This page is a quick step by step guide on how to install and get the connector up and running.
Step 1 - Installation
Install the Connector
 | If you are using Atlassian JIRA Studio or OnDemand, this should already be available in your instance so you can skip this step |
- Go to the UPM (Universal Plugin Manager) and choose "Upload Plugin"
- Browse and choose the connector obr file
- Restart JIRA
- Check Successful installation after restart
- Check the new "Cloud Connectors" sections is visible
Click here for more detailed instructions.
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1 - Upload Plugin
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2 - Choose File
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3 - Restart JIRA
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4 - Check Success
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5 - Check Cloud Connectors is visible
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Step 2 - Configuration
| Please note that the administration interface is different in JIRA studio so some items might be different from the screenshots provided in this documentation, please refer to "For JIRA Studio Customers" for more details on this. |
Install the Connector License
- Go to the CustomWare Store and obtain a license
- Go to the Cloud Connectors section of JIRA Admin and choose Licensing
- Install a new license
- Upload license key file
- Check license is valid
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1 - Obtain a License
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2 - Go to Cloud Connectors Screen
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3 - Install a new license
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4 - Upload License key
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5 - Check license is valid
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Click here for more detailed instructions.
Before Proceeding
There are a number of items you should consider when configuring the connector. We offer 3 different types of functionality for linking JIRA with Salesforce and you should consider which one best suits your needs before proceeding. The 3 different options are:
- Option 1: Remote System Reference (synchronizing)
- Option 2: Remote Object Link(s) (linking)
- Option 3: Remote Issue Link(s) (linking, only available in JIRA 5 and above)
A summary table of the difference between these options is shown below:
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Remote System Reference | Remote Object Links | Remote Issue Links (JIRA 5+ only) |
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| Link to Salesforce | |
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| Custom display configuration | |
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| Configuration required | |
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| Workflow custom field features such as validation | |
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| Searchable in JIRA | |
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| Relationship visibility in Salesforce | |
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| Data availability when Salesforce down | |
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| Synchronize to/from Salesforce | |
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| Comments synchronization | |
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| More API calls | |
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| Auto-lookup to Salesforce | |
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| Associate to multiple links in Salesforce | |
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| Associate to multiple Salesforce object types | |
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These options are explained in further detail in Before You Start - Integration Features.
Options
Once you have chosen the option most suitable for your needs, click on the appropriate link below to continue with the configuration.
