Contact Views for Salesforce & JSM

for Jira Cloud
163 installs
  • Supported
  • Jira Service Management
Cloud

Integrate Salesforce and Jira Service Management to personalize the customer experience and improve visibility across teams

Personalize your customer service

With customer information at the fingertips of your Jira Service Management team, they will have better insights to make informed decisions and be empowered to create a personalized experience for customers.

Reduce manual tasks, improve productivity

No more context switching. With an automatic match between a Salesforce Contact and a Jira Service Management request reporter, customer information is instantly visible to your customer service team.

Security you can trust

Contact Views is part of Atlassian’s Bug Bounty Program. We’ve got your back!

More details

When your customers succeed, your team excels and your business thrives. Exceed customer expectations by keeping your Salesforce and JSM teams connected.

The benefits include:

  • Immediate access to customer information
  • Better experience for your customer
  • Integrated experience for your teams; everyone across JSM and Salesforce gets the same view of the customer.
  • Faster adoption of JSM, while fully utilizing the CRM capabilities of Salesforce.

Key features:

  • Automatic match of the reporter with Salesforce Contact in all JSM requests
  • View Contact and Account information from within JSM requests
  • Ready for the new Jira experience.

Use cases:

  • Integrated customer success ecosystem
  • Customer service helpdesk
  • Case management system

Learn more:

This app is now part of the Appfire portfolio. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges.

Privacy and security

Privacy policy

Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.

Partner privacy policy

Resources

Integration Details

Contact Views for Salesforce & JSM integrates with your Atlassian product. This remote service can:

  • View email addresses of users
  • Read data from the host application