Guided setup maps Salesforce objects to the Jira projects and issue types your team uses.
Salesforce Integration
Keep customer-facing teams in Salesforce and delivery teams in Jira aligned with reliable two-way sync.
Connect SalesforceImplementation Facts
Near real-time updates keep status, owner, priority, and customer context aligned.
Audit logs make every sync decision visible for operations, support, and delivery teams.
Customer-To-Issue Sync
Connect Salesforce records with Jira issues so customer requests and delivery work stay linked.
Field Mapping Controls
Map Salesforce fields to Jira fields with explicit rules for ownership, status, priority, and custom data.
Account And Project Scoping
Choose which Salesforce objects, accounts, and Jira projects are included in each sync workflow.
Comment And Context Relay
Share key updates across sales, support, success, and engineering without manual handoffs.
Ownership Alignment
Keep assignees, account owners, and escalation owners synchronized across both tools.
Operational Audit Logs
Inspect sync attempts, retries, and outcomes for every linked Salesforce and Jira record.
Supported Fields And Entities
Cases
Accounts
Opportunities
Jira Issues
Status / Stage
Owners / Assignees
Priorities
Descriptions
Comments
Custom Fields
How Salesforce Sync Works
1
Connect Salesforce And Jira
Authorize both systems and choose the objects, projects, and issue types to synchronize.
2
Configure Mappings
Define status, owner, priority, comments, and custom field rules for your workflow.
3
Validate And Go Live
Run a test sync, review audit logs, then activate real-time synchronization.
Ready to connect Salesforce?
Get an onboarding session and launch your first synchronization workflow with confidence.