Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Can you pull customer data from Salesforce?

Sarah Green November 14, 2022

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?

8 answers

1 accepted

Suggest an answer

Log in or Sign up to answer
0 votes
Answer accepted
Rohan Swami
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
November 15, 2022

@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 November 15, 2022

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.

1 vote
Karim ABO HASHISH
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
November 14, 2022

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

1 vote
Kevin Ulland
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 14, 2022

+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.

0 votes
Mathias Coudert May 8, 2024

@Rohan Swami is there any news on this? any plan to integrate with Saleforce? 
Thanks

Rohan Swami
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 8, 2024

Hi @Mathias Coudert this isn't on our roadmap at the moment.

0 votes
Neha Jain May 9, 2023

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.

0 votes
Diana_Architect_ZigiWave
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
May 6, 2023

@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)

0 votes
Syed Majid Hassan -Exalate-
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
May 6, 2023

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

0 votes
Muhammed Faiez Bhati
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 2, 2023

@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.

TAGS
AUG Leaders

Atlassian Community Events