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Environment

Guide

Connector for Salesforce & Jira Cloud

  1. Logout from Salesforce first ((warning) Important).

  2. In your Jira instance, navigate to Jira Apps > Salesforce > Connections > Your connection > Configure, then click on Revoke to revoke the connection.

  3. While on the same page, click Authorize.
    You will redirected to the Salesforce website to log in. You should log in to with the credentials of the user you want to use for integration.

  4. After you have successfully logged into Salesforce, return to your Jira instance (do not close the Salesforce window yet).
    Click on the "three dots" button API Access token > Copy.

  5. Return to Salesforce window. Click Setup > Installed packages > Configure "Jira Cloud for Salesforce" > Click Revoke the connection. Then  
    Then paste the API Access token which you had copied earlier into the Access token field and click Save.

Connector for Salesforce & Jira Server

  1. Logout from Salesforce first ((warning) Important).

  2. In your Jira instance, navigate to Jira Apps > Salesforce > Connections > Your connection > Configure, then click on Revoke to revoke the connection.

  3. While on the same page, click Authorize. You will redirected to the Salesforce website to log in.
    You should log in to with the credentials of the user you want to use for integration.

  4. After you have successfully logged into Salesforce, return to your Jira instance (do not close the Salesforce window yet).
    Click on the "three dots" button API Access token > Copy.

  5. Return to Salesforce window. Click Setup > Installed packages > Configure "Jira Server for Salesforce" > Click Revoke the connection. Then  
    Then paste the API Access token which you had copied earlier into the Access token field and click Save.

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