Jira and Salesforce are two of the most powerful tools that help companies manage different areas of their operations. Each serves a unique purpose – Jira helps development and project teams track tasks and manage workflows, while Salesforce empowers sales and support teams to manage customer relationships.
As businesses grow, so does the need for better communication between these tools. Integrating Jira with Salesforce allows sales, support, and development teams to work together more effectively. For example, if a customer support team notices an urgent issue, they can use this integration to notify development instantly. Sales teams can also share customer requests with the project team without needing to duplicate information. This connection saves time, reduces errors, and provides all teams with a real-time view of customer issues.
By setting up a Jira and Salesforce integration, companies can break down barriers between teams and create a more efficient workflow. In this guide, we’ll look at how Jira and Salesforce work, the benefits of connecting them, and the different ways to set up this integration. We’ll also cover the best tools, tips, and practices for making it as simple as possible.
- What is Jira
- Integration Options for Salesforce and Jira
- Recommended Apps for Salesforce Integration with Jira
- Step-by-Step Guide to Integrating Salesforce and Jira Using the Peeklogic Connector
- Possible Challenges of Integration
- FAQs about Jira Salesforce Integration
- What are the main benefits of integrating Jira with Salesforce?
- Is there a cost associated with integrating Jira and Salesforce?
- How often can data sync between Jira and Salesforce?
- Where can I find documentation for Jira-Salesforce integration?
- Is technical expertise required to set up the integration?
- In Conclusion
What is Jira
Jira is a powerful tool created by Atlassian that helps teams organize, track, and manage their work. Originally designed for software development teams to track bugs and manage projects, it has evolved into a universal platform that can support all kinds of teams, from IT and customer support to marketing and HR.
Jira lets teams create ‘issues’ to represent work items like tasks, bugs, or requests. Each issue moves through various stages, providing everyone with a clear picture of what’s in progress, who’s working on it, and what’s left to do. This transparency keeps the whole team aligned. Plus, with Jira’s prioritization features, teams can stay on top of their tasks and focus on what matters most.
Key features:
- Customizable Workflows: teams can create workflows that fit their specific processes, it can be software development or other projects.
- Agile Support: Jira offers built-in support for Agile methodologies, like Scrum and Kanban, making it ideal for teams that work in sprints.
- Reporting and Insights: Jira provides various reports that give insight into productivity and project progress.
Jira’s flexibility and ability to adapt to different team needs make it an excellent choice for organizations of all sizes.
Integration Options for Salesforce and Jira
Integrating Salesforce with Jira can be accomplished through a variety of methods. For example, you can choose Custom API integrations using the REST APIs provided by Salesforce and Jira. It’s a good way to go, but it requires development skills. On the other hand, you can go with middleware solutions like MuleSoft or Zapier. They act as a bridge between Salesforce and Jira, managing the data flow between them. They have flexible setup options and highly customizable triggers and actions but often require technical expertise to configure and maintain.
There is also another way, you can choose good old third-party apps for Salesforce and Jira Integration. They are user-friendly, often with no coding required. It’s the best choice for businesses looking for flexible and customizable integrations with minimal setup. Let’s take a look at some of the most popular apps that make it easy to integrate Salesforce and Jira:
Recommended Apps for Salesforce Integration with Jira
Jira Cloud for Salesforce
The Jira Cloud for Salesforce app allows seamless integration between Salesforce and Jira Cloud. This app enables users to create, view, and update Jira issues directly from Salesforce.
Key Features:
- Create Jira Issues: create new Jira issues directly from Salesforce cases or opportunities with a simple interface.
- View Issue Details: access detailed information about Jira issues without leaving Salesforce, providing context for customer interactions.
- Automatic Updates: receive real-time notifications on issue statuses within Salesforce, ensuring teams stay informed about developments.
Pricing: From $2.66 USD/user/month. Free up to 10 users.
Exalate
Exalate is a powerful integration tool that allows for flexible synchronization of issues and projects between Salesforce and Jira. It supports one-way and two-way sync, making it suitable for various business workflows
Key Features:
- Full Control Over Sync: users can manage data mapping and the direction of synchronization, whether sending data from Salesforce to Jira or the other way around.
- Event-Driven Integration: utilize webhooks to trigger real-time updates between systems, ensuring data is always current without manual intervention.
- User-Friendly Configuration: set up the integration easily with a no-code interface, making it accessible for users without technical backgrounds.
Pricing: $558 USD/company/month. Discounts are available for nonprofits.
Peeklogic Jira Connector
The Peeklogic Jira Connector provides an intuitive interface for linking Salesforce and Jira. This app helps automate the flow of information between both platforms, improving efficiency in managing customer support cases.
Key Features:
- One-Click Case Transfer: quickly transfer Salesforce cases to Jira with a single click, reducing the time spent on manual entries.
- Status Updates: Automatically push updates on Jira issue statuses back to Salesforce, ensuring all teams have the latest information.
- Customizable Field Mappings: Configure which Salesforce fields sync to which Jira fields, allowing for a tailored integration that meets specific project needs.
Pricing: From $3,000 USD/for the first 10 users/year. Free trial available for 30 days.
Step-by-Step Guide to Integrating Salesforce and Jira Using the Peeklogic Connector
Step 1. Go on AppExchange and download Peeklogic Connector for Salesforce and Jira
After successful installation, you will be able to see that the Peeklogic Connector app shows up in the Salesforce search.
Before you begin, there are a few important requirements to keep in mind. One of them is that you need to have an active Jira account with at least one project set up.
Also, we need the highlighted part of the link as you can see on the screenshot, we will use it later.
Step 2. Go to Setup, find Named Credentials, and choose “New Legacy”
Step 3. Fill in all the required fields. For Url use one that we copied earlier, for Identity Type choose “Named Principal” and for Authentication Protocol choose “Password Authentication”.
To find username and password we need to go to our Jira Profile.
Find your username under the Contact section
Now that you have the username, go to the Atlassian account settings to find the password
Go to the Security tab and press the “Create and manage API tokens” button
Use a proper name for a token, something that represents your integration.
After successful creation, you will be able to copy your token and use it to fill in the Password field.
Finally, we can end Step 3 and fill in all the required fields
Step 4. Find the Peeklogic Jira Connector app in the Salesforce search. In the Setup tab off the app select the named credentials, that we’ve just created and click “Save”
Step 5. Move to the Add New Project tab, where you can add and configure your projects
Step 6. Press the “Config” button and choose the “Task” option
Step 7. Move forward to the Project Settings tab and choose your Project to set it up
Step 8. You can see a lot of fields to configure, depending on your needs, choose the right option
Please ensure to click “Save” to secure your changes. With that, we’re ready to move forward and explore the functionality in detail.
Go to the App Launcher, find the case in search, select it and let’s create a new case
Now we need to add a Peeklogic component to our record page. In Setup Menu click on “Edit Page” to open Lightning App Builder.
Find the Peeklogic JiraContent component and drag it wherever you like
Press the “Create Jira Issue” button
and fill in all the required fields
after successful creation, you will be able to see related Jira issue
Additionally, clicking on the Issue Key will take you directly to that specific Issue in your Jira account, allowing you to view and manage it in more detail.
Your Salesforce and Jira integration with the Peeklogic Connector is now fully set up! You can easily create, view, and manage Jira issues right from Salesforce, helping your teams stay in sync and work more smoothly. Simply click on the Issue Key to jump directly to a specific Jira issue for more details. Now you’re all set to explore and make the most of this integration!
Possible Challenges of Integration
Integrating Salesforce and Jira offers many advantages, but it can also bring some challenges. Here’s a look at common issues.
1. Data Mapping and Field Inconsistencies
Differences in data structures and fields between Salesforce and Jira can lead to mismatches, incomplete data syncs, or errors. For example, Jira’s issue fields may not align directly with Salesforce’s case.
- Solution: Carefully map fields to ensure data consistency across platforms. If using an integration app like Jira Cloud for Salesforce or Peeklogic Jira Connector, take advantage of their field mapping features to configure custom mappings and test them for accuracy.
2. Limited Customization in Some Integration Apps
Some integration apps aren’t flexible enough to handle more complex needs, especially when working with custom setups in Salesforce or Jira. For example, simpler tools often have trouble with custom fields, which can make it harder to keep data consistent across both platforms. This lack of flexibility means that users might struggle to get the integration to work as expected, especially if they have unique requirements or need to connect data in specific ways.
- Solution: Consider flexible options like ZigiOps, which offer more customization. You can also check out the salesforce integration guide to find an option that best matches your organization’s specific needs.
3. Permission and Security Conflicts
Ensuring secure access to sensitive data can be a complex task during Salesforce and Jira integration. Misconfigured permissions may expose confidential data, especially if the integration provides two-way syncs with unrestricted access.
- Solution: Set up permissions in both Salesforce and Jira. Verify access levels and permissions in any chosen integration app to ensure only authorized team members can view or edit sensitive information.
4. User Training and Adoption
When teams are used to working separately in Salesforce and Jira, switching to an integrated system can be challenging. Users may face new steps or features, which can temporarily lower productivity.
- Solution: Invest in training sessions that clearly show the benefits and functions of the integration. For managers, resources like Salesforce PM interview questions can offer insights into managing combined systems. Good onboarding helps users feel more comfortable with the new setup.
5. Dependency on Integration Tool Support and Updates
Third-party integration tools need regular updates to keep working with new Salesforce or Jira releases.
- Solution: Choose a tool with strong support, like Jira Cloud for Salesforce or Peeklogic Jira Connector. Set up a regular schedule to check for updates and ensure the integration stays compatible.
Insight:
Studies show that companies with integrated support and development systems, like Salesforce and Jira, experience up to 23% faster issue resolution times. This is because support and technical teams can communicate in real-time, reducing delays from manual updates or information requests.
FAQs about Jira Salesforce Integration
What are the main benefits of integrating Jira with Salesforce?
Integrating Jira with Salesforce helps sales and development teams work better together. This leads to quicker resolutions for customer issues, improved tracking of feature requests, and clearer visibility into project progress.
Is there a cost associated with integrating Jira and Salesforce?
Costs can vary based on the integration tool used, the complexity of the setup, and any additional customization required. Many tools have subscription fees, so it’s essential to evaluate your needs and budget.
How often can data sync between Jira and Salesforce?
Data sync frequency depends on the integration tool used. Most tools allow real-time updates or scheduled syncs.
Where can I find documentation for Jira-Salesforce integration?
Documentation for integrating Jira with Salesforce can typically be found on the official websites of the integration tools you choose to use. These resources often include setup guides and troubleshooting tips to assist with the integration process.
Is technical expertise required to set up the integration?
While basic setup often requires minimal technical skills, having development or administrative expertise can be beneficial for advanced configurations or customizations.
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In Conclusion
Integrating Jira with Salesforce offers a great way to enhance collaboration and boost productivity within organizations. This integration helps sales and development teams communicate more effectively, leading to faster resolutions of customer issues and better management of feature requests.
While there might be some challenges in setting up the integration, the overall benefits—including improved efficiency and streamlined processes—make it a worthwhile investment. By bringing these two powerful platforms together, businesses can improve their operations and better serve their customers.
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