how to connect jira with salesforce

1. Connect both Salesforce and Jira by authenticating them on Automate.io platform.
2. Choose Jira and select one of its events as a “trigger” that’ll start the automation.
3. Select an “action” event from Salesforce which will run every time the trigger event occurs.
4. Map the data fields between Jira and Salesforce using the drag-drop interface.

Full Answer

What are the options for integrating Jira with Salesforce?

How to Set up a Jira to Salesforce Integration

1. Install Exalate on Salesforce. Install Exalate on Salesforce by visiting its marketplace i.e AppExchange. ...
2. Install Exalate on Jira. Installing Exalate on Jira is pretty straightforward. ...
3. Connect Jira to Salesforce. ...
4. Configure the connection to set what information is shared. ...
5. Set up triggers for automated synchronization. ...
6. Start synchronizing information. ...

How to integrate Jira and Salesforce in 6 steps?

6 Reasons Why Your Business Needs to Integrate Salesforce with Jira. Sukhwinder S. Trials — Step Five of the Product Management Monomyth. ... Project Planning Steps: Successfully Goals, Outcomes ...

How to set up a Salesforce integration?

• On the Manage App page, click 'Edit Policies'
• Navigate to the 'IP Relaxation' dropdown menu
• Select 'Relax IP Restrictions'
• Then click 'Save' at the bottom of the page
• Now, back on the Connected Apps page, click the App name 'Blink'
• On the page that appears, your Consumer Key and Consumer Key will be shown

More items...

How to enable Jira integration?

Setting up Zendesk Support for Jira integration

• Installation requirements. ...
• Installing and configuring the integration. ...
• Restricting access to the Jira Cloud app. ...
• Adding fields to the Jira app in Zendesk Support. ...
• Using the dedicated integration user option. ...
• Jira Server-specific instructions. ...
• Reinstalling the integration. ...

How do I link a case to Jira in Salesforce?

GuideGo to the Salesforce Case that you want to associate a Jira issue with.Find and click a button/link labeled Associate with Jira or the label that was named in the Setup in Salesforce.This should open a new window. ... Click on Associate to "bind" the Jira Issue(s) and Salesforce Case together.

How do I connect to Jira?

Select the Add Integration button in the top right hand corner of your integrations screen. Select the Add Integration button in the top right hand corner of your integrations screen. You can choose one of three ways to connect your Jira instance. Choose the connection that works best for your organization.

What does Jira integrate with?

Jira Software works with the majority of the tools your team uses today to get work done. The Marketplace is home to thousands of apps and integrations that run the gamut from wildly popular tools (Slack, Zoom, GitHub, Zendesk) to more niche, ready-to-use apps (design, IT service management, and time tracking tools).

Does service cloud integrate with Jira?

Easily automate the management of your tickets, agents and users in Salesforce Service Cloud. Stay on top of your task list by automatically creating, updating and organizing them in Jira. Do much more by connecting Jira and Salesforce Service Cloud.

What is API in Jira?

The Jira REST API enables you to interact with Jira programmatically. Use this API to build apps, script interactions with Jira, or develop any other type of integration. This page documents the REST resources available in Jira Cloud, including the HTTP response codes and example requests and responses.

How do I create an application link in Jira?

Create an application linkLog in to Jira as a user with 'Jira Administrator' permissions.Choose > Products. Select Application Links in the left menu. Enter the URL of the application you want to link to, then select Create new link.

How do I track a project in Jira?

How to use Jira for project managementStep 1: Project configuration. Choose a Jira template to set up your project. ... Step 2: Project plan. Every project requires planning. ... Step 3: Team set up. With a plan in hand, it's time to parse out work to initiate project execution. ... Step 4: Tracking. ... Step 5: Project completion.

How do I automatically create a ticket in Jira?

Automatically create linked issues from new requestsGo to Project settings ( ) > Automation.Go to Create Custom Rule.Configure when this rule will be triggered by choosing an option for the WHEN action.Choose the properties of the Jira Service Desk requests that will trigger linked issues using the IF action.More items...

How does Jira REST API work?

Jira REST APIs provide access to resources (that is, data entities) via URI paths. To use a REST API, your application makes an HTTP request and parse the response. Currently there are two API names available, which will be discussed later on this page: auth: – for authentication-related operations.

What is Jira in Salesforce?

Jira is an issue and bug tracking tool, and Salesforce is a popular CRM. To enhance the potential of the two tools, you can consider an integration between them. Such integration can automate information flow between these platforms and allow teams to share data with each other, helping them to work harmoniously.

Can Jira be used as CRM?

Every company needs an efficient and well-organized Customer Relationship Management (CRM) platform for optimal sales performance. Is it possible to build a CRM using Jira? Absolutely!

What is Salesforce Connect?

Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.

Why do you Need a Jira Salesforce Integration?

Jira is a great platform for issue tracking, project management, and bug fixing. It has been used widely by both software and non-software teams for a variety of purposes. It is also a widely used tool for teams following agile methodologies.

How to Choose the Right Tool for a Jira Salesforce Integration

Choosing the right tool for your Jira Salesforce integration is very important since it hugely affects the benefits such integration can bring. However, there are certain points you should consider before proceeding.

How to Set up a Jira to Salesforce Integration

To begin with, you need to install Exalate on both Jira and Salesforce. Once that is done, you move ahead and set up a connection between them.

Common Use Cases

Now that we have seen how a Jira Salesforce integration can be set up, let’s explore a few use cases where this kind of integration would be useful.

Conclusion

We have seen how the synchronization of information between two powerful tools like Jira and Salesforce can help teams collaborate and streamline communication. It also ensures data transparency across teams and helps everyone stay on the same page.

Share data between your CRM and task project management tools

Jira is a unique project management software that helps you track content, projects, and more. Salesforce is one of the best CRM software platforms to manage your customers, sales, and leads. By using a Salesforce to Jira integration.

Today's best Salesforce deals

Get Salesforce from $25 per user/mo (US-only link) Salesforce is the CRM market-leader for good reason: it offers a comprehensive suite of customer relationship tools, excellent integration, and unrivalled customization. Follow this link to find out more.

How to set up Salesforce to Jira integration: Preparation

In order to set up a Salesforce to Jira integration, you’ll need to have accounts with both Salesforce and Jira.

Step 1: Add the connector plugin to Jira

Log into your Jira dashboard and navigate to the app marketplace. Search for Connector for Salesforce and click on the plugin. Then click Try it free to add the connector plugin to your Jira installation. You should see a dialog box informing you that the plugin was successfully added.

Step 2: Choose the correct connector plugin for Salesforce

While there’s only one connector plugin for Jira, you’ll have to choose between two editions of the plugin in Salesforce. The cloud edition is for integrating with the cloud-based version of Jira, while the server edition is for integrating with the version based on an on-premises server.

Step 3: Select a production or sandbox installation

Before the connector plugin is added to Salesforce, you need to decide whether to install it in a production environment or a sandbox. A production environment is your live Salesforce environment, while a sandbox is a virtual replica of your Salesforce environment that won’t affect any of your live data.

Step 4: Add the connector plugin to Salesforce

Review the details of your connector plugin installation and agree to the terms and conditions. Then click Confirm and Install. You can choose to install the plugin for Salesforce administrators only, for specific users only, or for all users. Click Install to finish adding the connector plugin to Salesforce.

Introduction to Salesforce Jira Integration

Salesforce to Jira Integration helps you connect your Salesforce org standard and custom objects with Jira products. This integration empowers your support team to endlessly synchronize with the engineering, product, and marketing teams to get a complete view of the customer life cycle.

JIRA and Salesforce CRM

Using JIRA, organizations can track bugs, issues, and the progress of various tasks for software and mobile applications under development. Tracking these tasks related to bugs and issues is made extremely simple with JIRA’s powerful dashboard, which is full of features.

Integrating JIRA and Salesforce Using JIRA REST APIs

Data can be easily fetched and synchronized with multiple applications using JIRA APIs. The Salesforce APIs for JIRA require that the Salesforce Apex Class be implemented, to enable Monitoring and Updating directly from Salesforce.

Different connectors in Market

The Big question is why we need Salesforce Jira integration. Salesforce and Jira are Online Software tools. We can use these tools separately to increase revenue with the use of Salesforce and track all cases in Jira. Still there are lots of Salesforce Jira connectors available in the market and they are popular.

Salesforce Jira Integration Using BOOMI

Dell Boomi is a business unit that specializes in cloud-based integration, Master Data Management and API administration. By combining your apps and data, Boomi software can turn complex IT systems from a hindrance to assistance.

ServiceRocket Connector for Salesforce and Jira (Cloud)

ServiceRocket develops and supports a variety of plugins and connectors for our software partners’ products, which are utilized by tens of thousands of businesses worldwide. ServiceRocket works with the fast-growing software industry to bridge the gap between production and consumption.

Peeklogic Jira Salesforce Connector

Peeklogic Jira Connector plugin was created with the goal of assisting our customers in increasing cost effectiveness and productivity. Our Jira Salesforce Connector means that Sales and Development teams, who previously worked in distinct environments, can communicate seamlessly. Jira is used by your Support, Development, and Product teams.

Unito Integrate Jira to Salesforce

Unito is a no-code integration service that allows you to link your apps and automate your processes quickly. Deep, bidirectional flows that cover the majority of use cases, sync fields, and update in real-time are available.

Exalate Salesforce Jira Integration Solution

Exalate comes with basic synchronization scenarios pre-installed. However, you can experiment with the flexibility of your sync as if it were a custom integration. It is designed and based on a distributed architecture. A system administrator will have complete control over how external systems interact with their surroundings.

Choosing Best Connector for Your Company

It is difficult to choose the best Salesforce Jira connector in the market since all connectors provide a wide range of features in their application but we have to choose one which you would be using to connect our Salesforce Orgs to Jira.

Classic Connector for Salesforce & Jira

There are 3 options for linking Jira with Salesforce with Classic Connector for Salesforce & Jira. It is possible to mix and match options to best fit your needs. Which combination you use depends on your organization's requirements.

Advantages

Automatically updates the other system based on a flexible set of Mapping Configurations, so data is editable in both systems

Disadvantages

Consumes more API calls (compared to the non-synchronizing options). Salesforce enforces a limit on how many API calls are available per day for an organization (see: Salesforce documentation about API usage metering)

When should I use this?

You should use this if you want to share information between the systems so that it is updateable from both systems.

Further reading

This allows you to create "Custom Fields" which are used to associate a Jira issue with any Salesforce object. This can either be a 1 to 1 (using the Remote Object Link custom field) or a 1 to many configuration (using the Multi Remote Object Link custom field).