Administrator's guide

Setting up your integration in Jira

• Setting up a connection to Salesforce
• Binding a Project to a Connection
• Configuring Entity Mappings and Field Mappings

Setting up your integration in Salesforce

• Setting up a connection to Jira
• Configuring Visualforce components
• Configuring Lightning Experience components
• Configuring email notifications to notify Salesforce users
• Understanding Salesforce API call usage
• Configuring Lightning Web Component

Automating your integration

• Configuring workflow post functions in Jira
• Configuring Automatic Pull from Salesforce
• Configuring automatic Jira issue creation from Salesforce
• Automatic Jira Issue Creation and Push Updates in the same trigger
• How to enable status transition from Salesforce to Jira via Automation for Jira

Use cases

• Create a two way workflow between Jira issues and Salesforce Manufacturing request
• Create a two-way workflow between Jira issues and Salesforce Marketing Campaigns
• Create a two-way workflow between JSM and Salesforce on-site support
• Create a two-way workflow between Jira issues and Salesforce Legal records

Beta features (Cloud version)

• Automatically retry failed sync jobs (Cloud)