As a marketing manager working with Salesforce as a tool for tracking your marketing campaigns, updating a different Jira project separately for all your various marketing tasks can be cumbersome. You would want to configure your Salesforce and Jira to sync marketing campaigns and leverage Jira's agile methodology to track marketing tasks.
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 Upper Management team for the Marketing team. They will oversee the tasks that need to be worked on and create campaigns.
The team that resides on Jira is the team that will be working directly on the tasks created by the Upper Management team, using Agile Methodology to work and track.
The Scenario:
The Salesforce team creates a Campaign in Salesforce, and this will automatically be pushed to Jira as a newly created Epic, linked it to the Campaign.
The Salesforce team can create Tasks within the Campaign which will in turn create a new counterpart issue task in Jira, linked to the Epic (Campaign).
The Jira team will work on the tasks and track them using Agile Methodology. They can also get the reports from either the JSW's report feature or from the SFJC Reports.
Jira team can change the status of the task and push it to Salesforce for reviewing.
The Salesforce team can review and request the Jira team to re-check, which will be pushed back to Jira and get the Jira team to improve on the work.
After the Salesforce team approves the work, Jira team can publish (if it requires any publishing) or mark the task as done.