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Go to JIRA marketplace to locate the app Connector For Salesforce & Jira. Make sure to have familiarized with pricing or free trial terms before adding the app to your JIRA.
Once installed, in 1. In your JIRA go to Apps → Salesforce. Under CONFIGURATION go to Connections. Click +Add Connection.
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Click Configure to manage the connection:
- Set up Available Salesforce Objects. Click +Add Salesforce Object. Select the object in question from the list → Next.
Select the fields available on the for this Salesforce object in question → +Add. Thу selected fields that will be used in JIRA tickets for their further association of tickets and with CIs.
NOTE: Pay attention to the primary-secondary relation. The primary field will be used for filtering.
Click +Add to add more fields one by one. Once all fields are added, click Next.
Add more objects in necessary. Samples of objects and fields for clouds:
AWS | Azure | Google Cloud |
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AWS Account | Azure Subscription | Google Project |
AWS EC2 Instance | Azure Virtual Machine | Google GCE Instance |
Click Apply changes.
- Configure Connection Settings: (set the following options as toggled)
Allow Modification
Allow Automatic Push
Allow Automatic Pull
- Configure Default Presets:
Automatic Pull
[Click Apply changes ?]
2. Under CONFIGURATION go to Bindings. Click +Add Binding.
Project: select JIRA Project to attach the connection.
Connection: select the connection created before
Click Add.
Skip the message 'Create Default Mappings to Salesforce Case' clicking Cancel.
Locate the created binding in the list → click MappingsMapping. Click +Add Entity Mapping.
Issue Type: select the issue type relevant to your settingsthat will be used for your JIRA-Salesforce Connector configuration
Salesforce Object: select the object
Click Add.
IMPORTANT: Create a mapping for each issue type/Salesforce object that will be in use for this configuration in your JIRA. Foe example, if you create 4 Salesforce objects and plan on tracking Service requests and Incidents, create 8 mappings based on JIRA Issue Type-Salesforce Object relation (see below).
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Locate the mapping in question in the list → click Mapping Mappings to configure field mapping.
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ATTENTION: Object Type should be selected manually. Create a custom field.
To create a Custom Field in JIRA:
Go to Settings (Gear icon) → Issues → Custom fields under FIELDS (on the left) → Create custom field → Select List (single choice) → Next → set the name as Object Type. In Options select every field in question (see Connections → Configure → Available Salesforce Objects) from the list → Add → Create → select Screens by the key за your JIRA project по checking the corresponding check boxes → Update.
Open a ticket, check the panel on the right → click Associate.
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