Can you pull customer data from Salesforce?

[Sarah Green]

Salesforce is our source of truth for customer data, and I can't figure out if there's a way to pull customer data from Salesforce over to JPD. 

For example, on the Insights side, I know I can add a link from Salesforce to the insight, but the available configuration properties are entirely dependent on the type of link (Opportunity vs. Account, for example), and these do not always have the same information available to pull over. 

In addition, I would want the customer information on the Insight to roll up to the Idea so that I don't have to manually do this. There is a field for "Key Customers", but it requires you to manually manage that list of customers (and we have thousands). I would rather be able to have our customer organizations sync over from Salesforce so I could add those to Insights and that rolls up to Ideas. 

A previous program we used had a list of organizations and that could be integrated with Salesforce and configured to pull specific account information.

Is this possible currently and I'm not aware? If it's not, are there any plans for this?

[Rohan Swami · Accepted solution]

@Sarah Green @Karim ABO HASHISH @Kevin Ulland thanks for your feedback on how we can improve the depth of Salesforce integration for you. While we don't have near term plans for this, it's very helpful for us in working out what to build next. As I think you've already found, here's the post with our existing integrations.

[Sarah Green]

Thanks for letting me know @Rohan Swami As a fellow PM, I'd be happy to do a discovery call with your team whenever!

I agree with @Kevin Ulland that having to copy the URL to pull customer data is time consuming and won't always give the data that we need. This doesn't meet our needs in its current state.

[Karim ABO HASHISH]

@Sarah Green We are integrating Salesforce in our JIRA projects using Element Connect Plugin which has native Data Source for Salesforce.

[Neha Jain]

Hi @Sarah Green 

One option to achieve this is by using a third-party integration tool such as Zapier to connect Salesforce and JPD.

These tools allow you to set up automated workflows that can transfer data between different applications.

For example, you could create a workflow that automatically creates a new Insight or Idea in
JPD whenever a new Object Record (Account,Opportunity, Contact etc.) is added in Salesforce, and include relevant customer information in the JPD record.

[Diana_Architect_ZigiWave]

@Sarah Green hello. Check out ZigiOps. It's a no-code tool that connects JPD& Salesforce. Automates the transfer of data (default +custom fields), sync the systems & keeps them updated in real time. None of your data is stored. Give it a try with the trial (it's free).

Regards, Diana (ZigiOps team)

[Syed Majid Hassan -Exalate-]

Hi @Sarah Green

This is Majid @ Exalate. 

I believe the most efficient way of doing this would be via an integration app like Exalate. The endless customization available there would also you to tune the integration exactly as you want. 

Thanks

Majid

[Muhammed Faiez Bhati]

@Sarah Green  One option to achieve this is by using a third-party integration tool such as Zapier to connect Salesforce and JPD. These tools allow you to set up automated workflows that can transfer data between different applications. For example, you could create a workflow that automatically creates a new Insight or Idea in JPD whenever a new Object Record (Account,Opportunity,Contact etc.) is added in Salesforce, and include relevant customer information in the JPD record.

[Kevin Ulland]

+1 

I just watched the video about pasting in the Salesforce URL and that pulling in the fields and being able to use that data in a formula, which is all great, until I think about that process of adding feedback from a dozen customers for each Idea.

Having to go into Salesforce and find the Account or Opportunity, copy the URL, come back, paste it in, etc. It sounds small, but it adds up quickly. And is a non-starter for anyone in my org who has a Jira license but not a Salesforce license.

I'd prefer if the integration was deeper and I could just browse my Accounts/Opportunities from the Insights tab.