Salesforce JIRA Configuration

This document outlines the procedures which need to be followed to configure JIRA-SalesForce plugin

• Log into JIRA.
• Select the Adminstration link.
  
  
  
  
• Select Configuration Settings link found under Salesforce.com Settings section.
  
  
  
  
• Enter the Salesforce configuration details into the screen provided. This screen takes in various parameters, and they are as follows:
  
  • Login - The login the plugin will use to connect to Salesforce.com
  • Password - The password the plugin will use to connect to Salesforce.com
  • Server URL - This is the URL the plugin will use to connect to Salesforce.com. You can change this URL to the sandbox for example. There is also a link to the right of the URL text box which will set it to the default Salesforce.com connection URL.
  • S-Control Authentication Type - This determines how the Salesforce.com S-Controls will authenticate themselves against JIRA. The 3 options are:
    • Manual Login - This will force the user to be logged into JIRA using their own JIRA account. If the current user isn't logged into JIRA, the S-Control will show the login page. Once the user has logged in, the S-Control will show itself properly.
    • Salesforce.com Login - This option will use the passed in Salesforce.com login. For this option to work, your S-Controls need to pass in the current users Salesforce.com login details. Also, the login in Salesforce.com needs to match their JIRA login.
    • Configured JIRA Login - This option will use a configured account for all S-Controls in Salesforce.com . Please keep in mind that the permissions for this user needs to be set appropriately, for viewing, and especially editing issues in JIRA.
      
• Once all of your options are configured, click Save

• This page also has a button that enables you to test your connection settings to Salesforce.com

Once you have configured the plugin, you can then use the Custom Field Types that are installed with the plugin.

You can then add them to your issues, exactly the same way that JIRA treats its' own Custom Field types - http://www.atlassian.com/software/jira/docs/latest/customfields/addcustomfield.html

Configure Account Customfield Searcher

1. Login as role of administrator to JIRA.
2. Click on the Administrator > Issue Fields > Custom Fields as screen show below.
   
3. If either of Custom Field which type of Salesforce.com Account Custom Field or Salesforce.com Multiple Account Custom Field created as screen shown below.
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4. Click on the edit operations, screen as below will show after this step.
   
5. User can decide which Search Template to use.
   • For Salesforce.com Account Custom Field, there is 2 different type of Search Template as screen show above:
     • Customware CRM Custom Field Searcher: can only search for Account Name
       • Customware CRM Account Custom Field Searcher: can search for Account Name or Account Number
     • And there is 2 different Search Template for Salesforce.com Multiple Account Custom Field as screen show below:
       • Customware CRM Multi Custom Field Searcher: can only search for Account Name
       • Customware CRM Multi Account Custom Field Searcher: can only search for Account Name or Account Number.