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DECIPHERING SALESFORCE ‘IDEAS’ AND JIRA INTEGRATION For Product Managers MEET SIMONA SIMONA’S CHALLENGES She is the Product Manager in a Finance SaaS provider based in San Francisco, CA. A Salesforce component in Community Cloud to enable users to post, vote for, and comment on ideas. A leading issue tracking and project management tool by Atlassian IDEAS JIRA Simona’s job responsibilities involve: Defining product strategy and roadmap Setting long-term vision and strategy for the product Delivering MRDs and PRDs with prioritized features and corresponding justification Planning and delivering timely product releases Communicating product strategies to all of the stakeholders Scoping and prioritizing activities based on business and customer impact Gaining a deep understanding of customer experience, identifying and filling product gaps Generating new ideas that grow market share, improve customer experience, and drive growth Log in to her Salesforce instance to see what ideas have been posted and then decide if there’s a workable idea Then Log in to Jira and create a project with the details of the idea Generate a POC of the feature idea and assign a team member to work on it Simona’s company believes that ‘Customer is the essence of a business’. They put their customers at the center of attention and emphasize on making them feel like they’re being heard. So, they had their customer community hosted on Salesforce Community Cloud. And they had Ideas component enabled to let their customers share feature/product ideas. On a normal day, they receive tens of ideas on their community and the number doubles at the time of product releases. WHAT SIMONA WAS ABLE TO DO FOLLOWING THE INTEGRATION? After the integration, Simona’s major headache of switching of instances— Salesforce to Jira and vice-versa—was resolved. A BRIEF ABOUT WHY CHOOSE SINERGIFY FOR INTEGRATING SALESFORCE AND JIRA Sinergify–a Salesforce & Jira connector–is a product from the house of Grazitti Interactive, a digital service provider and a trusted name globally. Sinergify allows the integration of Salesforce modules like Sales, Service, and Community Cloud with both cloud and on-premises versions of Jira products (Core, Ops, Software, and Service Desk). Sinergify’s integration capabilities make Sinergify the most powerful Salesforce-Jira Connector. Given are some of the features that make Sinergify stand out amongst its competitors: WHAT’S THE SOLUTION TO SIMONA’S CHALLENGES? Simona wanted the ease to do all her tasks right from a single instance. She did her research and came across Sinergify that facilitates Ideas and Jira integration. This is the solution to all her challenges. HOW CAN IDEAS AND JIRA BE INTEGRATED? Since both platforms are completely different, the task involves a higher degree of complexity. But it is doable. Both instances can be integrated using REST APIs. Simona approached Grazitti and asked for assistance for integrating ‘Ideas’ and ‘Jira’. Our experts got it done for Simona using Sinergify—a Salesforce and Jira connector. Simona’s team, however, uses Jira to manage day-to-day issue tracking and project management. Also, they use Jira for generating Proof of Concept (POC). As there are two different platforms, once a customer posts an idea on the online community, further managing those ideas was cumbersome for Simona. She has to: Sinergify Simona was able to see what ideas were being posted on their Salesforce Ideas instance She can then decide what ideas the product team should start working on She could now directly create a Jira ticket and assign a resource to start working on the selected idea Also, she could now easily track the progress on the assigned Jira tickets like if anyone faced any issues, how much work has been completed, etc. POC was no longer a problem for Simona and her team. Her team mem- bers could generate the POC in Jira and it would be synced in Salesforce as well Plug and play setup Pre-configured reporting On-demand integration with third-party tools Highly customizable No user-defined limit
