Jira Software Salesforce integration
Merging Jira with Salesforce is both intuitive and productive. This union combines a leading project management tool with a top-tier CRM platform, enabling teams of all kinds to collaborate by consolidating data effortlessly across systems. Dive into an inclusive integration as you synchronize tasks, cases, leads, and other entities, tailoring the process with custom fields, attachments, priorities, and more. If you're pondering an integration shift, transition seamlessly between Jira and Salesforce without compromising any data.
3-minute Setup to Get You Up and Running ASAP
- 01
No need to install the Salesforce app or connector; simply use a Jira app.
- 02
Set up the connection with Jira and Salesforce.
- 03
Implement the fundamental types association (e.g. Issue to Task).
04Map the fields like assignees, labels, and more.
05Name your integration, save the settings, and relish the enhanced functionality.
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Documentation: Jira Software Salesforce integration
Migrate data between Jira Software <-> Salesforce
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What is Jira
Jira epitomizes Atlassian's vision for comprehensive project governance and issue redressal. An anchor for agile collectives, it unveils a methodical paradigm for software project intricacies. Its streamlined interface underscores task parsing, priority calibration, and project evolution tracking. Evolving, Jira now addresses multifaceted challenges spanning IT and diverse business modules. Its customization potential, enriched by an eclectic mix of integrations, underscores its preeminence for collaborative endeavors.
What is Salesforce
Salesforce is a dynamic customer relationship management (CRM) platform designed by Salesforce.com, Inc. Embraced by businesses globally, Salesforce offers an all-encompassing solution to manage sales, customer service, marketing, and more. Its intuitive interface enables organizations to cultivate leads, nurture customer relationships, and close deals efficiently. Beyond its core CRM capabilities, Salesforce has expanded its horizons with a myriad of applications catering to different business needs, such as analytics, automation, and integrations. This adaptability, amplified by an expansive app exchange ecosystem, positions Salesforce as a pivotal platform for enterprises aiming to streamline customer interactions, boost sales, and achieve unparalleled business growth.
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