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?

[Pieter Helsen]

Hi,

Interesting question. My approach may not be exactly what you're looking for, but it's what we've been using for quite some time to great effect. 

We have a Jira Service Desk project set up for support questions and product suggestions. This is set up at an easy-to-remember link such as idea.yourcompany.com

As product manager, I perform a triage on new suggestions every week or two, to make sure that they contain all the necessary information and then I use Jira's 'Create linked issue' feature to create an idea from those product suggestions. 

This has the benefit that you can discuss the Idea internally (using comments) without necessarily alerting the Suggestion creator. We then use automations to update the state of the Suggestion as the Idea progresses through our pipeline, so that we can communicate to the creator of the Suggestion when it gets released. 

[Tomas Greif]

I asked the same question few weeks back here: https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Can-I-have-URL-to-directly-create-Idea-Insight/qaq-p/2618031

In there, there is an answer with link to other similar question before and that contains links to other questions/answers before. Rabbit hole at its best.

Currently, it is impossible to create such link, my guess is because of the technological difference of how the projects are build. The link with `issueType` will render some Idea form, but will contain all the fields in the project, impossible to use :/

Where do we request such feature?