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Jira - Salesforce Integration: A Step By Step Guide

Jira Salesforce Integration Video

Check out how easy it is to connect Jira and Salesforce in a few clicks, without any code.

Introduction to the Modern Enterprise

Workflow automation, enhanced performance, and high availability are three of the most vital components of every successful modern-day enterprise. The ability to track valuable performance metrics day to day, analyze and use them as a way to solve user-related problems before they escalate is mandatory. It is especially true for companies that aim to stay one step ahead of the competition. Therefore having the best possible technology stack is a must.

From various monitoring systems to service desk tools and CRMs, marketplaces are brimming with options to choose from. The catch, however, is to make the right decision. And this choice needs to be based on use cases, desired capabilities, and features.

That’s why it’s no wonder that the rivalry between software tools is that harsh. The need to stand out in the crowd with a unique set of features and capabilities is essential. However, there are two that over time have become leaders in their fields of operation.

An Overview of Jira and Salesforce

Jira is one of the most prominent DevOps systems present in the tech stack of millions of companies around the globe. Jira is one of the most flexible and comprehensive DevOps tools available on the market. It is fully customizable and enables software and business teams to track bugs and issues and to control every aspect of the project management processes.

Salesforce is an already established name among CRM users. It consists of a wide cluster of software tools. Thanks to those products, Salesforce can help businesses successfully manage their client relationships and marketing activities.

When connected to the rest of the enterprise IT tools, Salesforce enhances the overall teams’ performance.

Utilizing the power of an integration platform, developed to handle the particular connection, is the answer. Often very expensive, most connectors available are just a one-way solution and even demand the extra help of a technical person with extensive coding knowledge. ZigiOps, however, does not.

As an innovative no-code integration platform, ZigiOps integrates Jira and Salesforce in a few clicks. The bi-directional connection that ZigiOps provides enables instant sync between the systems and easy data transfer. Additionally, ZigiOps comes with a list of pre-built integration templates – ready to be put into action.

But let’s take a quick tour and see how easily Jira and Salesforce connect via ZigiOps.

If you already have a specific use case and would like to see how ZigiOps can resolve it – schedule a 45-minute demo. We can start your free trial or PoC immediately after the demo.

Why Do You Need to Connect Jira and Salesforce?

In the following lines, we will try to answer those questions. We will also show how these systems connect via an integration platform like ZigiOps. Additionally, we will try to point out the main benefits of this integration with a tool like ZigiOps.

One of the most common use cases regarding the integration of Jira and Salesforce is related to cases. Let’s assume that we want to transfer cases from Salesforce to Jira issues. The tech team notices a newly related case in Salesforce, and they want it to show up in Jira, too.

ZigiOps automatically identifies the Salesforce case, transfers it to Jira, and instantly creates a related issue. The fact that ZigiOps offers a bi-directional connection, allows for both systems to sync immediately. Valuable data such as regular, custom, and lifecycle fields, comments, and attachments is also synchronized.

For more information and use cases, check our dedicated Jira-Salesforce page.

Setting up the Integration

The first step of the integration process is to install ZigiOps (if you are using an on-premises version) or directly log in from the UI for the iPaaS version. It is easy and takes less than five minutes to complete.

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Once logged in, you will see the ZigiOps Dashboard. It provides more information on the health status of your integrations, licenses, number of transactions between systems, and other data.

Thanks to its intuitive design, ZigiOps eases the process of the connection configuration. It also reduces the time spent in the pointless search.

From the menu, we must choose the systems we want to connect. In our case, they are Jira and Salesforce.

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After that, we have to verify the connection between ZigiOps and our Jira and Salesforce instances. After the initial check, we can load a ready-to-use integration template from the ZigiOps library. Then we choose which system will be first and which second (the destination) for the integration. In our case, the first one is Salesforce, and the second one is Jira.

From here on out, the configuration process is simple and takes no more than a few minutes to complete.

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Our next step will be to configure the data collection, filtering, conditions, and lastly – field mappings. After that, the integration between Salesforce and Jira is ready.

As a result of the bi-directional connection, if we create a case in Salesforce, ZigiOps fetches it and generates a related issue in Jira. Once the transfer is completed, ZigiOps automatically synchronizes updates between the systems.

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Conclusion

To wrap it up :

In the highly competitive environment, to survive, businesses must have the best possible tech kit that enables them to achieve visibility, better overall performance, and enhanced customer experience. Tools like Jira and Salesforce, when combined, can serve as a backbone of the enterprise IT ecosystem and help scale a wide variety of internal processes.

In the best possible scenario, establishing a no-code bi-directional integration between Jira and Salesforce will provide tech teams with the ability to automate data transfer.

A tool like ZigiOps provides all of the above. Also, being a no-code integration platform, ZigiOps eliminates the need for external help from a developer. With its easy setup, simple UI, and seamless configuration process, ZigiOps effortlessly connects Jira with Salesforce. In this way, companies can easily achieve desired outcomes and expand their market share.