Managing Jira Tickets in Salesforce with Kanban: Drag, Drop, Done
Details
In this live webinar, we’ll show how to manage and update Jira issues directly inside Salesforce using FlexiKanban and Peeklogic Jira Connector, without constantly switching between tools. You’ll see how Jira tickets can be synchronized into Salesforce in real time, visualized through fully customizable Kanban boards, and updated with simple drag-and-drop actions, giving business and engineering teams one connected workspace for collaboration.
📅 June 11
🕒 12:00 PM CST/CDT
👉 Check out FlexiKanban: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMhR1UAL
👉 Check out our Peeklogic Connector: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMdJ7UAL
Use Cases Covered
📍Use Case 1: Visualize Jira Issues in Salesforce
Sync Jira issues into Salesforce in real time and display them in customizable Kanban boards organized by status, priority, team, or workflow stage. Give Sales, Support, and Operations teams clear visibility into engineering progress without needing direct access to Jira.
📍Use Case 2: Update Jira from Salesforce via Kanban
Move Jira tickets across Kanban columns to instantly update issue statuses in Jira. Edit ticket details, add comments, and upload attachments such as screenshots or logs directly from Salesforce, with changes synchronized automatically between systems.
Who Should Attend❓
Salesforce Admins and Architects, RevOps and Support leaders, Product and Engineering managers, Operations teams, and organizations using both Salesforce and Jira that want to improve collaboration and workflow visibility
What You Will Learn❓
How to visualize Jira issues directly inside Salesforce
How to manage Jira workflows through drag-and-drop Kanban boards
How to update Jira tickets from Salesforce in real time
How to reduce tool switching between Salesforce and Jira
How to improve collaboration between business and engineering teams
How to create a centralized workspace for Sales, Support, and Engineering
This webinar demonstrates a practical approach to combining visual workflow management with real-time Jira integration inside Salesforce. Learn how FlexiKanban and Peeklogic Jira Connector can help teams collaborate more efficiently, accelerate issue resolution, and manage Jira work directly from Salesforce in a more visual and connected way.
