Jira Salesforce integration

Integrating Salesforce with Jira using Getint improves team collaboration. Real-time data sync allows the management of customer requests, tasks, bugs, and projects without manual input. This integration supports Salesforce Lightning, Classic, and various Jira deployments, including Cloud, Data Center, and Service Management.

Salesforce-Jira Licensing Model

The Salesforce-Jira licensing model with Getint is designed to accommodate different integration needs. Here’s an overview:

Standard Licensing

• A Getint license is only required on Jira, allowing seamless data synchronization between Salesforce and Jira.

• This makes setup simpler and faster, without the need for additional configurations in Salesforce.

Flexible License

• For managed services companies or organizations looking to integrate four or more instances (regardless of whether they are the same or different tools), Getint offers a Flexible License. This custom license covers a specific number of connections (i.e., up to 10 instances) without restrictions on the tools involved. You can also swap the integrated tools while the license remains active, offering unparalleled flexibility.

For more details on licensing, visit our Pricing Page.

Requirements to Build Your Integration

• The Getint app must be installed in Jira.

Salesforce API Requirements

Salesforce requires API access for integration. API access is enabled by default in the following editions:

• Enterprise Edition

• Unlimited Edition

• Performance Edition

• Developer Edition

API access is NOT enabled by default in:

• Group Edition

• Essentials Edition

• Professional Edition

Authentication and Access Requirements

• OAuth authentication is required to establish a secure connection between Salesforce and Jira.

• Comments are attributed to the user who created the connection. Therefore, we recommend using dedicated Service Accounts for both instances.

• Jira instances must have a dedicated user and an associated API token with permissions to read, write, view, and modify the project.

• Personal Access Tokens are required for Jira authentication. Learn more here: Connection Guide.

Setting Up Your Salesforce-Jira Integration

1. Access the Getint App in Jira:

• Navigate to Jira, go to Apps, and select the Getint app (Salesforce integration for Jira in this case).

2. Create Integration

Click Create Integration and select either:

• Continuous Sync for ongoing synchronization.

• Migration for a one-time data transfer.

3. Generate a Jira API Token

• Log in to your Atlassian account and navigate to Account Settings > Security.

• Generate an API token.

• Copy and securely store the token, as it will be used as the password for Jira Cloud.

For detailed steps, refer to our guide Connection.

4. Create a connection to Jira and Salesforce and authorize Getint

Jira Connection:

• Select the Jira app. Then enter your Jira instance URL, username, and Access token generated.

• Select the Jira project you want to synchronize and select Connect.

Salesforce Connection:

• Select Salesforce and click Create a Connection.

• Enter your Salesforce instance URL in the URL field and click Next.

• Assign a name to the connection and enter the client_id and client_secret credentials.

• Add the connection and select it.

6. Configure Type Mapping

• Quick Build (Beta): Use the Quick Build feature to automatically map fields and types between applications, simplifying the process.

• Manual Mapping: For greater control, manually map the types yourself. This approach lets you tailor the mapping to meet your specific needs. Click + Add type mapping to add the types (Case, Task, Bug, Epic, Story) by yourself.

  • Story ↔ Case

7. Configure Field Mapping

• Select the fields to synchronize, such as Title, Description, Assignees, and Custom fields.

• Ensure synchronization flow is defined for each field, using the arrows and selecting Apply.

8. Configure Status Mapping

Ensure you are using the correct fields for each instance's status.

• Navigate to the Status Mapping tab.

• Use the dropdown menu to map Salesforce statuses to their Jira equivalents (e.g., Open ↔ To Do).

• Apply the status mappings.

9. How to Manage Comments & Attachments:

• Review the Comments & Attachments tab. These features are enabled by default but can be adjusted to meet your organization's needs.

• You can adjust the sync direction for comments and attachments to be bidirectional, unidirectional to Jira, or unidirectional to Salesforce. Also, you can completely disable comments and attachments if they are unnecessary or restricted in your organization.

10. Filtering Option

Customize synchronization by applying filters:

• After completing your integration, add filters to each app by clicking the filter icon next to its app icon. This will affect the corresponding side of the integration.

• Choose the filter scope:

  • ALL items filter: Rules will be verified for every item before synchronization.

  • NEW items filter: Rules will be verified only for newly created items that have not yet been synced.

  • SYNCED items filter: Rules will be verified for items that were already synced in the past.

Add values for the filters and click Apply. For more details on how to use the filter, refer to our Filtering Guide.

JQL Filtering (For Jira Side Only)

• In addition to the Item Filtering options mentioned above, Jira apps also support JQL (Jira Query Language) Filtering, allowing you to refine and customize which items are included in the sync.

• Under the field Custom JQL, it is possible to provide a JQL, which will be the filter for your sync and appended to the one generated when searching for issues in Jira (i.e., status in (“In Progress”)).

• Name your integration and click on Create to save the integration.

11. Test the Integration

• Create a test case in Salesforce and a test task in Jira.

• Verify synchronization by performing actions like adding comments, attachments, or changing statuses.

• Check logs in Getint to ensure the integration is working as expected.

12. Duplicating Your Setup and Selecting Different Projects:

• Navigate to Workflows.

• Click the three dots on the right and choose Duplicate.

• A side panel will appear. Enter a new name for the integration, which defaults to "copy" if the same projects are used.

• In the dropdown menu, choose the projects to integrate.

• For each side, click Connect, then Duplicate.

• Save the new integration.

Conclusion

At Getint, we're dedicated to providing exceptional support throughout your integration journey. Our team is committed to delivering the best customer experience. For any questions about this integration or assistance with the setup process, don't hesitate to open a ticket at our Help Center or Schedule a Demo. We're here to help!