Basic Authentication
Published Date: 21-02-2025
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After installation, the next step is setting up Jira Remote Site settings for Salesforce and Jira Instance.
Configure Remote Site Settings
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Navigate to the ‘Setup’ page from your Salesforce instance. In the ‘Quick Find’ box, search for ‘Remote Site Settings’ and click on it from the search results.
Create a Remote Site for the Jira Instance
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In this step, you will create a Remote Site for your Jira instance to establish a secure connection between Salesforce and Jira.
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Remote Site Name: Enter a descriptive name for the Jira Remote Site.
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Remote Site URL: This URL is crucial for enabling communication between Salesforce and Jira.
Create a Remote Site for the Salesforce Instance
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In this step, you will create another remote site for your Salesforce instance to facilitate secure communication, authentication, and seamless integration within the Salesforce environment.
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Remote Site Name: Provide a meaningful name for the Salesforce Remote Site.
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Remote Site URL: Enter the URL of your Salesforce instance.
Token Generation
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Log into your Atlassian Account
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Open your browser and go to the Atlassian login page.
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Enter your credentials to log in.
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Navigate to Account Settings
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Once logged in, click on the Gear icon.
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Select Account Settings from the menu.
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Access Security Settings:
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In the Account Settings page, look for the Security section and click on it.
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Go below and click on the Create and Manage API tokens.
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Create a New API Token:
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Enter Token Details:
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A pop-up will appear. Give your API token a name that describes what it does.
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Select an expiration date for the API token.
a. Token expiration is 1 to 365 days.
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Copy the Generated Token:
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Go to the Sinergify Admin setting tab, and enter the below details.
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Jira Name: Provide your Jira instance Name.
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Jira URL: Provide your Jira instance URL.
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Username: Enter the email address in the username.
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Password: Paste the Generated API token password created in the above step.
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Personal Access Token: Personal Access Tokens (PATs) provide a secure, manageable way to Authenticate JIRA with Sinergify without exposing user password.
Note:
PAT feature is only for Jira Server and DC versions and hence when cloud is selected this toggle will be unavailable.
https://confluence.atlassian.com/enterprise/using-personal-access-tokens-1026032365.html
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Once all the details are added click Save, Please ensure the ‘Status’ is set to Active. If it is not, enable the toggle button.