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Lightning Web Components (LWC) offers new ways to design and create custom interfaces for Salesforce. 

Some of the app’s features, such as Inline Attachments and Jira Comments (NextGen), are only compatible with LWC.

Read our

Configuring Component

component documentation to find out more.

This guide explains how to set up a connection between Jira and Salesforce.

On this page:

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

Which version are you using?

Cloud

  1. Go to Settings > SalesforceSettings > Apps.

  2. In the sidebar, under Configuration CONNECTOR FOR SALESFORCE, click Connections.

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

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

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  5. The connection is added to the Connection Name list but the Status displays

    Status
    colourRed
    titlenot authorized

  6. Click Authorize.

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

  8. Click Authorize to authorize the connection.

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    in the top right corner. If this is your first connection, the Connect with Salesforce panel appears, providing a brief explanation of the step and a link to more information. You can also click +Add connection here to open the Authorize Connection dialog.

    connector-add-connection.pngImage Added

    The Authorize Connection dialog appears.

    connector-auth-connection.pngImage Added
  9. Enter a Connection Name, and select Production or Sandbox as the Salesforce instance environment type. Click Authorize.

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

  10. If When the authorization was is successful, you can now import the compact layout fields from Salesforce. This quickly pre-populates the objects and fields available through the connection.
    This step is optional, and ; you can always configure it later. Otherwise, click 

  11. Click Import to proceed.

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  12. If When the authorization is successful, the Status displays  changes to

    Status
    colourGreen
    titleauthorized
    .

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Server

This is a two-part process:

  • First, set an Integration User before you can create a Connection.

  • Add the Connection to Salesforce.

Step 1: Select an integration user

(warning) An An integration user must have create a dedicated Jira user account specifically created for this purpose. See For more information, see Setting up an integration user for more information.

  1. Go to Settings > Add-ons/Manage apps.

  2. In the sidebar, under SalesforceCONNECTOR FOR SALESFORCE, choose Settings.

  3. At the Settings screen, choose an Integration User for the Salesforce Package so that it can call Jira APIs on their behalf.

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  4. After selecting an Integration User, click Save.

Step 2: Add a new Connection

  1. In the sidebar under SalesforceCONNECTOR FOR SALESFORCE, choose Connections.

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

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  3. The New Connection dialog window will pop upappears.

  4. Enter a Connection Name, then click Add.

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  5. The connection is added to the Connection Name list, but the Status displays shows as

    Status
    colourRed
    titlenot authorized

  6. Click Authorize under the Operations column.

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  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.Image Removed

    Note
    iconfalse
    (warning) 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 createdyour created connection.Image Removed

    connector-import-compact-layouts.pngImage Added

    (info) This This step is optional, and ; you can always configure it later. Otherwise, click 

  12. Click Import to proceed.If

When the authorization is successful, the 

Status will display Authorized

Status changes to 

Status
colourGreen
titleauthorized
.

Next steps

If you are using Jira Server:

If you are using Jira Cloud: