[et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_stops=”#2e3857 0%|#212529 100%” background_color_gradient_start=”#2e3857″ background_color_gradient_end=”#212529″ min_height=”382px” custom_padding=”||2px|||” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ _module_preset=”default” background_color=”#FFFFFF” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_font=”|800|||||||” header_letter_spacing=”4px” header_2_line_height=”1.6em” custom_padding=”10px|10px|10px|10px|false|false” header_text_shadow_style=”preset1″ header_text_shadow_blur_strength=”0.12em” global_colors_info=”{}”]<\/p>\n
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by High Order Solutions<\/p>\n
[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.highordersolutions.com\/wp-content\/uploads\/2021\/09\/JiraConnectorSalesforce.png” title_text=”JiraConnectorSalesforce” _builder_version=”4.16″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” background_color=”#212529″ custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#FFFFFF” header_text_color=”#FFFFFF” header_2_text_color=”#FFFFFF” header_3_text_color=”#FFFFFF” header_4_text_color=”#FFFFFF” header_5_text_color=”#FFFFFF” header_6_text_color=”#FFFFFF” global_colors_info=”{}”]<\/p>\n
The customer uses two different systems for sales and project work. Both are in the Cloud and both teams need to access customer information to do their jobs. Oh, and they both want the ability to add or edit information without forcing the other team to use the other team\u2019s tool.<\/span><\/p>\n What tools are we talking about you may ask?\u00a0 Of course, we\u2019re talking about Salesforce and Jira.<\/p>\n First, their sales people like to use Salesforce for Contact Management and Customer Relationship Management as well as the \u201csource of truth\u201d for all incoming support tickets. Why? Because they also used Salesforce to manage work and incoming support requests for billing purposes. The second problem, those that work on those tickets in Development like to manage their work using Jira Software for development and Jira Service Desk for customer support.<\/p>\n For this small problem we\u2019re only talking about auto-populating Salesforce customer data on to the support tickets used by the Dev group. Whether or not an eventual single product solution happens isn\u2019t important right now, but it is something we needed to consider going forward.<\/p>\n There are several in the Atlassian Marketplace but my customer wants to balance customizability with cost so we went with an add-on called Connector for Salesforce and Jira.\u00a0 It only costs $10 a month for 10 users then $2.20 per user for 11-200 users and includes the following functionality:<\/p>\n Like most, this problem is only a small part of a bigger problem and a bigger solution that will require careful planning and execution. Any correct solution must be both modular and scalable so it works independently of anything else going on while not conflicting with other integrations or migrations that might come later.<\/p>\n In addition to these high level challenges, the following cropped up along the way:<\/p>\n In the end, an efficient solution can always be found as long as you don\u2019t sacrifice best-practices and the customer isn\u2019t afraid of a little change. As noted before the right solution(s) are those that are easily scalable and that don\u2019t add unnecessary complexity for the sake of the current processes.\u00a0 If either or both are the case, then it\u2019s not the right solution. And most likely not the right process.<\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" SOLUTION of the MONTH: Use Case: How to auto-populate Salesforce data in Jira Service Desk Ticketsby High Order SolutionsProblem: The customer uses two different systems for sales and project work. Both are in the Cloud and both teams need to access customer information to do their jobs. Oh, and they both want the ability to […]<\/p>\n","protected":false},"author":1,"featured_media":981,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"project_category":[],"project_tag":[],"class_list":["post-370","project","type-project","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project\/370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project"}],"about":[{"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/types\/project"}],"author":[{"embeddable":true,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=370"}],"version-history":[{"count":14,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project\/370\/revisions"}],"predecessor-version":[{"id":1487,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project\/370\/revisions\/1487"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/media\/981"}],"wp:attachment":[{"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=370"}],"wp:term":[{"taxonomy":"project_category","embeddable":true,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project_category?post=370"},{"taxonomy":"project_tag","embeddable":true,"href":"https:\/\/www.highordersolutions.com\/index.php\/wp-json\/wp\/v2\/project_tag?post=370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Considerations:<\/h2>\n
Solutions:<\/h2>\n
Why you\u2019ll love Connector<\/h4>\n
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Benefits<\/h4>\n
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Features<\/h4>\n
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Challenges:<\/h2>\n
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Take-Aways & Lessons Learned:<\/h2>\n