Bind a Project to a Connection

Owned by Mark Kleinsmith
Last updated: 12 minutes ago by Jeff Gleeson
3 min read

This guide helps you bind a Jira Project to a Salesforce Connection.

You will need to bind a Jira Project to a connection before you can associate a Jira issue with a Salesforce Object and synchronize the two.

If you haven't done so, consult the Setting up a connection to Salesforce page before continuing.

Which version are you using?

Environment

Guide

Environment

Guide

Cloud

  1. Go to Settings > Apps, and then in the sidebar, under CONNECTOR FOR SALESFORCE, choose Connections.

  2. On the Bindings screen, click +Add Binding.

  3. The New Binding dialog window will pop up.

  4. Choose a Project you want to bind, as well as the Connection you want to bind it to.
    Click Add.

  5. If successful, you will be asked to create default mappings for supported issue types. 
    By default, you will be asked to map with Salesforce Case, but you can always map with other objects later.
    See Configuring Entity Mappings and Field Mappings.

  6. Choose the issue types for which you want a default mapping to be created. Click Create.
    If successful, the Bindings screen will display the binding you just added:

Server

  1. Go to Settings > Add-ons.

  2. In the sidebar, under CONNECTOR FOR SALESFORCE, choose Bindings.

  3. On the Bindings screen, click +Add Binding.

  4. The New Binding dialog window will pop up.

  5. Choose a Project you want to bind, as well as the Connection you want to bind it to.

  6. Click Add. If successful, you will be asked to create default mappings for supported issue types. 
    By default, you will be asked to map with Salesforce Case, but you can always map with other objects later.

  7. Choose the issue types for which you want a default mapping to be created. Click Create.
    If successful, the Bindings screen will display the binding you just added.

Next steps