Transform Teams With Integration Powered By Sinergify
User-Friendly & Self-Configurable
With built-in controls and a user-friendly interface, Sinergify is easy to configure. It is supported by dedicated documentation and knowledge articles for admins.
Customer-Centricity
Sinergify supports both Salesforce Classic and Lightning (LEX). There are no limitations on Jira projects and fields, including custom ones.
Highly Customizable
Sinergify customizes and automates workflows so that they can be tailored for specific use cases.
Take Control of Workflows with Sinergify
-
Automatic Updates: Real-time changes in one system or in batches are reflected in the other.
-
No Data Silos: Consistent data across platforms, less manual entry.
-
Comment Sync: Comments stay in sync from Jira to Salesforce and vice versa.
-
Attachment Flow: Two-way attachment sharing between Jira and Salesforce.
-
Find Similar Cases: Spot semantically similar Salesforce case records based on their Subject and Description fields.
-
Get Smart Suggestions: Access historical data and recommendations for related cases.
-
Create Jira Issues Faster: Auto-fill recommended values when creating Jira issues.
-
Link Past Jira Issues: Connect previous issues without extra steps.
-
Retrieve Data Easily: Cut down duplicate work with quick, hassle-free data access.
-
Connect Multiple Instances: Link several Jira instances to a single Salesforce Org.
-
Centralized Control: Manage authentication and configuration of each instance from Sinergify Admin Settings.
-
View Records in Jira: Access Salesforce record details directly inside Jira.
-
Seamless Collaboration: Link Jira issues, send comments and attachments to Jira using Salesforce feed.
-
Fetch Detailed Reports: Get instant access to Jira issue records and custom-mapped field details directly from Salesforce.
-
Create Salesforce Reports: Build tailored Salesforce reports on Jira records and fields to keep your teams aligned.
-
Use Pre-Defined Adoption Reports: Leverage ready-to-use adoption reports to quickly measure usage and performance.
-
Automate Business Workflows: Use Salesforce Triggers and Jira post functions to automate complex processes within just a few clicks.
-
Escalate Issues Easily: Escalate an issue from Salesforce to the engineering team with a single click.
-
Auto-Create Jira Issues: Automatically create a Jira issue whenever a new record is created in Salesforce.
-
Map and Sync Projects & Fields: Map and sync projects along with desired fields to
streamline workflows. -
Control Objects and Data Separately: Manage Salesforce objects, Jira projects, and related data independently to keep workflows running smoothly.
-
Enable Global Mapping: Use global project mapping to simplify tasks when handling multiple projects at once.
-
Search Existing Jira Issues: Search for bugs, feature requests, and related Jira issues directly from the Agentforce console in Salesforce Service Cloud, Sales Cloud, and more.
-
Link Existing Jira Issues: Link Salesforce cases with existing Jira issues to enable real-time updates and streamlined case management.
-
Create New Jira Issue(s): When no existing Jira issue is available, Salesforce users can simply prompt “Create a Jira Issue,” and it will be auto-created from case details within seconds.
-
View Details of the Linked Jira Issue(s): Get the latest updates and key details of linked Jira issues within the Salesforce console.
-
Add Comments to the Linked Jira Issue(s): Add and send comments to Jira users directly from the Agentforce console.
-
Summarize Jira Comments: Create a concise summary of all comments associated with a linked Jira issue.
Enhance Cross-Team Efficiency Between Product and Engineering Teams
Enhanced Incentives to Embrace Sinergify
Tracking Capabilities
Jira’s time tracking feature enables your team to record the time they spend on issues within Jira. Sinergify also provides history tracking, which enables you to track the history of Jira field data.
Validation Rules
Sinergify provides a visual interface for creating and managing rules, and by automatically enforcing rules when data is entered or updated. You can add validation rules by specifying the required fields.
Feature Request
A feature request is a way for users to ask for new features or enhancements to the product. When users submit a feature request, they’ll need to provide the name, description, reason, and business requirements of the new feature.
Rulesets
Sinergify enables users to improve workflows and be productive by providing a visual interface for creating and managing rulesets, and helping users automate tasks based on rulesets.
Security Compliance
Sinergify ensures security compliance with industry standards and best practices, and by being regularly audited. It is built keeping Salesforce security and best practices into consideration.
Connectivity
Sinergify ensures connectivity through a unified platform, facilitating seamless data connection and sharing across Salesforce products, as well as to both cloud-based and on-premise versions of all Jira products.
Multilingual Support
Sinergify enables users to choose their preferred language for the user interface.
Advanced Search
Sinergify enables Advanced Search by providing a single view of data from multiple sources, helping users identify patterns and trends.
Potential Results
Sinergify helps in providing potential results by using machine learning to identify patterns and trends in data.
Agentforce
Sinergify leverages Agentforce to drive customer success by deploying 24/7 autonomous AI agents that support employees.
