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Managing incoming projects with Salesforce integration

Brittany Melville
October 5, 2023

Does anyone have experience managing incoming projects using the Salesforce integration? For example, initial request comes in through email and then we use the Outlook integration to create a new Jira card. From there, how does pertinent data integrate with Salesforce, and is it bi-directional? 

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Nic Brough -Adaptavist-
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June 24, 2014

I've done this by having project categories represent the client (works even better when you have many projects per client)

Tom Kaminski
July 28, 2014

Thanks Nic. This is seems to make the most sense.

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