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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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1. In your JIRA go to Apps → Salesforce.
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2. Under CONFIGURATION go to Connections. Click +Add Connection.
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3. Give the connection a name → Add.
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4. Locate the created connection in the list → click Authorize.
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5. Select Salesforce environment (Production if you have active org) → Authorize.
6. Log in to your Salesforce instance.NOTE:
If you don't have
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Salesforce password, log in to your Cloudaware account → Setup → Users → locate your user → Edit → check the box 'Generate new password and notify user immediately' → Save → click 'Reset Password' → OK → check your email.
Click Configure to manage Select Allow.
7. Skip the message 'Import Compact Layouts' selecting I'll do it later.
8. Locate the created connection in the list → click Configure.
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9.1. Manage the connection:
- 9.1. Set up Available Salesforce Objects. Click +Add Salesforce Object. Select the object in question from the list → Next..
9.2. Select the fields for this Salesforce object in question that will be used in JIRA tickets for their further association with CIs. Click Next.
NOTE: Pay attention to the primary-secondary relation. The primary field will be used for filtering.
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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.
- 9.3. Configure Connection Settings: (set the following options as toggled)
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Allow Automatic Push
Allow Automatic Pull
- 9.4. Configure Default Presets: (set the following option as toggled)
Automatic Pull
Click Apply changes.
210. Create custom fields 'Object Type' and 'Object Identifier'(?) in your JIRA.
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