How can I get data from salesforce to automatically populate a custom field?

[Odilon Nagay]

I am not sure if this is even possible, but here is my use case:

I have a custom field in Jira that is a dropdown list of client names that come directly from Salesforce. 

I want to be able to when a user selects a specific client, I pull some of this client's information back from Salesforce (i.e. the user select client XYZ, I pull in the client's total Revenue). 

Is that possible? 

I don't want to maintain a table with the same information I have in Salesforce in Jira also, since Salesforce is my ultimate source of truth. 

Thank you!

[Mathieu Lepoutre _Exalate_]

Hello @Odilon Nagay 

I work for Exalate.

This is a perfect problem that can be fully resolved through our software, we offer a decentralized solution. After installation, you decide exactly what you want to send over from SF and how it should be applied in Jira.

We can offer you a demonstration how it works, you can find it at our website.

This is a demonstration of how it works;

https://www.youtube.com/watch?v=syCwqpCCdfE&t=848s

Thanks,

Mathieu

[Odilon Nagay]

Hi Mathieu,

Were is your company based? Can we schedule a quick call to go over your solution?

Thank you,

[Valerie Knapp]

@Mathieu Lepoutre _Exalate_ tagging to make sure you see this update :)

[Valerie Knapp]

Hi @Odilon Nagay , thanks for your question. 

This type of integration between Jira and Salesforce is possible but you would likely need an app, unless you have someone who could write you a scripted solution with something like ScriptRunner Connect .

The app I would recommend for this is called Exalate, you can learn more through the marketplace listing and their documentation.

https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-automation-more?hosting=cloud&tab=overview 

https://exalate.com/integrations/ppc-jira-salesforce?utm_source=google&utm_medium=cpc&utm_campaign=jira_sf_search&gad_source=1&gclid=CjwKCAjwhvi0BhA4EiwAX25uj5ztc5XiSewq1JiLsb_Mx0uHyofEw9ULX2dIMVEVcad4C3lpGa0zOhoCXOMQAvD_BwE 

I hope this helps you.

Cheers