SyncOnAI360

Jira connector, beta

Send Salesforce findings to Jira, with the evidence attached.

Raise an audit finding as a Jira issue in one step, written from the finding itself, and see the issue's status back beside the finding, checked when you ask.

Start freeSee the audit

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

In one paragraph

The SyncOnAI 360 Jira connector, in beta, raises Salesforce audit findings as issues in a Jira Cloud project using an API token you create. Each issue is written from the finding's own record, links back to it, names who raised it, and has its status checked back on demand. Jira Server and Data Center are not supported.

Step from finding to Jira issue
1Step from finding to Jira issue
Jira Cloud sites only
CloudJira Cloud sites only
Issue per finding, never duplicated
1Issue per finding, never duplicated
Built and tested, early in live use
BetaBuilt and tested, early in live use

01The problem

Why Salesforce findings get lost on the way to Jira

Teams that plan in Jira copy assessment findings into tickets by hand. The evidence stays behind, the same finding is raised twice, and nobody can tell from the assessment whether anything was done.

  1. 01

    Copy and paste

    Each finding is retyped into a ticket, and the detail that proves it is left out.

  2. 02

    Duplicates

    The same finding is raised by two people in two sprints.

  3. 03

    No way back

    The assessment cannot show which findings have tickets or what state they are in.

  4. 04

    Anyone can type anything

    A ticket labelled as an audit finding may say whatever its author wrote.

02raise

How does a Salesforce finding become a Jira issue?

Open a finding from the audit and raise it in Jira. The issue's summary and description are written from the finding's own record, its title, detail, severity and section, with a link back to it in SyncOnAI 360, and created in the Jira project you chose when connecting.

Everything written to Jira is read from the finding itself, not typed in the browser, so an issue labelled as coming from an audit always says what the audit found.

  • Written from the finding's record
  • Links back to the finding
  • Created in your chosen project

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

03once

How are duplicate Jira issues avoided?

Each finding can have one Jira issue. If someone tries to raise it again, they are told which issue already exists, with its key, rather than creating a second one.

The link between the finding and the issue is kept, so the finding shows its Jira issue and the issue links back to the evidence.

  • One issue per finding
  • Existing issue named
  • Links kept both ways

Org Audit

Acme Production · last run 6 minutes ago

Grade C

C

74 / 100

Fair, technical debt accumulating

Automation & Flows

64

Permissions & Security

71

Apex & Code

78

Fields & Data Quality

82

Limits & Performance

91

Change Intelligence

69

55 checks run · 37 open findings · 2 checks skipped, with the reason shown

04status

How is Jira status shown in SyncOnAI 360?

Issue status is pulled from Jira on demand, and every status is shown with the time it was checked. There is no live push from Jira, so a status is never presented as more current than it is.

When a finding's fix is deployed and the audit runs again, the finding is marked verified fixed, which is the evidence that the work in the Jira issue actually reached the org.

  • Status checked on demand
  • Time of each check shown
  • Re-audit verifies the fix

Org Audit

Acme Production · last run 6 minutes ago

Grade C
high

SOQL query inside a loop

Drafted a fix for OpportunitySync.cls: one query before the loop, results mapped by Id. Validated against the org. Proposal waiting for approval.

  1. Detected

  2. Fix proposed

  3. Fix deployed

  4. Verified fixed

05connect

How do you connect Jira to SyncOnAI 360?

An admin enters the Jira Cloud site address, the email of the account, and an API token created in that Atlassian account, then picks the project new issues go into. The token is stored encrypted and is not shown again after saving.

Issues are created as the account whose token was supplied, so Jira shows that account as the reporter. The person in SyncOnAI 360 who raised the finding is named in the issue description so nothing is lost.

  • Site, email and API token
  • Choose the target project
  • Requester named in the issue

Claude Desktop

Connected to SyncOnAI 360 · read only

Read only

In the production org, what uses Account.Rating?

  • List orgs3 orgs this token can read
  • Where usedAccount.Rating: 4 components
  • Audit findingsLatest assessment: 37 open findings

Four components use Account.Rating: two Flows, one report and a validation rule. This covers every component this token can see.

3 calls recorded in your workspace activity log

06limits

What are the limits of the Jira connector?

It works with Jira Cloud sites only; Jira Server and Data Center are refused rather than half supported. It raises findings as issues and checks their status; it does not sync Jira issues into project boards or edit issues after they are created.

The connector is in beta: it is built and tested, and early in live use. For working with Jira from the chat, the outside tools option can also connect Atlassian's own tool server, with every call recorded.

  • Jira Cloud only
  • Raise and check, not two-way sync
  • In beta

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

07How it works

Connecting Jira

Once per workspace, by an admin.

  1. 01

    Create a token

    In the Atlassian account issues will be created as.

  2. 02

    Connect

    Enter the site, email and token, then pick a project.

  3. 03

    Raise

    Send a finding to Jira from the audit.

  4. 04

    Check

    Refresh status beside the finding when you need it.

08Before and after

Findings in Jira, retyped versus raised

Without

With SyncOnAI 360

Findings retyped into tickets

Issues written from the finding itself

Evidence left behind

A link back to the evidence

The same finding raised twice

One issue per finding

No idea which findings have tickets

Issue and status beside each finding

09Who uses it

Who uses the Jira connector

Delivery managersKeep planning in Jira while findings arrive with their evidence and a link back.Salesforce adminsSend a finding to the team's backlog in one step instead of writing the ticket.ConsultanciesRaise a client's findings in the client's own Jira project, with the evidence attached.Platform teamsTrack technical debt in the tool the wider IT team already uses.

10Questions

Frequently asked questions

No. It raises findings as Jira issues and checks their status on demand. It does not sync issues into project boards.

No. Jira Cloud sites only.

The account whose API token was supplied. The SyncOnAI 360 user who raised the finding is named in the description.

It is checked when you ask, and shown with the time of the check.

No. Each finding can have one Jira issue, and a second attempt names the existing one.

It is built and tested, and early in live use. We would rather say so than present it as proven.

The connector raises audit findings today. Projects in SyncOnAI 360 have their own boards, backlogs and releases.

It is stored encrypted and never shown in full after saving. Revoke it in your Atlassian account at any time.

Yes. Every plan includes every feature.

Yes. An issue can be typed on the Jira integration page; it is created in the chosen project with the requester named.

Jira's own error is shown, in Jira's words, so the person can act on it.

11Keep exploring

Related

Org Audit55 checks, priced findings, a letter gradeProjectsDelivery linked to what shippedTechnical DebtDuplicates, unused metadata, legacy automationGitHubDeployed changes recorded as pull requestsSlackDeploy results posted to your channelPricingEvery feature on every plan

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