I am not sure if this is even possible, but here is my use case:
I have a custom field in Jira that is a dropdown list of client names that come directly from Salesforce.
I want to be able to when a user selects a specific client, I pull some of this client's information back from Salesforce (i.e. the user select client XYZ, I pull in the client's total Revenue).
Is that possible?
I don't want to maintain a table with the same information I have in Salesforce in Jira also, since Salesforce is my ultimate source of truth.
Thank you!
Hello @Odilon Nagay
I work for Exalate.
This is a perfect problem that can be fully resolved through our software, we offer a decentralized solution. After installation, you decide exactly what you want to send over from SF and how it should be applied in Jira.
We can offer you a demonstration how it works, you can find it at our website.
This is a demonstration of how it works;
https://www.youtube.com/watch?v=syCwqpCCdfE&t=848s
Thanks,
Mathieu
Hi Mathieu,
Were is your company based? Can we schedule a quick call to go over your solution?
Thank you,
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Hi @Odilon Nagay , thanks for your question.
This type of integration between Jira and Salesforce is possible but you would likely need an app, unless you have someone who could write you a scripted solution with something like ScriptRunner Connect .
The app I would recommend for this is called Exalate, you can learn more through the marketplace listing and their documentation.
I hope this helps you.
Cheers
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