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This article instructs you on how to configure Atlassian’s Connector fo Salesforce&Jira app in JIRA in order to associate CIs and your Jira tickets. |
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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.
Configuration
1. In your JIRA go to Apps → Salesforce. Under CONFIGURATION go to Connections. Click +Add Connection.
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To create a custom fields in JIRA, go to Settings (Gear icon) → Issues → under FIELDS (on the left) click Custom fields → Create custom field →
1) Select 'List (single choice)' as a field type → Next → set the field name Object Type . In → in Options select every field in question (see Connections → Configure → Available Salesforce Objects) from the list → Add → Create → select Screens by the key of your JIRA project по checking the corresponding check boxes → Update.
2) select 'Test Field (single line)' as a field type → set the field name Object Identifier → select Add → Create → select Screens by the key of your JIRA project по checking the corresponding check boxes → Update.
→ Add → Create → select Screens by the key of your JIRA project по checking the corresponding check boxes → Update.
3. Under CONFIGURATION go to Bindings. Click +Add Binding.
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Connect mappings between Jira Field and Salesforce Object for every object to create associations:
AWS | Azure | GCP |
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AWS Account: Object Identifier - Account ID | Azure Subscription: Object Identifier - Subscription ID | Google Project: Object Identifier - Project ID |
AWS EC2 instance: |
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Object Identifier - Instance ID | Azure Virtual Machine: Object Identifier - VM ID | Google GCE Instance |
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Click Save.
ATTENTION: Object Type should be selected manually.
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: Object Identifier - Google ID |
Click +Add to save the mapping pair → click Save.
Testing
Create a ticket, check the panel on the right → click Associate.
Select the object in 'Object type‘Object Identifier' and pick the existing CI in ‘Salesforce Object’ → Associate.'Salesforce Object' field.
ATTENTION: Object Type should be selected manually!