SALESFORCE JIRA CONNECTOR

Salesforce Jira Connector is an app Peeklogic team developed to help you connect Sales and Service Departments to make their cooperation more productive

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Salesforce Jira Connector

Salesforce Jira Connector is a tool our team developed to connect Sales and Service departments to help our clients make cooperation between both departments time and cost effective. Salesforce Jira Integration allows Sales Reps to submit Jira tickets without even login to Atlassian which helpls them to stay focused their work in Salesforce.

The app handles Manual ticket creation as well as allows to configure automatic creation of tasks and subtasks in Jira. It supports all Standard and Custom objects

How to Create Jira Issue from Salesforce?

Benefit for your business

Just imagine how cool is this. The sales manager Jason picks up the phone with the help of Five9 Salesforce AppExchange App (for example). Five9 opens the Salesforce contact record in front of him just the same second.

Client Chuck tells about an issue so Jason creates the Jira Ticket directly from Salesforce. Till that time only 10 to 20 seconds passed! What next?

The same second Service team sees Jason forgot to add credentials to the client’s sandbox. Service team leaves a comment in the Jira Issue and as our Peeklogic Jira Connector is real time and Jason is still on the line with Chuck, he asks for clarification on the issue right away!

As a result this lightning cooperation Between Jason and Service Department helped support team to solve Chuck’s issue with only 1 ticket response!

Well done!

01. Stream-Line Workflows

Makes cooperation between sales, service and development departments real time and fully automated

02. Bring Visibility to All Account Interactions in Real-Time

Sale rep will just open an Account, Opportunity or any other standard or custom Salesforce object, and see all related Jira issues and statuses in real time

03. Connect your Sales, Service and Development Departments

Sales reps, Developers and Support teams communications becomes smooth and quick. No more delays responding to customer!

04. Make Communication Between Departments Time and Cost Effective

In just a few seconds Service department is notified about the issue from client!

05. Increase Productivity and Transparency Across Teams

With Peeklogic Jira Connector cooperation between few teams was never so transparent and so easy manageable!

Salesforce Jira Integration Solution

Our Peeklogic team developed a Salesforce Jira integration app tool which allows users to create tickets in Jira with just a few button clicks.

Our app consists of the following pieces:

Configuration page
Lightning Component – to relate with any object and search, create and link Jira tickets to Salesforce objects
Apex classes developed to be able to reuse them in Salesforce Process Builder and Flows to configure automated Jira tickets creation and linking.

Peeklogic Jira Connector Advantages

Unique Salesforce Jira Connector with Unique capabilities!

01.

Easy and quick configuration of Salesforce Jira Connector

7 Minutes! For Fresh Install Till First Jira Issue is Created

We recorded a video of fresh Peeklogic Jira Connector installation and it took only 7 minutes! Peeklogic Jira Connector is the only connector on the market with such a quick and easy installation and configuration process!

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02.

Flexible Configuration

Peeklogic Jira Connector settings page allows Salesforce System Administrator to configure the connector by adding Jira projects, perform Salesforce and Atalssian Jira fields mapping easily to align 90% of businesses across variety of industries like Automotive, Finance, Real Estate, HighTech, Health Care and others

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03.

Link Salesforce Jira issue to Salesforce Opportunity

Link Jira Issue to Any Salesforce Object

Relate Peeklogic Jira Connector lightning component to any Salesforce custom or standard objects record to experience its flexibility in full.

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04.

Create Jira issue from Salsforce Automatically

Automates Creating of Jira Issues from Salesforce

Peeklogic Jira Connector combines its own flexibility together with Salesforce configuration flexibility with the help of Lightning Process Builder and Salesforce Flow. You could configure Saleaforce Jira Connnector to automatically create Jira Issue from Salesforce as to automate adding comment to existing Jira Issue

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05.

create jira issue from any salesforce object or record

Create Jira Issue, Comment, Sub-Task, Attachment in Salesforce

Do not tie yourself to Salesforce Cases object! Peeklogic Jira Connector allows you to link Jira Issues to any Salesforce object or record. As well as comment on them, add sub-task, attachment and link between Jira Issues

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06.

Real-Time

Our Salesforce Jira Integration is real time and all related Jira issues to Salesforce records display real-time information directly from JIra in Salesforce

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Salesforce Jira Connector Features

Lightning ready
Compatible with Salesforce Lightning Process Builder and Salesforce Flows for even more flexibility
Displays related tickets in a lightning component against standard or custom object’s record
Allows to create Jira Issue manually directly from standard or custom object
Allows to search and link existing Jira ticket to any Salesforce object’s record
Configure auto Jira ticket create on any Salesforce events.
Example:
Create/Update ticket or leave comment for existing Jira Issue when Salesforce Opportunity stage is Closed Won.
Adds comments in Rich Text
Attach files
Create sub-tasks
Update Jira Issue
Link Jira Issues

Jira issues related to a Salesforce object

Once Salesforce System Administrator set up Jira connector you’ll see a component like on a screenshot in the bottom right. Lightning component has to buttons:

“Create Jira Issues” – to create Jira issue manually and relate it to Salesforce object. In our example we see tickets related to Account object.
“Search Jira issues” – to search existing issues in Jira and link to a Salesforce object

Our Lightning component contains a table with related tickets to Account object which we can link or un-ink.

Jira issues related to a Salesforce object in a lightning component

Create Jira Issue from Salesforce

Create Jira Issue from Salesforce

Click “Create Jira Issue” button on our lighting component to create Jira issue and relate it to Salesforce custom or standard record.

Choose one of the projects available for you and the issue type you need. Fill in all the fields (note: required fields are marked up by a star sign). Click Create.

Search Jira issues from Salesforce

Click “Search Jira issue” to search ticket by subject. You may use filtering capabilities to simplify the search. We can use “*” while searching.

Select the project, the issue type and the other parameters if you need them. Click “+” to link Jira issue to standard or custom Salesforce object or “-” to un-link it.

Search Jira issues in Salesforce

Create Jira Sub-Task from Salesforce

Click on “View” button next to a ticket and you’ll see detailed view of Jira issue.

Comments
Attachments
Sub-Tasks
Issue Links

Salesforce Jira Integration allows you to create above components directly from Salesforce

Salesforce Jira Integration Automation Capabilities

Configure automation to create Jira Issues using Smart Jira Connector Setup page. Customize Salesforce to Jira fields mapping.

Use Case 1: Leave a comment in Jira issue when Opportunity Stage is changed to Closed Won
Use Case 2: Create Jira Issue when Account of Business type is created
Use Case 3: When Attachment is added to Opportunity, the same attachment is added to related Jira ticket

Report on Jira issues Related to Salesforce the Record

REPORTING FEATURE IS PLANNED FOR SPRING 2021 RELEASE

See Jira issues related to Salesforce records and filter by Jira issues statuses
Report on Salesforce records which have unresolved Jira issues
Flexible native Salesforce reporting

peeklogic connector for salesforce and jira

Benefit for your business Peeklogic Connector

Jira issues related to a Salesforce object

Add comment to Jira Issue from Salesforce

Add attachment to Jira Issue from Salesforce

Create sub-task to Jira Issue from Salesforce

Stages of Development

Our Peeklogic Salesforce team would also have to develop Visualforce and Lightning components.