Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides
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Integrating Salesforce with Confluence and JIRA Bring CRM to the rest of your organization November 16, 2011
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In this presentation, we demonstrate how zAgile’s integration of Salesforce with Confluence and JIRA can bring customer relationship management to the rest of your organization. The integration of these tools enables the entire organization to be on the same page with regards to achieving highest levels of customer service and satisfaction.
Transcript of Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides
Integrating Salesforce with Confluence and JIRA
Bring CRM to the rest of your organization
November 16, 2011
Example Use Cases
• Customer Onboarding – Create & Manage JIRA tasks from Account page in Salesforce to ini=ate
customer onboarding process
• Customer Case Management – Create & Manage JIRA tasks from Case page in Salesforce for Case triage and
resolu=on management
• Customer Account Management – Create Confluence page from Account page in Salesforce for internal
collabora=on and tracking customer-‐related ac=vi=es
• Customer Requirements Management – Associate Customer requirements with project ar=facts in Confluence and
tasks in JIRA
Bring CRM to the rest of your organization
• 1-‐click JIRA issue crea=on from within Salesforce
• Bi-‐direc=onal linking and syncing of Salesforce concepts (Case, Account, etc.) with JIRA issues
• Link mul=ple JIRA issue to a Salesforce concept, and mul=ple concepts to a JIRA issue
• View and Update JIRA issues directly from Salesforce pages
• View Salesforce Case proper=es in JIRA
• Share Salesforce aOachments with JIRA
• Upload aOachment directly to JIRA
Integrating Salesforce with JIRA
• 1-‐click JIRA issue crea=on from within Salesforce
Integrating Salesforce with JIRA
Salesforce
• Bi-‐direc=onal linking of Salesforce concepts (Case, Account, etc.) with JIRA issues
Integrating Salesforce with JIRA
Salesforce
JIRA
• Link mul=ple JIRA issue to a Salesforce concept • Link mul=ple concepts to a JIRA issue
Integrating Salesforce with JIRA
Salesforce
JIRA
• View and Update JIRA issues directly from Salesforce pages
Integrating Salesforce with JIRA
Salesforce
• Upload aOachment directly to JIRA
Integrating Salesforce with JIRA
Salesforce
JIRA
• Easy Confluence page crea=on from Salesforce applica=on (Account, Contact, etc.)
• Display Salesforce informa=on in Confluence pages
• Bi-‐direc=onally link Salesforce concepts (Case, Account, etc.) with Confluence pages
• Integrate Salesforce informa=on in Confluence pages to create customer knowledge base
Integrating Salesforce with Confluence
• Easy Confluence page crea=on for Salesforce concept
Integrating Salesforce with Confluence
Salesforce
• Display Salesforce informa=on in Confluence pages • Integrate informa=on with other sources (ex: JIRA)
Integrating Salesforce with Confluence
Confluence
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Confluence and JIRA are trademarks of Atlassian Pvt. Ltd. Salesforce © Copyright 2000-2011 salesforce.com, inc.
© Copyright zAgile Inc. 2007-2011. All information contained in this document is subject to change without notice. No parts of this document may be reproduced in any form without the prior written permission of zAgile Inc., 101 California Street, Suite 2450, San Francisco, CA 94111
