How to Set up a Salesforce Jira Integration [Step-by-Step Guide]
Salesforce and Jira are the two most popular business tools that are used to increase business productivity and efficiency.
While Salesforce provides a 360-degree view of the entire customer relationship, Jira enables your support team to track and resolve customer issues.
However, many companies still use Salesforce and Jira as standalone applications. These technology silos can have a significantly negative impact on business processes and operations. They can affect your employees’ efficiency, reduce data quality, and ultimately, hurt the customer experience.
And let’s not forget the issue of a single source of truth. Typically, with data being available on different systems and often duplicated, it’s difficult to know which numbers are accurate.
Thus, the key to ensuring your business thrives is to eliminate technology silos.
Eliminating tech silos has to start with integrating your business-critical tools, such as Salesforce and Jira.
Why Should We Integrate Salesforce and Jira?
Salesforce and Jira integration provides real-time visibility to the support/service and product/engineering teams in each other’s tasks and data.
With this kind of transparency, the coordination between the teams improves drastically, customer issues can be resolved quickly, and customer communication becomes easier.
Moreover, the integration also ensures real-time synchronization of critical business information and reduces human errors.
Salesforce and Jira integration helps different teams in an organization avoid working in silos and have access to accurate and up-to-date data all the time.
How to Choose the Right Tool to Integrate Salesforce and Jira?
For integrating Salesforce and Jira, there are plenty of connectors available. However, choosing the right option that best suits your business needs is often a challenging job.
To make your job of choosing the right connector easier, here are a few factors that you might want to consider.
The connector should allow decentralized integration. This means it should allow different teams to work independently without getting interrupted while the information is being passed between them.
Flexible and Easily Configurable
Business and customer requirements change and evolve over time. Thus, make sure you invest in a connector that is flexible, easily configurable, and customizable, and can handle business-specific use cases.
Real-Time Data Sync
The reality of downtime for a business is way scarier. Thus, you want a tool that provides automatic and real-time data synchronization.
This is where Sinergify comes into the picture.
Sinergify is a Salesforce and Jira integration connector that helps you achieve improved cross-functional collaboration between your customer-facing and back-end teams.
The connector enables flexible, scalable, secure, and seamless integration of both platforms.
Here’s How You Can Integrate Salesforce and Jira Using Sinergify
Step 1: Install Sinergify on Salesforce
You have to log into your Salesforce instance and visit AppExchange to find the Sinergify application. After logging in, click the ‘App Launcher’ icon above the ‘Quick Find’ search box and click the ‘View All’ option under App Launcher. This will redirect you to a new page where you can see all the applications.
Step 2: Find Sinergify on AppExchange
Click the ‘Visit AppExchange’ button present on the extreme right of the ‘All Apps’ page and search ‘Sinergify’. Once you see it, hit the ‘Get It Now’ button, which will redirect you to a new page containing the confirmation details.
Read the details carefully and select the checkbox on the confirmation page and then, click the ‘Confirm and Install’ button.
Step 3: Mention the Required Details
Specify the instance where the application will be installed i.e the production environment or a sandbox. Now specify the users for whom Sinergify is to be installed and click ‘Install’.
Wait for the application to install. You will be notified via email once the application is installed in the system.
Once it is installed, it will appear in the App Launcher and is ready to use.
Sinergify aims at simplifying the integration between Salesforce and Jira to enable cross-functional collaboration.
In this blog post, we saw how the integration of two powerful business tools, Salesforce and Jira, can improve collaboration between teams, and ensure data transparency.
We also learned how Salesforce and Jira integration can be implemented in 3 simple steps using Sinergify.
Want to Try Sinergify in Your Business Environment? Start Your Free Trial Now!
At Grazitti, our experts built Sinergify to help businesses sync Salesforce entities with Jira issues seamlessly.
Start your journey today!
Should you want to know more, please write to us at [email protected], and Team Sinergify will take it from there.