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  Integrating Salesforce.com with JIRA

Added by Varun Venkataraman , last edited by Daren Klamer on Sep 24, 2007  (view change)
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To avoid issues with empty Salesforce-JIRA S-Control Search Result lists
  1. Please make sure cookies are enabled
  2. Please make sure that you are logged in JIRA with the 'Remember my login on this computer' option checked on the login page.
This assumes that you have installed the Salesforce.com JIRA Plugin into your JIRA server.

Setting up a S-Control for a Salesforce entity involves 4 steps.

1. Creating a Custom S-Control.
2. Add the S-Control to the appropriate Salesforce screen.
3. Customizing the S-Control frame settings in the screen.
4. Previewing the screen.

1. Creating a Custom S-Control

  1. Log into Salesforce.
  2. In the top-right of your Dashboard select Setup.
  3. On the menu list found on the left had frame select Build under App Setup
  4. Select the Custom S-Controls link.
  5. Select New Custom S-Control
  6. Depending on the Salesforce entity fill in the New Custom S-Control fields based on the information provided below.
    Please make sure to replace the YourJiraHomeURL under Content section of the table with the name of your server e.g 'localhost'
    Entity Label S-Control Name Description Type
    Content
    Account JIRA Account Search JIRA_Account_Search JIRA Account Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-account={!Account.Id}
    
    Case JIRA Case Search JIRA_Case_Search JIRA Case Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-case={!Case.Id}
    
    Contact JIRA Contact Search JIRA_Contact_Search JIRA Contact Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-contact={!Contact.Id}
    
    Lead JIRA Lead Search JIRA_Lead_Search JIRA Lead Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-lead={!Lead.Id}
    
    Opputunity JIRA Opputunity Search JIRA_Opputunity_Search JIRA Opputunity Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-opportunity={!Opportunity.ID}
    
    Product JIRA Product Search JIRA_Product_Search JIRA Product Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-product={!Product2.ID}
    
    Solution JIRA Solution Search JIRA_Solution_Search JIRA Solution Search URL
    http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-solution={!Solution.ID}
    

If you have chosen to use the Salesforce.com Login option for S-Control Authentication Type in the plugin configuration form, you need to append the following text to all of the S-Control URLs

&salesforce-user={!$User.Username}

So, if you were to choose this option, your Salesforce.com Account S-Control will look as follows:

http://<YourJiraHomeURL>/plugins/servlet/crmSearch?salesforce-account={!Account.Id}&salesforce-user={!$User.Username}

2. Add the S-Control to the Salesforce Entity tab

  1. On the menu list found on the left hand frame expand the tree node Customize under App Setup
  2. Expand the tree node for the Salesforce entity of concern.
  3. Select Page Layouts
  4. Select the Entity Page of interest from the list provided.
  5. Now, to add the S-Control we select Edit from the list of option provided for the page.
  6. Now, Create New Section button in the edit screen.



  7. Enter the following details as shown in the figure below and press OK



  8. Now, select Custom S-Controls option from the list of entity fields provided in the drop down list View: (Found on the right side frame).
  9. Drag the Salesforce S-Control created in section 1 into the new section created.



  10. Before the settings are saved, please proceed to section 3 and complete the frame settings.

3. Customizing the S-Control frame settings in the Related JIRA Issues tab

  1. Select the S-Control which was just dragged into the section from Section 2 - Step 9.
  2. Make sure the S-Control is highlighted as shown below.



  3. Select Edit Properties
  4. Enter the details as shown in the snapshot below.



  5. Press OK
  6. Now press Save to save all the setting done in Sections 2 and 3.

4. Previewing the Salesforce Entity tab

  1. Select SalesForce Entity of concern from the tabs provided on the top of the Dashboard.



  2. Now we should be in the Entity's page.
  3. Select an entity which is linked into JIRA via it's JIRA Custom Field.
  4. A preview of the page with the Salesforce Entity under the new section Related JIRA Issues. An example is shown in the figure below



If you would like an S-Control that does a quick search in JIRA, point it to the following URL:

http://<YourJiraHomeURL>/secure/QuickSearch.jspa?searchString={!Salesforce.field}

For example,

http://<YourJiraHomeURL>/secure/QuickSearch.jspa?searchString={!Contact.Email}

These S-Controls would bypass the authentication features of the plugin though..

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