Cloud Migration Resources
Planning a Jira Cloud migration? These resources can help you get started:
→ Connector for Salesforce & Jira Cloud features – Review Cloud features and understand key differences between DC and Cloud.
→ Migration support from Appfire – Learn how we can help you migrate smoothly.
Set up your integration in Salesforce
Follow this step-by-step guide to set up Connector for Salesforce & Jira on the Salesforce side. This page hosts all administrator guides for configuring the integration in Salesforce, from establishing a secure remote site connection to enabling automated synchronization.
Before you start
Make sure you have:
Administrator rights in Salesforce - only administrators can set up the integration.
Want a quick overview before diving in? The interactive walkthrough below covers the first four steps end-to-end:
Follow the steps to set up your integration in Salesforce
Add a remote site to provide a safe connection from Salesforce to your Jira.
Add Salesforce to the case view or any other Salesforce object to view Jira details directly in Salesforce:
Associate Salesforce records with Jira issues to see all related details in Salesforce and configure the synchronization behavior:
(Optional) To enable automatic synchronization from Salesforce to Jira, you must create Apex triggers:
Enable status synchronization from Salesforce to Jira to allow the pushing of status updates from Salesforce to Jira.