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Note

To establish Jira-Salesforce connection, you must have Administrator permissions in your Jira instance.

  1. Log into your Jira as Admin.

  2. Ensure that Power Salesforce Connector is installed.

  3. Go to Jira Administration > Add-Ons > Manage Add-ons.

  4. In the

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    Power Plugins Configuration section on the left, click Add connection.

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  5.  Fill out the fields in the connection dialog.

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  6. Click Save.


Fields description

Field

Description

Name

Name your Salesforce connection.

Consumer Key

Enter the consumer key for the connection.

Consumer Secret

Enter the consumer secret for the connection.

Username

Enter a username to be used for connecting with Salesforce.

Password

Enter a password to be used for connecting with Salesforce. In most cases you need to merge the user password and user security token. For example, the user password is admin and the user security token is 012234122. Then the password to connect to Salesforce will be:

admin012234122

admin012234122.

User Security Token

To get the security token of a user. Go to User Settings → Reset My Security Token. Reset the security token and you will receive a new security token to the user email address:Image Removed

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Getting consumer key and consumer secret from Salesforce

Note

You must have System Administrator permissions in Salesforce to access these settings.


  1. Log into your Salesforce as Admin.

  2. Got to the cog wheel menu and select Setup.

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  3. In the PLATFORM TOOLS section, go to Apps > App Manager, and click New Connected App.

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  4. Fill out the required fields

    • Connected App Name

    • API Name

    • Enter the contact email

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  5. Click the checkbox to enable OAuth settings.

    • The callback URL is not used in the integration. 

    • Select Full Access and click Add.

    • Then click Save.

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  6. On the next page, under OAuth Settings, you'll see Consumer Key and the option to reveal and get your Consumer Secret.

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For more details, see Salesforce documentation.

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