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Steps

Notes

Cloud

  1. Log into your Jira Cloud.

  2. Go to 

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    Click Settings > Apps Find new apps.

  3. Locate Connector for Salesforce & Jira.

  4. Click Free trial to download and install your add-on.

  5. You're all set! Click Close in the Installed and ready to go dialog window.

  6. If you're using Jira Service Management, take note of Working with Jira Service Management projects.

  • 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.

Server

  1. Log into your Jira instance as an admin.

  2. Go to 

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     > Add-ons.
    The Find new add-ons screen displays.

  3. Locate "Connector for Salesforce & Jira" via search.
    The appropriate app version appears in the search results.

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

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

  6. Click Apply license.

Note

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


  • Prerequisites

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

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