OAuth Authentication

Configure Remote Site Settings

Step 1: 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.

Step 2: Click ‘New Remote Site’ to add the remote site.

Create Remote Site for Jira Instance

Step 3: In this step, you will create a Remote Site for your Jira instance to establish a secure connection between Salesforce and Jira.

  • Remote Site Name: Enter a descriptive name for the Jira Remote Site.

  • Remote Site URL: This URL is crucial for enabling communication between Salesforce and Jira.

Create Remote Site for Salesforce Instance

Step 4: In this step you will another remote site for your Salesforce instance to facilitate secure communication, authentication, and seamless integration within the Salesforce environment.

  • Remote Site Name: Provide a meaningful name for the Salesforce Remote Site.

  • Remote Site URL: Enter the URL of your Salesforce instance.

Step 5: Log into your Jira system as a user with 'Jira Administrator' permissions.

Step 6: Click on the Gear (settings) icon.

Step 7:Under the Settings drop-down menu, click ‘System’.

Step 8: Click ‘Search Jira admin’.

Step 9: Enter ‘application’ in the search bar and click ‘Application links’ from the search results.

Step 10: Enter your Salesforce Org’s URL in the field and click ‘Create new link’.

Step11: A new window will open to confirm the ‘New URL’. Click ‘Continue’.

Step 12: Fill in the details like ‘Application Name’ and select ‘Generic Application’ as the ‘Application Type’. Click ‘Continue’.

Step 13: A new application link will be created.

Step 14: Up next is setting up the Incoming Authentication. Click ‘Edit’ (as highlighted in the screenshot below).

Step 15: Enter ‘Sinergify’ in ‘Consumer Key’ and’ Consumer Name’ fields both.

Step 16: Insert your public key in the ‘Public Key’ field.

Note: Please check this reference Document for Public/Private keys.

(Please save the Private key also as it will be required later in Step 15)

Step 17: Add your ‘Consumer Callback URL’. The URL should be in the following format:

SalesforceOrgURL+’/apex/Grz_Sf__AuthPage?status=’+SalesforceOrgID+’&instanceUrl=’+Jira instance Url

For example: 

https://ap16.lightning.force.com/apex/Grz_Sf__AuthPage?status=00D0o000000Sx8Z&instanceUrl=https://sinergifytest.atlassian.net

Step 18: Click ‘Save’. The status of the application link will be updated to ‘Configured’.

Step 19: Go to the Authentication tab of the Admin Settings (Sinergify app) and select the ‘OAuth’ tab. Add details like Jira Name, Jira URL, Call back URL, Consumer Key, and Private Key.

(You can obtain the Private key as mentioned in Step 12 above)

Note : A consumer key must be one word only, as Jira does not support more than one word in a consumer key. See the reference Document.

Step 20: Select the Jira software - Server or Cloud-based.

Step 21: Toggle to make this Jira instance your default Jira instance.

Step 22: Click ‘Save'.

Step 23: A Pop-up will appear on your screen. Log in using your Jira credentials.

Note: Ensure that pop-ups are not blocked.

Step 24: After logging in, a new window will appear asking for the ‘Read’ and ‘Write’ permissions. Click ‘Allow’ to share access token else click ‘Deny’.

Step 25: A new window will appear on your screen asking you to allow or deny the access

Step 26: If allowed, the access token will be shared and saved automatically in Salesforce and the admin page will reload automatically.