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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 Configure Lightning Web 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

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  1. Settings > Apps.

  2. In the sidebar, under

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  1. CONNECTOR FOR SALESFORCE, click Connections.

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

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

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The connection will be added to the Connection Name list but you'll notice it is Not Authorized

Click Authorize.

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

Click Authorize to authorize the connection.

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  1. 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
  2. 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

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  1. loads a new Salesforce login page and

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  1. prompts you to enter your Salesforce credentials.

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  1. When the authorization

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  1. is successful, you can

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  1. import the compact layout fields from Salesforce. This

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  1. quickly pre-

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  1. populates the objects and fields available through the connection.

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  1. This step is optional

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  1. ; you can always configure it later.

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  1. Click Import to proceed.

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  1. Image Added

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  1. When the authorization

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  1. is successful, the Status

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  1.  changes to

    Status
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    titleauthorized
    .

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  1. Image Added

Server

This is a two-part process:

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  • First, set an Integration User before you

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  • can create a Connection.

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  • Add the Connection to Salesforce.

Step 1: Select an integration user

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An integration user must

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create a dedicated Jira user account

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for this purpose.

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For more information, see Setting up an integration user

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.

  1. Go to

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  1. Settings > Add-ons/Manage apps.

  2. In the sidebar, under 

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  1. CONNECTOR FOR SALESFORCE, choose Settings.

  2. 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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  1. Image Added
  2. After selecting an Integration User, click Save.

Step 2: Add a new Connection

  1. In the sidebar under 

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  1. CONNECTOR FOR SALESFORCE, choose Connections.

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

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  1. connector-salesforce-connection.pngImage Added
  2. The New Connection dialog window

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  1. appears.

  2. Enter a Connection Name, then click Add.

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  1. Image Added
  2. The connection

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  1. is added to the Connection Name list

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  1. , but the Status shows as

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  2. Click Authorize under the Operations column.

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  1. Image Added
  2. Select the environment type of your Salesforce instance, either Production or Sandbox.

  3. Click Authorize.

  4. You will be given a code and asked to enter it at https://login.salesforce.com/setup/connect.

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  1. Note
    iconfalse
    (warning) When logging in to Salesforce to enter the code, the current user who logs in will become the "Salesforce Integration User".
  2. Follow the instructions. Once completed, return to your Jira instance and click Authorize.

  3. If the authorization was successful, you can

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  1. import the compact layout fields from Salesforce.
    This will quickly pre-populate the objects and fields available through

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  1. your created connection.

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  1. connector-import-compact-layouts.pngImage Added

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  1. This step is optional

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  1. ; you can always configure it later.

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  1. Click Import to proceed.

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When the authorization

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is successful, the 

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Status changes to 

Status
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.

Next steps

If you are using Jira Server:

If you are using

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