Plum CRM for Jira Cloud Documentation
Plum CRM for Jira Cloud Documentation
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Requirements

Installation Requirements

Jira

  1. User with admin access to Jira

  2. Service account (a Jira user) with permission to read, update, and delete Jira issues, including comments, attachments, and issue links. Additional permissions may be required depending on the integration. For example, the Assign permission is required if the integration syncs the assignee field.

  3. Salesforce integration user login ID

  4. App key (get the actual name)

Salesforce

  1. User with admin access for Salesforce

  2. Service account (integration user) for Salesforce that can read, update, and delete Salesforce records (including case comments, Chatter, and Attachments). You will also need this user profile (e.g., System Administrator or Sales Manager, but not Joe Smith) and the name on hand before you start the setup. See an example

  3. Certificate: Click here to download (https://plumcrm-cert.s3.ap-southeast-2.amazonaws.com/prod_certifcate.zip).

  4. Plum API endpoint URL: https://crm.goldfingerholdings.onl

  5. Plum CRM API key (this will be available after the connection is established) - link to connection page instructions)

Next Step: Salesforce Installation