Installation and licensing

Owned by Jeff Gleeson
Last updated: Sept 19, 2023 by Jeff Gleeson
2 min read

If you're evaluating this Connector, we'd like to let you know that we also offer an Early Access to our brand new Server Connector which features a revamped user experience.

If you'd like to evaluate this new Server Connector, visit the Atlassian Marketplace.

This page will guide you through the process of installing Classic Connector for Salesforce & Jira.

Requirements

  • Classic Connector for Salesforce and Jira is only available for Jira Server. (If you are interested in a Salesforce and Jira Cloud solution, check out the Connector for Salesforce & Jira instead.

  • You must have admin privileges for both Jira and Salesforce.

Installation

Method

Details

Method

Details

Installation using an Atlassian License (a license bought through the Atlassian Marketplace).

  1. Log into your Jira instance as an admin.

  2. Go to the Cog Icon > Atlassian Marketplace.
    The Manage add-ons screen loads.

  3. Click Find new add-ons from the left-hand side of the page.

  4. Locate " Classic Connector for Salesforce & Jira" via search.

    The appropriate app version appears in the search results.

  5. Click Try free to begin a new trial or Buy now to purchase a license for Classic Connector for Salesforce & Jira.
    You're prompted to log into MyAtlassian. Salesforce & Jira Server Connector begins to download.

  6. Enter your information and click Generate license when redirected to MyAtlassian.

  7. Click Apply license.
    If you're using an older version of UPM, you can copy and paste the license into your Jira instance.

Frequently Asked Questions

This may happen if you have a large instance and may also happen if you are upgrading from a previous version. We advise you to wait it out, especially if your instance contains large amounts of data.

If you have questions about our add-on licenses, consult our support team via any of the channels mentioned on our Getting Help page.

MyAtlassian is a site to manage your Atlassian-related licensing and orders. If you have a valid license for the designated add-on, the license key would be stored on MyAtlassian.

Copy the license key and manually paste the key into the Universal Plugin Manager:

  1. Go to the top right of the page and click on the cog icon  > Manage apps.

  2. Then, expand the add-on details and paste the license key in the text box.

Before proceeding with the Connector configuration

There are several things you should consider when configuring the Connector. We offer 3 different types of functionality for linking Jira with Salesforce and you should consider which one best suits your needs before proceeding.

For more information, read The 3 options of linking Jira to Salesforce.

What's next?

The next step would be: