Installing the Connector

This guide will help you install the Salesforce & Jira Connector add-on to your Jira instance.

Which version would you like to install?

    Prerequisites

    You must be:

    • An admin of the Jira Cloud instance.
    • Either a technical contact or billing contact of the Jira Cloud instance. To verify, log in to MyAtlassian and ensure the Jira Cloud instance appears in the Licenses page.

    Step-by-Step Guide

    1. Log into your Jira Cloud.

    2. Click the Jira icon in the top left (, or Jira Settings > Apps Find new apps.

    3. Locate Salesforce & Jira Cloud Connector.

    4. Click Free trial to download and install your add-on.

    5. You're all set! Click Close in the Installed and ready to go dialog window.

    6. If you're using Jira Service Desk, take note of Working with Jira Service Desk Projects.

    This version of the Salesforce & Jira Connector is still in BETA and is currently only available for select users.

    The documentation for our current commercially-available version of Salesforce & Jira Connector for Server can be found here.

    Prerequisites

    You must be:

    • An admin of the Jira Server instance.

    Step-By-Step Guide

    1. Log into your Jira instance as an admin.

    2. Go to  > Add-ons.
      The Find new add-ons screen displays.

    3. Locate "Salesforce & Jira Server Connector" via search.
      The appropriate app version appears in the search results.

    4. Click Free trial to begin a new trial or Buy now to purchase a license for the Salesforce & Jira Connector.
      You will be prompted to log into MyAtlassian. The Salesforce & Jira Server Connector will then begin to download.

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

    6. Click Apply license.

    What's Next?

    If you have not installed the Salesforce package, go to Installing the Salesforce Package for Salesforce & Jira Cloud Connector.

    Otherwise, visit Setting up a Connection to Salesforce.