INTEGRATE SALESFORCE WITH JIRA


As companies look for better ways to collaborate between teams, often times redundant activities need to be identified and cut down as much as possible. One of the most popular ways of adding efficiencies to business processes is by integrating Salesforce with JIRA. By doing so, organizations can reduce their data entry load and eliminate the need for handoffs between personnel.

Salesforce is an enterprise software platform that allows staff to manage different aspects of their customers’ data. JIRA is an agile project management system that enables companies to identify and track projects and tasks. It also allows users to assign tasks, create estimated delivery dates, and assign priorities. By integrating Salesforce with JIRA, staff can manage their customer data and project management within a single solution.

Organizations can take advantage of the integration between Salesforce and JIRA in a number of ways, including:

Data Sharing: With the integration, users can create forms that will automatically update both platforms, eliminating the need to manually enter data. This saves time and money as staff can focus their efforts on more pressing tasks, while Salesforce and JIRA communication happens in the background.

Comprehensive View: By having both platforms connected, teams can quickly assess customer data alongside project updates. This helps teams provide a more complete view of a project or task and provide additional information as needed. It also eliminates the need for copy and paste and manual transfers of data.

Point of Contact: Integrating Salesforce and JIRA allows users to keep staff informed on project updates without the need for constant communication. Additionally, staff can assign tasks and update tasks without ever having to leave the platform, streamlining communication across teams.

Increased Efficiency: Bundling Salesforce and JIRA together can create smoother processes with less time spent on repetitive actions. This can help companies reduce overhead costs and remain competitive as they can free up staff to work on more specialized tasks.

For enterprise users that are looking for a comprehensive Salesforce release management, Salesforce data backup and recovery, and Salesforce security solution, integrating Salesforce with JIRA can boost efficiency and create a more cohesive work environment. By leveraging the integration capabilities of both platforms, companies can ensure that customer data is up to date while project management remains on track. For enterprise users, making the most of the capabilities of Salesforce and JIRA is integral to achieving their business goals.

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Salesforce tools

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Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin