Admin Settings

After installation, the next step is setting up a Jira Remote Site in your Salesforce instance.

Adding Jira URL in Salesforce

Step 1: Go to the ‘Setup’ page from your Salesforce instance. In the ‘Quick Find’ box, search ‘Remote Site Settings’ and click on it from the search results.

Step 2: Click ​‘New Remote Site’ to add a Jira remote site.

Step 3: Enter the value in fields like ‘Remote Site Name’ and ‘Remote Site URL’.

In the ‘Remote Site URL’ field, enter the URL of your Jira instance. Click ‘Save and New’.

Step 4: Create another Remote Site for your Salesforce instance. Add the details like ‘Remote Site Name’ and enter your Salesforce instance URL in ‘Remote Site URL’. Once done, click ‘Save’.

Step 5: After configuring the Remote Site, next is the Authentication setup.

Authentication: There are two authentication options available:

1. Basic
2. OAuth

Basic Authentication: In this case, the users have to provide the Jira instance URL along with their Jira username and password.

If you have a cloud-based Jira instance then in the password field, use the token generated from your Atlassian account.

Click here to access your Atlassian account.

Jira Software: Choose the type of Jira Software you use: server-based or cloud-based.

Token Generation

Step 1: Log into your Atlassian Account.

Step 2: Go to the Account Settings -> Security -> API Token -> Create and Manage API token.

Step 3: Click ‘Create and Manage API token’.

Step 4: A page will open and click on the ‘Create API token’ button present at the top of the page.

Step 6: A pop-up appears on your screen, on which enter a Label name and click ‘Create’.

Step 7: A coupon is generated and make sure you copy it.

Step 8: Paste the token in the ‘Password’ field on Sinergify’s Admin Settings section.

OAuth Authentication: Oauth