Quick summary
The Jira Salesforce integration lets teams install and configure the Salesforce connector directly from the Jira Marketplace, linking Salesforce objects to Jira in just a few steps. Once authorized, the connection syncs Salesforce data into Jira so sales and engineering teams can collaborate without switching tools.
Steps
- Go to your Jira account and click on Apps > Explore more apps.
- Search for "Salesforce" in the search bar and select the connector for Salesforce.
- Click the Try it free button to get started.
- Click Start Free Trial again to confirm and begin the trial.
- Once added, click the Configure button on the success prompt to start the integration.
- Hit Add connection to establish the connection with Salesforce.
- Provide a name for your connection and click the Authorize button.
- Click Allow to grant access and complete the OAuth authorization.
- Once the connection is confirmed, select the Salesforce Objects you need and hit Import to finish the setup.
