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Excerpt
namesalesforce package

This page guides you through installing the Salesforce package for Connector for Salesforce & Jira. This process is essential for synchronizing Salesforce objects with issues in Jira. Follow these steps to ensure a smooth integration.

On this page:

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Before you start

Include Page
Book a demo for Connector for Salesforce & Jira
Book a demo for Connector for Salesforce & Jira

For new package versions

  • For Jira Cloud: When a new package version is available, we push an upgrade to your Salesforce instance. This ensures your instance automatically receives bug fixes and improvements.

  • For Jira Server: When a new package version is available, an administrator must update the Salesforce Package manually.

Install guide

  1. Download the Salesforce package from Salesforce AppExchange and click Get It Now to start the installation.

  1. Log in and choose Install in Production or Install in Sandbox.

  1. Review the terms and conditions, then click Confirm and Install to move to the Package Installation Landing Page.

    Install for Admins.pngImage Modified

  2. You are provided with 3 options:

    • Install for Admins Only

    • Install for All Users

    • Install for Specific Profiles...
      If you choose Install for Admins Only, be aware of these limitations:

      • Only Salesforce Admins can be used as integration users to set up a connection to Salesforce.

      • Only Salesforce Admins can view the content of the lightning components, even when it is added to the Salesforce Object layouts.

      • Standard users might also encounter errors, as shown in this KB page.

      • Salesforce Professional editions only have option two available.

  1. After the Salesforce Package is ready and installed, click Done to move to the Installed Packages screen.

  2. Add a Remote Site to allow a connection from the Salesforce Package to your Jira. Follow the Add a New Remote Site instructions.