Installation and licensing

If you're evaluating this Connector, we'd like to let you know that we also offer an Early Access to our brand new Server Connector which features a revamped user experience.

If you'd like to evaluate this new Server Connector, visit the Atlassian Marketplace.


This page will guide you through the process of installing Classic Connector for Salesforce & Jira.

Requirements

  • Classic Connector for Salesforce & Jira is only available for Jira Server. (If you are interested in a Salesforce and Jira Cloud solution, check out the Connector for Salesforce & Jira instead.
  • You must have admin privileges for both Jira and Salesforce.

Installation

There are two methods of installation:

  1. Installation using an Atlassian License (a license bought through the Atlassian Marketplace).
  2. Installation using a ServiceRocket License (a license bought directly from ServiceRocket).


  1. Log into your Jira instance as an admin.

  2. Go to the Cog Icon > Atlassian Marketplace.
    The Manage add-ons screen loads.

  3. Click Find new add-ons from the left-hand side of the page.

  4. Locate "Classic Connector for Salesforce & Jira" via search.
    The appropriate app version appears in the search results.

  5. Click Try free to begin a new trial or Buy now to purchase a license for Classic Connector for Salesforce & Jira.
    You're prompted to log into MyAtlassian. Salesforce & Jira Server Connector begins to download.

  6. Enter your information and click Generate license when redirected to MyAtlassian.

  7. Click Apply license.
    If you're using an older version of UPM, you can copy and paste the license into your Jira instance.

Step 1: Install the Connector

Step 2: Install the ServiceRocket License

Switching between Atlassian licenses and ServiceRocket licenses

Switching from a ServiceRocket license to an Atlassian license

Switching from an Atlassian license to a ServiceRocket license

Frequently asked questions

Why is the Connector installation taking a long time?

What does Dual Licensing mean?

I have questions about purchasing licenses.

What if the Jira instance can not access the Atlassian marketplace?

Before proceeding with the Connector configuration

There are several things 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:

For more information, read The 3 options of linking Jira to Salesforce.

What's next?

The next step would be: