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.

1. Integrating Salesforce with Confluence and JIRA
Bring CRM to the rest of your organization
November 16, 2011

2. Bring CRM to the rest of your organization
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

3. Integrating Salesforce with JIRA
• 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

4. Integrating Salesforce with JIRA
• 1-­‐click
JIRA
issue
crea=on
from
within
Salesforce
Salesforce

5. Integrating Salesforce with JIRA
• Bi-­‐direc=onal
linking
of
Salesforce
concepts
(Case,
Account,
etc.)
with
JIRA
issues
Salesforce
JIRA

6. Integrating Salesforce with JIRA
• Link
mul=ple
JIRA
issue
to
a
Salesforce
concept
• Link
mul=ple
concepts
to
a
JIRA
issue
Salesforce
JIRA

7. Integrating Salesforce with JIRA
• View
and
Update
JIRA
issues
directly
from
Salesforce
pages
Salesforce

8. Integrating Salesforce with JIRA
• Upload
aOachment
directly
to
JIRA
Salesforce
JIRA

9. Integrating Salesforce with Confluence
• 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

10. Integrating Salesforce with Confluence
• Easy
Confluence
page
crea=on
for
Salesforce
concept
Salesforce

11. Integrating Salesforce with Confluence
• Display
Salesforce
informa=on
in
Confluence
pages
• Integrate
informa=on
with
other
sources
(ex:
JIRA)
Confluence

12. Test Drive zAgile
zteamwork.zagile.org/confluence
30-day Free Trial
www.zAgile.com
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