Jira Salesforce integration
Last updated
Was this helpful?
Last updated
Was this helpful?
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.
The Salesforce-Jira licensing model with Getint is designed to accommodate different integration needs. Here’s an overview:
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.
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.
The Getint app must be installed in Jira.
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
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.
Navigate to Jira, go to Apps, and select the Getint app (Salesforce integration for Jira in this case).
Click Create Integration and select either:
Continuous Sync for ongoing synchronization.
Migration for a one-time data transfer.
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.
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.
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.
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
Select the fields to synchronize, such as Title, Description, Assignees, and Custom fields.
Map Jira Title (Summary) to Salesforce Subject to avoid errors
Ensure synchronization flow is defined for each field, using the arrows and selecting Apply.
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.
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.
Comments and attachments do not automatically sync from Salesforce to Jira. To ensure they appear in Jira, update either the Salesforce ticket or the Jira ticket, depending on whether bidirectional sync is enabled.
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.
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.
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.
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.
For more details on licensing, visit our .
Personal Access Tokens are required for Jira authentication. Learn more here: .
For detailed steps, refer to our guide .
For detailed steps on how to configure your Salesforce credentials, please refer to our guide .
Some custom field types may not be supported. Please check our for a list of supported fields. If a field is missing or you need custom development, visit our .
Add values for the filters and click Apply. For more details on how to use the filter, refer to our .
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 or . We're here to help!
