How to Integrate Jira and Salesforce
Integrating Salesforce and Jira helps sales, support, and engineering teams stay aligned by ensuring critical information flows smoothly between customer-facing and delivery teams. A two-way integration reduces silos, cuts down manual work, and improves issue resolution time.
With Sinergify, teams can set up a flexible and secure Salesforce–Jira integration that adapts to existing workflows without adding unnecessary complexity.
If you haven't installed the Sinergify app yet, you can find it on the Atlassian Marketplace.
Why Integrate Salesforce and Jira?
Enhanced Cross-Team Collaboration:
Sales and support teams operate in Salesforce, while engineering teams manage work in Jira. Integration bridges this gap by allowing both teams to view and act on the same data in real time directly from the tools they already use.
Improved Data Consistency
Manual updates across systems often lead to mismatched fields, missing context, or outdated information. A two-way sync ensures changes made in Salesforce or Jira are reflected instantly, maintaining data integrity across both platforms.
Faster Issue Resolution
Automatically creating and updating Jira issues from Salesforce cases (and vice versa) helps teams respond faster, reduce back-and-forth, and prevent critical issues from falling through the cracks.
Better Visibility & Decision-Making
With unified access to customer data, cases, incidents, and engineering updates, stakeholders gain a holistic view of progress, bottlenecks, and priorities leading to more informed decisions.
How to Achieve a Two-Way Sync Between Salesforce and Jira
Let’s take a high-level look at the major steps involved in setting up a Salesforce–Jira integration using Sinergify. For detailed instructions on each step, you can refer to the navigation panel on the left.
Note: Sinergify offers assisted implementation support if needed. Customizations can also be done to create a tailored Sinergify instance based on specific business requirements.
Pre-Requisites
Before installing and configuring Sinergify, ensure the following Salesforce features are enabled.
Enable Ideas in Salesforce
Log in to your Salesforce instance.
Switch to Classic Experience and go to Setup.
Search for Idea Settings.
Click Edit and enable Ideas.
Click Save.
Enable Incident Management
Go to Setup and search for Customer Service Incident Management.
Enable the toggle button.
Sinergify is compatible with Salesforce Incident Management. This setting must be enabled during package installation and can be disabled afterward if required.
Enable Email-to-Case
Go to Setup and search for Email-to-Case.
Select Email-to-Case under Service Setup.
Enable the Email-to-Case checkbox.
Set Up Integration Users
Jira Integration User
The integration user is responsible for syncing, creating, and updating Jira data from Salesforce. This user must:
Be a dedicated Jira user
Have all required project and issue permissions
Be used for authentication in the Sinergify Admin settings
Salesforce Integration User
For Jira-to-Salesforce sync, it’s recommended to use a dedicated Salesforce user with:
Admin profile or equivalent custom profile
Appropriate object access and CRUD permissions based on the use case
Setting Up Sinergify on Jira
With Sinergify’s Jira-side plugin, Salesforce data can now be displayed directly within Jira issues.
Supported Plugins
Jira Cloud Plugin
Jira Server / Data Center Plugin
Install the Jira Plugin
Create a Salesforce Connected App (required before Jira installation).
In Jira, go to Apps → Find New Apps.
Search for Sinergify.
Click Get App to install.
Authentication
Go to Manage Apps → Authentication.
Enter Salesforce login URL and Connected App keys.
Verify the connection status.
By following these steps, you can establish a seamless integration between Salesforce and Jira using Sinergify, enhancing collaboration and efficiency across your teams.
For more detailed guidance, refer to Sinergify's official documentation.