Installations are carried out by the FinancialForce Onboarding team. To install the FinancialForce PSA Direct for Jira extension package, first make sure that the required packages are installed in your org, then contact your Customer Support representative.
This release of PSA Direct for Jira requires the following FinancialForce packages to be installed:
- FinancialForce PSA Core Spring 2022.
- FinancialForce Foundations Spring 2022.
- FinancialForce PS Enterprise Spring 2022.
Post-Install Steps
If you have permissions to do so, you can follow the steps described in this section to set up and configure FinancialForce PSA Direct for Jira. For more information, see Permission Sets and Other Technical Documentation.
You must be logged in as an administrator or equivalent to perform the steps. Access the related help page and complete the tasks described.
Before you can activate the integration via the Feature Console, you must configure several fields in the PSA Direct for Jira Setting tab. You must also add the required fields to the appropriate page layouts of the Assignment, Contact, Project, and Project Task objects.
Perform the following tasks in the order to set up PSA Direct for Jira:
|
Step |
Tasks |
Related Help Topic |
|---|---|---|
| 1 | Enable the PSA Direct for Jira integration. | Enabling PSA Direct for Jira Integration |
| 2 | Create Custom Metadata Records to Support Jira Custom Fields | Creating Custom Metadata Records to Support Different Jira Custom Fields |
| 3 | Add PSA Direct for Jira fields to the relevant page layouts. | Customizing Page Layouts for PSA Direct for Jira |
| 4 | Review default mappings, and if necessary customize them or add your own. | Customizing PSA Direct for Jira Field Mappings |
| 5 | Configure the PSA Direct for Jira field values. | Configuring the PSA Direct for Jira Settings |
SECTIONS