Getting Started

Sinergify is a powerful connector for Salesforce and Jira integration offering a broad range of integration possibilities. Upon successful completion of the Installation process, configuring Sinergify is next to get started with it.

While configuring Sinergify there are certain configurations that need to be done at the end of Salesforce Admin. For example: If you want to enable syncing of attachment or if you want to make the case comments public or want to keep them private.

So, let’s take a peek at what Admin Settings in Sinergify include.

Admin Settings

Installing and getting started with Sinergify is no rocket science. Sinergify springs into action once the setup/configuration process is completed. Major configuration processes are:

Admin Configuration: Establish the connection between Salesforce and Jira. Admins can manage and control the syncing of data from Salesforce to Jira and vice versa.

Project Configuration: Manage Jira projects and their permissions from Salesforce.

Fields Configuration: Build the Jira detail page in Salesforce and manage what fields need to be made visible in Salesforce.

Validation Configuration: Control the creation of Jira issues by validating the Salesforce Fields.

Rule Set Configuration: Define rule criteria for auto-assignment of projects at time of Jira creation.