Simplify collaboration across the organization with Salesforce and Jira. Free Sales to focus on closing deals.
Surface essential information
Enable Sales and Support to speak the same language by letting them share and access Salesforce Leads, Contacts, Accounts, Opportunities and case information in Jira Service Desk.
Personalized experience for customers
Reduce resolution time by providing customer support direct access to essential Contact and Account information and history. Surface additional details like customer's active licenses, contracts and environment information.
Efficient Escalations and Notifications Workflow
Create Jira issue out of Salesforce Case
Link a Jira issue with Salesforce Case and enable synchronization to keep everyone up-to-date. Reduce operational complexity. Simplify the delivery of customer information. Share customer reports, logs, attachments and comments.
Escalate Cases from Salesforce to Jira with a push-button. Save your busy in engineers up to 75+ hours a week.* Automate with Jira workflow post functions and Salesforce Apex triggers.
* Read the DoubleDutch's case study by clicking here.
Eliminate context shifting. Bi-directional, automatic, field-to-field synchronization enables your teams to collaborate without leaving the tools they are working with. Full control over Case Comments synchronization across the two systems increase both transparency and privacy.
Managing Customer Contracts and Licenses
Legal review made easy
Request Legal team to review Statement of Work before signing off Contract with prospects. Prepare all required contracts, agreements and statement-of-work documents.
Work together and share files
Exchange comments and control the visibility of the comments with respect of teams. Send official documents as attachments across Salesforce and Jira.
Requesting Marketing Services
Marketing services as helpdesk
Plan, track and work on requests from Sales for custom account-based pre-sales collaterals. Manage marketing or creative services in Jira with integration to Salesforce where your Sales team lives.
Share marketing collateral
Collaborate on creative content by exchanging comments and attachments across Jira and Salesforce.
All the Features You Need to Get the Job Done
Create and Link Jira issues from Salesforce
Create and link Jira Issues without leaving Salesforce for easy collaboration between teams
Sync field values, comments and attachments with mapping configuration
Automation via Native Functions
Use of Jira workflow post functions and Salesforce Apex classes and triggers
Up to Many-to-Many Associations
Link multiple Jira issues with multiple Salesforce objects, in read-only or full sync mode
Custom Objects Support
Create and associate Jira issues with more than just built in Objects in Salesforce
Advanced Comment and Attachment Settings
Chatter, comment tagging, privacy filters, sync direction settings and aggregated comments view
...plus Support for Jira Server and Jira Cloud, Salesforce Lightning compatibility, bulk operations, multiple Salesforce connections, search and more.
Close the Feedback Loop
Increasing collaboration between systems and teams
Sync information between Salesforce & Jira
Easily relay information between your teams using Salesforce and Jira reducing the friction in communication.
Collaborate on a common and tracked goal
With support to native communication methods in each system, the goals are clearer with full context.
Communicate freely with confidence
Seamlessly resolve and respond to your teams and external participants with confidence over what is being communicated and relayed between the systems.