Get started with Connector for Salesforce & Jira

This page walks you through everything you need to get the Connector for Salesforce up and running, from checking prerequisites to configuring both sides of the integration. Follow the steps to ensure a smooth and complete setup. You need to have administrator rights on Jira and Salesforce to complete the setup.

Check prerequisites

Verify compatibility and make sure your Jira and Salesforce environments meet the required versions and permissions before installing Connectof for Salesforce & Jira.

• Salesforce requirements

Install the Connector

Install the app on both sides of the integration. Choose the guide that matches your platform.

1. Install in Jira

   • Install Connector for Salesforce & Jira in Jira Cloud

   • Work with Jira Service Management projects

2. Install the Salesforce package in Salesforce.

Set up your integration in Jira

Connect Jira to Salesforce, bind your project, and map work item types to Salesforce object types.

1. Set up your integration in Jira

   1. Set up a connection to Salesforce (Jira Cloud)

   2. Bind a space to a connection (Jira Cloud)

Set up your integration in Salesforce

1. Set up your integration in Salesforce

   1. Add a remote site.

   2. Set up a connection to Jira.