Case Study: ShipNet – Salesforce - Jira Integration - CRM Services : Salesforce and Dynamics 365

Case Study: ShipNet – Salesforce - Jira Integration

ShipNet provides maritime software solutions & tech to effectively transform data into real-world intelligence.

Project Brief

Salesforce and Jira Integration

The objective of this project was to integrate Salesforce CRM and Jira project management system for ShipNet, enabling seamless data synchronization and improved collaboration between sales and development teams.

Integration between Salesforce and Jira.

Cases created in Salesforce should be created as Issues in Jira under specific project.

Case created in Jira needed to be passed to Salesforce.

Two-way data sync for specific fields.

Solution Delivered

Salesforce and Jira Integration for ShipNet

Our team at CRM Services successfully delivered a robust integration solution that seamlessly connected Salesforce CRM with Jira project management system for ShipNet. Key components of the solution included:

Configured service rocket connector for SFDC-JIRA integration at both ends.

Created an automation process at Salesforce end i.e., whenever a case is created in Salesforce then it will always be passed to Jira as an Issue.

Configured two-way sync process and Jira’s end using service rocket connector for syncing SFDC Case and JIRA Issue.

Created field mapping and its sync direction as per the requirement.

Value Delivered

Improved efficiency and accuracy.

Reduced duplicate work.

Up-to-date systems.

Improved issue resolution time.