Jira Salesforce integration
Integrating Salesforce with Jira can streamline your workflow and enhance collaboration between sales and development teams. Getint offers several advantages for this integration. Getint offers a seamless integration solution between Salesforce and Jira, providing a user-friendly interface and a no-code approach that simplifies setup and management. With pre-built templates and customizable mapping, it facilitates quick configuration tailored to your specific needs. Real-time synchronization ensures up-to-date information across both platforms, enhancing collaboration and efficiency. Automation features streamline workflows, while robust security measures ensure data protection and compliance. Getint.io's scalability makes it suitable for businesses of all sizes, making it an ideal choice for integrating Salesforce and Jira effectively.
With Getint, you can integrate Salesforce to your Jira Cloud, Jira Data Center, or On-Premise seamlessly and synchronize tasks across your workspace successfully.
Prepare your workspaces, and check the fields you would like to integrate into the counterpart
Different projects have different requirements, with this in mind, you may like to track and integrate specific information for your project.
Salesforce has a multitude of custom field types that can be added to your cases, make sure to have your board configured beforehand with all the custom fields you would like to integrate so that when creating the integration, you can visualize them for mapping and map them according to their counterpart in Jira.
When you create a Salesforce custom field, you configure where you want it to appear and optionally control security at the field level.
Please, note that some custom field types may not be supported by us at the moment. In case you need a custom development for your product or project, please send an email to jacek@getint.io for pricing.
Create the integration and add the connections
Access the Getint App in Jira.
Here we are going to select the Jira - Salesforce Integration app for this integration, then create the connection for Jira with Jira’s API token and create the connection for Salesforce with Salesforce’s API token. Remember to give a name to your integration, then create it.
Navigate to Jira, go to “Apps”, and select “Salesforce integration for Jira” (If you still don’t have the trial for this application, please check it at the Atlassian Marketplace on: Salesforce Integration for Jira (Bi Directional issue sync) | Atlassian Marketplace
Select “Create Integration” then “Continuous Sync” or "Migration" based on your requirements.
2. Create the tokens for Jira workspace, and create the connections right after To ensure the integration functions properly, grant access to both environments using their respective access tokens.
You can learn how to create the access token on Jira with the below, but you can also follow this article: Manage API tokens for your Atlassian account | Atlassian Support
In the video below you can learn how to create the connection for Salesforce
Add mapping fields and configure them
3. Add type mappings, and map them according to your organization’s interest
Create a task ↔︎ task, and subtask ↔︎ subtask task type mapping, add your desired fields, and define the sync direction (unidirectional or bi-directional) with the arrows. and configure your task status synchronization. Save your integration at the end:
Note that the options on the left are from Jira, and the options on the right are from Salesforce.
Click on the “Start with mapping types” button, and the “Map Your Types for a Seamless Integration” tab should pop up:
Map task to case, account, or contact, and you can add another mapping type with subtask to subtask:
Use the “Add Mapping Field” button to map different fields of your workspaces to integrate them, the menu at the top can be used to navigate the Type Mapping Configuration screen to edit different settings of your mapping, such as Status and Comments & Attachments:
Use the step-by-step configurator to map your fields, for example, Assignee to Assignee, Priority to Priority, Title to Title, and so on, click on the arrows in the middle to define the synchronization flow (updates only unidirectionally from left to right, from right to left, or bidirectional)
Click the “Apply” blue button at the right bottom to save the changes made
Map the statuses, use the dropdowns to map them according to your organization parameters, and click Apply to save the changes made
Name your integration, then create it
Create a test ticket on both sides to check if it’s working
4. Create a ticket or task on each side to test the integration
WARNING: For Salesforce integration, you need to ‘'re-map’' Title and Summary, as per default the integration loads Title to Title and Description to Description:
If you don’t change the Title to Title mapping, you may end up experiencing errors similar to this:
To circumvent this, simply delete the pre-existing Title to Title mapping, then map Jira "Title (Summary)“ to SalesForce ‘'Subject’'
Save the mapping, and esure that whenever you are creating a case from Salesforce you need to add a summary to it. If you don’t add a summary to your SF case, it won’t synchronize through and you will most likely visualize this error in your logs:
Make sure to add a subject to your Salesforce Case before saving it to prevent sync errors
Add a comment or attachment, and change the task status on one side to ensure the corresponding fields are captured correctly on the other:
The integration has been successfully set up, the tasks are synchronizing through both workspaces and assigning correctly the data from the fields mapped.
In case you bump into an error while trying to integrate your software, please raise a ticket at our support channel: https://getintio.atlassian.net/servicedesk/customer/portals (You can also email us at support@getint.io).
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