Salesforce Jira Integration

Features

• Create Projects from Accounts
• Create Versions from Opportunities
• Sync JIRA Issues with Cases

Tutorial

Learn how to build this project by following this tutorial: https://youtu.be/0mF2PZuyWjw

Install

You can install with the SF CLI:

sf package install --package 04tQl0000008iGnIAI --target-org your-org

Or use the install links:

• Production
• Sandbox

Setup

Jira Authentication

The integration uses Basic Authentication in Jira to create the authentication. We also need to store this information in a named credential.

We can get the Salesforce Named Credential by installing the following package:

sf package install --package 04tQl0000008iIPIAY --target-org your-org

• Production
• Sandbox

WARNING - Installing this package will override any existing Jira Named Credentials in your org.

We can get the Jira credentials by:

1. Get the API Token
2. Inside Salesforce, go to Setup -> Named Credential. Update the your-domain inside the Jira Named Credential, update the URL to your JIRA Domain
3. Inside the JIRA External Credential, update the parameter to your username and api token from step 1.
4. Inside the Jira Integration permission set, add the Jira_External_Credential - Jira External Credential Principal Access.
5. Assign the Jira Integration permission set to any user that will use this integration.

Salesforce Configuration

The following can be added to page layouts for the given objects

User

Label	Type
JIRA User Id	Custom Field
Get JIRA Id	Custom Link

Account

Label	Type
Jira Error	Custom Field
Jira Project Id	Custom Field
Jira Project Key	Custom Field
Jira Project Lead	Custom Field
Jira Project Name	Custom Field
Push Project to JIRA	Custom Action (VisualForce)
Create Project	Custom Action (LWC)

Case

Label	Type
Jira Version Id	Custom Field
Jira Project Id	Custom Field
Jira Issue Id	Custom Field
Jira Key	Custom Field
Time Spent	Custom Field
Hours Spent	Custom Field

Opportunity

Label	Type
JIRA Fix Version Name	Custom Field
Jira Project Id	Custom Field
Jira Version Id	Custom Field
Jira Key	Custom Field

Salesforce Tutorial

Get JIRA User ID

The JIRA User Id is essential for creating new Projects, as it is used for a project lead. On a user record page in setup, click the Get JIRA Id link, and the JIRA User Id will be populated based on the email of the user.

Create Project with a Wizard

To create a project with the Create Project wizard, add the action to the page layout, then fill out the data and save. Ensure the the Check Key button is pressed to ensure no duplicate data is created.

Update Project Data

Create and updates to projects can be done using the Push Project to JIRA action. This will overwrite data inside JIRA with the following fields:

Create Project Version

To create a project version, ensure the the opportunity's account has been synced as a project, then use the Create Jira Version action. This will use the data inside the following fields:

Sync All Issues as Cases

To sync every issue in JIRA as a case, run the following code inside Execute Anonymous:

System.enqueueJob(new JIRAIssueQueueable(0, 0, 50, 0));

Sync Issues as Cases Nightly

To sync issue data overnight, we can schedule the following batch class:

System.schedule('JIRA Issue Sync', '0 0 0 * * ?', new JIRAIssueBatch());

This will sync issues as cases every day at midnight.

Todo

• Authenticate with Jira and Salesforce
• Create Project from an account
• Implement GET /rest/api/3/project/{projectIdOrKey}
• POST /rest/api/3/project
• Create project creation wizard
• Get user Id (unhardcode)
• Create a fix version from opportunity
• Sync issues from jira to SF
• Sync work logs from Jira -> SF
• Fix JSON Parse error
• Add issue one time sync
• Add issue nightly sync
• Distribute via unlocked packages
• Write Documentation on how to use project