Peeklogic Jira Connector

Connect Sales and Service Departments to make their cooperation more productive

Peeklogic Jira Connector is designed and developed by Peeklogic Salesforce Development Company with the aim to help you improve collaboration between Sales, Support, and Development teams and make in-between teams communication 30% more time and cost-effective. We designed Peeklogic Jira Connector easy to install and configure, and we invite you to look closer at Peeklogic Jira Connector Installation and Configuration Guide or install Salesforce Jira Integration App directly from Salesforce AppExchange

Peeklogic Jira Connector Features

01. Salesforce Lightning and Classic Compatible

Peeklogic Jira Connector works perfectly fine in any Salesforce experience. Either it's Classic or Lightning

02. Salesforce Lightning Process Builder/Flows Compatible

User Salesforce Lightning Flows or Process Builder to Automate Jira Issue create from Salesforce. Automatically create Jira issues from Salesforce, for ex. when Opportunity stage is Closed Won, when Case is created, etc.

03. Relate Jira Issues to Standard or Custom Object

Salesforce Jira Connector allows to relate Atlassian Jira issues to any Salesforce Standard or Custom object

04. Create/Update Jira Issue Automatically or from Salesforce

Create or Update Jira issues directly from Salesforce CRM manually or automated

05. Link Jira Issue to Salesforce Record

Use search capabilities of the connector to find existing Jira issues and link them to Salesforce records

06. Comment and Add Attachments to Jira Issue from Salesforce

Communicate with support teams by adding comments and attachments to Jira issues directly from Salesforce

07. Two-Way Real Time Attachments Sync

Unlimited in size two-way sync of Salesforce files and Jira issue attachments in real time even without a page refresh

08. Two-Way Real Time Case Comments Sync

Communicate from Salesforce with support teams in Jira in Real-Time even without a page refresh

09. Salesforce Chatter Feeds Sync

Two-way Real-Time sync between Salesforce Chatter feeds and Jira Issue Comments

10. Reports on Related Jira Issues

All Jira issues data is configured and stored in Peeklogic Salesforce custom object which allows you to build flexible Reports on Jira issues directly in Salesforce

11. Connect Multiple Salesforce Instances with Jira (in development)

Connect multiple Jira instances to 1 Salesforce organization

12. New Features Requests

Peeklogic Team is adding new features per your request at no cost. Just contact us at info@peeklogic.com

We developed the AppExchange Application – Peeklogic Jira Connector plugin with the aim to help our customers improve cost-effectiveness and productivity. Our Jira Salesforce Connector ensures seamless communication between Sales and Development teams who used to live in different environments.

Your Support, Development, and Product teams use Jira. Your sales teams live in Salesforce. The smoother communication between the teams the better quality support your customer gets.

Salesforce Jira Integration Advantages

Unique Salesforce and Jira Connector with Unique capabilities!

01.

7 Minutes! For Fresh Install Till First Jira Item 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 Jira 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.

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 Ticket from Salesforce as to automate adding comment to existing Jira item.

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05.

Create Jira Items, 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 and Jira Implementation is real time and all related Jira issues to Salesforce records display real-time information directly from JIra in Salesforce

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Improve your business with Salesforce Jira connection

Just imagine how cool is this. The sales manager Jason picks up the phone with the help of the 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. The 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 the support team to solve Chuck’s issue with only 1 ticket response!

How to Create Jira Issue from Salesforce?

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 Cloud 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 Connection Solution

Our Peeklogic team developed a Salesforce and Jira Service integration app tool that allows users to create tickets in Jira Cloud 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.

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

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 and Link Jira issues in 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 connection allows you to create above components directly from Salesforce

Automate Salesforce Jira Integration

Configure automation to create Jira Issues using Smart Jira Connector Setup page and native Salesforce process builder. 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

Add Attachments to Jira Issue in Salesforce

Add Comment to Jira Issue from Salesforce

Peeklogic Jira Connector – Privacy of Your Salesforce Integration

Peeklogic Jira Connector – is an AppExchange Application which connects your Salesforce instance with your Atlassian Jira instance. Our Salesforce Jira Connector does not use any third part services to pass your information from your Salesforce instance to your Atlassian Jira instance, and transfers information from Salesforce to Jira directly and securely. Peeklogic LLC does not have any kind of access to information you pass using Peeklogic Jira Connector from your Salesforce instance to your Atlassian Jira instance

How Much Does it Cost to Integrate Salesforce and Jira?

Pricing

Peeklogic Jira Connector has pretty straightforward cost associated with it:

Including Premium Support

$20 per Salesforce user per month (Starting from 25 users)
No annual commitments
60 days trial period
Minimum order: $20
Minimum length: 1 month

Standard Support

1-15 users – $20 User/Month
15-29 – $15 User/Month
30+ users- $11
Unlimited $499 Company/Month

Cancellation

Peeklogic Jira Connector does not require any commitments of usage and Peeklogic team intention was to bring value to different businesses and make cooperation between Sales and Support teams time and cost effective. Usage of the app is considered to be canceled/suspended the same day when payment was not made. Usage of the app can be renewed after payment is made.