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This page guides you when through installing Connector for Salesforce and Jira in your Jira instance.

On this page:

Table of Contents
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Installation

There are two versions of the installation depending on the platform you use:

Version

Steps

Notes

Cloud

  1. Log into your Jira Cloud.

  2. Click Settings > Apps > Find new apps.

  3. Locate Connector for Salesforce & Jira.

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

  5. Click Close in the Installed and ready to go dialog window.

  6. If you're using Jira Service Management, take note of refer to Working with Jira Service Management projects for more information.

  • 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 Settings > 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, review Working with Jira Service Management projects.

  • Prerequisites

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

What's next?

Now that the installation on the Jira side is complete, let's switch over to Salesforce and install the Salesforce Package. Installing the Salesforce Package on your Salesforce allows the Connector on your Jira instance to interface with Salesforce properly.

If you have already installed the Salesforce Package, you can instead read up on setting up a connection to Salesforce.