Salesforce Jira Integration

Learn how to configure and manage Salesforce-Jira integrations in ZigiOps, including prerequisites, setup steps, mappings, and supported scenarios.

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

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.

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.

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)

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.

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