PM Integration

How to Integrate Salesforce and Jira

The complete 2026 guide to connecting Salesforce with Jira — native methods, middleware options, and step-by-step walkthroughs.

Source Salesforce
S
Native
J
Destination Jira

Native Integration Available

Great news! Salesforce has a built-in, native integration for Jira. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.

Method: Native

Details: Critical for Sales/Dev alignment. View Jira issues on Account records.

Step-by-Step Setup

1

Open Salesforce and navigate to Settings, then Integrations or the App Marketplace.

2

Search for Jira in the integrations directory and click Install or Connect.

3

Authorize the connection by logging into your Jira account via OAuth.

4

Configure your sync preferences and select which data fields to synchronize.

Why Connect Salesforce & Jira?

Eliminate Data Silos

Keep Salesforce and Jira in sync so your team always works with accurate, up-to-date information.

Automate Workflows

Reduce manual data entry and let automated triggers handle the handoff between your pm stack.

Better Reporting

Unified data across Salesforce and Jira means clearer insights and faster decision-making.

Ready to Connect?

Get the setup guide and start your free trial of Jira today.

Get Setup Guide & Free Trial

No credit card required

Related Integrations