As a Manufacturing Manager, you'll often need to have access to the inventory management team to request for resupply of stocks. When you are working on Salesforce and the inventory management team is working on Jira, you'll want a seamless workflow between these 2 divisions.
This use case shows you how to build a bidirectional workflow between Salesforce and Jira using Connector for Salesforce & Jira.
Ingredients
You will need the following installed on your Jira environment. This works for both Jira Cloud and Jira Server.
- Connector for Salesforce & Jira
- Salesforce
You will need some basic understanding on the following Jira features:
Complete scenario
The Teams:
The team that resides on Salesforce is the team that is in charge of receiving manufacturing requests.
The team that resides on Jira is the team that is working on stock and inventory management.
The Scenario:
A customer reaches out to the organization seeking to manufacture a custom door frame. The team in Salesforce receive the request from the customer.
- The team in Salesforce raised a case that is synced with Jira issue to request for resupply of inventory.
- The team in Jira will track the requested items and update their inventory in Google Sheets.
- The Jira team can communicate with the Manufacturing team in Salesforce through the synced Jira issue.