Salesforce and JIRA Server Connector Versus Cloud Connector Comparison

The following table charts the differences between the two editions of Salesforce & Jira Connectors.

 

Classic Connector for Salesforce & Jira

Connector for Salesforce & Jira

 

Classic Connector for Salesforce & Jira

Connector for Salesforce & Jira

Platform

  • Jira Server

  • Jira Cloud

  • Jira Server

  • Full Salesforce Lightning compatibility

License

Available through Atlassian Marketplace.

Available through Atlassian Marketplace only. Monthly subscriptions are the default option, however discounted annual subscriptions are available upon request to our Atlassian Sales team.

Authentication Type

Secured basic authentication

OAuth2

Object mapping concept

  • A Connection holds authorization details for a single Salesforce instance

  • A Mapping Scheme binds Jira issue type with Mapping. A Mapping Scheme can be assigned to a Jira project

  • A Mapping defines the Field Mapping and field value mapping between Jira and Salesforce

  • A Connection holds authorization details for a single Salesforce instance, and defines a selection of Salesforce objects made available through the Connection.

  • A Binding holds a 1 to 1 mapping of a Jira project and a Connection, as well as Mapping configuration. Each Mapping configuration contains a Mapping of a Salesforce object and a Jira issue type, as well as Fields Mapping and Fields Value Mapping.

Sync direction

Manual & auto bi-directional is available

Manual & auto bi-directional is available

Attachments

  • All Salesforce attachments are either displayed as view-only in the Remote Attachments tab OR pushed to Jira as native attachment

  • Jira attachment cannot be pushed to Salesforce

  • Salesforce attachments are created as native attachments in Jira

  • Jira attachments are created as native attachments/files in Salesforce

  • This can be switched on/off, applies to all-or-none

  • This connector also supports Lightning, thus, is compatible with Files objects (primary attachment module in Lightning)

Support for custom Salesforce Objects

Jira feature differences

Associate Salesforce Objects

  • Using Remote System Reference, Remote Object Link and Remote Issue Link.

  • Remote System Reference enables synchronization functions, while Remote Object Link enables view-only information. These features are represented as custom fields in Jira and the display output can be customized through the field configuration.

  • For simple linking purposes, use Remote Issue Link.

  • Using Association to enable synchronization functions or simple linking.

  • Association is shown in Salesforce section on the right-side panel of a Jira issue. The field displayed in this panel can be configured through the Available Objects setting in Connection.

  • The connector does not provide any Jira custom field.

Except for JQL associations and association count ( )

Object mapping concept

  • Connection holds authorization details for a single Salesforce instance

  • Mapping Scheme binds Jira issue type with Mapping. A Mapping Scheme can be assigned to a Jira project

  • Mapping defines the Field Mapping and field value mapping between Jira and Salesforce

  • Connection holds authorization details for a single Salesforce instance, and defines a selection of Salesforce objects made available through the Connection

  • Binding holds a 1-to-1 mapping of a Jira project and a Connection, as well as Mapping configuration. Each Mapping configuration contains a Mapping of a Salesforce object and a Jira issue type, as well as Fields Mapping and Fields Value Mapping

Create Salesforce Objects

  • Manual: Using Create New Object from this Issue in Remote System Reference.

  • Auto: Using Push To Remote System post function.

  • Manual: Using Create Salesforce Object button in Association.

  • Auto: Using Create Salesforce Object post function.

Get updates from Salesforce

Manual: Using Pull Changes in Remote System Reference.

Manual: Using Pull button in Association.

Send updates to Salesforce

  • Manual: Using Push Changes in Remote System Reference.

  • Auto: Automatically enabled via Remote System Reference.

  • Manual: Using Push button in Association.

  • Auto: Either using Push to Salesforce post function, or Auto-push setting in Association.

Comments in Jira

  • Salesforce comments are created as native comments in Jira. Selected Jira comments can be pushed to Salesforce as native comments.

  • This can be switched on/off. Plain text label is appended to these comments to show origins.

  • Comment filter: Salesforce comments can be filtered according to privacy setting (All, Public, Private).

  • Salesforce comments are displayed as view-only under the Salesforce Comments tab in Jira. Each comment contains a link to the originating Salesforce object.

  • Comment filter: Salesforce comments can be filtered according to the privacy setting (All, Public, Private), as well as specific tags.

JQL functions

Two functions available:

  • remoteObjects(field, value)

  • remoteObjects(field1, comparator1, value1, field2, comparator2, value2, ...)

Two functions available:

  • JQL associations

  • JQL association count

Reporting

See "JQL functions".

A dedicated reporting page to query associated Jira issues and show the count of associations for each.

As well JQL functions/feileds

Search page

A dedicated page to search for Salesforce objects, which also allows direct association and Jira issue creation from the search results.

Bulk operations

Available:

  • Bulk push updates

  • Bulk pull updates

  • Bulk create

Available:

  • Bulk push updates

Salesforce feature differences

Associate Jira issues

Using Visualforce button utilizing API endpoint provided by connector. Requires the current Salesforce user to have an account in Jira.

  • Using Associate button in Jira Issues Visualforce page. Does not require the Salesforce user to have an account in Jira.

Create Jira issues

  • Manual: Using Visualforce button utilizing API endpoint provided by connector. Requires the current Salesforce user to have an account in Jira.

  • Auto: Using Apex trigger utilizing API endpoint provided by connector.

  • Manual: Using Create Jira Issue button in Jira Issues Visualforce page/ Aura and Lightning Web Component. Does not require the Salesforce user to have an account in Jira.

  • Auto:  Using Apex trigger utilizing API endpoint provided by connector. See Configuring automatic Jira issue creation from Salesforce.

Get updates from Jira

  • Manual: Using Visualforce button utilizing API endpoint provided by connector. Requires the current Salesforce user to have an account in Jira.

  • Auto: Using Apex trigger utilizing API endpoint provided by connector.

  • Manual: Using Pull button in Jira Issues Visualforce page. Does not require the Salesforce user to have an account in Jira.

  • Auto: Push to Salesforce post function, or Auto-push setting in Association.

Send updates to Jira

  • Manual: Using Visualforce button utilizing API endpoint provided by connector. Requires the current Salesforce user to have an account in Jira.

  • Auto: Using Apex trigger utilizing API endpoint provided by connector.

  • Manual: Using Push button in Jira Issues Visualforce page. Does not require the Salesforce user to have an account in Jira.

  • Auto:   Using Apex trigger utilizing API endpoint provided by connector. See Configuring Automatic Pull from Salesforce.

Comments in Salesforce

  • Jira comments are created as native comment in Salesforce.

  • Plain text label is appended to these comments to show origins.

  • Using Jira Comments Visualforce page. Each comment shows the originating Jira issue key.

  • Comment filter: Jira comments can be filtered according to specific tags.

Chatter Support

  • Jira comments can be posted as a Chatter post.

  • Chatter post to Jira comment is coming soon.

Implementation in Salesforce

Using Apex code to manually create Visualforce elements.

Using managed package installed from AppExchange. The package contains Visualforce elements.

REST API Endpoints for Apex

Available

  • Not available

  • End user features (buttons, links) are pre-built in Lightning or Visualforce components

Custom buttons

Possible through Apex and Visualforce components

Not available

Jira Projects

Only Jira Projects with mapping appear to user when creating a Jira issue from Salesforce.

  • Only Jira Projects with binding appear to user when creating a Jira issue from Salesforce.

  • Admins can select available projects manually to further restrict the list.

Differences in setup

 

Classic Server Connector

New Server Connector

Notes

 

Classic Server Connector

New Server Connector

Notes

Need Jira on SSL?

Jira on SSL is required to connect with Salesforce with the new Server Connector whereas on Classic it is optional.

Easy setup via Salesforce-managed package?

Classic requires manual setup by Salesforce admins using Apex classes, triggers, and Salesforce.

The new Server Connector simply uses a Salesforce-managed package.

Apex triggers and Visualforce panels?

 

Jira can connect to multiple Salesforce instances?

 

Salesforce can connect to multiple Jira instances?

To setup for new Server Connector, read this documentation:

Manual & auto bi-directional syncing?

 

Salesforce attachments are created as native attachments in Jira?

In Classic, all Salesforce attachments are either displayed as view-only in the Remote Attachments tab OR pushed to Jira as native attachment.

Jira attachments can be pushed and created as native attachments in Salesforce?

In Classic, Jira attachment cannot be pushed to Salesforce.

Compatible with Salesforce Files object type?

 

Authentication using JWT and OAuth?

In Classic, login is using only basic authentication.

Salesforce user does not require user to log in to Jira?

In the new Server Connector, authentication operations are done through the backend for a seamless user experience.

Diagnostics Table?

 

Errors Logged in Jira Logs?

 

Support for Visualforce (Classic) UI?

 

Support for Lightning UI?

 

Support for standard and custom Salesforce objects?