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.
Once installed, 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 available on the object in question → +Add. Thу selected fields will be used in JIRA tickets for further association of tickets and CIs.
NOTE: Pay attention to the primary-secondary relation. The primary field will be used for filtering.
Click Next.
Click Apply changes.
Configure Connection Settings:
Allow Modification
Allow Automatic Push
Allow Automatic Pull
Configure Default Presets:
Automatic Pull
[Click Apply changes ?]
Under CONFIGURATION go to Bindings. Click +Add Binding.
Project: select JIRA Project to attach the connection.
Connection: select the connection created before
Click Add.
Locate the created binding in the list → click Mappings.
Issue Type: select the issue type relevant to your settings
Salesforce Object:
IMPORTANT: Create a mapping for each issue type/Salesforce object that will be in use for this configuration in your JIRA.
Locate the mapping in the list → click Mapping 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. Create a custom field.
To create a Custom Field in JIRA:
Go to Settings (Gear icon) → Issues → Custom fields under FIELDS (on the left) → Create custom field → Select List (single choice) → Next → set the name as Object Type. In Options select every field in question (see Connections → Configure → Available Salesforce Objects) from the list → Add → Create → select Screens by the key за your JIRA project по checking the corresponding check boxes → Update.
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.