zAgileConnect's Salesforce package facilitates direct information exchange between Salesforce and JIRA via the corresponding JIRA add-on.
- Authentication with JIRA
- Configuration of Case properties to be shared with JIRA
- Configuration of JIRA Issue properties to be shared with Salesforce
- Selection of default JIRA Project, Issue Type, and Priority for issue creation from a Case
- Choice of whether to automatically create a JIRA Issue when a Case is created (*JIRA on-premise only)
- Searching of JIRA Issues from within Salesforce
- Direct creation and update of JIRA Issues from within a Case
- Posting of comments to JIRA Issues
- Posting of attachments to JIRA Issues
The connector uses a combination of VisualForce pages, Apex classes and triggers to achieve the integration with JIRA. Triggers, in particular, are key aspect of its functioning as they push information pertaining to various objects related to a Case (Account, Contact) as well as the Case itself in real time. As users interact with various objects in Salesforce, such as creating or updating Account or Case information, the activity is captured in JIRA in real time to ensure that the relevant issue context is correctly maintained.
An Integration User account is used in each application to perform transactions in the other. This also means that users do not need to have accounts in both applications to leverage this integration.
Before embarking on the installation steps, please be sure to have an account in each of the two applications that will be used for authentication and for submitting all transactions to the other application. We recommend setting up an integration user account in each - Salesforce and JIRA for this purpose. Furthremore, the profiles associated with each account will depend on the types of actions it will perform in the other application.
Typically, Salesforce User and JIRA User/Developer profiles suffice for most of the integration functions. Admin privileges are not required for either of these accounts.
Communication between Salesforce and On-Premise JIRA (aka JIRA Server) requires secure connectivity via HTTPS. Please make sure your JIRA is accessible to Salesforce whitelisted IP addresses.
The prerequisite steps for installation involve setting up remote communications between Salesforce and JIRA, described below.
Enabling Access between JIRA and Salesforce
Before continuing with the Salesforce Package configuration, please install the zAgileConnect JIRA plugin and complete the OAuth steps to authenticate JIRA with Salesforce. The steps are described here
The zAgileConnect Salesforce package is available from Salesforce AppExchange.
To install the zAgileConnect Salesforce package, click on 'Get it Now'. This will initiate package installation into the organization for which you provide the credentials.
Establishing Connection with JIRA