How to Integrate Salesforce and Jira Cloud?

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Salesforce JIRA Integration gives ongoing perceivability to the client success group and backend group in one another’s errands. With this sort of perceivability, the coordination between the groups winds up to be less demanding, client issues are settled quicker, and client correspondence ends up being seamless and consistent.

In an Application Lifecycle Management (ALM) environment, the selection of frameworks and the joint effort between the cross-utilitarian groups assume an incredible part in conveying quality arrangements. While the selection of frameworks impacts the profitability of a group, the cross-useful joint effort upgrades consistent correspondence between groups to take better choices, quicker.

By integrating Salesforce and JIRA, undertakings can reduce coordinated effort boundaries between their client confronting and backend teams. It helps in keeping client needs clearer, makes correspondences with the clients consistent, and diminishes the customer issues resolution time.

Let us the integration process of these two APIs. The blog will cover the following topics-

How to Set up a Connection to Jira?

You can set up CRM for Jira Cloud in less time than it would take to independently look into a client’s data in your CRM and Jira Software – no one wants to do that.

This guide will enable you to design the Salesforce Package. On the off chance that you haven’t done as such, introduce the Salesforce Package on your Salesforce before continuing with the accompanying advances. The Connector for Salesforce and Jira Cloud must have likewise been introduced and designed on your Jira Cloud case already.

Well-ordered Guide is as follows

  1. In Salesforce, click > Setup.
  2. If you are utilizing Salesforce Classic, click Setup situated on the upper right sheet.
  3. Search for “Package” and go to Installed Packages.
  4. Look for “Jira Cloud for Salesforce” and snap Configure.
    • You will be requested to create an API Access Token: Let’s change over to your Jira Cloud example for a minute with the goal that we can produce a Jira get to a token.
    • Click the Jira symbol in the upper left > Salesforce > Connections.
    • Choose your Connection, at that point tap on > API Access Token.
  5. A spring up window will show up with your API Access Token.
  6. Copy the API Access Token and glue it in the Salesforce screen from Step 3 and snap Save.
  7. The Salesforce Package should now have an association with your Jira Cloud

Introducing a connector will empower your client bolster group to raise cases, track status, and trade notes in Salesforce. With the Connector, you can:

  1. Update a Jira issue
  2. Establish balanced or many-to-many mapping between Salesforce cases and Jira issues:
    • One Salesforce case can be mapped to numerous Jira issues
    • One Jira issue can be mapped to numerous cases in Salesforce
    • Connect Salesforce with cloud and on-preface variants of Jira
    • Configure task guidelines to computerize and characterize the correct chain of the importance of a Jira ticket under a venture
  3. Link a Jira issue with a Salesforce case
  4. Manage Jira issues specifically in Salesforce,
  5. Easily make a Jira issue
  6. While making a case, make utilization of amazing inquiry to locate the current Jira issues that can be connected to accelerate the case goals process
  7. Limit or stretch out the remarks’ perceivability to help operators
  8. Track Jira status and refresh clients
    • Configure custom Jira fields and synchronize them with Salesforce
    • Enable bidirectional synchronization, including:
  9. Comment synchronization
  10. Attachment synchronization (from Salesforce to Jira)
  11. Deciding the Jira ventures that will be matched up with Salesforce cases
    • Create rich reports in Salesforce by joining the information from Jira and Salesforce
    • Configure custom Jira fields and match up against them with Salesforce
    • Set up and tweak the connector to adjust to your business utilize cases

How Salesforce – JIRA integration is beneficial for an enterprise? 

Effective administration requires cross-functional team collaboration to address issues. Associating Jira Cloud with your CRM offers every one of your groups a perspective of the status of work for key clients, so you can all the more likely organize and relegate duties over your association. After some time, you can follow patterns and search for chances to streamline the process of going ahead.

With CRM for Jira Cloud, your groups can likewise believe that they have the full picture of client communications in a single UI.

  • Complete straightforwardness into every client issue
  • Faster resolution of client issues
  • Increased profitability
  • Higher consumer loyalty score
  • Complete straightforwardness into how the backend group is managing every client issue
  • Ability to give constant updates to the clients
  • Access to the client account needs contacts from inside JIRA
  • No manual endeavors expected to keep deals group/client achievement team in the circle for client issues
  • Faster and smoother case goals
  • Improved client encounter
  • Higher CSAT and Customer Lifetime Value (CLV)

Use Case: Salesforce integration with JIRA

Issue explanation: The client achievement group in an association utilizes Salesforce and the item advancement group utilizes JIRA as a bug following framework. As these frameworks are not incorporated, it winds up unwieldy for the client achievement group to catch up with backend group on each case.

Arrangement: If Salesforce and JIRA are incorporated, the client achievement group won’t need to physically continue following with the item advancement group about each case and they can stay up with the latest constantly.

  1. The client achievement group sees numerous tickets of a similar sort related to a client account.
  2. These tickets have additionally synchronized to JIRA, where the backend group has recognized them as ‘deserts’.
  3. The backend group determines in the remark segment that these deformities are related with one minor issue in the item. They set the due date to determine the issue inside 24 hours.
  4. The client achievement group at that point returns to the client with the update and a resolution time.

Conclusion

The superpower of Salesforce lies in the fact that it can integrate n number of plugins to your Salesforce instance. Jira is just another function that you can have within your silo. Leverage all that you can with Salesforce and see your enterprise growing in leaps and bounds.

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