Authentication screen

After installation, the next step is setting up Jira Remote Site settings for Salesforce and Jira Instance.

Configure Remote Site Settings

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.

   

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

Create a Remote Site for the Jira Instance

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 a Remote Site for the Salesforce Instance

4. 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.

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

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

  

Token Generation

1. Log into your Atlassian Account

• Open your browser and go to the Atlassian login page.
• Enter your credentials to log in.

2. Navigate to Account Settings

• Once logged in, click on the Gear icon.
• Select Account Settings from the menu.

3. Access Security Settings:

• In the Account Settings page, look for the Security section and click on it.
• Go below and click on the Create and Manage API tokens.

4. Create a New API Token:

• A new page will open. Click on the Create API token button.

5. Enter Token Details:

• A pop-up will appear. Give your API token a name that describes what it does.

• Select an expiration date for the API token.

  a. Token expiration is 1 to 365 days.

6. Copy the Generated Token:

• A token will be generated. Make sure you copy it immediately as it will not be displayed again.

7. Go to the Sinergify Admin setting tab, and enter the below details.

• Jira Name: Provide your Jira instance Name.
• Jira URL: Provide your Jira instance URL.
• Username: Enter the email address in the username.
• Password: Paste the Generated API token password created in the above step.
• 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

8. Once all the details are added click Save, Please ensure the ‘Status’ is set to Active. If it is not, enable the toggle button.