Installation Guide

Installation Guide

The following guide is to configure and set up Salesforce.com and JIRA to work with Salesforce.com JIRA Integration Plugin.

• 1. Installing Plugin
• 2. Adding Salesforce.com Customfields in JIRA
• 3. Displaying JIRA related information in Salesforce.com
• 4. Creating JIRA issues from Salesforce.com Cases
  • 4.1. Salesforce.com to JIRA Mapping Configuration
  • 4.2 Synchronizing linked JIRA issues from Salesforce.com
  • 4.3 Synchronizing Salesforce Data from JIRA to Salesforce
  • 4.4 Synchronising Custom Object Lookup fields
• 5. Comment Synchronisation
• Configuration Checklist
• Configuration Settings
  • Attachment Configurations
  • Value Translation for Field Mappings
  • Viewing attachments associated to Salesforce case
• Replacing S-Control With Visualforce
  • Creating JIRA issues from Salesforce.com Cases (Visualforce)
  • Displaying JIRA related information in Salesforce.com (Visualforce)
  • Synchronizing linked JIRA issues from Salesforce.com (Visualforce)

Troubleshooting Guide

If you experience problems:

• Retrace your steps with the documentation again. Double-check everything. Many times we have seen steps being skipped.
• Review the Configuration Checklist. Troubleshoot your configurations.
• Review the FAQs.
• Request help directly from the plugin:
• Click on the CustomWare Support link to bring up 3 widgets:
  • Recent CustomWare Updates Widget - Displays recent Updates made at GetSatisfaction
  • Search Widget - Allows users to search for issues raised in GetSatisfaction
  • Feedback Widget - Allows users to quickly create ideas, questions, problems and give praises to the plugin at GetSatisfaction