Selecting a Salesforce-Jira Connector in 2023
Enabled by global digital connectedness, cross-collaboration proved to be the silver lining just when the world was hit by the pandemic.
Research shows that a major determinant of how organizations handled such crises was cross-collaboration.
This is because they were able to minimize the time and effort required to resolve customer issues and build a highly-personalized approach to support.
Having said that, such collaboration doesn’t come challenge-free. Cross-collaboration plays a key role when streamlining workflows between different teams.
But when they are unaware of other teams’ workflows, barriers to collaboration arise.
In this blog post, we discuss how you can overcome cross-collaboration challenges with the help of Salesforce-Jira integration.
We’ll also learn more about which factors to consider when selecting a Salesforce-Jira connector in 2023.
How Integration Helps Resolve Cross-Collaboration Challenges
a. Streamline Cross-Collaborating Teams: The aim of business is to grow at a steady pace, create new opportunities, and expand in the market. Streamlining processes through automated integration empowers teams to do more with less.
b. No Shuffling Between Platforms: Get a single view of data by eliminating the need to switch between platforms.
c. Silo-Free Teams: Enable support and product teams to access data in an integrated manner.
Ways To Integrate Salesforce and Jira
1. Via Custom Integration: To integrate Salesforce and Jira using the custom approach, you’ll need to write code. This process needs to be carried out in a manner that a one or two-way data flow is enabled. However, this is a short-term solution. Once the integration is done, you can add more functionalities. In essence, custom integration is confined to facilitating data flow between your Salesforce and Jira.
2. Via a Connector: Businesses prefer connectors over custom integration. This is because they enable you to build a bi-directional flow of data, as well as a set of workflows to manage tasks. A connector is a long-term solution, scalable, offers more use-cases & functionalities, is easy to set up, and can also be customized on the basis of requirements. A connector will enable you to seamlessly integrate Salesforce and Jira when compared with custom integration.
Factors to Consider When Selecting a Salesforce-Jira Connector
1. Features
a. Bi-Directional Sync: Getting a seamless and secure flow of data between Salesforce and Jira, as well as auto-syncing attachments and comments
b. Reporting: Tracking the number of cases escalated as Jira issues with advanced reporting capabilities
c. Search Capabilities: Getting a comprehensive view of the search results page and searching for existing Jira issues
2. Standards Used to Securely Access Data
a. Secure Software Development Life Cycle: Throughout the connector’s lifecycle, a framework, governance, tools, checkpoints, and industry best practices should be used to ensure business readiness.
b. Support: Full-time support is provided to customers. Any issues faced with the out-of-the-box functionalities or customization should be handled by a professional services team.
c. Security Certifications: Security and compliance are top priorities since they are fundamental to securing data, eliminating system vulnerabilities, and ensuring business continuity.
3. Ease of Migration
There should be seamless migration of Salesforce and Jira using the connector. The migration should be completed in 72 hours or less with zero data loss.
4. Pricing
The connector should come with transparent pricing and no hidden charges. It should be equipped with out-of-the-box features.
5. Customization
The connector should be adaptable so that you can customize it to best handle use cases, business processes, and workflows.
6. Technical Support
The connector should guarantee technical support, troubleshooting, and reassure customers that issues will be resolved. Support agents should be available to provide real-time support.
7. Reviews on Platforms Such as Salesforce AppExchange and Atlassian Marketplace
Reviews help in building trust. Customers then encourage word-of-mouth marketing for the product. Product reviews help you get a clear idea about the connector before making a purchase.
Enhance Business Agility With Sinergify
What is Sinergify?
Sinergify is an integration connector that facilitates silo-free interactions between Salesforce and Jira users. The collaboration tool enables you to sync data in real-time between the two systems.
How Sinergify Is Different From Available Vendors?
a. Easily Configurable: Get started in just a few clicks and define field mappings and process/rule workflows
b. No-Code Platform: Sinergify demands no technical or coding knowledge for use
c. Secure: No data loss while integrating Salesforce and Jira
d. Customizable: In accordance with your business needs
e. Comes with out-of-the-box features
f. Enable a seamless and two-way flow of data
g. Available in 18 different languages
Wrapping Up
Through cross-functional collaboration, you streamline business workflows. As a result, your teams engage with end-users better and deliver better experiences.
With Sinergify, you can integrate Zendesk Support, as well as any Salesforce object or module (Sales, Service, Community, Marketing Cloud) with both cloud and on-premises versions of Jira.
