Setting up a connection to Salesforce

Owned by Jeff Gleeson
Last updated: Dec 11, 2023 by Jeff Gleeson
2 min read

This guide will help you set up a connection between Jira Service Management and Salesforce.

Accessing the Salesforce connections screen

This guide assumes you have already installed the Connector.

  1. Go to the Settings icon  > Apps.

  2. In the sidebar, under Salesforce, click Connections.

  3. You will be taken to the Salesforce Connections screen.

Adding a Connection

  1. On the Salesforce Connections screen, click + Add Connection.

  2. The New Connection dialog box appears.

    Type in a suitable name for your New Connection and click Add.
    You now see your New Connection listed on the Salesforce Connections page.

  3. The connection Status is displayed as NOT AUTHORIZED , so let's go ahead and click Authorize.

  4. The Authorize Connection dialog box appears.

    Choose either Production or Sandbox, then click Authorize.

  5. You will be asked to log in to Salesforce.
    Provide your credentials and log in.

  6. Once successful, you will see that the status will be set to authorizedon the Salesforce Connections screen.