Using this app, we can create Jira issues from Salesforce Opportunities and check the status updates of the created Jira issues in Salesforce almost in real-time. This allows us to integrate tasks that require technical support for Salesforce Opportunities. We have established and started using a more detailed workflow process through this app as follows: 1. We can immediately create Jira issues from Salesforce Opportunities, allowing us to escalate any technical support needs right away. 2. To facilitate this feature, we easily resolved it by creating a Formula Object in Salesforce to ensure the field formats match with those in Jira. 3. The fields in Jira are instantly synchronized through the Peeklogic Jira Connector, making it easy to connect with Salesforce Objects. 4. When creating a Jira issue, we manually map each field and add read-only settings to ensure that the information synchronizes with Salesforce Opportunity data. We also configured fields that can be filled out by the requester. 5. When the Salesforce Opportunity information is updated, we can automatically synchronize the information with the created issue using Salesforce Flow and the Peeklogic Jira Connector APEX available in Flow. 6. We can now view Jira information from the corresponding Opportunity almost in real-time.

I like that we were able to use our existing Jira Service portal configurations in Salesforce without having to rebuild all the same logic. Quick and easy to maintain!

We're working with Peeklogic to integrate our systems into Salesforce and improve how we manage our CRM. Their team has been great at helping us connect everything smoothly and make our processes more efficient. As we keep working together, we’re noticing better data flow and a more streamlined sales process. Peeklogic really knows their stuff, and it’s making a big difference for us.