Use-Cases
Sync Data, Streamline Workflows, & Accelerate Resolutions with Salesforce-Jira Integration
Faster Resolutions, Smarter Collaboration
With Sinergify
Empower your teams with Sinergify’s next-generation Salesforce-Jira integration that enhances operational efficiency and accelerates issue resolution. By bridging the gap between Salesforce and Jira it ensures that your organization benefits from unified data visibility and enhanced platform communication. Let’s take a look at Sinergify’s core use cases.
Global Support Team Management
Connect Multiple Jira Instances with a Single Salesforce Org
By facilitating bi-directional data synchronization, it allows real-time updates and visibility into Jira issues directly within Salesforce. This integration streamlines workflows by eliminating the need for manual data entry and reducing errors, ultimately enhancing collaboration between support, engineering, and product teams.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Post-Merger Complexity: Difficulties consolidating multiple Jira instances | Effortless Integration: Unifies multiple Jira instances with a single Salesforce Org, streamlining post-merger operations. |
| Regulatory Compliance: GDPR & HIPAA require region-specific Jira instances | Compliance-Ready: Ensures regional data segregation & access controls for GDPR & HIPAA adherence. |
| Workflow Mismatches: Custom Jira configurations disrupt unified ticket tracking | Workflow Alignment: Maps custom workflows and field configurations across Jira instances while preserving team-specific processes. |
| Operational Silos: Duplicate data & misaligned support tickets slow collaboration | Data Accuracy: Eliminates redundancies, improving collaboration & consistency. |
Who Will Find this Useful?
Stakeholders
Support Managers, IT Admins,
Operations Managers
Industries
Telecom, Software, & Global Enterprises
Unified Issue Tracking Across Departments
Sync Multiple Salesforce Objects with Jira
Sinergify enables seamless synchronization of multiple Salesforce objects including Cases, Opportunities, and Custom Objects with Jira, ensuring that different teams across an organization stay aligned on issue resolution and project progress.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Delayed Bug Fixes: Disconnected Salesforce cases & Jira bugs = Slower resolutions | Real-Time Bug Sync: Salesforce Cases & Jira bugs stay connected for faster fixes |
| Task Confusion: Overlapping tasks in Salesforce & Jira create misaligned priorities | Aligned Task Management: Synchronizes tasks between platforms, clarifying ownership and aligning priorities |
| Missed Feature Requests: Lack of synchronization results in overlooked customer requests | Smart Feature Request Prioritization: Map Salesforce opportunities to Jira stories for effective prioritization of customer needs |
| Incident Escalation Gaps: High-priority cases misaligned between Salesforce Cases and Jira Incidents delay resolutions | Faster Incident Resolution: Sync Salesforce cases & Jira incidents for quick action to critical issues |
| Limited Epic-Level Tracking: Poor real-time progress monitoring slows big projects down | Epic-Level Transparency: Track large projects across platforms in real-time, keeping all stakeholders aligned on progress and deliverables |
Who Will Find this Useful?
Stakeholders
Sales managers, support Engineers,
product managers.
Industries
Manufacturing, Healthcare, where unified
issue tracking is essential.
Enhanced Issue Management Interface
Configure & View Jira Fields Inside Salesforce
Sinergify provides a seamless interface that allows Salesforce users to configure and view Jira fields directly within Salesforce. This eliminates the need for agents and developers to switch between platforms, reducing inefficiencies and improving response times.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Inefficiency from System Switching: Support and IT teams waste time toggling between Salesforce and Jira, delaying issue resolution | Integrated Interface for Efficiency: Configure and view Jira fields directly in Salesforce to eliminate system switching and speed up issue resolution. |
| Task Confusion: Overlapping tasks in Salesforce & Jira create misaligned priorities | Aligned Task Management: Synchronizes tasks between platforms, clarifying ownership and aligning priorities |
| Lack of Visibility into Jira Data: Salesforce users miss key Jira fields (e.g., priority, status), leading to poor decision-making. | Real-Time Visibility: Instant access to critical Jira data ensures informed decision-making with complete context. |
| Miscommunication Between Teams: Without real-time updates, teams rely on manual communication, causing misaligned priorities. | Improved Cross-Team Communication: Synchronization of Jira fields in Salesforce reduces miscommunication and aligns team efforts. |
| Inconsistent Workflow Management: Difficulty in maintaining workflows when Jira fields are not easily accessible within Salesforce. | Customizable Workflow Support: Configure Jira fields to match unique workflows in Salesforce, ensuring consistent issue management. |
Who Will Find this Useful?
Stakeholders
Support teams & IT administrators
Industries
E-commerce and technology sectors requiring
efficient workflow management.
Streamlined Issue Reporting
Create Jira Issues Directly in Salesforce
Sinergify eliminates the need for support agents to switch between Salesforce and Jira by enabling direct issue creation within Salesforce Cases. With a single click, agents can log product defects, customer-reported issues, or feature requests in Jira, ensuring a seamless reporting process.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Delayed Bug Reporting: Support agents face delays in reporting product defects to Jira due to the need to switch systems. | One-Click Issue Creation: Enables support agents to create Jira issues directly from Salesforce Cases, saving time and reducing system switching. |
| Inefficient Task Assignment: Manual task creation in Jira leads to inconsistencies and misaligned priorities between platforms. | Automatic Data Synchronization: Ensures all necessary details are transferred to Jira, minimizing errors and ensuring complete documentation. |
| Overlooked Feature Requests: Customer feature requests logged in Salesforce are not effectively escalated to Jira Stories, resulting in missed opportunities. | Accelerated Critical Issue Reporting: Streamlines issue creation for faster escalation of critical problems to engineering teams. |
| Slow Incident Escalation: High-priority incidents are not reported quickly, delaying responses and impacting service quality. | Enhanced Visibility and Tracking: Provides real-time updates on Jira issue status within Salesforce, allowing support agents to track progress without leaving the platform. |
Who Will Find this Useful?
Stakeholders
Customer support and engineering teams:
Support agents, DevOps engineers.
Industries
Technology and utilities, where rapid issue
reporting is crucial.
Learn more about how Sinergify drives real business
outcomes through better collaboration
See Sinergify in Action
Tailored Integration for Unique Business Needs
Support Custom Objects & Custom Fields
Sinergify ensures seamless integration for businesses with unique data structures by supporting both Salesforce custom objects and custom fields. Organizations can map their custom Salesforce fields directly to Jira, ensuring that critical information flows accurately between platforms without manual intervention.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Mapping Custom Data Fields: Organizations often struggle to sync unique Salesforce fields with Jira, resulting in incomplete data transfers. | Custom Field Mapping: Facilitates direct mapping of Salesforce custom fields to Jira, ensuring all critical data is transferred seamlessly. |
| Lack of Support for Custom Objects: Businesses using Salesforce custom objects face inefficiencies due to the inability to integrate these with Jira. | Supports Custom Objects Integration: Enables synchronization of Salesforce custom objects with Jira, integrating unique business processes without data loss. |
| Misalignment of Custom Processes: Custom workflows in Salesforce may not translate effectively into Jira, hindering collaboration. | Aligns Custom Workflows: Ensures tailored workflows in Salesforce are effectively translated into Jira, maintaining operational alignment. |
| Scaling Issues: Rigid integrations can impede the adaptation to evolving business needs, leading to increased manual work. | Scalable Integration: Adapts to evolving requirements, minimizing manual intervention and supporting business growth. |
Who Will Find this Useful?
Stakeholders
Product development, customization teams.
Industries
SaaS and retail, where custom business
processes and data are integral.
Comprehensive Issue Association
Link a Jira Issue to Salesforce Records
Sinergify provides a powerful solution for businesses that need to track multiple relationships by enabling many-to-many linking between Jira issues and Salesforce records. This feature allows a single Jira issue to be associated with multiple Salesforce entities such as Accounts, Contacts, or Opportunities. As a result, teams can easily capture all relevant connections and maintain complete visibility across different client touchpoints.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Disconnected Data: A single Jira issue may relate to multiple Salesforce records, complicating effective tracking. | Many-to-Many Linking: Allows linking a single Jira issue to multiple Salesforce records (e.g., Accounts, Contacts), capturing all relevant relationships. |
| Lack of Visibility: Customer success teams struggle to assess the impact of issues across various clients. | Improved Impact Assessment: Facilitates assessment of how a single issue affects various clients, enhancing prioritization. |
| Inefficient Collaboration: Sales engineering teams face challenges in managing shared issues, leading to delays. | Streamlined Collaboration: Offers a unified view of shared issues, improving collaboration and reducing redundant efforts. |
| Unmanaged Complex Workflows: Complex workflows involving multiple clients or products that are difficult to manage without robust linking. | Support for Complex Workflows: Manages complex workflows effectively, ensuring smooth operations and quicker resolutions. |
Who Will Find this Useful?
Stakeholders
Customer success, Sales engineering teams
Industries
Media and telecommunications, where multiple
relationships need to be tracked.
Comprehensive Project Tracking
Sync Jira Time Tracking with Salesforce for Accuracy & Efficiency
Sinergify bridges the gap between Jira and Salesforce by syncing Jira time tracking data directly within Salesforce, providing teams with a unified, accurate view of project progress. This integration ensures that time logs recorded in Jira are visible to Salesforce users, allowing for seamless tracking of billable hours, resource utilization, and project milestones.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Fragmented Data: Jira time logs are invisible to Salesforce users, disrupting tracking & billing. | Unified Time Tracking: Syncs Jira entries into Salesforce for a complete view of logged hours. |
| Inefficient Resource Allocation: Lack of insights leads to overburdened or underutilized teams. | Optimized Resource Utilization: Helps managers balance workloads effectively based on synced data. |
| Project Delays: No real-time updates on logged hours slow down delivery schedules. | Real-Time Project Updates: Ensures seamless tracking of hours and tasks, allowing for timely deliveries. |
| Inaccurate Invoicing: Disconnected data makes billing errors more frequent. | Error-Free Billing: Generates accurate, detailed invoices based on synchronized time logs, improving client satisfaction. |
Who Will Find this Useful?
Stakeholders
Professional Services, IT Services, Construction
Industries
IT services & construction where precise
time tracking is crucial for project success.
Complete Issue Lifecycle Visibility
Sync Jira Issue History Within Salesforce
Sinergify ensures that all updates and actions related to Jira issues are seamlessly synced with Salesforce, providing teams with a comprehensive view of an issue’s lifecycle. This synchronization captures every stage of the issue, from its creation to its resolution, enabling teams to track and analyze past actions and decisions effectively. With this level of visibility, teams can easily reference historical context, identify patterns, and make more informed decisions to resolve current issues faster.
| Key Bottlenecks | How Sinergify Solves This |
|---|---|
| Lack of Historical Context: Teams struggle to analyze past actions, slowing issue resolution. | Comprehensive Lifecycle History: Syncs all Jira issue updates within Salesforce, providing full historical context. |
| Compliance Challenges: Missing audit trails create risks in regulated industries. | Seamless Compliance Audits: Ensures regulatory adherence with complete records for compliance tracking. |
| Inefficient Collaboration: Disjointed data makes cross-team coordination difficult. | Stronger Team Collaboration: Provides shared visibility into issue progress, improving coordination across teams. |
| Delayed Root Cause Analysis: Limited visibility impacts quality control in Pharmaceuticals. | Faster Root Cause Analysis: Helps Pharmaceutical teams resolve quality issues efficiently with clear insights into issues. |
Who Will Find this Useful?
Stakeholders
Regulatory & Compliance, QA,and
Risk Management Teams
Industries
Pharmaceuticals, Finance
and Government
