Nitin Dangwal, a Senior Team Lead at Cynoteck, is an experienced Salesforce professional with a remarkable 15+ year tenure in the IT industry. Starting as a Cobol developer, he transitioned to Salesforce, recognizing its vast potential in the realm of cloud computing. Nitin's extensive 15+ years of experience in Salesforce CRM have been pivotal in Read More
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Jira And Salesforce Integration: Step-by-Step Guide
It is impossible to build a digital solution without any scope for error. Customer service departments of almost every business are filled with complaints and queries from consumers. It is equally important for the internal team to identify, track, and remediate issues with the digital solutions designed and implemented.
Software integrations help you to combine the functionality and data of two different platforms, letting your team work on a single unified application. Jira and Salesforce integration is one such blend of functionalities that help you manage your customer relationships and track your issues simultaneously.
Especially if you follow the Agile methodology to manage your projects, it is advisable to integrate Jira with Salesforce to attain all your objectives and build healthy customer relations.
Before understanding how to set up Salesforce Jira integration, let us briefly understand the two platforms.
What Is Jira?
Jira is a software solution dedicated to tracking issues and remediating them in the best way possible. It is also a robust project management tool for handling Agile projects. While the main beneficiaries of Jira are software development teams, it is also used by non-software development teams to manage their projects and track their issues.
Jira comes with a range of different pre-defined templates suitable for different teams. Whether you are aiming at handling HR issues, managing a marketing campaign, or monitoring a software development campaign, Jira ensures that you obtain the desired objectives in the best way possible.
Salesforce is a CRM leader that has been helping companies manage their customer relationships for more than two decades. The CRM platform helps you record, store, track, and analyze your customer records to provide personalized services to your clients.
Salesforce provides you with different products depending on the departments you want to deploy, and the business processes you want to streamline.
Some of the most popular Salesforce offerings include Salesforce Sales Cloud, Service Cloud, Commerce Cloud, Marketing Cloud, and more. They help you identify your customers’ core needs and provide tailor-made solutions to them.
To check out more about Salesforce you can check Cynoteck Salesforce integration in your business.
Looking for Salesforce Jira Integration Services?
Send us your requirements, we will get back to you with a quote
Now that you know what both software solutions provide their specific users, it should be easier to understand why integration between them is important.
Teams operating on Jira and Salesforce can work in perfect synchronization with each other after integrating the two platforms. Jira and Salesforce integration prevents your team members from switching between different platforms to perform specific tasks.
Here are some of the most important reasons why you need a Jira Salesforce integration:
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Bi-directional Data Sync
Integrating Jira with Salesforce helps you sync your data from both platforms in either of the two directions. Whether you are primarily a Jira or a Salesforce user, Jira Salesforce integration helps you perfectly sync the data between the two platforms in real time.
Improved Collaboration
In the age of digitization, it is difficult to find a team that works in complete isolation. If you are implementing a campaign on Salesforce, it may need Jira’s assistance for seamless project management.
Jira and Salesforce integration facilitates holistic collaboration between different teams, helping them attain common objectives and inherent business goals without leaving the platforms they use.
By integrating Jira and Salesforce, each side can control the information being sent or received from the other side without disturbing any team involved therein.
Comprehensive Knowledge Of Customer Issues
When you integrate Jira with Salesforce, you can obtain all important information regarding your customer issues from Salesforce to Jira.
While Salesforce helps you record and analyze customer issues, Jira helps you track and resolve them in the best way possible. This allows your developers to take up development updates or requests effectively.
Process Automation
One of the biggest benefits of Jira Salesforce integration is that it facilitates seamless process automation across the board.
The integration helps you automate back-office tasks such as licensing and managing contracts by exchanging adequate information between Jira and Salesforce.
Tackling Downtimes And System Outages
By integrating Jira with Salesforce, you can eliminate downtimes and system outages effectively. It lets you handle these issues without human intervention, ensuring that you are up-to-date with the information at all times.
How to Choose the Right Tool for a Jira and Salesforce Integration?
Jira is a project management tool that is often used by organizations to track and manage various types of work, such as software development and customer service. Salesforce, on the other hand, is a customer relationship management (CRM) platform that is designed to help organizations manage their customer interactions and data.
If you are looking to integrate Jira with Salesforce, there are a few key considerations to keep in mind when choosing the right tool:
Compatibility: Make sure that the tool you choose is compatible with both Jira and Salesforce. This includes checking that the tool supports the version of Jira and Salesforce that you are using.
Features: Consider the features that you need in a Jira-Salesforce integration tool. For example, do you need the ability to sync data between the two systems, or do you need more advanced features such as custom field mapping or support for bi-directional synchronization?
Ease of use: Choose a tool that is easy to set up and use, especially if you are not an IT expert. Look for tools that offer step-by-step instructions and have a user-friendly interface.
Scalability: If your organization is likely to grow or change over time, choose a tool that is scalable and can grow with you. This may include features such as the ability to add additional users or support for additional integrations.
Cost: Consider the cost of the tool, including any subscription fees or other ongoing costs. Determine whether the cost is justified by the features and benefits of the tool.
Overall, the right Jira-Salesforce integration tool will depend on your specific needs and budget. It may be helpful to research and compare different options, and to consider seeking the advice of an IT professional or consulting firm if you are unsure which tool is the best fit for your organization.
How Should You Set Up A Jira Salesforce Integration?
Now that you are aware of the benefits offered by an effective Jira Salesforce integration let us understand how you can set it up. One of the most common ways of integrating Jira and Salesforce is via Exalate.
Exalate is a decentralized integration application that helps you connect suitable software solutions to attain your specific business goals. It provides you with autonomous information over both outgoing and incoming information.
Here are the major steps involved in setting up Jira Salesforce integration:
Install Exalate On Your Salesforce Org
Start by installing Exalate on Salesforce by visiting the AppExchange. After logging into your AppExchange account, look for Exalate and install it after going through its details. Make sure you decide whether you want to install Exalate on the production or sandbox environment of your Salesforce org.
Once you choose the environment, you will be redirected to a screen where you will need to choose the users having access to the Exalate application. Here, you can decide to choose all users, only admins, or specific users to have access to the application connecting Salesforce to Jira.
This is also the stage where you can set specific users and their permissions to use the application.
Install Exalate On Your Jira Account
It is not too difficult to install Exalate on your Jira account. You can install the application directly from Exalate’s website. Whether you use Jira Cloud or on-premise, Exalate helps you integrate it with Salesforce in a hassle-free way.
To install Exalate on your Jira account, you can click on the option of the “Settings” icon on your Jira instance and select the “Apps” option from the drop-down menu.
Then, choose “Find New Apps” and look for Exalate in the search box. Here, you will see the Exalate applications for different issue trackers.
You cannot select the option of “Exalate Jira Issue And Sync And More”.
Then, click on “Try It Free”, which will show you the “Add to Jira” pop-up.
Click on the “Start Free Trial” option to start the evaluation process.
You will now see different options indicating the status of the application. End the process by clicking on the “Get Started” button.
Connect Your Jira Account To Salesforce
Once you install Exalate on both Salesforce and Jira, you can connect your Jira account with Salesforce. It is important to initiate a connection on one side and accept the same on the other side.
Here, we will consider initiating a connection from Salesforce. Exalate facilitates seamless uniformity across multiple platforms regarding its interface.
If you are making a connection for the first time, click the option of “Initiate Connection”.
The next screen will ask you to enter the destination instance URL. This helps you confirm whether you have installed Exalate on the other side. If you do not know your destination URL, click on “I don’t have the URL”.
You will need to enter the Jira instance URL if you are initiating a connection from Salesforce.
It is important to note that Exalate for Salesforce provides you with two different modes – Basic and Script. Basic gives you a low-code and no-configuration interface, ideal for simple use cases.
The Script mode is ideal for more complicated use cases that require more coding.
Configure Your Connection
Once you have connected Jira to Salesforce, you will need to configure your connection to set the shared information. This helps you control the information shared between the two platforms.
Exalate helps you do so by configuring the connection. You can do so by clicking on the “Connections” page in your Jira and Salesforce instance and seeing the connection listed therein.
Now, click on the edit connection icon to make the necessary changes.
Set Up Necessary Triggers
You can now move on to setting up suitable triggers to automate the Jira Salesforce integration. The triggers help you determine the condition under which your Salesforce entities and Jira issues should sync.
You can also choose to sync a Salesforce Account pertaining to a specific customer with Jira or create an issue automatically when a case is created on Salesforce.
Synchronize The Information
Finally, you can sync the information between Jira and Salesforce to ensure effective integration between the two platforms.
In the Basic mode, you can sync the information by creating suitable triggers or syncing multiple issues using the “Bulk Connect” option.
If you’re using the Script mode, the issues will be automatically synced when suitable conditions are met after configuring the synchronization.
Cynoteck ensures seamless integration of Salesforce with other software programs that are functional and already in use. We undertake complex projects of integrating Salesforce with ERP, CRM, accounting, marketing automation, and other systems. This results in a unified view and a smooth flow of information throughout the organization. Our certified Salesforce professionals can further assist you in finding and integrating relevant third-party solutions.
We, as a leading Salesforce development agency, have successfully delivered end-to-end Salesforce development & integration services to various organizations throughout the world with complete customer satisfaction. We cover the entire spectrum, right from the rollout of Salesforce to the customization of functionalities, enhancing the user experience through various applications.
Looking for Salesforce Integration Services?
Send us your requirements, we will get back to you with a quote
Common Use Cases in Jira and Salesforce Integration
There are many potential use cases for integrating Jira with Salesforce, depending on the specific needs of an organization. Here are a few common examples:
Syncing customer information: Jira and Salesforce can be integrated to allow for the synchronization of customer information between the two systems. For example, if a customer creates a support ticket in Jira, their contact information can be automatically updated in Salesforce.
Tracking customer support issues: Jira can be used to track and manage customer support issues, and the integration with Salesforce allows organizations to view this information in the context of the customer's overall relationship with the organization. This can help organizations to provide more personalized and effective support.
Managing sales and marketing activities: Jira and Salesforce can be integrated to allow for the tracking of sales and marketing activities. For example, Jira can be used to track the progress of marketing campaigns, and the integration with Salesforce allows organizations to see how these campaigns are affecting customer relationships and sales.
Tracking project progress: Jira is often used to manage and track the progress of projects, and the integration with Salesforce allows organizations to see how these projects are affecting customer relationships. For example, if a project is delayed, the integration can allow organizations to see how this is impacting customer satisfaction and sales.
Overall, the use cases for integrating Jira and Salesforce will depend on the specific needs of an organization. It may be helpful to evaluate your organization's current processes and identify any areas where the integration could potentially improve efficiency or effectiveness.
These were some of the most important aspects to consider regarding Jira Salesforce integration. Integrating the two solutions helps you blend their functionalities and allows your teams to work in perfect synchronization with each other. Depending on the objectives you want to achieve and the processes you want to automate, choose the right integration tools and team up with the right service providers for your business.
FAQ's
1. What is Jira Salesforce integration?
Jira-Salesforce integration refers to the process of connecting Jira, a project management tool, with Salesforce, a customer relationship management (CRM) platform. This integration allows organizations to synchronize data and workflows between the two systems, improving efficiency and collaboration.
2. What are some benefits of Jira and Salesforce integration?
Some benefits of integrating Jira and Salesforce include the ability to: - Synchronize customer information between the two systems - Track and manage customer support issues in the context of the overall customer relationship - Track the progress of sales and marketing activities - See how projects are impacting customer relationships and sales
3. What types of tools are available for Jira Salesforce integration?
There are a number of tools available for integrating Jira and Salesforce, ranging from simple sync tools to more advanced integration platforms. These tools can vary in terms of compatibility, features, ease of use, scalability, and cost.
4. How do I choose the right tool for Jira-Salesforce integration?
When choosing a tool for Jira-Salesforce integration, consider the following factors: - Compatibility with your specific versions of Jira and Salesforce - The features you need, such as data sync, custom field mapping, or bi-directional synchronization - Ease of use, especially if you are not an IT expert - Scalability, if your organization is likely to grow or change over time - Cost, including any subscription fees or other ongoing costs
5. Can I set up Jira-Salesforce integration myself, or do I need IT support?
The complexity of setting up Jira-Salesforce integration will depend on the specific tool you choose and your organization's IT capabilities. Some tools may be relatively straightforward to set up and manage on your own, while others may require more advanced IT skills or resources. In general, it may be helpful to seek the advice of an IT professional or consulting firm if you are unsure about how to proceed with integration.
It is impossible to build a digital solution without any scope for error. Customer service departments of almost every business are filled with complaints and queries from consumers. It is equally important for the internal team to identify, track, and remediate issues with the digital solutions designed and implemented.
Software integrations help you to combine the functionality and data of two different platforms, letting your team work on a single unified application. Jira and Salesforce integration is one such blend of functionalities that help you manage your customer relationships and track your issues simultaneously.
Especially if you follow the Agile methodology to manage your projects, it is advisable to integrate Jira with Salesforce to attain all your objectives and build healthy customer relations.
Before understanding how to set up Salesforce Jira integration, let us briefly understand the two platforms.
What Is Jira?
Jira is a software solution dedicated to tracking issues and remediating them in the best way possible. It is also a robust project management tool for handling Agile projects. While the main beneficiaries of Jira are software development teams, it is also used by non-software development teams to manage their projects and track their issues.
Jira comes with a range of different pre-defined templates suitable for different teams. Whether you are aiming at handling HR issues, managing a marketing campaign, or monitoring a software development campaign, Jira ensures that you obtain the desired objectives in the best way possible.
Salesforce is a CRM leader that has been helping companies manage their customer relationships for more than two decades. The CRM platform helps you record, store, track, and analyze your customer records to provide personalized services to your clients.
Salesforce provides you with different products depending on the departments you want to deploy, and the business processes you want to streamline.
Some of the most popular Salesforce offerings include Salesforce Sales Cloud, Service Cloud, Commerce Cloud, Marketing Cloud, and more. They help you identify your customers’ core needs and provide tailor-made solutions to them.
To check out more about Salesforce you can check Cynoteck Salesforce integration in your business.
Looking for Salesforce Jira Integration Services?
Send us your requirements, we will get back to you with a quote
Now that you know what both software solutions provide their specific users, it should be easier to understand why integration between them is important.
Teams operating on Jira and Salesforce can work in perfect synchronization with each other after integrating the two platforms. Jira and Salesforce integration prevents your team members from switching between different platforms to perform specific tasks.
Here are some of the most important reasons why you need a Jira Salesforce integration:
Copy Infographic
×
Bi-directional Data Sync
Integrating Jira with Salesforce helps you sync your data from both platforms in either of the two directions. Whether you are primarily a Jira or a Salesforce user, Jira Salesforce integration helps you perfectly sync the data between the two platforms in real time.
Improved Collaboration
In the age of digitization, it is difficult to find a team that works in complete isolation. If you are implementing a campaign on Salesforce, it may need Jira’s assistance for seamless project management.
Jira and Salesforce integration facilitates holistic collaboration between different teams, helping them attain common objectives and inherent business goals without leaving the platforms they use.
By integrating Jira and Salesforce, each side can control the information being sent or received from the other side without disturbing any team involved therein.
Comprehensive Knowledge Of Customer Issues
When you integrate Jira with Salesforce, you can obtain all important information regarding your customer issues from Salesforce to Jira.
While Salesforce helps you record and analyze customer issues, Jira helps you track and resolve them in the best way possible. This allows your developers to take up development updates or requests effectively.
Process Automation
One of the biggest benefits of Jira Salesforce integration is that it facilitates seamless process automation across the board.
The integration helps you automate back-office tasks such as licensing and managing contracts by exchanging adequate information between Jira and Salesforce.
Tackling Downtimes And System Outages
By integrating Jira with Salesforce, you can eliminate downtimes and system outages effectively. It lets you handle these issues without human intervention, ensuring that you are up-to-date with the information at all times.
How to Choose the Right Tool for a Jira and Salesforce Integration?
Jira is a project management tool that is often used by organizations to track and manage various types of work, such as software development and customer service. Salesforce, on the other hand, is a customer relationship management (CRM) platform that is designed to help organizations manage their customer interactions and data.
If you are looking to integrate Jira with Salesforce, there are a few key considerations to keep in mind when choosing the right tool:
Compatibility: Make sure that the tool you choose is compatible with both Jira and Salesforce. This includes checking that the tool supports the version of Jira and Salesforce that you are using.
Features: Consider the features that you need in a Jira-Salesforce integration tool. For example, do you need the ability to sync data between the two systems, or do you need more advanced features such as custom field mapping or support for bi-directional synchronization?
Ease of use: Choose a tool that is easy to set up and use, especially if you are not an IT expert. Look for tools that offer step-by-step instructions and have a user-friendly interface.
Scalability: If your organization is likely to grow or change over time, choose a tool that is scalable and can grow with you. This may include features such as the ability to add additional users or support for additional integrations.
Cost: Consider the cost of the tool, including any subscription fees or other ongoing costs. Determine whether the cost is justified by the features and benefits of the tool.
Overall, the right Jira-Salesforce integration tool will depend on your specific needs and budget. It may be helpful to research and compare different options, and to consider seeking the advice of an IT professional or consulting firm if you are unsure which tool is the best fit for your organization.
How Should You Set Up A Jira Salesforce Integration?
Now that you are aware of the benefits offered by an effective Jira Salesforce integration let us understand how you can set it up. One of the most common ways of integrating Jira and Salesforce is via Exalate.
Exalate is a decentralized integration application that helps you connect suitable software solutions to attain your specific business goals. It provides you with autonomous information over both outgoing and incoming information.
Here are the major steps involved in setting up Jira Salesforce integration:
Install Exalate On Your Salesforce Org
Start by installing Exalate on Salesforce by visiting the AppExchange. After logging into your AppExchange account, look for Exalate and install it after going through its details. Make sure you decide whether you want to install Exalate on the production or sandbox environment of your Salesforce org.
Once you choose the environment, you will be redirected to a screen where you will need to choose the users having access to the Exalate application. Here, you can decide to choose all users, only admins, or specific users to have access to the application connecting Salesforce to Jira.
This is also the stage where you can set specific users and their permissions to use the application.
Install Exalate On Your Jira Account
It is not too difficult to install Exalate on your Jira account. You can install the application directly from Exalate’s website. Whether you use Jira Cloud or on-premise, Exalate helps you integrate it with Salesforce in a hassle-free way.
To install Exalate on your Jira account, you can click on the option of the “Settings” icon on your Jira instance and select the “Apps” option from the drop-down menu.
Then, choose “Find New Apps” and look for Exalate in the search box. Here, you will see the Exalate applications for different issue trackers.
You cannot select the option of “Exalate Jira Issue And Sync And More”.
Then, click on “Try It Free”, which will show you the “Add to Jira” pop-up.
Click on the “Start Free Trial” option to start the evaluation process.
You will now see different options indicating the status of the application. End the process by clicking on the “Get Started” button.
Connect Your Jira Account To Salesforce
Once you install Exalate on both Salesforce and Jira, you can connect your Jira account with Salesforce. It is important to initiate a connection on one side and accept the same on the other side.
Here, we will consider initiating a connection from Salesforce. Exalate facilitates seamless uniformity across multiple platforms regarding its interface.
If you are making a connection for the first time, click the option of “Initiate Connection”.
The next screen will ask you to enter the destination instance URL. This helps you confirm whether you have installed Exalate on the other side. If you do not know your destination URL, click on “I don’t have the URL”.
You will need to enter the Jira instance URL if you are initiating a connection from Salesforce.
It is important to note that Exalate for Salesforce provides you with two different modes – Basic and Script. Basic gives you a low-code and no-configuration interface, ideal for simple use cases.
The Script mode is ideal for more complicated use cases that require more coding.
Configure Your Connection
Once you have connected Jira to Salesforce, you will need to configure your connection to set the shared information. This helps you control the information shared between the two platforms.
Exalate helps you do so by configuring the connection. You can do so by clicking on the “Connections” page in your Jira and Salesforce instance and seeing the connection listed therein.
Now, click on the edit connection icon to make the necessary changes.
Set Up Necessary Triggers
You can now move on to setting up suitable triggers to automate the Jira Salesforce integration. The triggers help you determine the condition under which your Salesforce entities and Jira issues should sync.
You can also choose to sync a Salesforce Account pertaining to a specific customer with Jira or create an issue automatically when a case is created on Salesforce.
Synchronize The Information
Finally, you can sync the information between Jira and Salesforce to ensure effective integration between the two platforms.
In the Basic mode, you can sync the information by creating suitable triggers or syncing multiple issues using the “Bulk Connect” option.
If you’re using the Script mode, the issues will be automatically synced when suitable conditions are met after configuring the synchronization.
Cynoteck ensures seamless integration of Salesforce with other software programs that are functional and already in use. We undertake complex projects of integrating Salesforce with ERP, CRM, accounting, marketing automation, and other systems. This results in a unified view and a smooth flow of information throughout the organization. Our certified Salesforce professionals can further assist you in finding and integrating relevant third-party solutions.
We, as a leading Salesforce development agency, have successfully delivered end-to-end Salesforce development & integration services to various organizations throughout the world with complete customer satisfaction. We cover the entire spectrum, right from the rollout of Salesforce to the customization of functionalities, enhancing the user experience through various applications.
Looking for Salesforce Integration Services?
Send us your requirements, we will get back to you with a quote
Common Use Cases in Jira and Salesforce Integration
There are many potential use cases for integrating Jira with Salesforce, depending on the specific needs of an organization. Here are a few common examples:
Syncing customer information: Jira and Salesforce can be integrated to allow for the synchronization of customer information between the two systems. For example, if a customer creates a support ticket in Jira, their contact information can be automatically updated in Salesforce.
Tracking customer support issues: Jira can be used to track and manage customer support issues, and the integration with Salesforce allows organizations to view this information in the context of the customer’s overall relationship with the organization. This can help organizations to provide more personalized and effective support.
Managing sales and marketing activities: Jira and Salesforce can be integrated to allow for the tracking of sales and marketing activities. For example, Jira can be used to track the progress of marketing campaigns, and the integration with Salesforce allows organizations to see how these campaigns are affecting customer relationships and sales.
Tracking project progress: Jira is often used to manage and track the progress of projects, and the integration with Salesforce allows organizations to see how these projects are affecting customer relationships. For example, if a project is delayed, the integration can allow organizations to see how this is impacting customer satisfaction and sales.
Overall, the use cases for integrating Jira and Salesforce will depend on the specific needs of an organization. It may be helpful to evaluate your organization’s current processes and identify any areas where the integration could potentially improve efficiency or effectiveness.
These were some of the most important aspects to consider regarding Jira Salesforce integration. Integrating the two solutions helps you blend their functionalities and allows your teams to work in perfect synchronization with each other. Depending on the objectives you want to achieve and the processes you want to automate, choose the right integration tools and team up with the right service providers for your business.
FAQ’s
1. What is Jira Salesforce integration?
Jira-Salesforce integration refers to the process of connecting Jira, a project management tool, with Salesforce, a customer relationship management (CRM) platform. This integration allows organizations to synchronize data and workflows between the two systems, improving efficiency and collaboration.
2. What are some benefits of Jira and Salesforce integration?
Some benefits of integrating Jira and Salesforce include the ability to: – Synchronize customer information between the two systems – Track and manage customer support issues in the context of the overall customer relationship – Track the progress of sales and marketing activities – See how projects are impacting customer relationships and sales
3. What types of tools are available for Jira Salesforce integration?
There are a number of tools available for integrating Jira and Salesforce, ranging from simple sync tools to more advanced integration platforms. These tools can vary in terms of compatibility, features, ease of use, scalability, and cost.
4. How do I choose the right tool for Jira-Salesforce integration?
When choosing a tool for Jira-Salesforce integration, consider the following factors: – Compatibility with your specific versions of Jira and Salesforce – The features you need, such as data sync, custom field mapping, or bi-directional synchronization – Ease of use, especially if you are not an IT expert – Scalability, if your organization is likely to grow or change over time – Cost, including any subscription fees or other ongoing costs
5. Can I set up Jira-Salesforce integration myself, or do I need IT support?
The complexity of setting up Jira-Salesforce integration will depend on the specific tool you choose and your organization’s IT capabilities. Some tools may be relatively straightforward to set up and manage on your own, while others may require more advanced IT skills or resources. In general, it may be helpful to seek the advice of an IT professional or consulting firm if you are unsure about how to proceed with integration.
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