Integrating Salesforce and Jira for a Secure Bidirectional Sync

Customers want personalized experiences.

In order to give customers what they want, you need to integrate the tools your teams use to serve them.

Integrating Salesforce and Jira enables you to break free of siloed communication and build cross-team collaboration.

In this blog post, you’ll learn more about what to keep in mind when integrating Salesforce & Jira, and how to integrate the two platforms to get secure bidirectional synchronization.

Let’s begin!

Why You Should Integrate Salesforce and Jira

Research shows that approximately 75% of growing companies use more than one application to run their business.

While customer support/service teams use Salesforce, product/engineering teams make use of Jira for project management.

By bringing together customer-facing and back-end teams, you enable them to work in unison towards delivering highly-personalized customer experiences.

In fact, connected teams demonstrate an increase in profitability over less-connected counterparts.

Don't forget to check out: Salesforce Integration Tutorial | Integrate Salesforce with Apps

Things to Keep in Mind When Integrating Salesforce & Jira

So, you’ve decided to integrate Salesforce and Jira using a connector.

Here are a few use-cases that a Salesforce-Jira connector must enable you with:

Create a new Jira issue from Salesforce
Change Jira status from Salesforce
Sync attachments and comments
Centralize updates on Salesforce and Jira
Search and link Jira issues from Salesforce

In addition to the above, here are features that a connector must have:

Easy configuration with the ability to define field mappings & rule/process workflows
Salesforce-native and Lightning-ready
Multiple objects syncing with standard and custom objects
Advanced search capabilities
Support for multiple languages
Advanced reporting to track the number of cases escalated as Jira issues