One Click Connection With Salesforce

This page will help you in connecting your Jira Instance with Salesforce using the “One Click Connection“ Method

Connect with Salesforce Using the “One Click Connection“ Method

In order to use this method of connection to connect to Salesforce, you need to make sure that https://connect.xecurify.com:443 is whitelisted for your datacenter instance. Alternatively, you can use the Custom Application Connection With Salesforce method to connect to Salesforce.

1. Select your Salesforce Environment and click on Save Configuration button to save the selected environment

   Open

   

   Select Environment

2. Click on the Connect to Salesforce button.

3. You will be prompted to enter your Salesforce credentials once entered you will be asked for certain permissions, these permissions are:

   • Access the identity URL Service.

   • Manage user data via APIs.

   • Perform requests at any time.

4. Please click on the Allow button to connect to Salesforce.

   Open

   

   Connection Successful

    

Next Steps

Once your Jira Instance is connected with Salesforce, then you will need to Configure Field Mapping between Jira & Salesforce Fields.