Jira to Salesforce integration services for teams that need better handoffs
Connect Jira Cloud and Salesforce so teams can share updates, reduce manual work, and keep customer-facing work moving.
you can trust our experts
Enterprise-grade support backed by Atlassian certifications
What you gain
What this integration helps you improve
We map how work moves today, where handoffs break, and what data needs to pass between Jira and Salesforce.
- Includes: stakeholder sessions, current-state review, use-case list.
- We need from you: access to key admins and process owners.
We define what should sync, in which direction, under what rules, and how errors should be handled.
- Includes: field mapping, workflow logic, ownership model, exceptions.
- We need from you: sign-off on required fields, workflows, and priorities.
We set up the integration in your cloud environment and configure workflows, mappings, rules, and notifications.
- Includes: connector setup, custom logic, permission review, test plan.
- We need from you: admin access and sandbox or test environment access.
We validate the integration using real handoff cases to catch edge cases before launch.
- Includes: functional testing, data checks, issue log, fixes.
- We need from you: sample records and user reviewers.
We launch the integration in a controlled way and show teams how to use it.
- Includes: go-live support, training, documentation, rollout plan.
- We need from you: rollout owners and user groups.
We review sync health, user feedback, and changes needed after launch.
- Includes: post-launch support, tuning, governance recommendations.
- We need from you: feedback from admins and team leads.
Book Your Jira → SalesforcE Consultation
Book a scoping call
We will reply in 24 hours with detailed information. Our expert will invite you for a meeting (or e-mail you) to determine the exact scope of your needs.
Call our consultant
Katarzyna Dorosz-Żurkowska
Head of Atlassian Services
Our consultant is at your disposal for any additional questions.
FAQ
Have questions? We have the answers
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Can you integrate Jira Cloud with Salesforce without changing our existing workflows?
Yes. We design the integration to fit your current workflows where possible. If we see gaps or risks, we’ll flag them and suggest small, practical changes.
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Do you support one-way and two-way sync?
Yes. We set up one-way or two-way sync based on your needs and define clear ownership of each field to avoid conflicts.
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What data can be synced between Jira and Salesforce?
We can sync standard and custom fields such as status, priority, comments, attachments, accounts, products, and SLA-related data-based on your use case.
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How do you prevent duplicate or incorrect data?
We define rules for when records are created, updated, or ignored. We also test edge cases before launch to reduce the risk of bad data.
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Can this support multiple teams like support, sales, and engineering?
Yes. We design integrations that support cross-team workflows, including support escalations, sales visibility, and delivery tracking.
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What do you need from our team to get started?
We need access to Jira and Salesforce admins, a few real workflow examples, and time with key stakeholders to define requirements.
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Do you use native integrations or third-party apps?
We choose the best approach based on your requirements. This may include native options or trusted marketplace apps, depending on flexibility and scale.
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How long does a Jira–Salesforce integration take?
It depends on complexity, but most integrations are delivered in a few weeks. We confirm scope and timeline after the initial discovery.
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Do you have security/compliance documentation we can use for vendor due diligence (audits, certifications, privacy)?
We choose the best approach based on your requirements. This may include native options or trusted marketplace apps, depending on flexibility and scale.