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To allow Salesforce users to contact your support team working in Jira Service Management without switching contexts, integrate Salesforce with Jira Service Management using the Chat for JSM app.

How to add the Chat Widget on your Salesforce site

Chat for JSM part

  1. Go to Project settings in your Jira service project where you manage or want to manage tickets initiated from Chat.

  2. Go to Chat SettingsGeneral Settings and Enable Chat in the project if it’s not done yet.

  3. Go to the Website Live Chat tab and copy the installation code to the clipboard.

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Salesforce part

  1. Go to SetupCustom codeVisualforce Pages → create a new Visualforce Pages.

  2. Fill out the required information and paste the code you copied from the Chat settings under the Visualforce Markup tab.

  3. Checkthe “Available for Lightning Experience, Experience Builder sites, and the mobile app” checkbox.

  4. From Setup, go to User InterfaceLightning App Builder.

  5. Create a new Lightning page or modify the existing one where you want to have the Chat widget.

  6. Add the Visualforce component to your page.

  7. Click Save when you’re done editing your page. To give your users access to the app page, you must activate it.

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