Evaluator's Guide

This quick start guide is aimed for Jira administrators who want to quickly set up Connector for Salesforce and Jira on their Jira instances, whether Cloud or Server.

By the end of this guide you will not just be able to associate a Jira issue with a Salesforce Case, but will also be able to synchronize basic data between the two. This guide assumes that you have some working knowledge of both Jira and Salesforce.

This basic guide will guide you through the following processes:

• Step 1 - Installing the Connector

• Step 2 - Setting up a new Connection

• Step 3 - Binding a Jira Project to a Salesforce Connection

• Step 4 - Installing the Salesforce Package

• Step 5 - Adding Visualforce or Lightning components in Salesforce

• Step 6 - Creating a Jira Issue from a Salesforce Case

• Step 7 - Synchronizing data between Jira and Salesforce

  NEXT: Installing the connector