# Salesforce Jira Integration Integrate Salesforce and Jira to synchronize cases, tasks, and custom objects across CRM and DevOps teams using ZigiOps - a secure, no-code integration platform. This integration enables real-time or scheduled data synchronization, eliminates manual updates, and ensures a single source of truth between Salesforce and Jira. ### Integration video {% embed url="" %} ### What can I integrate between Salesforce and Jira? ZigiOps can integrate any Salesforce entity (Cases, Custom Objects, etc.) with any Jira issue type (Tasks, Issues, Bugs, etc.), allowing you to build custom workflows tailored to your processes and data models. Out of the box, ZigiOps provides ready-made integration templates for the most common Salesforce and Jira scenarios, including: * Salesforce Cases to Jira Tasks * Jira Tasks to Salesforce Cases These templates serve as preconfigured starting points and can be customized or extended to support additional Salesforce entities, Jira issue types, and business-specific workflows. Each integration scenario can be configured as one-way or bi-directional, with full control over field mappings, filters, triggers, and synchronization rules. {% hint style="warning" %} **Important note on Salesforce attachments:** Salesforce uses the `lastmodifieddate` attribute to detect record changes. ZigiOps relies on this value. However, Salesforce does not update `lastmodifieddate` when an attachment is added to a record. A mechanism to update `lastmodifieddate` when attachments are added is required on the Salesforce side. {% endhint %} | Common Salesforce entities | Common Jira issue types | Common fields typically synchronized | | -------------------------- | ----------------------- | ---------------------------------------------------------------------------------------------------- | | Case | Task / Issue | Subject / Summary, Description, Priority, Status / State, Owner / Assignee, Comments, Attachments | | Case Comment | Comment | Body / Comment text, Author, Created date | | Custom Object | Issue (custom) | Custom fields, Status, Assignee, Comments, Attachments | | Any Salesforce entity | Any Jira issue type | Standard + custom fields, Comments, Attachments, Status/State mappings, Correlation ID (recommended) | {% hint style="info" %} ZigiOps supports synchronization of all standard and custom fields for Salesforce and Jira. The table above lists only the most commonly used fields for clarity and illustration purposes. {% endhint %} ### How does the Salesforce and Jira integration work? ZigiOps connects Salesforce and Jira using their native APIs and acts as a secure integration layer between the two systems. * No scripting or custom development required * Configured entirely through the ZigiOps UI * Supports polling- and event-based synchronization * Does not permanently store transferred business data The platform can be deployed on-premises or used as a cloud service, depending on your security and compliance requirements. ### Prerequisites and permissions Before enabling the Salesforce and Jira integration, ensure the following prerequisites are met. | Integration Scenario | Salesforce - Authentication | Salesforce - Permissions | Salesforce - Environment | Jira - Authentication | Jira - Permissions | Jira - Environment | | ------------------------------ | ------------------------------------------------------- | ----------------------------------------------- | ---------------------------------------- | --------------------- | -------------------------------------------------------- | -------------------------------------------------------------- | | Salesforce Cases to Jira Tasks | OAuth (Username + Password + Client ID + Client Secret) | Read / Write access to Cases and target objects | Salesforce (any supported version) Cloud | Username + API Token | Create / Read / Update issues; Access to target projects | Jira Software or Jira Service Management, Version 7.x or newer | | Jira Tasks to Salesforce Cases | OAuth (Username + Password + Client ID + Client Secret) | Read / Write access to Cases and target objects | Salesforce (any supported version) Cloud | Username + API Token | Create / Read / Update issues; Access to target projects | Jira Software or Jira Service Management, Version 7.x or newer | ### Setup Follow the steps below to enable the Salesforce and Jira integration using a prebuilt ZigiOps template. 1. Log in to your ZigiOps instance. 2. Navigate to ZigiOps - Configurator. 3. Load the desired Salesforce and Jira integration template. 4. Select the corresponding Integrated Systems (Salesforce and Jira). 5. Click **Save** to continue. 6. Enable the integration using the slider button located in the middle section of the screen. Once enabled, ZigiOps starts synchronizing data based on the configured mappings and rules. ### Mapping examples Below are typical field-mapping examples used across the Salesforce and Jira integration scenarios. Mappings can be customized per use case. **Example: Salesforce Case to Jira Task** | Salesforce field | Jira field | Advanced Field Mapping Example | | ---------------- | ----------- | ----------------------------------------------------- | | Subject | Summary | - | | Description | Description | - | | Priority | Priority | - | | Status | Status | New - To Do, In Progress - In Progress, Closed - Done | | Owner | Assignee | - | | Comments | Comments | - | | Attachments | Attachments | - | **Example: Jira Task to Salesforce Case** | Jira field | Salesforce field | Advanced Field Mapping Example | | ----------- | ---------------- | ----------------------------------------------------- | | Summary | Subject | - | | Description | Description | - | | Priority | Priority | - | | Status | Status | To Do - New, In Progress - In Progress, Done - Closed | | Assignee | Owner | - | | Comments | Comments | - | | Attachments | Attachments | - | ### What data can be synchronized? ZigiOps supports synchronization of: * Standard fields * Custom fields * Status transitions * Comments * Attachments * Users and assignments (configurable) Each field can be mapped independently for each direction. ### Frequently asked questions (FAQ)
Can I sync custom Salesforce objects? Yes. ZigiOps supports any Salesforce entity including custom objects.
Is the integration bi-directional? Yes. All scenarios support bi-directional synchronization, configurable per field.
How are update loops prevented? ZigiOps uses correlation IDs and internal logic to prevent circular updates.
Does ZigiOps store my Salesforce or Jira data? No. ZigiOps does not permanently store transferred business data.
### Related resources * [How to connect Salesforce to ZigiOps](#) * [How to connect Jira to ZigiOps](#) * [Data mapping fundamentals](#) * [Salesforce and Jira integration troubleshooting](#) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.zigiwave.com/integration-catalog/salesforce-jira-integration.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.