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.
1. In your JIRA go to Apps → Salesforce. Under CONFIGURATION go to Connections. Click +Add Connection.
Give the connection a name → Add.
Locate the created connection in the list → click Authorize. Select Salesforce environment (Production if you have active org) → Authorize.
Log in to your Salesforce instance.
NOTE: If you don't have the 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 the connection:
- Set up Available Salesforce Objects. Click +Add Salesforce Object. Select the object in question from the list → Next.
Select the fields for this Salesforce object in question that will be used in JIRA tickets for their further association 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 |
|---|---|---|
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 Mapping. Click +Add Entity Mapping.
Issue Type: select the issue type that 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).
Locate the mapping in question in the list → click Mappings to configure field mapping.
Connect mappings between Jira Field and Salesforce Object for every object to create associations:
!!! Object Identifier - Instance ID !!! (required)
Click Save.
ATTENTION: Object Type should be selected manually.
Open a ticket, check the panel on the right → click Associate.
Select the object in 'Object type' and the existing CI in ‘Salesforce Object’ → Associate.