Configuration Instruction

Salesforce.com to JIRA Mapping Synchronization

1. Create the Salesforce.com S-Control
   • Login to the Salesforce.com
   • Click on the Setup link at the top of your Salesforce.com page
   • In the App Setup link on the left hand side, expand the Develop node, and then click on Custom S-Controls
   • Click on the New Custom S-Control button
   • For the Label field, enter JIRA_SYNC_CASE
   • For the type, select URL
   • For the content, enter

     http://<your-JIRA-URL>/secure/SynchronizationIssueFromCase!default.jspa?caseId={!Case.Id}

     where <your-JIRA-URL> is where your JIRA instance is located, please refer to the screen below for more information.
     

   • Press Save.
2. Create the S-Control Button
   • Login to the Salesforce.com
   • Click on the Setup link at the top of your Salesforce.com page
   • In the App Setup link on the left hand side, expand the Customize node, expand the Cases node, and then click on Buttons and Links.
   • In the Custom Buttons and Links menu, click on the New button.
   • In the Label field, enter Sync to JIRA
   • In the Name field, enter JIRA_SYNC_CASE_BUTTON
   • For Display Type, select Detail Page Button
   • For Behaviour, select Display in new window
   • For Content Source, choose Custom S-Control
   • For Custom S-Control, choose JIRA_SYNC_CASE
   • Click OK on the alert box (which should say *The new custom button or link will not be displayed to users until you add it to the page layout. Please refer to the screen below for more information.
     
3. Add the button to the page layout
   • In the App Setup link on the left hand side, expand the Customize node, expand the Cases node, and then click on Page Layouts.
   • Click the Edit link next to the Case Layout Page Layout Name.
   • Click on the Detail Page Buttons item in the Button Section group, then click the Edit Properties button. Please refer to the screen below.
     
   • A pop up as screen below should show.
     
   • Add the Sync to JIRA button to the Selected Buttons list.
   • Click OK
   • Click OK on the alert box.
   • Click Save on the Page Layout form.
4. Now when you look at a Case in Salesforce.com, the Sync to JIRA button will show up as screen below.
   
5. Click on the Sync to JIRA button to trigger the synchronization process between JIRA and Salesforce.com.
   • If the process success, screen as below will be display.
     
   • Screen as below will be shown, if the synchronization process failed.