Salesforce Connector Integration - using a person leaving the company

[Shannon Woodward]

Hi! We set up the integration between Jira and SFDC with an individual user who was an admin on the Jira side and a user on the SFDC side. If that person leaves the company, and is not longer a user in SFDC and Jira, does the integration stop working? 

[jennifer.dempsey_Appfire · Accepted solution]

Hi @Shannon Woodward

Are you using Connector for Salesforce and Jira or a different app? I'm the PMM for Connector for Salesforce and Jira and would be happy to research this for you or put you in touch with our awesome Support team! 

Best,

Jennifer

[Shannon Woodward]

We are using Salesforce & Jira Cloud Connector with the vendor ServiceRocket. 

[jennifer.dempsey_Appfire]

Thanks, @Shannon Woodward

This app is now part of the Appfire portfolio. I'll ask someone on our Support team to reach out to you with an answer to your question.

Best,

Jennifer

[Chun Wye Ng -ServiceRocket-]

Hi @Shannon Woodward 

Good day, and this is Danny from ServiceRocket.

Regarding your question,

Yes, if the integration user for the Connector has been removed, this will break the integration as the application utilizes the user's permission to perform certain update actions and synchronizations.

This will first be dependent on your Jira hosting platform, i.e. Cloud/Server/Data Center?

• For Cloud, the Jira integration user is the Salesforce & Jira Connecter Cloud user (so this is safe) and relies on the Project Role (atlassian-addons-project-access) to have all permissions for Jira projects
• For Server/DC, the Jira integration user is the user selected during the Connector configuration (hence why we highly recommend creating an integration user exclusively for the Connector)
• For both hostings, the Salesforce integration user is the user that Authorizes the connection.

Therefore, shall there be a change in integration users, you may:

• (Server/DC) Setup a new integration user while ensuring sufficient permissions are granted
• Reauthorize the Connection in Salesforce to assign a new Salesforce integration user. This user also needs to have sufficient access to the Objects being granted the 'Modify All' permissions to the profile.
  • If you are unsure on who this user is, you may verify via this method.

Hope this clarifies!

If you have any further questions regarding your our product, feel free to reach out to us via our Support Portal or Drift chat

Thanks & Best Regards,
Danny
ServiceRocket Apps Support

[Martha Best]

In salesforce, we have a generic JIRA API user. How can I authorize the connection as this user on the Jira side?

[AaronPavez_Appfire]

Hi @Martha Best 

You need to reauthorize the connection with new Salesforce credentials. Please follow the following guides to achieve that:

1. Authorize the using the Salesforce credentials:

https://appfire.atlassian.net/wiki/spaces/CSFJIRA/pages/470754669/Set+up+a+connection+to+Salesforce

2. Copy the API token to the Salesforce package to finish the connection:

https://appfire.atlassian.net/wiki/spaces/CSFJIRA/pages/470754678/Set+up+a+connection+to+Jira?src=search

Let us know if you need anything else!

Regards

Aaron

[Martha Best]

Hi Aaron

The "user" in salesforce is not a real person; it is an api-only generic user.

Are you suggesting that we need to create a special user on the Jira side and login to Jira as that entity to perform the authorization?

Thanks

[AaronPavez_Appfire]

Hi @Martha Best 

Jira doesn't need a special user. Any Jira global admin can access and authorize the connections.

The integration user on the Jira side comes with the plugin.

You need the Salesforce API user credentials. When you authorize, you will be asked for those credentials.

Regards

Aaron

[Martha Best]

Worked!!! Thanks a lot!