Salesforce - Jira Integration Use Case

Jira
SalesForce

If one of the systems you are using is Salesforce and you want to transfer cases to DevOps teams, who use Jira, you can use the ZigiOps integration platform. Our integration between Salesforce and Jira is bi-directional, which means that once there is an update in one of the systems, the other automatically receives it as well.

When a case is created in Salesforce, the integration platform will pull it automatically and create a related issue in Jira. You have a high degree of data filtering control, so the platform collects only the required Salesforce cases. You also have full control over data field mapping to define how ZigiOps reports data to Jira. You can synchronize regular and custom fields, lifecycle fields, issue links, comments, attachments, and more.

ZigiOps automatically collects any updates in Salesforce and transfers them to Jira by filling all the necessary fields in the ticket.

Similarly, it collects updates from Jira and updates them in Salesforce. The integration platform synchronizes them with the related case in Salesforce for regular fields, custom fields, lifecycle fields, issue links, comments, and attachments.

Challenges for Jira and Salesforce Users

Salesforce is a popular platform, which provides a suite of enterprise applications for the 360° management of customer relations and support. Development teams on the other hand use DevOps and project management tools, such as Jira, not only to plan and schedule releases but also to tackle the ...

Salesforce is a popular platform, which provides a suite of enterprise applications for the 360° management of customer relations and support. Development teams on the other hand use DevOps and project management tools, such as Jira, not only to plan and schedule releases but also to tackle the problems that the service desk and sales teams forward to them. All those teams need to work in sync to solve common problems, which affect customers and need to be addressed quickly. High levels of customer satisfaction are strongly correlated to the fast resolution of issues. One of the best ways to achieve that is by connecting Jira and Salesforce.

How do we solve them?

With ZigiOps, you get to integrate Jira and Salesforce in minutes, thanks to our fully customizable integration templates. They come with a wide set of actions, conditions, and transformations, which means you can easily configure them to match your exact use case. ZigiOps’ integration between ...

With ZigiOps, you get to integrate Jira and Salesforce in minutes, thanks to our fully customizable integration templates. They come with a wide set of actions, conditions, and transformations, which means you can easily configure them to match your exact use case. ZigiOps’ integration between Salesforce and Jira automates the entire data transfer and synchronizes records between the two in real-time. Eliminate duplicate data and risk of errors, allow your teams to achieve more with less effort.

Bi-directional update synchronization

Full visibility into Salesforce Cases and recurring customer problems

Real-time updates of related records

Integration Benefits

Automatic data exchange between Jira and Salesforce

Bi-directional data exchange and update synchronization

Related records synchronization (comments, attachments)

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