Selecting Salesforce Jira Connector that Aligns with your Business

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Jira Software is a part of product family designed to help teams of all types to manage work. Originally, Jira was designed as a bug and issue tracker. But today, Jira has evolved into a powerful work management tool for all kinds of use cases, from requirements and test case management to agile software development.

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Salesforce Jira Connectors Comparison

Jira is a cloud based issue tracking product which is developed by Atlassian. It provides bug tracking, issue tracking and project management functions. Jira is a powerful tool which is used by software developers to track, organize and prioritize bugs and improvements for certain software releases.

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Salesforce JIRA Integration provides ongoing availability to the client and manages to the respective work item from backend. This allowes coordination between groups who involved in various task. Client issues will be settled quicker and client communication ends up being seamless and consistent.

Let’s take an example A Company have Jira and Saleforce applications. Sales and Marketing teams use Salesforce Sales and Marketing cloud and Jira is used by the Service Team and Support Team to track tickets and defect which is received in live environment. Salesforce Jira integration allows user to sync data between two system, so Service Team and Sales Team can work together, also Marketing and Sales team can make an analysis of business impact and hurdles in live environment.

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Create Jira Issue from Salesforce

Salesforce Jira Connector

Seamless communication is the pillar of collaboration. Connector allows your users on both sides to communicate easily via comment synchronization and even filter the communication. The Connector provides a seamless collaboration solution to communicate and work on escalations efficiently.

For test management, Jira integrates with a variety of add-ons so the QA’s testing slides seamlessly into the software development cycle. Teams can test effectively and interatively.  QA teams Use Jira issues, customized screens, fields and workflows to manage manual and automated tests.

 

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As we know it’s not always easy to build the application integration between two systems and even for JIRA more complex configuration required as JIRA provide different range of functionality. Moreover, to make the interface or API, Customer needs to setup the development team and designer of the application who will suggest and advise to make the.

The Connector provides a seamless collaboration solution to communicate and work on escalations efficiently. This connector is all you need to integrate your teams.

The connector helps to establish secured and controlled bidirectional flow between Salesforce products like Sales, Service, Community, Marketing Cloud and custom application and Jira product like Software, Core, Service Desk which have both on-cloud and on-premises version.

Integration Salesforce and Jira
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Features
  • Easily Configuration: If you want to configure or make customizations for your business processes in a short time period, it will be helpful to directly connect with plugin.
  • Bidirectional Sync: Jira connector enables a controlled bidirectional syncing of data between Salesforce and Jira. This will improve collaboration among teams.
  • Reporting: You can gain significant insights into the cases linked with Jira issues like the total number of cases for which the Jira issue has been raised, consolidated view of cases linked with Jira by Jira status.
  • Search Capability: User can search the records from the external system.
  • Synchronization: It will allow to sync data on real time creation. When new record creates, it will sync to the external system immediately.
  • Bi-Directional: Data Sync activity can perform form both ways. Attachment also can be synced.
Benefits
  • Teams can communicate and work together.
  • Field mapping enables you to control the flow of the data.
  • Associate Salesforce objects to Jira issues, push and pull changes to/from Salesforce.
  • Configure assignment rules to automate and define the right hierarchy of a Jira ticket under a project.
  • Connect Salesforce with both cloud and on-premises versions of Jira.
  • Create rich reports in Salesforce by combining the data from Jira and Salesforce.
  • Configure custom Jira fields and sync them with Salesforce.
  • Set up and customize the connector to adapt to your business use cases.
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There are wide range of offerings On App Exchange. A good practice before you go looking at solutions is a quick introspection into what exactly you’d like to gain from this purchase.

Before you spend lot of time vetting a company and finding out about their customers, a good idea would be to take a close look at the solution and ask yourself a few questions.

  • Is it compatible with my current setup?
  • Does it do everything I need it to do?
  • Is it better than my current solution?
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Below is the factor which you should consider before you decide product from the App Exchange.

  • Compatibility
  • Functionality
  • Price
  • User Friendly
  • Agility
Connect Sales and Service teams
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Salesforce Jira Integration

By integrating Salesforce and JIRA, we can reduce human error with client coordination. It helps in keeping client needs clearer, makes correspondences with the clients consistent and diminishes the customer issues resolution time. There are some scenarios where client will use integration in case of they have two operational tools which will help to manage customer service or release management.

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01
End to End business Journey

Salesforce is used for account management and Jira is used for incident management all the issue which usually company have, those will be tracked from the JIRA which will have all info about process and sub issue tickets. A customer who has been waiting for a product or service to be delivered is unlikely to be responsive to a sales agent not aware of this delay. Staff on the sales side can create issues in Jira from Salesforce and multiple cases can be mapped to a single Jira issue.

02
Cross Selling

Sales and marketing team can more likely to be able to offer a customer more relevant deals. Agents can see synchronized updates and comments in Salesforce and Jira which help to do cross selling of the product.

03
Reporting

You can display a list of Salesforce records and data with specifying conditions. Also, advanced reporting and integrated reports across Jira from Salesforce data can be generated for product planning.

04
Time Saving

Time is money and productivity and this is particularly important for sales and customer account managers. Get the right information in front of them in a user-friendly way. They did not to fill the details manually in both system or use both application to track the data as all data will be sync, Jira team can track all the details of the open issues.

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Let’s take an Example – A company have Salesforce with Jira Service Desk. When a customer reports a defect, customer service agent will registers a case in CRM system. This case presents to Jira Service Desk which will be synced with Salesforce service cloud which can be easily accessed by the developer and get all the customer information and issue details. When the issue will be fixed, developer can update the status in Salesforce application which will be synced with Jira and close the ticket.

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Below are the some of the list of the Salesforce cloud plug-in connectors.

  • Service Rocket
  • zAgile
  • Go2Group
  • Workato
  • Zapier
  • Peeklogic Jira Connector
How to Integrate Salesforce and Jira
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Service Rocket

Service Rocket connector provides great functionality which enables to link custom objects in SalesForce to tickets in Jira Cloud site. Service Rocket builds and supports a wide range of plugins and connectors for software partner’s products that are used by tens of thousands of companies around the world. ServiceRocket partners with fast growing software companies and helps to fill in the consumption gap that often exists.

 

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Service Rocket Salesforce Jira Connector Features

01
Data Sync

- Auto synchronization, aggregated comments and many-to-many associations ensure that all issues are up-to-date, consolidated and easily viewable for better decision making and service delivery.

02
Quick Setup

Improve the customer experience with automated workflows that deliver resources they need, when they need it with minimal friction of time.

03
Quick View Panel

You can customize the issue view to show more fields, hide fields and rearrange the field layout. Accessibility can be modified based on requirement.

04
Report

All synced records with operation details will be captured with this feature.

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Benefits
  • Connect your Jira server to multiple Salesforce instances.
  • Bind each connection to multiple Jira projects.
  • Choose which Salesforce objects and fields are available in Jira Server.
  • Create Salesforce objects from Jira Issues.
  • Associate Salesforce objects to Jira issues, push and pull changes to/from Salesforce.
  • See an aggregated view of comments from associated Salesforce Cases.
  • View, create and associate Jira issue in Salesforce.
Limitations
  • UI is not updated if you compiled with other product, it looks to old.
  • Application is not optimized to process big number of records. You may face many issues while sync data on custom objects.
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zAgile’s Connector

zAgile’s connector saves time in tracking Case resolution in Engineering. Improve SLA Compliance and Customer Satisfaction.

 

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zAgile Salesforce Jira Connector Features

01
Time saving

Reduces time spent in escalating Issues to Engineering, Managing, and tracking their resolution.

02
End-to-End Solution

zAgile`s goal is Salesforce and Jira integration to bridge Sales, Support and Engineering, and allow them to work more efficiently towards resolving customer-related tasks.

03
Bidirectional

zAgile Connect enables bidirectional integration of information and processes between Salesforce and JIRA. It improves coordination between teams across two applications.

04
Prioritized

It provide a feature where based on priority and severity data will be synced. Support stays in sync throughout the resolution processes to ensure timely feedback to customers

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Benefits
  • Customer service experience is very good for the customer. Company provides customer support through email, knowledge base and Service Case request.
  • The installation and the configuration is quick and easy.
  • Connects your Jira server to multiple Salesforce instances.
  • Associate Salesforce objects to Jira issues, push and pull changes to/from Salesforce.
Limitations
  • Limited option for the signoff, also user faced issue with Sign.
  • High price of the product. That could be unpropriate for small or medium organizations.
  • Free version has limited functionality for the standard objects only.
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Go2Group

Go2Group’s CRM Plug-in for JIRA integration is the secure way to seamlessly exchange crucial information between development and sales teams using Atlassian JIRA and Salesforce. Creates JIRA issues directly from Salesforce and provides multiple records mapping to a single JIRA issue.

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Go2Group Salesforce Jira Connector Features

01
Security

Go2Group CRM Plugin ensures that requests came ONLY from the salesforce.com application over an encrypted (SSL), established connection between two solutions.

02
Sales Journey

Sales teams are comfortable living in their salesforce.com account, building and utilizing customer-related data over time. When speaking to customers, sales teams need to know as much information as possible, as quickly as possible. With the help of JIRA Salesforce integration all information can be synced or can work Salesforce as a Repository system.

03
Multiple Records mapping

It allow to create JIRA ticket from salesforce system which can be divided and create multiple record in JIRA application for one record.

04
Business Process

Go2Group CRM Plug-in allows sales teams to follow the development process without ever having to leave their salesforce.com window, giving customers powerful knowledge of their projects.

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Benefits
  • User friendly interface to use.
  • Company provide good customer support.
  • Data processing speed is very high, so the record processes with few second.
  • It Provide secure data transfer which is highly recommended by Finance industry
  • Data can be synchronised in both direction.
Limitations
  • High price of the product. That could be unpropriate for small or medium organizations.
  • Customer support is not so fast.
  • Free version has limited functionality, such as the standard objects only.
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Workato

Workato is an award-winning integration platform to integrate your Salesforce instance. Easily build customized integrations to suit your business needs with no coding knowledge. Salesforce Administrators use Workato as their main integration.

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Workato Salesforce Jira Integration Features

01
Quick Setup-

Customer experience with automated workflows that deliver resources they need, when they need it, with minimal friction.

02
Code Less Integration-

Workato provide feature when integration between applications can be implemented without code.

03
Cloud & On-premise Solution-

It provides solution where premise or cloud applications can be integrated. No configuration is required to perform any form of integration on the cloud. On-Premise integrations will require additional configurations

04
End-to-End Solution-

It provides End-to-end solution for order-to-cash integrations with Oracle, SAP and NetSuite. Order fulfillment via your ERP system with NetSuite, ServiceNow, Shopify.

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Benefits
  • End-to-end customer on boarding integrated with Survey monkey, Twilio and Box.
  • Capture online and offline customer touch points.
  • Customer support management with Zendesk, Servicenow and JIRA.
  • Provides secure channel to send request and receive from external system.
  • Data can be synchronised in both direction.
  • Workato allows you to integrate Salesforce with your apps to enhance productivity and collaboration.
  • It provides free trial period for 30 days.
Benefits
  • High price of the product. That could be unpropriate for small or medium organizations.
  • No proper document provided
  • Customer support is not so fast.
  • Custom object integration may face technical challenges for the integration.
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Zapier 

Zapier connects Salesforce to all the web apps you use, automating your entire workflow by copying and moving data for you. Zapier shows instant reliability metrics to its users. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It’s easy to connect Jira Software Server & Salesforce and requires absolutely zero coding experience – the only limit is your own imagination.

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Zapier Salesforce Jira Integration Features

01
Process Automation

Automate workflows when you create new leads, contacts, opportunities and more, sending data to other apps. Use Zapier to create leads, custom objects, opportunities and other items in response.

02
Middleware

Automate workflows when you create new leads, contacts, opportunities and more, sending data to other apps. Use Zapier to create leads, custom objects, opportunities and other items in response.

03
Quick Setup

Improves the customer experience with automated workflows that deliver resources they need, when they need it, with minimal friction of time.

04
End-to-End Solution

Zapier connects hundreds of the most popular web apps through connections called Zaps. With these powerful workflows spanning multiple apps can be triggered from a single event like Wufoo, Gravity Forms, MailChimp, Google Sheets, Unbounce and Stripe

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Benefits
  • Zapier provide solution as a middleware where many of the application can be connected.
  • Zapier is use to integrate Facebook, LinkedIn Ads, Google Sheets to Salesforce
  • Zapier playes various roles to integrate the application and most of the client use Zapier in the organization.
  • It’s easy to configure, no code configuration required.
  • Zapier has a flexible pricing scheme. It has a free version and a quote-based plan that’s tailored to fit any budget and requirements.
  • Zapier will track history which displays all the activity from the users’ Zaps.
Limitation
  • Operations & tasks are limited in free version of the Zapier.
  • Zapier have limitation to make complex integration where more customization required.
  • Customer support is not so fast.
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Salesforce Jira Integration

Peeklogic Jira Connector

It allows to create Jira Issue corresponding to any records in Salesforce which can be manual or configures automated Jira Issues creation. Salesforce Jira Connector helps your Sales team to communicate with Service team directly from Salesforce. Below are the advantages of the Peeklogic Jira Connector.

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Peeklogic Jira Connector Features

01
Quick Setup

Improves the customer experience with automated workflows that deliver resources they need, when they need it, with minimal friction of time.

02
Sales to Service Journey

Peeklogic Jira Connector provides feature to integrate the Jira and Salesforce application which is usually used by Service and Sales Team which will complete end to end customer journey.

03
Time saving

Reduces time spent in escalating Issues to Engineering, managing and tracking their resolution.

04
Data Synchronization

Salesforce Jira Connector allows Sales Reps to submit Jira tickets without even login to Atlassian which helps them to stay focused their work in Salesforce.

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Benefits
  • Links Sales and Service Departments.
  • Create Jira Issue from Salesforce.
  • Links Jira Issue to Salesforce record.
  • Displays linked Jira issues next to Salesforce Record.
  • Updates and creates Jira issue linked to a Salesforce record on pre-configured condition.
  • Comment Jira issue directly from Salesforce Manually or configure Automated commenting.
  • Add attachment to Jira issue directly from Salesforce.
  • Easy to configure.
  • Price is less than yhe others similar apps.
Limitation
  • It provides only one way data sync feature.
  • Custom configuration will be required for the custom object.
  • This product designed for small or medium company.
  • Bulk data sync feature is not available.
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An integrated system will streamline your processes, reduce costs and ensure efficiency. The main reason for organizations to use system integration is their need to improve productivity and quality of their operations. The goal is to get the organizations various IT systems to talk with each other through the integration, to speed up information flows and reduce operational costs for the organization.

Integrate Salesforce and Jira
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Below solutions may be a perfect choice for your company because it offers you different tool for Salesforce and JIRA Integration. All you need is install the application from App Exchange and configure with provided wizard without code customization.

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