Set up your integration in Salesforce

Follow this step-by-step guide to set up Connector for Salesforce and Jira properly on the Salesforce side. This page hosts all administrator guides for configuring the 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

Add a remote site to provide a safe connection from Salesforce to your Jira.
Set up a connection to Jira.
Add Salesforce to the case view or any other Salesforce object to view Jira details directly in Salesforce:
- For NextGen
- For classic Salesforce

Associate Salesforce objects with Jira issues to see all related details in Salesforce and configure the synchronization behavior:
- For NextGen
- For classic Salesforce

(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