How to display Jira ticket numbers in Salesforce case summaries
A Jira Salesforce integration can significantly enhance productivity and bring the best out of these tools. It allows you to keep your sales team up-to-date with Jira ticket information directly within Salesforce.
One integration request I came across is to display the exact Jira ticket number within a Salesforce case summary.
In this post, I’ll guide you on how to achieve this integration using simple Groovy scripts.
The integration challenge
Salesforce is popular for customer relationship management, while Jira excels in issue tracking and project management.
When a sales team needs to view Jira ticket details related to a case in Salesforce, it can create inefficiencies.
Manually checking Jira for ticket statuses or numbers can be time-consuming and prone to errors.
The use case: display Jira ticket numbers in Salesforce
To implement this use case, we will use Exalate. Its low-code integration capabilities will allow us to display Jira ticket issue numbers directly in the Salesforce case summary.
Note: If you prefer a video, watch it here!
The step-by-step process
You start by installing Exalate on both Jira and Salesforce. Connect Jira and Salesforce using the Script mode.
The Script mode allows you to implement complex integration scenarios with low-code Groovy scripts.
It has incoming and outgoing sync rules to help you control both sides of your integration independently.
Outgoing sync rules define what information gets sent out of the system. Whereas, incoming sync defines how you want to save the information coming from the other system.
Since the use case requires us to populate the Salesforce case summary with the Jira issue key, we must modify the incoming sync in Salesforce.
Replica works as a payload carrying the information you want to exchange between the systems.
Here, we save the replica.key, which is the Jira issue key in entity.Subject that is the case subject.
Publish your script and test the integration to confirm that the Jira ticket number appears in the Salesforce case summary as expected.
Benefits of a Jira Salesforce integration
Integrating Jira and Salesforce connects your sales and development teams, keeping everyone in the loop. Customer issues reported in Salesforce are shared instantly with Jira. This ensures developers see problems as soon as they arise. It speeds up bug fixes and feature requests. Sales teams stay updated on progress without constant back-and-forth. Everyone works together smoothly, improving customer satisfaction and team efficiency.
Need more help?
This example is just one of the many ways Exalate can facilitate seamless data synchronization between Jira and Salesforce.
If you have a unique use case or need further customization, feel free to reach out. I’d be happy to discuss how Exalate can help optimize your integration needs.