How To Build an Azure DevOps-Salesforce Integration With Unito
Here’s everything you need to know about setting up an integration to sync Azure DevOps and Salesforce work items with an automated 2-way sync using Unito. Since Unito is a no-code, completely customizable platform, you don’t need any IT resources to set up your first secure integration. You don’t need to troubleshoot scripts or bring in third-party consultants, either.
More of a visual learner? Learn how to set up a Unito flow in this video tutorial.
In this article:
- Why sync Azure DevOps and Salesforce?
- Step 1. Connect Azure DevOps and Salesforce to Unito
- Step 2. Choose a flow direction for new tasks and work items
- Step 3. Set rules to exclude tasks or items from syncing
- Step 4. Configure Azure DevOps and Salesforce fields
- Step 5. Launch your Azure DevOps-Salesforce integration
Why sync Azure DevOps and Salesforce?
Azure DevOps (or ADO) is a key tool for many software development teams, housing everything they need to get their most important work done. But ADO can quickly turn into a silo, keeping developers from collaborating effectively with the rest of the organization.
Salesforce, on the other hand, is often the nexus of every revenue-generating workflow in your organization. Sales deals move through a pipeline in Salesforce, marketers pull customer data from it to build better campaigns, and your customer success team might work entirely out of Salesforce. This is an environment completely alien to your software developers.
The problem? There are quite a few essential workflows that depend on collaboration between teams that never leave these two tools.
Streamlining support ticket escalation
With technical products, your customer success team can only handle so many requests. They’ll often need to escalate tickets to developers to get their expertise on a potential problem, flag a bug, or get an answer to a particular question.
With Unito’s Azure DevOps-Salesforce integration, support agents can create tickets in Salesforce that are automatically synced to Azure DevOps, giving developers all the information they need without any extra manual work.
Monitoring development on dealmaking features
Some deals come with strings attached. A prospect might not close until specific product features are built from scratch, upgraded, or customized to their needs. Sales teams need to send specific product information to software developers so they know what they should be working on.
Unito’s integration makes that happen automatically, with Salesforce deals flagged for development automatically pushed to Azure DevOps. Additionally, any questions from developers are automatically sent back to Salesforce.
Integrating product launches in marketing campaigns
A single product update can make or break a marketing campaign, giving marketers ammunition to raise awareness about their brand, generate leads, and create deals for the sales team to take on. But the back-and-forth between software developers and marketers can be clunky, leaving marketers unaware of important updates, critical to their campaigns.
This integration brings together marketers in Salesforce with developers in Azure DevOps, keeping everyone up to date without any extra manual work.
Step 1. Connect Azure DevOps and Salesforce to Unito
- Sign up for Unito if you haven’t already!
- Navigate to the Unito App and click +Create Flow.
- Click Start Here to connect Azure DevOps and Salesforce.
- Then click +Choose account for each tool and complete the authorization process.
- Click Confirm.
When you’re ready, click Confirm.
First time connecting tools to Unito and need extra help? Check out this guide.
Authorizing ADO to sync with Unito
Before you sync anything out of Azure DevOps, make sure Third-party application access via OAuth is on.
To adjust this setting, go to Organization Settings in Azure DevOps and click on Policies. Then, make sure the toggle for Third-party application access via OAuth is turned on. Without this, you won’t be able to connect Azure DevOps to Unito.
Step 2. Choose flow direction for new work items
When you create new Azure DevOps or Salesforce work items, Unito creates synced versions in the other tool automatically. With flow direction, you can determine where that happens:
- 2-way, meaning new AzureDevops items and Salesforce items will be created to match items in either tool.
- 1-way from Azure DevOps to Salesforce, which creates new Salesforce work items to match items you create manually in Azure DevOps. Creating items in Salesforce manually won’t create new Azure DevOps items.
- 1-way from Salesforce to Azure DevOps, creating new Azure DevOps work items to match items you create manually in Salesforce. Creating items in Azure DevOps manually won’t automatically create new Salesforce items.
Step 3. Set rules to sync specific Salesforce and ADO work items
Rules are part filter, part automation. They allow you to customize your flows so only some work items get synced between Salesforce and Azure DevOps. For example, you could decide to filter out any Salesforce tickets from before a specific date or Azure DevOps items with a specific assignee.
You can also use rules to automatically send work items to specific sections, assign people to them automatically, and more.
To start creating a rule, click Add a new rule. From there, you can choose what will trigger that rule and what happens when it’s triggered.
You can learn more about setting rules here.
Step 4. Map fields between Azure DevOps and Salesforce
Field mappings pair fields in Azure DevOps with fields in Salesforce so your data goes exactly where it needs to, whether these fields have the same name (e.g., Assignee to Assignee) or not (e.g., Priority to Picklist). When it’s time to map your fields, you can either let Unito do it for you by clicking Map automatically or click Map manually to customize them yourself. Even if you let Unito map your fields automatically, you can customize them afterward.
If you map your fields automatically, you’ll see something like this.
From here, click +Add mapping, then Select a field to sync additional fields. Unito automatically recommends compatible fields for any field you add here through a drop-down menu.
Some fields have a cog icon, meaning they can be customized further. For example, a Priority field can be customized to match specific options to those in another field.
Step 5. Launch your AzureDevOps-Salesforce integration
That’s it! You’re ready to launch your first flow. Once you do, Unito will automatically sync Azure DevOps and Salesforce items, keeping all fields up to date automatically.
Have any questions? Don’t hesitate to reach out to us by clicking on the chat bubble!
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What’s next?
Need to integrate Azure DevOps or Salesforce with other tools in your stack? Check out our other guides below: