Connector for Salesforce & Jira

To see how Cloudaware seamlessly integrates with Jira in action, request a demo.

Prerequisites

1. Add Jira Integration to your Cloudaware account.

2. 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. 

3. Install the app to your Jira instance.

The App Configuration

1. In your JIRA go to Apps → Salesforce.

Open

2. Under CONFIGURATION go to Connections. Click +Add Connection. 

Open

3. Give a name to the connection → Add.

4. Locate the created connection in the list → click Authorize.

5. Select Salesforce environment (Production) → Authorize.

6. Log in to your Salesforce instance using your username and password*.

Select Allow.

7. Skip the message 'Import Compact Layouts' by selecting I'll do it later.

8. Locate the created connection in the list → click Configure.

9. Manage the connection:

9.1. Set up Available Salesforce Objects. Click +Add Salesforce Object.

Select the Salesforce object from the list. Click Next.

Select the relevant fields for this Salesforce object clicking +Add to save the previously selected field.

Once all fields are added, click Next.

Add more objects if necessary. Examples of objects and fields for different clouds:

Click Apply changes.

9.2. Configure Connection Settings: (set the following options as toggled)

Allow Modification

Allow Automatic Push

Allow Automatic Pull

9.3. Configure Default Presets: (set the following option as toggled)

Automatic Pull

Click Apply changes.

10. Create custom fields 'Object Type' and 'Object Identifier' in your Jira.

To create a custom fields in Jira, go to Settings (Gear icon) → Issues → select Custom fields under FIELDS (on the left) → Create custom field:

a. Select 'List (single choice)' as a field type → Next → name the field 'Object Type' → in 'Options' select every field in question (check Connections → Configure → Available Salesforce Objects) from the list → Add → Create → select Screens by the key of your Jira project checking the corresponding check boxes → Update.

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. 

11.1. Select your Jira Project and the connection created before. Click Add.

11.2. Skip the message 'Create Default Mappings to Salesforce Case' by clicking Cancel.

11.3. Locate the created binding in the list → click Mapping. Click +Add Entity Mapping.

Select the issue type that will be used for your Jira-Salesforce Connector configuration and the Salesforce object. Click Add.

11.4. Locate a mapping in question in the list → click Mappings to configure the fields mapping.

Set up mappings between Jira Field and Salesforce Object for every object to create associations.

Click +Add to save the mapping pair → click Save.

Samples of Jira Field-Salesforce Object mappings:

Testing

1. Create a test ticket.

2. Open the ticket and check the panel on the right → click Associations. 

3. Click Associate.

4. Select the object in 'Object Identifier' field and pick a CI in 'Salesforce Object' field. Click Associate.

5. The connector will populate the actual asset ID into 'Object Identifier' field in the Jira ticket.

6. 'Object Type' should be selected manually, so that it is populated in tickets.