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Managing incoming projects with Salesforce integration

Brittany Melville October 5, 2023

Does anyone have experience managing incoming projects using the Salesforce integration? For example, initial request comes in through email and then we use the Outlook integration to create a new Jira card. From there, how does pertinent data integrate with Salesforce, and is it bi-directional? 

5 answers

1 vote
Dhiren Notani_Exalate_
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December 9, 2023

Hi @Brittany Melville ,

Thanks for asking your question here on the community.

I am Dhiren from the Exalate Team.

You can use Exalate for various use cases for a perfect bi-directional synchronization between Salesforce & Jira.

Exalate supports sync between all types of Issue Types(Jira) and Objects(Salesforce).

It also provides you the access to a Groovy Based Scripting Engine which gives you a lot of flexibility and limitless Customization.

With Exalate you don't have to worry about changes being made on each side because the solution boasts a unique decentralized approach.

Thanks, Dhiren

1 vote
jennifer.dempsey_Appfire
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
October 5, 2023

Hi @Brittany Melville 

I'm the Product Marketing Manager for Appfire's Connnector for Salesforce and Jira
This app offers bidirectional sync of data between Jira and Salesforce. You can book a demo at your convenience with my teammate Vlad via the marketplace listing linked above by clicking on, "Book a live demo" in the More Details section. He'd be happy to walk you through the features of the product and answer any questions you might have. Hope that helps! 

0 votes
Diana_Architect_ZigiWave
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
October 6, 2023

@Brittany Melville hi there. There is a way to skip the part with the email and directly make the integration between Jira and Salesforce, bi-directionally. There are plenty of tools in the Atlassian marketplace - ZigiOps is one of them. It connects the two bi-directionally in minutes, no additional coding needed (it's a no-code) and is secure (non of your data is stored by it). Feel free to explore the ZigiOps tool. You can even give it a try via our trial version - completely free.  

Regards, Diana 

0 votes
Shubham Gupta October 6, 2023

Hi @jennifer.dempsey_Appfire 

I am Shubham form team Sinergify. If I am not wrong currently you are using email to manually request Jira card creation.

This manual process can be replaced with an integration tool.

With Sinergify- A Secure Salesforce Jira Connector you can create Jira Tickets from Salesforce directly manually and Automatically and Map Jira Projects and fields easily inside Salesforce with a native interface.

Teams can further communicate via Comments and share files between the two platforms. This is all without users leaving their own environments and no additional license costs for accessing cross-platform information. 

I hope it helps!

0 votes
Benjamin
Community Leader
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October 5, 2023

Hi @Brittany Melville ,

 

Salesforce integration can be made bi-directional. However, an add-on is required is required to setup the integration. 

 

There's lots of different connectors out there. So, depending on your requirements on what you want sync, then choose the one best fit in the market place.

 

Here's the marketplace link of the salesforce add-ons.

https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=salesforce

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