How to set up a Jira Salesforce Integration In 2024

Table of Contents
jira salesforce integration

Embarking on the journey of Jira Salesforce integration in 2024?

 This guide unveils the latest techniques for a seamless Jira Salesforce integration, catering to both seasoned administrators and newcomers. Explore the steps, tips, and advanced strategies to enhance your Jira Salesforce integration and streamline collaboration across platforms.

Table of contents

Why Jira Salesforce Integration

For your global team’s seamless collaboration, consider integrating Jira with Salesforce. This powerful connection automates the real-time exchange of critical business information, reducing errors and delays. With this integration, you’ll ensure transparency and prevent data silos, allowing your team to work efficiently in familiar environments.

Moreover, it streamlines workflows, enabling your valuable resources to focus on high-priority tasks.

[Back to top]

Selecting the appropriate tool for integrating Jira and Salesforce

Choosing the right tool for Jira Salesforce integration is crucial for maximizing benefits. Consider various factors before proceeding.

  • Decentralized Integration: Facilitate independent team collaboration with decentralized integration. Ensure post-setup operations run smoothly and securely without prior consultation.
  • Flexibility: Embrace flexibility to effortlessly adapt to evolving requirements, even in complex scenarios. Seamlessly adjust to changing business needs with minimal configuration.
  • Reliability: Prioritize reliability in your integration tool for uninterrupted operations. Guarantee synchronization without manual intervention, ensuring seamless resumption after downtime. Maintain continuous and secure data flow.

[Back to top]

Setting up a Jira Salesforce Integration Step-by-Step Process

Step 1: Install Exalate on Salesforce 

    • Initiate the installation of Exalate on Salesforce by navigating to Salesforce AppExchange and searching for “Exalate.” Locate the app and click on the “Get it Now” button.
jira salesforce integration
source: idalko.com
    • Select your preferred installation location for Salesforce—opt for either “Install in This Org” or a Sandbox org. In here choose “Install in This Org.”
source: idalko.com
    • Scroll down, review, and agree to the terms and conditions. Click “Confirm and Install” to commence the installation process.
    • Specify the users you want to install Salesforce for. Go for “Install for All Users” and click “Install.”
jira salesforce integration
source: idalko.com
    • “Approve Third-party Access” by clicking “Continue,” granting Exalate access to necessary data. Once approved, click “Done” to finalize the setup.
source: idalko.com
    • Proceed to Salesforce and create a connected app. Secure the “Consumer Secret” and “Consumer Key” generated in this process. In your Salesforce instance, search for “Exalate” in “Apps.”
    • Request an Exalate node using the saved “Consumer Secret” and “Consumer Key.” Click “Request Node.”
jira salesforce integration
source: idalko.com
    • Click “Allow” to grant access permissions to Exalate. Enter personal details and press “Agree and Submit.” Await an email from the Exalate License Manager.
source: idalko.com
    • Upon email receipt, select “Verify Exalate instance” to be redirected to the Exalate admin console.
    • Log in to your Salesforce Exalate instance following the provided steps.
    • Start setting up your first connection. Skip step 3 if Exalate is already installed on your Jira instance; otherwise, proceed to the next step.

Step 2: Install Exalate on Jira

    • Install Exalate on Jira either directly from the Exalate website or by visiting the Atlassian marketplace.
    • Assuming you are using Jira Cloud, Exalate allows synchronization with Jira on-premise as well. For on-premise installation details, refer here.
    • To install Exalate from within Jira, click on the “Settings” icon at the top right of your Jira instance and choose “Apps” from the drop-down menu.
jira salesforce integration
source: idalko.com
    • In the left-hand submenu, select “Find new apps” and type “Exalate” in the search box. Ensure you choose the right Exalate app for your issue tracker; for example, “Exalate Jira Issue Sync & more.”
source: idalko.com
    • Click the “Try it free” button, and an “Add to Jira” pop-up will appear. Review the Exalate app details by clicking “View app details” or proceed by clicking “Start a free trial” for Exalate on Jira.
    • Pop-ups will indicate the status of the app installation process.
    • After some time, proceed by clicking the “Get Started” button.
jira salesforce integration
source: idalko.com

Now you are ready to begin your first connection with Exalate on Jira.

Step 3: Connect Jira to Salesforce

    • After installing Exalate, start a connection on the Salesforce or Jira side.
    • If starting fresh, log in to your Salesforce instance. If logged out, follow the provided steps to log in again.
source: idalko.com
    • The screen will display the names and statuses of previously created connections for users with existing connections.
    • Click “Initiate Connection” for a new connection.
jira salesforce integration
source: idalko.com
    • Enter the destination instance URL in the subsequent screen. This step verifies the installation status of Exalate on the other side, with appropriate messages provided.
    • If unsure of the destination URL, select “I don’t have the URL” and follow the provided steps.
    • Enter the Jira instance URL as we initiate the connection from the Salesforce side.
    • After a quick check, choose the mode of connection.

Continue with Basic Mode

    • After selecting “Basic Mode” and clicking “Next,” confirm your admin access to the destination side (e.g., Jira).
    • Select “Yes, I have admin access” and click “Initiate.” For manual verification, follow the steps explained in Script mode.
source: idalko.com
    • Upon successful verification, you’ll be redirected to the Jira instance. Choose the project for syncing Salesforce entities from the drop-down list and click “Confirm.”
jira salesforce integration
source: idalko.com
    • Initiate syncing by entering the key of the first issue in the text box and clicking “Exalate.”
source: idalko.com
    • If it is done by the salesforce side then use the case number.
jira salesforce integration
source: idalko.com
    • For individual syncing, use the connect operation, or opt for “Bulk Connect” for multiple entities. Automatic triggers for syncing will be covered in subsequent sections.
    • After clicking “Exalate,” await status messages, and your first synced issue will soon be ready.
source: idalko.com

Continue with the Script Mode

    • In the Exalate console, after selecting Script mode, proceed to the next step.
jira salesforce integration
source: idalko.com
    • Provide a name for your connection, specifying the local instance (e.g., Salesforce) and remote instance (e.g., Jira). Optionally, input a description for the connection.
    • Initiate the process by clicking “Initiate” to generate an invitation code.
source: idalko.com
    • Copy the code for the subsequent steps.
jira salesforce integration
source: idalko.com
    • Move to your Jira instance and access the Exalate Admin console. Navigate to “Connections” under Exalate.
source: idalko.com
    • Opt for “Accept the Invitation,” paste the copied invitation code, and proceed.
jira salesforce integration
source: idalko.com
    • Select the Jira project from the provided list and confirm your selection.
    • The connection between Jira and Salesforce is now successfully established.
    • Opt directly access “Configure Sync” or edit the connection for further customization.
source: idalko.com

Both options lead to similar screens for configuring the connection.

Step 4: Customize the connection settings for Information Sharing

1. Access Connection Configuration:

    • Visit the “Connections” page in Salesforce or Jira to find and edit your established connection.

2. Connection Management Options:

    • Utilize the edit connection icon or the remote antenna button to navigate between sides.
    • Use the three dots to activate, deactivate, or delete your connection.

3. Edit Connection Details

    • Clicking the edit connection icon reveals tabs like “Rules,” “Triggers,” “Statistics,” and “Info.”
    • The “Info” tab allows you to edit the connection description and provides general information.
jira salesforce integration
source: idalko.com

4. Configuration of Sync Rules:

    • Access the “Rules” tab to configure sync rules using the Groovy scripting language.
    • Define “Outgoing sync” rules for sending information and “Incoming sync” rules for interpretation.
    • Entities are addressed differently based on the platform accessed.

5. Example of Sync Rules on the Salesforce Side:

    • In “Outgoing sync” rules, e.g., “replica.description = entity.Description,” signifies sending the Case description from Salesforce.
    • On the Jira side in “Incoming sync” rules, e.g., “issue.description = replica.description,” copy the Case description into the Jira issue.

6. Handling Special Cases

    • Set values for entity fields by replacing existing values with those in “quotes.”
    • Exclude data by deleting or commenting out lines using “//” or “/” and “/.”
    • Explore ‘script helpers,’ such as “attachmentHelper.mergeAttachments,” for complex processing.
source: idalko.com

7. Exploring Advanced Options

    • Edit sync rules in the outgoing or incoming sync rules section based on changes needed for sent or received data.

Step 5: Establish triggers for automatic synchronization.

    • Navigate to the Exalate console and access the edit connection screen under “Connections.”
    • Click on the “Triggers” tab, or use the left-hand menu to create a trigger.
    • If it’s your first trigger, the screen will be empty. Click on “Create trigger” to begin.
    • On the “Add trigger” screen, select the Salesforce entity type for synchronization (e.g., Account, Case, Opportunity).
jira salesforce integration
Source: idalko.com
    • Define specific conditions for the trigger by entering details manually or using a SOQL query.
Source: idalko.com
    • Compose the query in the “If” section and include notes for clarity, aiding understanding in case of numerous triggers.
jira sales force integration
Source: idalko.com
    • Toggle the “Active” button to activate or deactivate the trigger based on your requirements.
    • Click “Add” to finalize trigger creation.
Source: idalko.com
    • View the trigger listed on the previous screen.
    • Manage triggers by toggling the “Status” button for activation or deactivation.
    • Use the 3 dots under “Action” to edit, delete, or perform “Bulk Exalate” for syncing existing issues or entities that satisfy trigger conditions.
    • Don’t forget to “Publish” to save and apply the changes.

Step 6  Start synchronizing information

You’ve initiated the Jira-Salesforce connection. In Basic mode, synchronize through triggers, bulk connect, or the “Connect” operation. Moving to Script mode, automatic syncing occurs based on configured conditions. 

Exalate periodically checks for syncs and updates; if changes aren’t immediate, wait and try again. Adjust sync rules and triggers for smooth operation.

Conclusion

In conclusion, the dynamic landscape of 2024 demands seamless collaboration, and a robust Jira Salesforce integration proves to be the solution. By following the outlined steps, you empower your teams with efficient communication, data synchronization, and the flexibility to adapt to evolving business needs. Embrace the power of integration for a more connected and productive future.

Reduce

Refunds

Automate Customer Support

Group 6342@2x
Refunds
Group 6342@2x
Order delay monitoring
Group 6342@2x
Subscription modifications
Group 6342@2x
Missing orders
Group 6342@2x
Subscription cancellations
Group 6342@2x
Much more
Claim Your 6 Months Of FREE Credits Now

Reduce Refunds
Automate Customer Support

Group 6342@2x
Refunds
Group 6342@2x
Order delay monitoring
Group 6342@2x
Missing orders
Group 6342@2x
Much more
Claim Your 6 Months Of FREE Credits Now

AUTOMATE CUSTOMER SERVICE AND REDUCE REFUNDS

Claim Your 6 months of FREE Credits Now!

Get the code. Use anytime in the next 6 months.

Helplama Helpdesk is now Saufter.io!