Streamline Your Workflow: Integrate Jira and Salesforce

[Aditya_miniOrange]

Hello Community!

It’s been a while since I’ve shared an article exploring popular use cases within the Atlassian ecosystem. I’m thrilled to reconnect and dive into a topic that promises to bring significant benefits to our community.

This is a story of 2 heavy-weight tools, JIRA & Salesforce, where people from your JIRA development team always complain about not being on the same page as the sales/customer management team that handles the service requests on Salesforce’s side, and vice-versa. Managing data across these systems can be a time-consuming and error-prone task, that often results in creating redundant users and records on both sides. This puts heavy financial stress on the license costs and your business’ efficiency.

This disconnection can lead to other several issues:

1. Manual Data Entry: Teams waste time updating information in both systems manually, increasing the risk of errors.

2. Data Inconsistencies: Misaligned & outdated data causes miscommunication, delays, and inefficiencies.

3. Lack of Real-Time Visibility: Without real-time sync, teams lack the full picture, hindering decision-making.

4. Disconnected Workflows: Teams can't efficiently resolve customer issues or track progress without a unified workflow.

These challenges result in slower service delivery, customer dissatisfaction, and reduced productivity.

The Solution: Salesforce Data sync with Jira

Introducing our latest innovation - the miniOrange Salesforce Data Sync for Jira. This add-on bridges the gap between these two critical platforms, providing a seamless and efficient way to synchronize data and streamline workflows. By automating data sync, eliminating manual data entry, and fostering real-time collaboration, our solution empowers teams to achieve greater productivity and efficiency.

Key Features

• Cross Platform Data Visualization: View JIRA issue details like Summary, Assignee & Status in Salesforce without creating actual physical records in Salesforce through a widget on Salesforce’s side.

• Real-Time Bi-Directional Issue Synchronization: Efficiently sync data between Jira and Salesforce, enabling quick updates to fields and statuses. Create new issues in JIRA from Salesforce records & vice-versa.

• Record & Issue Linking: Our integration lets you create/link Salesforce cases from Jira, search for cases, view details, and connect to any case record.

• Advanced Field Mapping: Extend synchronization of profile with additional support for comments, attachments, JIRA issue types, and other related object types. Includes support for Salesforce custom fields and objects.

• Integration with Salesforce Workflows: Configure what data needs to be synchronized from Salesforce on the workflow triggers or trigger a specific workflow based on the JIRA field.

Benefits

• Save Per User License Cost: Instead of duplicating your JIRA users & assignees across Salesforce, display Issue data in Salesforce using a widget provided by our Salesforce-managed package

• No 3rd Party Involvement:  Plugin uses a direct connection between JIRA and Salesforce saving your data from being exchanged with any external server. This ensures your data never leaves your environment 

• Salesforce Native Integration - Our integration works seamlessly within the Salesforce platform, providing a native experience. Users can manage Jira issues directly from Salesforce without switching between platforms, improving efficiency and user experience.

• Enhanced Collaboration & Efficiency: Get real-time updates and manage workflows seamlessly between Salesforce and Jira. No more switching between Jira and Salesforce, work on the platform of your choice. Streamline communication and reduce manual updates, ensuring everyone stays on the same page.

• Partnership with Atlassian & Salesforce - As a trusted Atlassian & Salesforce partner, miniOrange offers solutions that are fully aligned with Jira & Salesforce's ecosystem. You benefit from a solution built by a certified partner who understands the intricacies of the Salesforce platform, ensuring a smooth, high-quality integration experience.

• Enterprise Support - Get access to expert assistance whenever you need it, ensuring minimal downtime

Conclusion

This innovative solution offers a powerful way to streamline your workflows, enhance collaboration, improve overall efficiency, and of course, save money. By automating data sync and providing a unified view of your projects, our solution empowers teams to achieve their goals and drive business growth. For more information regarding our latest offering, please have a look at our Salesforce JIRA Integration product page. 

We’re also hosting a webinar where my development team will be showcasing an end-to-end demo of the product. If you’re interested in knowing about the capabilities of our product, please register here.

You can also dive straight into our product and explore it by using it for yourself now!

[Stephen_Lugton]

@Aditya_miniOrange thanks for telling us about your app