How to Sync Salesforce Cases & Custom Fields to Jira Work Types: Exalate AI? (Exalate Classic 2025)
This video shows Exalate Classic.
For the latest version (Exalate Integration tutorials 2026)
• Exalate Integration Tutorials 2026 | Jira,...
Start a trial for New Exalate: https://exalate.app/
⚡ What's changed:
Unified management console (vs. node-based)
AI-assisted scripting with Aida
Script-based versioning & Rollback
Test Run to test integrations before hitting production
✅ What's the same:
Groovy scripting flexibility
Real-time bi-directional sync
Intra and Cross-company integration capability
In this video, we discuss how integrating your Salesforce and Jira instances can help your customer support, IT, and dev team collaborate efficiently.
Set up a two-way Jira Salesforce integration to keep all your teams aligned.
Learn how to connect Salesforce cases with Jira work types using Exalate's AI-powered integration feature, called AI Assist.
AI Assist allows you to set up simple to complex integrations through natural language prompts. Just enter your sync requirements, and let AI generate the scripts for you. This way, you can use the power of AI to define your mappings without losing context.
Choose whether you want to automatically track customer feedback or incidents, or want status updates in real time, syncing these platforms will boost efficiency and ensure data consistency, every time.
What You'll Learn:
● Setting up a connection between Jira and Salesforce for real-time data sync using Exalate's Script mode.
● Creating a Salesforce Case with a subject and description, plus additional fields.
● Automatically creating a Jira Story [work type] from the Salesforce Case.
● Using AI Assist to map the Salesforce case to another Jira work type: “Incident”.
● Syncing the Salesforce Case number into Jira’s remote ID custom field.
● Populating the Jira ticket key back into Salesforce for cross-referencing.
📖 Read the full guide to a Jira Salesforce integration here: https://bit.ly/4kwxHWN
💡Book a discovery call with us to discuss your use case, and we'll take it up from there: https://bit.ly/4k2ZLRK
🚀 Integration tutorials: • Exalate Classic Integration Tutorials (2025)
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