I require to link a customer/account to some JIRA tickets. This is so we can track billable pieces of work and work being done for specific customers.
I could of course use labels for this. Is there a more structured way to link customers/accounts to issues in Jira? Looks like there's a locked 'account' field.
Willing to explore salesforce integrations if necessary - this is the true source of the data
Yep - create a new "account" custom field and add it to all the screens and contexts. Probably a select list with your preset list of customers.
That's just a simple flag, if you go for the Salesforce option, you'll also be able to pull information from Salesforce for display.
Custom fields are a great solution if the company name is enough information in the issue. Don't make the mistake of adding more information though. When a customer's information (such as phone number or email address) changes, you will end up with many outdated issues.
If you want to add information to your customers, I suggest you take a look at Atlas CRM. This add-on not only allows you to link customers to issues, but you can open customers and add all kinds of information to them. Contact information, billing information etcetera. Have a look: https://marketplace.atlassian.com/plugins/nl.avisi.jira.plugins.relations-for-jira/cloud/
Full disclosure: I'm on the team building Atlas CRM, so I'm biased.
Since version 5.8.0, the nFeed plugin is able to fetch data from SalesForce (using its REST API) and display them in fields within JIRA -> https://marketplace.atlassian.com/plugins/com.valiantys.jira.plugins.SQLFeed/server/overview
I have multiple projects that use variations of the same base workflow. The variations depend on the requirements of the project or issue type. The variations mostly come in the form of new statuses ...
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