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

Question

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!

Valerie Knapp_dpp5c6 · Answer

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

Odilon Nagay · Answer

Hi Mathieu,

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

Thank you,

Mathieu Lepoutre _Exalate_ · Answer

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