Page Comparison

This guide will help you set up a connection between Jira and Salesforce.

...

1. Go to Settings > Salesforce.

2. In the sidebar, under Configuration, click Connections.

3. At the Salesforce Connections screen, click +Add Connection.
   

   

   
   
   

4. The New Connection dialog window will pop up.
   Enter a Connection Name, then click Add.
   

   

   
   
   

5. The connection will be added to the Connection Name list but you'll notice it is Not Authorized. 

6. Click Authorize.
   

   

   
   
   

7. Select the environment type of your Salesforce instance, either Production or Sandbox.
   

8. Click Authorize to authorize the connection.
   

   Image RemovedImage Added

   
   
   If you're not logged into Salesforce, the browser will load a new page and prompt you to enter your Salesforce credentials.

9. If the authorization was successful, you can now import the compact layout fields from Salesforce. This will quickly pre-populate the objects and fields available through the connection.
    This step is optional, and you can always configure it later. Otherwise, click Import to proceed.

   Image RemovedImage Added

10. If the authorization was successful, the Status will display Authorized.
    

    

...

1. In the sidebar under Salesforce, choose Connections.

2. At the Salesforce Connections screen, click +Add Connection.
   
   
   

3. The New Connection dialog window will pop up.

4. Enter a Connection Name, then click Add.
   

   

   
   
   

5. The connection will be added to the Connection Name list but you'll notice it is Not Authorized. 

6. Click Authorize under the Operations column.
   

   

   
   
   

7. Select the environment type of your Salesforce instance, either Production or Sandbox.
   

8. Click Authorize.

9. You will be given a code and asked to enter it at https://login.salesforce.com/setup/connect.
   

   Note
   icon false
   When logging in to Salesforce to enter the code, the current user who logs in will become the "Salesforce Integration User".

   
   

10. Follow the instructions. Once completed, return to your Jira instance and click Authorize.

11. If the authorization was successful, you can now import the compact layout fields from Salesforce.
    This will quickly pre-populate the objects and fields available through the connection you've just created.
    
    
     This step is optional, and you can always configure it later.
    Otherwise, click Import to proceed.

12. If the authorization was successful, the Status will display Authorized.

...