Webinar Recording: zAgileConnect overview and demo including latest features for Salesforce – Jira integration

Nov 9, 2023 | Integration, JIRA, Salesforce, Video

In this recorded webinar for Salesforce – Jira integration below, we cover an overview of zAgile, Inc. and a demo of zAgileConnect‘s core and latest features regarding Salesforce – Jira integration.

A summary of the webinar content follows along with how to learn more.

zAgile, Inc. Overview

zAgile integration software provides plug & play integration between Salesforce and leading applications and tools. Our mission is to help teams drive cross-functional collaboration by integrating tools, processes, and knowledge. zAgile’s hundreds of customers range from mid-size businesses to major enterprises including HP, HPE, IBM, Rubrik, TIBCO, Informatica, Morningstar, Walmart, and Snowflake.

zAgileConnect Overview

How zAgileConnect helps customer support teams to overcome the following obstacles:

  • Tracking customer tickets across multiple applications (Salesforce and Jira)
  • Tedious and laborious effort involved in copy/paste customer ticket information into Jira
  • Lack of visibility and timely updates on ticket resolution status leads to aging cases
  • Poor collaboration with Engineering on customer ticket resolution
  • Lack of reporting on status of customer tickets in Engineering

How zAgileConnect’s Salesforce – Jira integration empowers customer support teams to:

  • Escalate: Customer tickets to Engineering
  • Investigate: Search and browse information in Jira from Salesforce
  • Collaborate: Share comments and attachments
  • Automate: Jira actions with Salesforce processes

Why choose zAgileConnect for Salesforce – Jira integration?

  1. Work efficiently: On Salesforce Cases sent to Engineering
  2. Track easily: Status of Cases in Engineering
  3. Collaborate effectively: Within Support and with Engineering, Product, and other teams

A quick look at zAgileConnect’s user interface showing the ability to work with Jira issues directly from within Salesforce:

Work with Jira issues from within Salesforce

 

 

 

 

 

 

 

 

zAgileConnect Demo

Core features shown in the demo:

  • Lightning Web Components
    • Related Jira
    • Jira Search
    • Issue Activity
  • Search, Link, and Create Issues from Case
  • Track Issue updates in Salesforce
  • Share Comments and Attachments

Advanced features shown in the demo:

  • Many-to-many relationships between Case and Issue
  • Multi-instance
    • Salesforce to multiple Jira instances
    • Jira to multiple Salesforce orgs
  • Jira Service Management
  • Creating Salesforce objects from Jira
  • Salesforce fields in Jira Search via JQL

 

Learn more

Check out the zAgileConnect white paper describing features in detail as well as how zAgileConnect compares to alternatives. Let us know your questions or request to arrange a demo at sales@zAgile.com .

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Learn How Customer Support Teams Overcome Salesforce and Jira Integration Challenges – Get the White Paper!

Learn How Customer Support Teams Overcome Salesforce and Jira Integration Challenges – Get the White Paper!

Customer support teams commonly struggle with the tedious yet critical task of escalating issues to engineering, tracking their progress, and turning the responses around to their customers in a timely manner. It typically involves navigating back and forth between Salesforce and Jira, copying and pasting information between the two applications, and manually checking the progress of Jira Issues.
An ideal solution would involve integrating Salesforce with Jira to reduce the need for support agents to navigate back and forth between the two applications.

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