Step 11: On the same page click Manage Profiles. Refresh Token Policy - Refresh token is valid until revoked.Permitted Users - Admin approved users are pre-authorized.Step 9: Under the OAuth Policies, select: It can also be accessed again via App Manager> Select the app you just created> Under drop down select View. These will be populated once all the above steps are completed. Note: Kindly save the Consumer Key and Consumer Secret visible under API (Enable OAuth Settings). Step 6: If the below pop up is visible, click Continue. Step 5: Leave any other settings as default and click Save. Move ‘Full access’ and ‘Perform requests on your behalf at any time’ options from ‘Available OAuth Scopes’ to ‘Selected OAuth Scopes’.Enter the callback URL that will be: JiraInstanceURL/plugins/servlet/sinergify_authentication.In the API (Enable OAuth Settings) area of the page, select Enable OAuth Settings.For the Connected app’s description, enter Connected app to securely access Sinergify Jira Plugin.For the Logo image URL, leave it blank.Salesforce uses this contact information if they need to contact you about the connected app. For the Contact email, enter your email.The API name defaults to the connected app’s name, replacing spaces with underscores. For the Connected app’s API name, which is a unique identifier used when referring to the app programmatically, just press Tab.
For the Connected app’s name, enter a name.In the Basic Information area of the page, specify the following information to describe the connected app:.Step 2: Click New Connected App to create the app. Step 1: From the Setup page in your Salesforce Org, enter ‘App Manager’ in the Quick Find box and click on it from the search results.
#Just press record to salesforce install#
Setup Plugin in Salesforceīefore we install the application in Jira, we need to create and set up a Connected App within Salesforce. Note: In Order to achieve the use cases as shown above, Please follow the steps below for configuration Inside Salesforce and Jira respectively. Step 11: If there are multiple records linked to a specific Jira record, you can simply search within the Linked SF Records Pane. Step 10: To Unlink a record, simply click on the unlink button. You can see the Salesforce record details and Comments. Step 8: To view the linked record details, simply click the record. Step 7: You will see the linked records within the Sinergify App Under the Specific Object. Step 5: Select the records that you want to link from available search results. Step 4: Search Salesforce records by typing the appropriate keywords in the search field. Step 2: Select the link button as shown below, to link a record. Step 1: Under your Jira record page, Select Sinergify. Jira Plugin Use Cases 1) Search and Link Salesforce Records With configurable syncing, the admin can decide what updates to be synced from Jira to Salesforce. Sinergify plugin allows Jira users to sync Jira updates to Salesforce.
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