Skip to content

Salesforce Integration with Jira

Salesforce Integration with Jira

Salesforce and Jira Integration gives real-time visibility to the customer success team and backend team in each other’s tasks. With this kind of visibility, the coordination between the teams becomes easier, customer issues are resolved faster, and customer communication becomes seamless.

Download Datasheet

Schedule a free 30-minute live demo with our integration experts

Salesforce – Jira Integration Overview

In an Application Lifecycle Management (ALM) ecosystem, the choice of systems, and the collaboration between the cross-functional teams play a great role in delivering quality solutions. While the choice of systems impacts the productivity of a team, cross-functional collaboration enhances seamless communication between teams to make better decisions, faster.

By integrating Salesforce and Jira, enterprises can diminish collaboration barriers between their customer-facing & backend teams. It helps in keeping customer priorities clearer, makes communication with the customers seamless, and reduces the customer issues resolution time.

How Salesforce – Jira integration is beneficial for an enterprise

  • Complete transparency into each customer issue
  • Faster resolution of customer issues
  • Increased productivity
  • Higher customer satisfaction score

With Salesforce + Jira integration, enterprises can:

Salesforce JIRA integration

How OpsHub Integration Manager integrates Salesforce and Jira

OpsHub Integration Manager integrates Salesforce and Jira bi-directionally. It ensures that all data is available to each user, in thatuser’s preferred system, with full context, in real-time. The cases between Jira and Salesforce synchronize and all workitems, such as defects alongwith comments and attachments, synchronize to both systems in realtime.

Popularly synchronized entities

Salesforce JIRA Entities Mapping

Use Case: Salesforce integration with Jira

Problem statement: The customer success team in an organization uses Salesforce and the product development team uses Jira as a bug tracking system. As these systems are not integrated, it becomes cumbersome for the customer success team to follow up with backend team on each case.

Solution: If Salesforce and Jira are integrated, the customer success team will not have to manually keep following with the product development team about each case and they can keep the customer up-to-date all the time.

  1. The customer success team notices multiple tickets of the same nature associated with a customer account.
  2. These tickets have also synchronized to Jira, where the backend team has identified them as ‘defects’.
  3. The backend team specifies in the comment section that these defects are associated with one minor issue in the product. They set the deadline to resolve the issue within 24 hours.
  4. The customer success team then gets back to the customer with the update and resolution time.
Salesforce Integration with JIRA

Benefits of integration for Salesforce and Jira

Salesforce users

  • Complete transparency into how the backend team is dealing with each customer issue
  • Ability to provide real-time updates to the customers

Jira users

  • Access to the customer account, priorities contacts from within Jira
  • No manual efforts needed to keep sales team/customer success team in loop for customer issues