Jira Salesforce Integration Video
Check out how easy is to establish a successful Salesforce Jira bi-directional integration in a few clicks, without any code – just using the ZigiOps connector.
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. 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 choice needs to be based on use cases, desired capabilities, and features.
Jira and Salesforce are two of the most popular solutions widely spread throughout companies. To keep their teams in sync and avoid silos, however, organizations find out that they need a Jira Salesforce integration.
A couple of words on the Jira Salesforce integration
Integrating Jira and Salesforce boosts productivity and gives the ability to track valuable performance metrics day to day. When you connect Jira to Salesforce, you can analyze and use data faster as a way to solve user-related problems before they escalate.
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. It is one of the most flexible and comprehensive DevOps tools available on the market.
Jira is agile and enables software and business teams to track bugs and issues and 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.
Why do the Salesforce Jira integration?
A Salesforce Jira integration (preferably, a bi-directional one) significantly enhances the overall teams’ performance, eliminates errors that come from manual work, and removes silos.
Both Salesforce and Jira are cloud-based tools, which significantly eases the process of using them and ensures a high level of security.
Jira is the go-to tool for the majority of DevOps teams, and Salesforce is one of the most popular customer relationship management tools (a CRM platform).
The two are comprised of a variety of different modules that answer each individual need of the enterprise.
Salesforce provides the company’s sales team with the opportunity to skyrocket customer experience.
All Salesforce customer cases, software, or development project, need to be present in Jira in some form, in order for the development team to have the necessary details. Communication goes back and forth so that the marketing and sales team can be aware of any updates in regard to the customers’ cases.
Without a Jira Salesforce integration in place
With teams working remotely and being in different locations around the globe, the ongoing communication requires them to either login into multiple applications and copy-paste the details, or transfer these details via email, chat, or phone. Customer issues and faulty data can occur.
Also, it puts pressure on customer relationship management operations, which may result in unnecessary delays.
With a Salesforce Jira integration
A Jira Salesforce integration can help avoid all the above-mentioned problems. Here are the major benefits that a Salesforce Jira integration provides:
- Improved cross-team collaboration, bug tracking, and easier project management.
- Faster request resolution, critical for both Jira and Salesforce IT teams
- Simplified problem management and elevated customer experience
- Elimination of manual work, leading to minimizing costly errors or faulty data
- Improved operational efficiency by automating the Jira Salesforce workflows and full control over critical business information
- With a successful Jira Salesforce integration, downtimes and service interruptions are reduced. The support team’s on-time reaction makes it possible.
- When a Salesforce Jira integration is in place, simplified customer interactions lead to high levels of customer satisfaction.
You can see more details about the reasons for a Salesforce Jira integration in our article “Why integrate Salesforce and Jira”.
Choosing the best Jira Salesforce integration tool
A Jira Salesforce integration can be seamless if you opt for the right integration tool. However, this is not always an easy task.
While there are plenty of integration tools on the market, they usually miss some of the critical requirements for flawless Salesforce Jira integration.
Here are some of the major things to consider when choosing your tool for the Salesforce Jira integration:
- No-code vs low-code – if you need to make your Salesforce Jira integration quickly, don’t want to waste time on a steep learning curve, or have no spare engineers for coding the integration, you need to consider a no-code platform. Writing code and scripts to have your integration work properly usually takes months and requires the valuable time of your experts. With a no-code platform, on the other hand, you can have your Salesforce Jira integration set up very swiftly and you need no specialists on your side to work on it.
- Scalability – integrations often need to change and adapt to new versions of the integrated tools, additional connections needed in more than one scenario, and the growth of your business and teams. If your Jira Salesforce integration is not scalable, it will be quite difficult to maintain it, as in most cases the situation changes quickly.
- Security and Reliability – in the ideal case you will be protected in events of downtime, your data will be completely secure, and your integration tool will stick to the highest security standards. This is also the reason a stand-alone integration platform is recommended rather than a plugin, as the plugin requires changes in your integrated systems, and might cause unexpected problems with stability and security. And this can seriously compromise the Salesforce Jira integration.
For this Salesforce Jira integration guide, we have chosen the ZigiOps integration platform. It offers out-of-the-box templates, and you can set your integration within minutes even without coding or API knowledge.
The ZigiOps' no-code integration platform in a few words
ZigiOps establishes the Salesforce Jira integration in a few clicks. It provides numerous benefits -instant bi-directional connection, easy data transfer, no-code setup, pre-built integration templates, real-time updates, full customization to fit even the most complex Jira Salesforce integration use case, and more.
ZigiOps‘ key features make it easy even for a non-technical person to configure a fully functional Jira Salesforce integration.
Below, we will review the most common cases when a Salesforce Jira integration is necessary.
If you already have a specific Salesforce Jira 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.
Jira Salesforce integration use cases
There is more than one use case that determines the need for a Salesforce Jira integration. Such are transferring Salesforce cases to Jira tasks. Another possibility is for logging Jira tasks as Salesforce cases – it’s all best on the current needs of the company and their IT team.
One of the most common examples regarding the Jira Salesforce integration is transferring the Salesforce case to the Jira issue. The tech team notices a newly created case in Salesforce, and it is related to a development project, so 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. Any updates sync immediately. Valuable data such as regular, custom, and lifecycle fields, comments, and attachments are also automatically synchronized.
All types of Salesforce objects (standard, custom, external) are immediately synced to all types of Jira issues (bugs, tasks, stories, epics, etc.).
Jira (Tasks) to Salesforce (Cases)
Salesforce (Cases) to Jira (Tasks)
|Jira / Salesforce||What is synced|
|Entity||Transforming to||Regular fields||Additional and custom fields|
|Salesforce Case||Jira Task||status, description,
|case comments, attachments,
users, time, support lifecycle
|Jira Task||Salesforce Case||title, description, urgency||comments, attachments,
log files, traces, issue links
|Salesforce Case||Jira Issue||status, description,
|case comments, attachments,
users, time, support lifecycle
|Jira Issue||Salesforce case||title, description, urgency||comments, attachments,
log files, traces, issue links
Initial set up of the Jira Salesforce Integration
For the purposes of this Salesforce Jira integration guide, let’s take the example of transferring Salesforce Cases to Jira Tasks.
The first step is to install ZigiOps. It can be either installed on your premises, VM or you can leverage the AWS version of the platform. For the latter, you can directly log in through the iPaaS portal. The installation process is simple and fast. Once we get “installation complete” we can proceed further.
ZigiOps integration platform: log-in screen with initial credentials
Once logged in, you get a complete view of 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 and enhanced dashboard functionality, ZigiOps eases the process of Jira Salesforce integration configuration.
ZigiOps UI Dashboard: showing the number of integrations, licenses, and additional data.
Connecting to Salesforce
From the “Connected Systems” menu, located on the left sidebar, we must choose the systems we want to integrate. In our case, they are Jira and Salesforce. Let’s start with the Salesforce system.
ZigiOps uses APIs to connect with the systems. To initiate the connection with the Salesforce instance to ZigiOps you need the following details:
- The Salesforce instance URL – the URL where you usually log in to Salesforce
- Username – the username that you have for the Salesforce system
- Password – your password for that username
- Client ID
- Client Secret
Please note that in order to connect, you need to have an administrator account in Salesforce, or an account with “Modify All Data” permission.
After filling in these fields, ZigiOps will automatically check the connection and let you know it’s successful. In the background, the integration platform collects detailed Salesforce data (metadata and schema details), so it can load all available fields and use them for establishing the Jira Salesforce bi-directional integration later. This makes configuring the Jira Salesforce integration very easy and straightforward.
ZigiOps connector: connecting ZigiOps to Salesforce CRM credentials: username, password, URL, Client ID, and more.
Connecting to Jira Software
When Salesforce is added, we also need to connect our Jira instance, which in this case will be our destination system.
The process is quite similar – you need to choose Jira from the available systems for integration and then enter the following details:
- Instance URL
- In case you are using Jira Cloud, you will need a Username and API token (instead of a password).
If you’d like, you can also login through a proxy.
You need to have the following permissions for your Jira account:
- Add Comments
- Assign issues
- Browse Projects
- Create Attachments
- Create Issues
- Edit Issues
- Resolve Issues
- Transition issues
ZigiOps connector: connecting ZigiOps to Jira credentials: username, password, URL.
Jira Salesforce Integration Templates
Once you have successfully connected your systems to ZigiOps, you can start configuring your Jira Salesforce integration.
ZigiOps comes with pre-defined templates that you can load with a couple of clicks. They cover the most common use cases for our Jira Salesforce integration, but you can also customize them completely, so they can fit any integration use case that you have.
You can also import your own integration templates or start from scratch if you prefer.
For this Salesforce Jira integration guide, we will use the out-of-the-box transfer of Salesforce Cases to the Jira Tasks template. You can load it when you go to the “Configurator” menu and click on the “Add New Integration” button.
There you will see all the templates that are available in ZigiOps, and you can easily search for the one you need.
ZigiOps connector: ZigiOps library’s list of pre-defined integration templates
When you find the Salesforce Cases to Jira Tasks template, you just need to click on it, and you will be able to load it right away.
Jira Salesforce Integration Configuration
Once you load the Jira Salesforce integration template that you chose, you will see the integration appear in the left column in ZigiOps.
You can click on it, in order to be able to configure it. The template will automatically set Salesforce as the target system (or system 1), and Jira as the destination system (or system 2). You can change that anytime.
You will also have the entity fields automatically populated as Cases for Salesforce and Tasks for Jira.
However, when you click on them, you will see all available entities (salesforce entities) that you can easily customize and set to be connected.
ZigiOps Jira Salesforce integration: Salesforce cases to Jira tasks integrated Salesforce entities fields
This is because ZigiOps automatically loads the schema for the systems and makes it super easy for you to set the logic for your integration. It is the same for both Jira- Salesforce integrated systems.
ZigiOps Jira Salesforce integration: Salesforce cases to Jira tasks – Jira entities
For each integration configuration in ZigiOps, we have the “Correlation” menu. It provides access to the fields from both systems that are part of the data synchronization, and you can sync additional fields if you’d like to. It is also used to set bi-directional updates and control the correlation logic between the objects in the two systems.
ZigiOps Jira Salesforce integration: Salesforce cases to Jira tasks correlation fields
ZigiOps’ Correlation is configured separately for each integration flow. In this way, every integration can have different logic and rules for how relationships and data updates will be performed.
After the initial relationship is established if something changes to any of the integrated entities this change will be synchronized with the related entity in the other system.
Salesforce Jira integration action items
For each integration, we can have an unlimited number of actions that we can add. In our case we have three actions:
- The initial creation of the Jira task when there is a new Salesforce case that needs to be transferred
- Updating the Salesforce Case when there are changes in the corresponding Jira Task
- Updating the Jira Task when there are changes in the corresponding Salesforce Case
Each action has easy-to-navigate options and settings we can adjust the way we need to. The first of the three actions – the initial creation of the Jira Task based on a corresponding Salesforce Case – provides us with the trigger and trigger condition settings.
ZigiOps Jira Salesforce integration: Create task action – trigger and trigger conditions fields
When we click on the “Create Task” action item, we can define the type of trigger we would like to use. For this example, we will use “polling” which means ZigiOps will check for new cases in Salesforce on a pre-defined interval. You can set the interval to hours, minutes, or seconds, as well as days or weeks, if you do not need more frequent updates.
After that you can define the trigger conditions, using different expressions that provide a lot of freedom about what you can do with the integration.
You can create expressions, based on:
- Extract from Array
- Build Array
- To Lower Case
- To Upper Case
- First n Characters
- Last n Characters
- Replace Text
- Date and Time Format
- Last Time
The Last Time expression is the most often used one. In this case, we use it to filter the Cases that we have already transferred to Jira and collect only the new ones. ZigiOps will transfer only the Salesforce cases that are created after the last transfer to avoid duplicate Salesforce records.
For more details on expressions and particularly the Last Time expression, as well as how you can use it as a Retry Mechanism, you can watch this video:
Jira Task Mapping
At the time a new Jira Task is initially created based on a Salesforce Case, ZigiOps provides us with the option to map all available fields the way we want to.
We have the “summary”, “description” and “priority” fields already mapped in the template, but we can add mapping conditions for any other field that we have in Jira.
ZigiOps Jira Salesforce Integration: Jira task creation – field mapping values
You can also easily change the mapping conditions or add new ones, that suit our Jira Salesforce integration.
ZigiOps Jira Salesforce Integration: Jira task creation – field mapping
Update Salesforce Case
The next step in the bi-directional Jira Salesforce integration is to set the conditions when ZigiOps will check for updates in Jira and transfer them back to Salesforce.
As our Jira Salesforce integration is bi-directional, any changes and updates can be synchronized.
Again, we can set the trigger that specifies when ZigiOps will be looking for updates and transferring them back from Jira to Salesforce. We are using polling once again. If we set it to 1 minute, ZigiOps will be checking for updates every minute.
In our example, we are using the Last Time expression to check for the latest comments, logs, attachments, or other changes, that have not yet been transferred. This way we make sure that we do not transfer duplicate records anywhere.
ZigiOps Jira Salesforce integration: Updating Salesforce case – trigger conditions values
Update Jira Task
When we click on the “Update Task” action, we will see the settings for the Jira task updates. They are identical to the Salesforce Case updates.
We can again set the trigger type, and trigger conditions, and define different expressions that we can use to customize the integration the way we want to.
ZigiOps Jira Salesforce integration: Updating Jira task – trigger conditions and expressions values
This completes our Salesforce Jira Software integration. We can click on the “Save” button in the upper right corner, and our integration will be activated.
ZigiOps vs Internal Integrations for a Salesforce Jira integration
There are a lot of factors to consider when deciding on an integrated approach. Many times, companies would choose to develop their own solutions only to find out that it is much more expensive, takes more time, and requires more resources than a ready-made integration tool.
Integrations tend to change and scale with time – requirements may change, you might need to integrate additional fields or entities, new versions of the integrated tools appear, your business grows, etc.
Internal solutions would not only need to dedicate resources to launch it but to maintain and scale it when necessary. This is usually quite costly and takes a lot of man-hours of work.
All of the above can be avoided when using a stand-alone integration platform like ZigiOps. With it you can set your integrations within minutes instead of months, it is easily scalable, and you can make changes and updates in your integrations anytime.
Another great advantage is that ZigiOps supports high availability, protects you in cases of downtime, and always supports the latest versions of the tools you are integrating. We maintain the highest security standards and are ISO27001 certified.
Why choose the ZigiOps integration platform to connect Jira and Salesforce?
There are plenty of tools on the market that execute Salesforce Jira integration. However, they often have important components missing. Here are a few questions to ask yourself:
- Does it meet all of the requirements for your use case – can the integration tool handle complex data dependencies and custom fields, does it have easy customizations of the field mapping and filtering? ZigiOps provides options for customizing your integrations and capturing all types of fields and dependencies just through the UI. You can adjust and customize it in a few clicks.
- Complexity and coding skills – does the integration tool require a developer to work on the integration? If you are going to need an expert or a whole team working with the tool, how much time and resources would that take? ZigiOps is completely no-code and, with the out-of-the-box templates it provides, you can literally set your integration within minutes and activate it.
- Scalability – if your requirements change or you need to make additions to your integrations, would the chosen integration tool support that? Would it require additional licensing and how much would it cost you to make changes? With ZigiOps you can easily scale, and you can make changes to the integration whenever you wish. There is no limitation on the number of fields and entities you transfer between Salesforce and Jira.
- Reliability – is the integration tool secure and reliable? In case of downtimes and problems with the integrated systems, how would that affect your integrations? With ZigiOps you are protected, as it offers high availability and follows the highest security standards (none of your data is stored by the tool).
- Customer support – does the integration tool have fast and reliable support in case you need it? ZigiOps has world-class support ready to answer all of your questions and go the extra mile to assist you with your integrations.
- Data analytics – is the accumulated amount of data containing all the necessary metrics? Can it share data properly between the company’s departments?ZigiOps makes sure both Jira development and Salesforce teams have full access to the entire amount of details aggregated from the two systems. Also, ZigiOps helps both teams (Jira and Salesforce) maintain control over the entire customer life cycle and software development process so that customer issues are resolved faster.
To summarize – take your time to find out all the details for the integration tools you are considering and pick the one that really meets all of your requirements.
In today’s highly competitive environment, to survive, businesses must have the best possible tech kit to achieve visibility, better overall performance, and enhanced customer experience. Tools like Jira and Salesforce can serve as a backbone of the enterprise IT ecosystem and help scale a wide variety of internal processes.
A no-code bi-directional integration between Jira and Salesforce provides tech, marketing, and sales teams with the ability to automate data transfer and eliminate silos.
It brings benefits like faster issue tracking and resolution, boosted business productivity, and improved teamwork. While other platforms often require additional lines of code, the ZigiOps connector does not.
ZigiOps helps with the seamless Jira Salesforce integration and enables smart automation. 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 is one of the best options for integrating Jira with Salesforce quickly and effortlessly.
If you are using both Jira and Salesforce, get in touch with us and book a demo to see how ZigiOps can quickly solve your integration dilemmas.
You can also check out ZigiOps at the Atlassian marketplace.