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SalesForce

SalesForce integrations:

Get better visibility into your sales procedures, build stronger relationships with your customers, and solve problems before they impact your business by connecting Salesforce to your other software tools. With ZigiOps’ bi-directional integrations, you can connect Salesforce to ServiceNow, BMC Remedy, Jira, Azure DevOps, and Cherwell in only a few steps. Let Salesforce’s powerful CRM speak to your other apps, for a seamless connection to ITSM, ITOM, ALM, and DevOps. Improve end-to-end dataflow and effortlessly optimize communication between different teams and departments, starting today. 

Available connectors for SalesForce:

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ServiceNow

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OpsBridge

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Jira

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BMC Remedy

Solarwinds Logo

Salesforce

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Jira Service Desk

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Cherwell

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Azure Devops

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BMC Helix

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BMC Remedyforce

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Nagios

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An overview of ZigiOps’ integrations for Salesforce

Benefits

  • Connect Salesforce with the rest of your software applications
  • Sync CRM, ITSM, ITOM, APM, DevOps and monitoring
  • Get full visibility into your operations, reduce response time and improve customer satisfaction
  • Optimize your operations and improve communication
  • Automate your workflows and streamline your procedures
  • Optimize your data infrastructure and reduce storage costs
  • And, the best of all: no coding or API knowledge required! Simple UI actions execute complex backend operations

Features

  • Ready-to-use integrations between Salesforce and your other software tools: ServiceNow, OpsBridge, Jira, BMC Remedy, Cherwell, Azure DevOps, and more.
  • Pre-built templates: out-of-the-box workflows you can set up and start using in minutes
  • Conditional field mapping to simplify the integration logic
  • Global schema: automated relations between data from different systems
  • Fully customizable workflows, featuring chained and dependent actions
  • Advanced retry mechanism with a user-configurable logic
  • Vendor-certified integrations that are 100% secure
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Salesforce - ServiceNow Use Case

You can use this integration if your main ITSM/CRM system is Salesforce and you want to sync tickets from the teams who use ServiceNow. The opposite is also possible. 

When a Case is created in Salesforce, the ZigiOps integration will collect it based on a scheduled interval (f.e. every minute) and it will create a related Incident/Change in ServiceNow. There is a high degree of control of data filtering to make sure the platform collects only the required Salesforce Cases. You also have full control of data field mapping to define how ZigiOps reports data to ServiceNow. Regular fields, custom fields, lifecycle fields, comments and attachments are part of the synchronization. 

Updates in Salesforce for Cases already transferred to ServiceNow are collected on a scheduled interval (every minute) and synchronized with the related Incident/Change in ServiceNow for regular fields, custom fields, lifecycle fields, comments and attachments.

ZigiOps collects updates from ServiceNow for the Incidents/Changes that were created as Cases in Salesforce on a scheduled interval (every minute). It syncs them with the related Cases in Salesforce for regular fields, custom fields, lifecycle fields, comments and attachments.

Salesforce - Jira Use Case

If your main ITSM/CRM system is Salesforce and you want to synchronize Cases with teams that use Jira, you can use ZigiOps’ integration between the two applications. The opposite is also possible. 

When a Case is created in Salesforce, integration platform will retrieve it based on a scheduled interval (every minute) and it will 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. Regular fields, custom fields, lifecycle fields, comments and attachments are all synchronized. 

Updates in Salesforce for Cases already transferred to Jira are extracted on a scheduled interval (every minute) and synchronized with the related Issue in Jira for regular fields, custom fields, lifecycle fields, comments and attachments.

Similarly, updates in Jira for Issues that were initially created in Salesforce are collected on a scheduled interval (every minute). The integration platform synchronizes them with the related Case in Salesforce for regular fields, custom fields, lifecycle fields, comments and attachments.

Salesforce - Cherwell Use Case

If your main ITSM/CRM system is Salesforce and you want to synchronize Cases with teams who use Cherwell, you can use ZigiOps’ integration between the two software tools. If Cherwell is your main ITSM system, you can also sync it with teams who use Salesforce.

When a Case is created in Cherwell, the ZigiOps integration will pick it up based on a scheduled interval (every minute) and it will create a related Incident/Change in Cherwell. There is a high degree of control on data filtering to make sure the platform collects only the required Salesforce Cases, and there’s also a full control over data field mapping to define how ZigiOps reports data to Cherwell. Regular fields, custom fields, lifecycle fields and comments are part of the synchronization. 

Updates in Salesforce for Cases already transferred to Cherwell are collected on a scheduled interval (every minute) and synchronized with the related Incident/Change in Cherwell for regular fields, custom fields, lifecycle fields and comments.

Additionally, updates in Cherwell for Incidents/Changes that were created in Salesforce are collected on a scheduled interval (every minute) and are synchronized with the related Case in Salesforce for regular fields, custom fields, lifecycle fields and comments.

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