Setting Up Your First Binding

# Setting Up Your First Binding

A binding connects one Jira project to one Salesforce connection. Once a binding exists, you configure which Jira issue types map to which Salesforce objects — and which fields sync in which direction. This page walks you through the minimum setup to get your first sync working.

Prerequisites

• At least one authorized connection

• A Jira project key you want to sync (e.g. PROJ)

Steps

1. Open the Bindings page In Jira, go to Apps → SyncBridge → Bindings.

2. Add a new binding Click Add Binding. Select:

   • Jira Project — the project whose issues will sync to Salesforce

   • Connection — the Salesforce org to sync with

   Click Create Binding.

Add Binding dialog with project and connection selectors

3. Open the binding editor The new binding appears in the list. Click on it to open the binding editor.

Binding list showing the new binding entry

4. Add an entity mapping In the Entity & Field Mapping tab, click Add Entity Mapping. Select:

   • Jira Issue Type — for example, Bug

   • Salesforce Object — for example, Case

   This tells the connector: when a Bug issue is linked to a Salesforce record, it should be a Case.

Entity mapping selector — Jira Bug mapped to Salesforce Case

5. Configure field mappings (optional for first sync) Click Configure Fields next to your entity mapping to open the field mapping drawer. Add mappings for the Jira and Salesforce fields you want to sync, along with the direction (Jira→SF, SF→Jira, or Bidirectional). You can skip this for now and add mappings later.

Field mapping drawer showing available Jira and Salesforce fields

6. Save Your binding is saved automatically as you make changes. The binding is now active for the selected project.

What Happens Next

With a binding in place, team members can open any issue in the linked Jira project and use the Salesforce panel to link a Salesforce record.

To have issues push data to Salesforce automatically on every update, enable Auto-Push in Sync Settings.