Installation Requirements
Jira
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User with admin access for Jira
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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.
Salesforce
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User with admin access for Salesforce
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Service account user for Salesforce that can read, update, and delete Salesforce records
(including case comments, chatter, and attachments) -
Allow Salesforce users to edit Chatter posts and comments. An example is:
- screenshot -
Microsoft Dynamics CRM
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User with admin access for Dynamics.
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Service account user for Dynamics that can read, update, and delete Dynamics records (including notes and attachments).
Sugar CRM
TBD