Jira is a program management tool that aids in the planning, prioritization, and tracking of issues by Salesforce Teams Integration. It can also be used to track bugs and report them. Salesforce is a CRM platform that provides couples with a unified and shared view of every customer. These tools are widely used and well-suited to boost business productivity and efficiency. However, a Jira Salesforce Integration is required to enhance their power further. This type of integration can help provide a more holistic view of business data and increase collaboration between teams, allowing them to complement one another and work together to gather the necessary expertise.
Case Studies for Salesforce to Jira Integration
There are numerous scenarios in which you might want to use these platforms together. Sales teams use Salesforce, but Jira is more versatile, so you’ll most likely be connecting your sales team to another department with Jira.
Your developers can profit from the sales team’s understanding of what customers want and how to get it if they use Jira to plan their work. Knowing what’s coming down the pipeline and how far away new features and products are can help the sales team.
By integrating their systems, you can automatically share this data, allowing them to benefit from each other’s expertise. Project management and sales teams can work together similarly. In their case, they can share information about new ideas.
Project managers can find out if their ideas are popular with customers, and the sales team can stay informed about what’s going on. Both departments will be more responsive and make more informed decisions about what will appeal to customers if everyone is in the loop.
How to Select the Appropriate Jira Salesforce Integration tool
When selecting a Jira and Salesforce Integration solution, there are several factors to consider. The needs of each team are different, but here is a list of the most important factors to consider when looking for the best solution:
• Integration that is not n centralized
You want your teams to make their own decisions about what they share. Sharing data shouldn’t imply relinquishing control over it. A tool should enable you to grant or restrict access without jeopardizing security or privacy.
A Salesforce Jira Integration API should be able to recover from errors. If one or both sides of the connection are down, it should be able to detect when the connection is restored and resume work without the need for user intervention.
Teams’ needs change over time, so it’s critical that the integration can adapt to meet them. It’s crucial to adapt to various use cases while also being simple to edit at any time. A Jira Integration with Salesforce Using Rest API solution to achieve these objectives. Exalted is the only cross-company integration solution that lets you link multiple work management systems together. It makes it easy to set an integration that used a simple visual interface, with an option to use code for even more control and customization. It strikes the perfect balance of simplicity and power, allowing you to share data between your teams quickly, safely, and reliably without jeopardizing your team’s data autonomy.
How to Jira Integration to Salesforce (the Step-by-Step Process)
We’ll get into the step-by-step Salesforce Service Cloud Jira Integration process. To begin, you’ll need access to your Jira and Salesforce instances.
1. Install Exalate on Salesforce.
Exalate is available through Salesforce’s AppExchange marketplace. To get started, click “Get It Now.”
You’ll be able to install in either production or sandbox mode. After choosing one, double-check that you’ve read the terms and conditions. Then, to continue, click the “Confirm and Install” button.
You’ll be asked to assign users & their permissions on the following screens and whether or not to grant access to third-party websites.
Click “Done” when you see the “Installation Complete” message.
You can now request a node by typing “Exalate” in the Salesforce search bar and clicking. Wait for the verification message after you’ve entered your information.
After you click the “Verify Exalate Instance” button in the email, you can proceed to step two.
2. Install Exalate on Jira
Let’s now set up Exalate on Jira. This article focuses on Jira Cloud, which you can learn more about by clicking here.
Instead, if you’re using Jira on-premises, read this.
Jira is available on the Atlassian Marketplace, which you can access in Jira by selecting “Apps” from the menu after clicking the “Settings” icon at the top right.
In the left-hand menu, select “Find new apps” and then “Exalate” Several patches should be visible.
Select “Exalate Jira Issue Sync & More” then on the right, click the “Try it free” button. Then select “Start a free trial” from the drop-down menu. Wait for Exalate to finish installing, then click “Get Started.”
Jira and Salesforce should be connected.
Now you must link your instances together. You must establish the connection on one side and have it accepted on the other.
You can begin on either platform because the process is nearly identical. I’m going to use Salesforce for this.
In Salesforce, go to Oxalate and “Connections” on the left-hand menu. To begin the Salesforce Jira Connector, click the green “Initiate connection” button.
Then, in the “Destination instance URL” box, type the address of the other instance (in this case, Jira). Exalate will check to see if it’s installed on the other machine.
Then you must decide whether to use the primary mode, which configures everything for you automatically, Alternatively, you can use the “Groovy” scripting language to configure and customize your integration in script mode.
3. Keep using the Basic Mode.
You can automatically switch to the other instance in primary mode if you have admin access. In that case, you select a project to sync, and the connection is established when you click the “Confirm” button.
Optionally, you can test the connection by submitting an issue to sync.
If you don’t have admin access, accept the invitation by following the steps in the script mode section.
• Carry on with Script Mode.
In script mode, the first thing you do is name your connection. You can also include a description. These are both useful if you have multiple connections performing different functions.
To begin, press the “Initiate” button. Exalate creates an invitation for you by clicking the button, which you can copy to the clipboard. Manually switch to your Jira instance, or click the “Go to remote” controller.
Select “Accept invitation” from Jira’s Exalate connections screen.
You’ll see a text field where you can paste the invitation code you copied to your clipboard. Then, as in primary mode, click next and configure your connection.
• Your connection is now complete.
There are some optional Jira Salesforce Connector Configuration steps after this. These are described in more detail below. You can go back to these by going to the connections screen and clicking the edit button on the connection you want to edit.
4. Configure the Connection
There are several tabs on the edit connection screen. To complete this step, go to the “Rules” tab. These rules allow us to control what gets shared and how fields relate to and create advanced filtering conditions.
The incoming sync determines how items in the current platform are shared with the other forum.
The incoming sync refers to data received from another platform and specifies how it is mapped to items on the current system.
Delete or comment out a field if you don’t want it to be shared.
Change the description accordingly if you want to map fields to other fields. For example, you might want to include the status of the incoming object in the description field.
5. Configure Triggers
When items are synchronized, they are controlled by triggers.
Go to the edit connection screen and click the “Triggers” tab to work with them. For each connection, you can create multiple triggers.
To get started, click the “Create trigger” button. The type of entity to which the trigger applies is selected on the next screen. You also have to decide whether or not to use a search query.
If not, you’ll have to enter values into specific fields to find items that match. That is the easy way to go about things.
More complex search queries are required. Each platform uses a different language in this case. JQL (Jira Query Language) and SOQL (Salesforce Object Query Language) are query languages for Jira and Salesforce, respectively.
You could change the incoming rule entity in that case.
To read an entity, use description = replica.description
replica. Status is the description. You could also add specific text, such as entity. “Synced from Salesforce,” says the description.
Advanced script helpers,’ which can assist you with more complex tasks, are also an option.
You can probably think of more advanced ways to control data if you’re used to coding. If not start with the fundamentals and work your way up.
The “If*” field is where you enter code to filter matching queries. one should be familiar with basic programming ideas to do so.
There’s also a notes section here to help others (or yourself if you forget!) understand your code.
Finally, you’ll find an active switch that allows you to turn your trigger on and off. When you’re finished, click the green “Add” button.
6. Begin to Sync Your Platforms
Your platforms are now connected, and data will be automatically synchronized. Synchronization occurs regularly but not immediately.
Create a test issue that meets the criteria you set up in step 5, the triggers step, to test the synchronization. Wait a while, or manually initiate synchronization to ensure that the issue is shared and shared correctly.
You can then return to working with your regular data. It’s a good idea to keep a close eye on things first to make sure everything is working correctly. As you better understand the software and its more advanced features, you can fine-tune your sync rules.
Teams and your company as a whole can benefit from a Jira Salesforce Integration. Using each other’s data gives you more insight into how the business is performing and allows you to act collaboratively to achieve the same goals.
You can make your integration seamless by using Exalate and letting the software do the heavy lifting for you. You can rely on it to move and filter data according to your set-up rules. Both teams retain their independence and can terminate the connection at any time.