Set up your integration in Salesforce

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.

 Follow the steps to set up integration in Salesforce

1. Add a remote site to provide a safe connection from Salesforce to your Jira.

2. Set up a connection to Jira.

3. Add Salesforce to the case view or any other Salesforce object to view Jira details directly in Salesforce:

   • For NextGen

   • For classic view

4. Associate Salesforce objects with Jira issues to see all related details in Salesforce and configure the synchronization behavior:

   • For NextGen

   • For classic view

5. (Optional) To enable automatic synchronization from Salesforce to Jira, you must create 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