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Salesforce Integrations

Salesforce Jira Integration

Link Salesforce cases and accounts to Jira issues, so support, account managers and engineering share one view of work that affects customers.
  • No obligation - response within 1 business day for your Salesforce Jira Integration
  • Trusted by senior FinServ decision-makers for Salesforce Jira Integration
  • 9+ years of CRM specialism for financial services and fintech - including your Salesforce Jira integration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Integrations

Bringing powerful systems together

Salesforce Jira Integration

A Jira Salesforce integration ties the customer record in Salesforce to the engineering work in Jira, so any case, bug report or feature request can be traced to the issue that fixes it. Common flows link cases to Jira issues, send status and comments back to the case and show issue details on the account. In fintech and financial services, incidents and defect fixes touch regulated customers, and that traceability supports service levels and audit. Evara scopes which objects and statuses to sync, then delivers the integration work around your workflow.

Why choose a Salesforce Jira integration?

  • Two-way sync you can trust

    Keep contacts, deals and activity aligned across Salesforce Jira in real time, with no duplicates.

  • Built by Salesforce specialists

    Your Salesforce Jira integration is scoped, built and QA'd by a Salesforce partner team - not a generic connector.

  • Financial-services-grade data handling

    Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.

  • Support beyond go-live

    Ongoing optimisation and a named point of contact after your Salesforce Jira integration ships.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Replacing Jira, not connecting it?

If you are moving off Jira onto Salesforce rather than integrating the two, we handle the full migration.

See the Jira to Salesforce migration →

Frequently asked questions

Common questions about your Salesforce Jira integration

There are two broad routes: an AppExchange or Atlassian Marketplace connector, or middleware or a custom build on both platforms' APIs. Which one fits depends on how much control you need. The connection normally creates or links a Jira issue from a Salesforce case, opportunity or custom object, then returns status, assignee and comments to Salesforce. Volumes, field complexity and security requirements drive the choice. Evara weighs the options and, where off-the-shelf tools are too rigid, builds custom connectors that suit your process.

Most teams send case or opportunity details to Jira and get back the issue key, status, priority, fix version and comments. Some also add a read-only list of linked issues to the account page, so account managers can answer customers without chasing engineering. Agree up front which fields travel and in which direction. Agree too how Jira workflow states translate into Salesforce case statuses, so the picture stays accurate for customers and for internal reporting.

Yes, as long as the design respects what data may leave Salesforce. Customer personal and financial details rarely belong in a Jira ticket. Send only what engineering needs, such as a case reference and a description, and keep sensitive values behind Salesforce permissions. Plan permissions, logging and field masking early rather than retrofitting them. Evara treats this as part of wider Salesforce services, so security and audit requirements shape the Jira and Salesforce integration from day one.

Keep exploring

Similar Salesforce Integrations

GET IN TOUCH

Start the Conversation.

Planning a new Salesforce Jira integration - or fixing one that never delivered? As a Salesforce partner for financial services and fintech, Evara helps regulated teams connect their systems securely and cleanly. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out the right path together.

Book a Consultation

No obligation. Response within 1 business day.