...
Migrate your Jira data to the cloud instance.
Install the Jira Cloud CRM plugin using the installation steps above.
Enter your customer information in Jira and press Submit
Enter your Salesforce credentials as described above and press Validate. Once the validate credentials completes successful leave this window open.
5. Now it’s decision time! You can install your record and field map settings settings using your on-premise configuration (in step 6). If you have already entered your record and field settings using the “Record Setup” and “Field Mapping” tabs you can continue to step 7 to migrate your record links.
...
For example when you create a Bug in Jira it is automatically synchronized to Salesforce, and the Jira issue now contains a link to the Salesforce Case.
  |
You can also click on “Open CRM Details” to see additional functions.
...
A Salesforce user can also create a Jira issue by first creating a case in Salesforce. This will then create an issue in Jira - a clone of the Salesforce case. The Case can be synched to Jira automatically using a Case trigger, or manually by pressing the “Sync Jira” link.
  |
Searching for issues in Jira
...
Option Name | Description | Notes |
Customer Information | Person requesting the install | |
Salesforce/Application | Select Salesforce | Support for other applications will be added in future releases |
Salesforce/Application Url | Enter Salesforce Url | |
Jira/Sync Service Account | Enter the account id of the Jira service account | If this field is empty the installer account will be used as the service account. |
Salesforce/Sync Service Account | Username of Salesforce service account to sync data | This account MUST be reserved for data sync |
Salesforce/Credentials | Salesforce Client Id | Created in the first install step described here |
Jira/Jira Projects To Sync | Which projects should be synched to CRM? Leave this empty to sync all projects. | |
Salesforce/Jira Projects To Sync | Default Jira Project | When creating a new JIRA issue from CRM, if a project is not specified this value is used. |
Jira/API Key | A generated field. The api key that is used to push data from Salesforce to Jira. | Enter this value in the Salesforce Custom Setting Authentication Detail. |
...