Use Case

Requirements

#

Salesforce

Jira

Connected Systems

Authentication (supported methods)

  • Username, Password, Client ID, and Client Secret

  • Username and Password (server)

  • Username and API Token (cloud)

Permissions

  • Modify All Data (permission)

  • Add Comments

  • Assign issues

  • Browse Projects

  • Create Attachments

  • Create Issues

  • Edit Issues

  • Resolve Issues

  • Transition issues

Environment

  • Client ID and Client Secret

  • Attachments Requirement (only if attachments are used in the integration)

  • Correlation Field

  • API Token (cloud)

Network Requirements

Setup

  1. Log in to your ZigiOps instance.

  2. Go to ZigiOps → Configurator and load the integration template.

  3. Select the desired Integrated Systems and Integrated Systems and click the Save button to continue.

  4. Enable the integration from the Slider button in the screen's middle section.

How does the Jira Salesforce Integration work?

  1. When there is a new case in Salesforce, ZigiOps will automatically collect it, based on a predefined time interval, and transfer it to Jira as a task. All necessary fields will be transformed and also moved to Jira (based on the defined mapping in ZigiOps).

  2. Once there is an update on the Salesforce case, ZigiOps will pick it up and populate the corresponding Jira task with the necessary fields (comments, attachments, assignees, and more).

  3. When the Jira task is closed or updated, ZigiOps will close or update the corresponding Salesforce case with the applicable information or close it.

 Visit our website for more information, about our Jira Salesforce integration.

Specifics

No specifics are available for this integration.