| Warning |
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This step only applies to Jira Server. |
On Jira Server, it is HIGHLY RECOMMENDED highly recommended to set up an integration user for use exclusively with the Connector for Salesforce and Jira.
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Creating this Jira user, while optional, is HIGHLY RECOMMENDED to avoid potential synchronization issues between Jira and Salesforce.
See See this KB article for a potential issue that can arise if a dedicated integration user is not created.
Guide
Create a new Jira user (a suggested username would be "SF Integration User").
This Jira user will be used exclusively as an integration user for the Connector.Go to the Salesforce menu > Settings.
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On the Settings screen, go to the pull-down menu and search for the Jira user you created in Step 1.
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After selecting the Jira user you want as an integration user, click on the Save button that
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appears in the top-right corner.
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Permissions required by the integration user
When creating the integration user, provide it with the following project permissions in Jira:
Browse Project
Create Issues
Edit Issues
Modify Reporter
Assign Issues
| Warning |
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If using Jira Service Management, make sure the Integration user has access to the Jira Service Management projects in order for the integration to work. |