Yes, Sinergify is compatible with all versions of Jira.
Sinergify works well with all editions of Salesforce except for Salesforce Essentials.
Yes, this can be done with Salesforce permissions.
We provide user licensing slabs ranging from 10 to 500 users. If you need more than 500 user licenses, we have an unlimited package.
The integration is on the Salesforce side, with a few configurations on the Jira side.
Sinergify uses token-based as well as username API token-based authentication for integration. Data is synced directly between Salesforce and Jira without third-party involvement.
We have custom objects to store data directly in Salesforce. With the help of REST integration, we create communication between systems and data is transferred from one system to another.
Yes, this is possible with Sinergify.
Yes, you can setup Sinergify using the product set-up guide. It takes around 2 hours to configure the product.
Sinergify has configurable built-in features to meet your business requirements. If additional ones are required, it can be done via customization.
Yes. You can write a custom trigger on the Junction object. As soon as a case is linked to a ticket, it can be synced easily.
When a Jira ticket is moved to a different project, the same details will be updated on Salesforce in real-time.
You'll be able to select components from existing ones for the Jira ticket from Salesforce. For Labels, existing ones in the Jira instance are not visible in Salesforce. You can add or remove Labels on the specific ticket via Salesforce.
Yes, you can sync rollup field data from Salesforce to Jira at the time of Jira issue creation. To sync field data whenever it is updated, you'll need to write custom logic on top of Sinergify.
Yes, all updates are synced bidirectionally between Jira and Salesforce.
Yes, Sinergify works with every type of custom object and field.
No, that is not a concern. In fact, most on-premise Jira instances Sinergify works with are behind a firewall. You'll need to ask your IT team to whitelist certain Salesforce IPs in this list https://help.salesforce.com/articleView?id=000321501&type=1&mode=1 for authentication.
Yes, you can sync any SF object with Jira using Sinergify. It supports Epics as well.
Yes, it is necessary to manage package installation in Salesforce.
Yes, the connector comes with a number of pre-configured reports.
The installation will not make automatic changes to your current layout. Installing the connector will add some custom buttons and an embedded related list for Jira issues.
Yes, we need to do some configuration on the Jira side. However this isn’t mandatory, as you can also do it using the installation guide.
Here are bi-directional synchronizations currently available in the connector:
- Jira issue details which are configured via a connector
- Salesforce case comments and Jira comments
- Salesforce attachments to Jira issue attachments
Yes, apart from bidirectional data sync between the two platforms, Jira users can achieve the following with the help of our Jira plugin:
- Search for mapped Salesforce records and link them to a Jira ticket
- View details of Salesforce records
- View and post feeds, as well as case comments
Yes, you can automatically create a new Jira if you fulfil certain criteria when you want to run that feature.
The application is fully bidirectional with auto-sync, with the option of controlling sync for comments and attachments manually, depending on business needs.
Yes, Sinergify supports custom Jira issue types and fields, except for third-party app fields.
Yes, you can configure Jira comments in Salesforce as public or private, and the same from Salesforce to Jira, i.e. public, private, or both.
Yes, you can generate Jira tickets directly from Zendesk.
Yes, you can configure fields according to field mapping between Zendesk and Jira.
No, as of now, this feature is unavailable.
The integration is on the Zendesk side, with minor configurations on the Jira side.
We use REST integration to build communication between the two systems. Data is then transferred from Jira to Zendesk.
Yes, this is possible with Sinergify.
Yes, you can configure Sinergify using the product set-up guide.
Yes, all updates are synced bidirectionally between platforms.
Yes, Sinergify supports syncing of comments and attachments between Zendesk and Jira.
Not right now, but this feature is in our product roadmap.
For more information check our knowledge base articles