Salesforce and Jira Cloud solution, check out the "},{"type":"text","text":"Connector for Salesforce & Jira","marks":[{"type":"link","attrs":{"href":"/wiki/spaces/CSFJIRA"}}]},{"type":"text","text":" instead."}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"You must have admin privileges for both Jira and Salesforce."}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"Installation"}]},{"type":"paragraph","content":[{"type":"text","text":"There are two methods of installation:"}]},{"type":"orderedList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Installation using an Atlassian License (a license bought through the Atlassian Marketplace)."}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Installation using a ServiceRocket License ("},{"type":"text","text":"a license bought directly from ServiceRocket","marks":[{"type":"link","attrs":{"href":"https://www.servicerocket.com/marketplace/atlassian-apps#JIRA"}}]},{"type":"text","text":")."}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"text","text":"Atlassian Licensing"}]},{"type":"orderedList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Log into your Jira instance as an admin."},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Go to the "},{"type":"text","text":"Cog Icon","marks":[{"type":"strong"}]},{"type":"text","text":" > Atlassian Marketplace","marks":[{"type":"strong"}]},{"type":"text","text":"."},{"type":"hardBreak"},{"type":"text","text":"The "},{"type":"text","text":"Manage add-ons","marks":[{"type":"strong"}]},{"type":"text","text":" screen loads."},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Click "},{"type":"text","text":"Find new add-ons","marks":[{"type":"strong"}]},{"type":"text","text":" from the left-hand side of the page."},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Locate \" "},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"short-text","parameters":{"id":"14qmf9a4k7","extensionKey":"short-text","name":"shortTxt_Fld-7glftom","placeholder":"","isRequired":false},"localId":"167bb558-a4f2-4121-a77e-8196d5f2d79c"}},{"type":"text","text":"\" via search."}]},{"type":"paragraph","content":[{"type":"text","text":"The appropriate app version appears in the search results."},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Click "},{"type":"text","text":"Try free","marks":[{"type":"strong"}]},{"type":"text","text":" to begin a new trial or "},{"type":"text","text":"Buy now","marks":[{"type":"strong"}]},{"type":"text","text":" to purchase a license for "},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.macro.core","extensionKey":"short-text","parameters":{"id":"lw64cl7nol","extensionKey":"short-text","name":"shortTxt_Fld-a5ds553","placeholder":"","isRequired":false},"localId":"62868b8d-1cc8-4fbf-95b5-0234f7e0bac9"}},{"type":"text","text":"."},{"type":"hardBreak"},{"type":"text","text":"You're prompted to log into "},{"type":"text","text":"MyAtlassian","marks":[{"type":"em"}]},{"type":"text","text":". Salesforce & Jira Server Connector begins to download."}]},{"type":"paragraph","content":[{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Enter your information and click "},{"type":"text","text":"Generate license","marks":[{"type":"strong"}]},{"type":"text","text":" when redirected to MyAtlassian."},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Click "},{"type":"text","text":"Apply license","marks":[{"type":"strong"}]},{"type":"text","text":"."},{"type":"hardBreak"},{"type":"text","text":"If you're using an older version of UPM, you can copy and paste the license into your Jira instance."}]}]}]},{"type":"paragraph","content":[{"type":"hardBreak"}]},{"type":"heading","attrs":{"level":3},"content":[{"type":"text","text":"ServiceRocket Licensing"}]},{"type":"heading","attrs":{"level":4},"content":[{"type":"text","text":"Step 1: Install the Connector"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Cog Icon > Add-ons","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":" ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the ","type":"text"},{"text":"Search the Marketplace","type":"text","marks":[{"type":"strong"}]},{"text":" field, search for \"Classic Connector for Salesforce & Jira\".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on ","type":"text"},{"text":"Install","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure the add-on is installed successfully.","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":4},"content":[{"type":"text","text":"Step 2: Install the ServiceRocket License"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Purchase a ServiceRocket license from the ServiceRocket Marketplace","type":"text","marks":[{"type":"link","attrs":{"href":"https://atlassian.servicerocket.com/apps-catalog/salesforce-and-jira-connector"}}]},{"text":" and you will be give a link to download the license key.","type":"text"},{"type":"hardBreak"},{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"Cog Icon > General configuration","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the sidebar, under","type":"text"},{"text":" Cloud Connectors","type":"text","marks":[{"type":"strong"}]},{"text":", click ","type":"text"},{"text":"Licensing","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Upload the ServiceRocket License ","type":"text"},{"text":".key","type":"text","marks":[{"type":"code"}]},{"text":" file by clicking ","type":"text"},{"text":"Choose File","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Install","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If your license is valid, it will be displayed under ","type":"text"},{"text":"Current License","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"Switching between Atlassian licenses and ServiceRocket licenses"}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"Switching from a ServiceRocket license to an Atlassian license"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Cog Icon > Add-ons.","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":" ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the sidebar, under","type":"text"},{"text":" Cloud Connectors","type":"text","marks":[{"type":"strong"}]},{"text":", click ","type":"text"},{"text":"Licensing","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Under ","type":"text"},{"text":"Actions","type":"text","marks":[{"type":"strong"}]},{"text":", click ","type":"text"},{"text":"Manage","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Uninstall","type":"text","marks":[{"type":"strong"}]},{"text":". The ServiceRocket License should now be uninstalled.","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Now, in the sidebar, under ","type":"text"},{"text":"Atlassian Marketplace","type":"text","marks":[{"type":"strong"}]},{"text":", click ","type":"text"},{"text":"Manage Add-ons","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"text":"(This only applies if Jira can connect to the Atlassian Marketplace. If your Jira instance is not able to connect to the Atlassian Marketplace, see the FAQ section below on how to proceed.)","type":"text"},{"type":"hardBreak"},{"text":" ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"ServiceRocket ","type":"text","marks":[{"type":"strong"}]},{"text":"Salesforce.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://Salesforce.com"}},{"type":"strong"}]},{"text":" Connector Plugin - Plugin","type":"text","marks":[{"type":"strong"}]},{"text":" and click either ","type":"text"},{"text":"Free Trial","type":"text","marks":[{"type":"strong"}]},{"text":" or ","type":"text"},{"text":"Buy Now","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"Switching from an Atlassian license to a ServiceRocket license"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Cog Icon > Add-ons.","type":"text","marks":[{"type":"strong"}]},{"type":"hardBreak"},{"text":" ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to ","type":"text"},{"text":"ServiceRocket ","type":"text","marks":[{"type":"strong"}]},{"text":"Salesforce.com","type":"text","marks":[{"type":"link","attrs":{"href":"http://Salesforce.com"}},{"type":"strong"}]},{"text":" Connector Plugin - Plugin","type":"text","marks":[{"type":"strong"}]},{"text":" and click on the ","type":"text"},{"text":"Pencil Icon","type":"text","marks":[{"type":"strong"}]},{"text":" next to ","type":"text"},{"text":"License key","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Remove the license and click ","type":"text"},{"text":"Update","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the sidebar, ","type":"text"},{"text":"under","type":"text"},{"text":" Cloud Connectors","type":"text","marks":[{"type":"strong"}]},{"text":", click ","type":"text"},{"text":"Licensing","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Upload your ServiceRocket License ","type":"text"},{"text":".key","type":"text","marks":[{"type":"code"}]},{"text":" file by clicking ","type":"text"},{"text":"Choose File","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"},{"type":"hardBreak"},{"type":"hardBreak"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"text":"Install","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"Frequently asked questions"}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"Why is the Connector installation taking a long time?"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"paragraph","content":[{"text":"This may happen if you have a large instance and may also happen if you are upgrading from a previous version. We advise you to wait it out especially if your instance contains large amounts of data.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"What does Dual Licensing mean?"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"paragraph","content":[{"text":"This add-on supports Dual Licensing. This means you may choose to use this add-on by purchasing either a ServiceRocket license or an Atlassian Marketplace license.","type":"text"}]},{"type":"paragraph","content":[{"text":"If you have an existing valid ServiceRocket license and want to switch to an Atlassian Marketplace license, you need to uninstall the ServiceRocket license first.","type":"text"}]},{"type":"paragraph","content":[{"text":"Likewise, if you have an Atlassian Marketplace license and want to switch to a ServiceRocket license, you will need to uninstall the Atlassian Marketplace license as well.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"I have questions about purchasing licenses."}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"paragraph","content":[{"text":"If you have questions about our add-on licenses, consult our","type":"text"},{"text":" ","type":"text"},{"text":"Purchasing FAQ page","type":"text","marks":[{"type":"link","attrs":{"href":"https://atlassian.servicerocket.com/apps-catalog/classic-connector-for-salesforce-jira"}}]},{"text":" ","type":"text"},{"text":".","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"type":"text","text":"What if the Jira instance can not access the Atlassian marketplace?"}]},{"type":"expand","attrs":{"title":""},"content":[{"type":"paragraph","content":[{"text":"MyAtlassian","type":"text","marks":[{"type":"link","attrs":{"href":"https://my.atlassian.com/products/index"}}]},{"text":" is a site to manage your Atlassian-related licensing and orders. If you have a valid license for the designated add-on, the license key would be stored on MyAtlassian.","type":"text"}]},{"type":"paragraph","content":[{"text":"Copy the license key and manually paste the key in the Universal Plugin Manager:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Go to the ","type":"text"},{"text":"Cog Icon > Add-ons","type":"text","marks":[{"type":"strong"}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Then, expand the add-on details and paste the license key in the text box.","type":"text"}]}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"Before proceeding with the Connector configuration"}]},{"type":"paragraph","content":[{"type":"text","text":"There are several things you should consider when configuring the Connector. We offer 3 different types of functionality for linking Jira with Salesforce and you should consider which one best suits your needs before proceeding."}]},{"type":"paragraph","content":[{"type":"text","text":"For more information, read "},{"type":"text","text":"The 3 options of linking Jira to Salesforce","marks":[{"type":"link","attrs":{"href":"/wiki/spaces/CFSJ/pages/971576623"}}]},{"type":"text","text":"."}]},{"type":"heading","attrs":{"level":1},"content":[{"type":"text","text":"What's next?"}]},{"type":"paragraph","content":[{"type":"text","text":"The next step would be:"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"type":"text","text":"Adding an Application Link","marks":[{"type":"link","attrs":{"href":"/wiki/spaces/CFSJ/pages/971571380"}}]}]}]}]}]} | |||||||||
| fieldGroupName | migrated | |||||||||
| fieldGroupId | fwuzn80a1a | excerpt | Requirements is only available for Jira Server. (If you are interested in a Salesforce and Jira Cloud solution, check out the Connector for Salesforce & Jira instead. You must have admin privileges for both Jira and Salesforce. Installation There are two methods of installation: Installation using an Atlassian License (a license bought through the Atlassian Marketplace). Installation using a ServiceRocket License ( a license bought directly from ServiceRocket ). Atlassian Licensing Log into your Jira instance as an admin. Go to the Cog Icon > Atlassian Marketplace . The Manage add-ons screen loads. Click Find new add-ons from the left-hand side of the page. Locate " Classic Connector for Salesforce & Jira " via search. The appropriate app version appears in the search results. Click Try free to begin a new trial or Buy now to purchase a license for Classic Connector for Salesforce & Jira . You're prompted to log into MyAtlassian . Salesforce & Jira Server Connector begins to download. Enter your information and click Generate license when redirected to MyAtlassian. Click Apply license . If you're using an older version of UPM, you can copy and paste the license into your Jira instance. ServiceRocket Licensing Step 1: Install the Connector Go to the Cog Icon > Add-ons In the Search the Marketplace field, search for "Classic Connector for Salesforce & Jira". Click on Install . Ensure the add-on is installed successfully. Step 2: Install the ServiceRocket License Purchase a ServiceRocket license from the ServiceRocket Marketplace and you will be give a link to download the license key. Go to Cog Icon > General configuration . In the sidebar, under Cloud Connectors , click Licensing . Upload the ServiceRocket License .key file by clicking Choose File . Click Install . If your license is valid, it will be displayed under Current License . Switching between Atlassian licenses and ServiceRocket licenses Switching from a ServiceRocket license to an Atlassian license Go to the Cog Icon > Add-ons. In the sidebar, under Cloud Connectors , click Licensing . Under Actions , click Manage . Click Uninstall . The ServiceRocket License should now be uninstalled. Now, in the sidebar, under Atlassian Marketplace , click Manage Add-ons . (This only applies if Jira can connect to the Atlassian Marketplace. If your Jira instance is not able to connect to the Atlassian Marketplace, see the FAQ section below on how to proceed.) Go to ServiceRocket Salesforce.com Connector Plugin - Plugin and click either Free Trial or Buy Now . Switching from an Atlassian license to a ServiceRocket license Go to the Cog Icon > Add-ons. Go to ServiceRocket Salesforce.com Connector Plugin - Plugin and click on the Pencil Icon next to License key . Remove the license and click Update . In the sidebar, under Cloud Connectors , click Licensing . Upload your ServiceRocket License .key file by clicking Choose File . Click Install . Frequently asked questions Why is the Connector installation taking a long time? This may happen if you have a large instance and may also happen if you are upgrading from a previous version. We advise you to wait it out especially if your instance contains large amounts of data. What does Dual Licensing mean? This add-on supports Dual Licensing. This means you may choose to use this add-on by purchasing either a ServiceRocket license or an Atlassian Marketplace license. If you have an existing valid ServiceRocket license and want to switch to an Atlassian Marketplace license, you need to uninstall the ServiceRocket license first. Likewise, if you have an Atlassian Marketplace license and want to switch to a ServiceRocket license, you will need to uninstall the Atlassian Marketplace license as well. I have questions about purchasing licenses.
Requirements
Classic Connector for Salesforce and Jira is only available for Jira Server. (If you are interested in a Salesforce and Jira Cloud solution, check out the Connector for Salesforce & Jira instead.
You must have admin privileges for both Jira and Salesforce.
Installation
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Installation using an Atlassian License (a license bought through the Atlassian Marketplace). |
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Frequently Asked Questions
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This may happen if you have a large instance and may also happen if you are upgrading from a previous version. We advise you to wait it out, especially if your instance contains large amounts of data. |
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If you have questions about our add-on licenses, |
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consult our support team via any of the channels mentioned on our Getting Help page. |
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is a site to manage your Atlassian-related licensing and orders. If you have a valid license for the designated add-on, the license key would be stored on MyAtlassian. Copy the license key and manually paste the key |
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into the Universal Plugin Manager:
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Before proceeding with the Connector configuration
There are several things you should consider when configuring the Connector. We offer 3 different types of functionality for linking Jira with Salesforce and you should consider which one best suits your needs before proceeding.
For more information, read The 3 options of linking Jira to Salesforce.
What's next?
The next step would be:
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