This page guides you through installing the Salesforce package for Connector for Salesforce & Jira. This is a mandatory process for performing various actions within Salesforce.
This is the first step for allowing you to create or synchronize Salesforce objects to issues in Jira.
There are two installation versions, depending on the platform you use.
Version
Steps
Version
Steps
Cloud install
For new versions
When a new version of the package is available, we will push an upgrade to your Salesforce instance. This ensures your instance automatically receives bug fixes and improvements without the hassle of a manual upgrade.
Cloud install guide
Download the Salesforce package for your Jira from Salesforce AppExchange and click the Get It Now button to start the installation.
Log in and choose Install in Production or Install in Sandbox.
Review the terms and conditions, then click Confirm and Install to move to the Package Installation Landing Page:
You are provided with 3 options:
Install for Admins Only
Install for All Users
Install for Specific Profiles... If you choose Install for Admins Only, be aware of these limitations: Only Salesforce Admins can be used as integration users to set up a connection to Salesforce. Only Salesforce Admins can view the content of the lightning components, even when it is added to the Salesforce Object layouts. Standard users may also encounter errors, as shown in this KB page. Salesforce Professional editions only have option two available.
Choose the option you want and click Install. Salesforce will send you an email notifying you when the Salesforce Package is ready.
After the Salesforce Package is ready and installed, click Done to move to the Installed Packages screen:
Add a Remote Site to allow a connection from the Salesforce Package to your Jira. If you're using Jira Cloud, the Salesforce Package must connect to an intermediary server we host. See Security statement for more information. In the Quick Find box in the sidebar, type remote site settings.
Click the Remote Site Settings link that appears.
On the All Remote Sites screen, click New Remote Site.
On the Edit Remote Sites screen, enter the following details: Remote Site Name: Jira Remote Site URL: sfjc.integration.appfire.app
Click Save.
You have installed the Salesforce Package.
Server install
For new versions
When a new version of the package is available, an admin will have to update the Salesforce Package manually.
Server install guide
Download the Salesforce package for your Jira from Salesforce AppExchange and click the Get It Now button to start the installation.
Log in and choose to install either in production or sandbox:
Review the terms and conditions, then click Confirm and Install to move to the Package Installation Landing Page:
You will be provided with three options:
Install for Admins Only
Install for All Users
Install for Specific Profiles...
If you choose Install for Admins Only, be aware of these limitations:
