Teams using different platforms like Jira or Salesforce, can coordinate with each other by sharing information and expertise to help enhance overall customer experience.
But this information exchange if manual (through emails or phone calls) leads to inaccurate, misplaced, or even wrong data exchange.
With a Jira Salesforce integration:
- information is synchronized bi-directionally, automatically, and in real-time, helping teams collaborate better. All this without having to leave the platforms they already use.
- each side will independently control what information is sent to and received from the other side without disturbing each other.
- have a complete overview of customer issues, feedbacks and queries from Salesforce in Jira, so developers can take up feature requests or dev updates instantly.
- automate back-office tasks like licensing and contracts by sending relevant information between Jira and Salesforce.
- experience consistent, accessible, and accurate information in Jira and Salesforce.
- handle downtimes and outages in systems automatically without manual intervention. So your system is always up-to-date with the latest information.
For such an integration, choosing the correct tool is important. We have chosen Exalate
, because it inherently supports all the above features.
It is flexible as it has a scripting mode suitable for advanced or complex use cases.
It is also reliable, so synchronizations are queued and applied in the order of their initiation whenever there is a system failure or downtime.
And it ensures autonomy with the help of sync rules that can be edited on either side of integration independently.Note: You can also have a look at Exalate’s security and architecture whitepaper if you want to learn more.
We saw how a Jira Salesforce integration can help your teams work harmoniously with each other. Let’s now see how we can use Exalate to implement this integration.