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This article explains how to configure Atlassian's Connector for Salesforce & Jira app in Jira in order to associate CIs discovered by Cloudaware and your Jira tickets. Built on force.com, Cloudaware manages the discovered cloud or on-prem inventory items as Salesforce custom objects and fields that may be used for enriching Jira tickets with any information from the CIs. This application is for cloud, server and data center Jira. |
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Add Jira Integration to your Cloudaware account.
Go to Jira marketplace to locate the app Connector For Salesforce & Jira. Make sure to have familiarized with the pricing and free trial terms before adding the app to your Jira instance.
Install the app to your Jira instance.
The App Configuration
1. In your JIRA go . Log in to Jira. Go to Apps → Salesforce.
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2. Under CONFIGURATION, go to Connections. Click +Add Connection.
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3. Give a meaningful name to the connection → Add.
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6. Log in to your Salesforce instance using your username and password*.
*If you don't have Salesforce password, log in to your Cloudaware account → . Select Setup → Users → locate your user (check the username) → Edit → check the box 'Generate new password and notify user immediately' → Save → click 'Reset Password' → OK → check your email.
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Add more objects if necessary. Examples of objects and fields for different cloudscloud providers:
Cloud | AWS | Azure | Google Cloud | |||
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Object | AWS Account | AWS EC2 Instance | Azure Subscription | Azure Virtual Machine | Google Project | Google GCE Instance |
Fields | Account Name Account ID Roles Status: Collector Deleted | Instance Name or ID Instance ID State Name Deleted from AWS | Subscription Name Subscription ID Status (Collector) | Azure Virtual Machine Name VM ID Power State Deleted from Azure | Google Project Name Status (Collector) | Google GCE Instance Name Google ID Status Deleted from Google |
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b. select 'Text Field (single line)' as a field type → name the field 'Object Identifier' → select Add → Create → select Screens by the key of your Jira project checking the corresponding check boxes → Update.
11. Under CONFIGURATION, go to Bindings. Click +Add Binding.
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Create a mapping for each issue type/Salesforce object that will be in use for this configuration in your Jira. For 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 the example below):
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11.4. Locate a mapping in question in the list → click Mappings to configure the fields mapping.
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