SOLJIT Salesforce to Jira Connector
Ideal to manage professional services - Convert and Sync Salesforce Opportunities & Cases into JIRA Projects & Issues
Convert Salesforce Opportunities to Jira Projects
The hand-off between Sales teams, Professional services and Development teams is made easy. Salesforce Opportunities are converted into Jira projects, including: description estimated hours, due date, assignee, reporter.
Opportunity Products become Jira Issues
The Products (quote line items) from the Salesforce Opportunities become Jira Issues. This ensures that the project in Jira is in alignment with the contract that was signed. The project can start on the right foot.
Jira Work Logs sync to Salesforce for Reports
The connector sends Jira information back to Salesforce (including work logs, comments, and more) so you can build custom Salesforce reports on: project profitability, burn rate, hours logged vs. estimated, and more.
The Salesforce-Jira connector is feature rich. Upon installation in Salesforce and Jira, it will create several custom objects in Salesforce: Jira Connector Settings, Jira Users, Jira Projects, and will add 3 ready-made reports about your synced projects. Not only does it enable you to turn any Opportunity into a Jira project, but also to import existing Jira projects into Salesforce. The sync frequency can be set as low as 15 minutes, or forced manually per project. The sync includes Issue Name and Description, Assignee, Reporter, Work Logs and Comments.
Privacy and security
SOLJIT Salesforce to Jira Connector integrates with your Atlassian product. This remote service can:
- Read data from the host application
Using this feature is easy. In each Opportunity, there is a Sync with JIRA button. Before the sync, the Salesforce user has the option to modify each line item, the Assignee, the Reporter, the Issue type, and more.