Salesforce - Azure DevOps Use Case

Azure
SalesForce

If your main ITSM/CRM system is Salesforce and you want to be able to forward Salesforce Cases to Azure DevOps automatically, you can use ZigiOps’ integration between the two software tools.

An integration in the opposite direction (from Azure DevOps to Salesforce) is also possible.

ZigiOps retrieves new Cases created in Salesforce in real time and logs them as Work Items in Azure DevOps. You have a high level of data filtering control, so you can define which Salesforce Cases to collect. You also have full control over the data field mapping functionalities of the platform, allowing you to define how ZigiOps reports data to Azure DevOps. With this integration, you can sync regular fields, custom fields, lifecycle fields, comments and attachments.

Updates in Salesforce for the Cases that have been already transferred to Azure DevOps are extracted in real time. Regular fields, custom fields, lifecycle fields, comments and attachments are synced between the two.

Similarly, updates in Azure DevOps for Work Items that originate from Salesforce Cases are collected in real time. The integration platform synchronizes them with the related Salesforce Case in Salesforce, aligning regular fields, custom fields, lifecycle fields, comments and attachments.

Challenges for Azure DevOps and Salesforce users

Salesforce is one of the most popular CRM platforms out there, but that’s not all—it also provides a suite of enterprise applications for 360° customer relations, marketing, analytics, and more. It can be used by the service desk or by other teams to manage different aspects of the company’s ...

Salesforce is one of the most popular CRM platforms out there, but that’s not all—it also provides a suite of enterprise applications for 360° customer relations, marketing, analytics, and more. It can be used by the service desk or by other teams to manage different aspects of the company’s services, and the sales team might sometimes need help in tackling product issues. Development teams use DevOps tools, such as Azure DevOps, not only to plan and schedule releases but also to tackle the problems that the service desk team receives and forwards to them. All those teams often work together to solve common issues, which impact the company’s end customers. Keeping your teams in sync is essential for the success of your operations, and one of the best ways to achieve that is through a software integration platform.

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How do we solve them?

ZigiOps allows you to integrate your systems quickly and efficiently, with zero coding or API knowledge. Connect your systems easily with ZigiOps’ bi-directional integrations and benefit from a seamless end-to-end data flow between all your software tools. Thanks to our fully customizable ...

ZigiOps allows you to integrate your systems quickly and efficiently, with zero coding or API knowledge. Connect your systems easily with ZigiOps’ bi-directional integrations and benefit from a seamless end-to-end data flow between all your software tools. Thanks to our fully customizable templates, you get a wide set of actions, conditions, and transformations ready to deploy. Our integration between Salesforce and Azure DevOps automates the entire information transfer process and keeps both systems updated in real-time. This way, you can eliminate errors, solve issues faster, and make sure your end customers are happy.

Full visibility into Salesforce Cases and recurring customer problems

Bi-directional update synchronization

Real-time updates of related records

Integration Benefits

Automatic transfer of data between Salesforce and Azure DevOps

Bi-directional data exchange and update synchronization

Related records synchronization (lifecycle and regular fields, comments, attachments)

Resources

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