Quick start guide

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 quick start guide is aimed for Jira administrators who want to quickly set up Classic Connector for Salesforce & Jira on their Jira instances and to get you syncing a simple Jira issue with a Salesforce case by the end of this guide. This guide assumes that you have some working knowledge of both Jira and Salesforce.

This basic guide will guide you through the following processes:

  1. Installing Classic Connector for Salesforce & Jira.
  2. Setting up the Connector using the Configuration Wizard with the Remote System Reference option.
  3. Linking Jira Issues with Salesforce Cases.
  4. Creating a Salesforce Case from within Jira.

Before we begin

This Quick Start Guide is for Classic Connector for Salesforce & Jira.

(tick) I'm ready, let's start!

Not what you're looking for?

For information on more advanced topics, consult these pages: