Software development teams and non-development teams both frequently use Jira as a tool for tracking and resolving issues. It offers project management capabilities for Agile projects, with customizable templates for various teams. On the other hand, Salesforce is a well-known CRM software that aids firms in managing client connections. It enables recording, tracking, and analyzing customer data to deliver personalized services.

The Benefits of Jira and Salesforce Integration

The integration between Jira and Salesforce ensures bi-directional, real-time synchronization of information, enhancing team collaboration. It allows users to stay on their preferred platforms while controlling the flow of data independently. By connecting Salesforce customer data with Jira, teams gain a comprehensive view of customer issues and feedback, enabling seamless collaboration between developers and support. 

The integration automates tasks like licensing and contract management by exchanging relevant information between Jira and Salesforce. Users benefit from consistent, accurate information accessible in both systems. Moreover, automated handling of downtimes and outages ensures constant system updates, eliminating the need for manual intervention.

Picking a Tool for Jira and Salesforce Integration

When choosing the best tool for integrating Jira and Salesforce, several factors should be considered. First, ensure compatibility with the specific versions of Jira and Salesforce being used. Assess the required features, such as data synchronization, custom field mapping, and bi-directional synchronization. Opt for a tool that offers an intuitive interface and clear setup instructions, especially for non-technical users. Consider scalability to accommodate future growth or changes in the organization. Evaluate the cost structure and ensure it aligns with the tool's benefits and features.

Exalate is a system for integrating that addresses these considerations. It supports decentralized integration, enabling independent work while controlling information flow. With flexible configuration modes and advanced scripting capabilities, it adapts to changing business requirements. Automatic synchronization, even during system downtime, ensures reliability. Exalate provides security mechanisms for data protection. It is user-friendly and suitable for both commercial and technical users. Following a step-by-step process, Exalate facilitates seamless Jira-Salesforce integration, empowering teams to collaborate effectively.

Setting Up Jira and Salesforce Integration

Exalate is the software that can be used for Jira and Salesforce integration. Follow the below steps for integrating Jira and Salesforce.

Step1 - Install Exalate On Your Salesforce Org

Install Exalate on Salesforce by visiting AppExchange. Choose either the production or sandbox environment for Exalate installation in your Salesforce org. On the user selection screen, grant access to all users, administrators, or specific users. Configure user permissions accordingly.

Step2 - Install Exalate on Your Jira account

Installing Exalate on your Jira account is a straightforward process. Simply visit Exalate's website and install the application directly. Regardless of whether you're using Jira Cloud or an on-premise version, Exalate provides seamless integration with Salesforce.

To begin, access the "Settings" icon in your Jira instance and select "Apps" from the drop-down menu. Then, choose "Find New Apps" and search for Exalate. Locate the appropriate Exalate application for your issue tracker.

Next, select "Try It Free" to bring up the "Add to Jira" pop-up. Click on the "Start Free Trial" option to initiate the evaluation process. Different options will indicate the application's status. Finally, conclude the process by clicking the "Get Started" button.

Step 3: Link Your Jira Account to Salesforce

To establish a connection between your Jira account and Salesforce using Exalate, follow these steps:

  • Initiate Connection
  • Destination Instance URL
  • Jira Instance URL
  • Connection Modes

Step 4: Configure Your Connection Once Jira is Connected to Salesforce

configure the connection to manage shared information. Access the "Connections" page in Jira and Salesforce, find the connection, and click the edit icon to make the necessary changes. Control data flow and enhance integration between the platforms.

Step 5:  Automate Integration with Triggers

Configure triggers to automate Jira-Salesforce integration. Define conditions for syncing Salesforce entities and Jira issues. Sync specific Salesforce Accounts with Jira based on customer details or automatically create Jira issues when cases are generated in Salesforce. Triggers streamline data synchronization, enhancing collaboration and workflow between the platforms.

Step 6: Sync Information for Effective Integration

Achieve seamless integration by syncing data between Jira and Salesforce. In Basic mode, create triggers or use "Bulk Connect" to sync multiple issues. In Script mode, issues are automatically synced based on configured conditions. Ensure smooth collaboration and data consistency between the two platforms.

How can Bacancy help you?

Bacancy Technology excels in providing Salesforce Integration Services that seamlessly integrate Salesforce with existing software programs. Our expertise extends to integrating Salesforce with ERP, CRM, accounting, marketing automation, and other systems. This enables a unified view and smooth information flow within your organization.