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.
Installed the Connector app in Jira.
Set up your integration in Jira.
Installed the Jira for Saleseforce package in Saleseforce.

Want a quick overview before diving in? The interactive walkthrough below covers the first four steps end-to-end:

https://youtu.be/pxqkdSnnDjg?si=xux_rhIYbRSamNzY

https://app.arcade.software/share/cqU23vvN1jaqfjoYxOTT

Follow the steps to set up your integration in Salesforce

Add a remote site to provide a safe connection from Salesforce to your Jira.
Set up a connection to Jira.
Configure the Salesforce record page 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:
- For NextGen

(Optional) Enable automatic synchronization with Jira with Flow Builder: Automatically create Jira work items with Salesforce Flows
Or with Apex triggers:
- Configure automated synchronization from Salesforce.
- Configure automated Jira issue creation from Salesforce.
- Enable status synchronization from Salesforce to Jira to allow the pushing of status updates from Salesforce to Jira.