Connect Jira to your Salesforce CRM and display information regarding opportunities, leads and contacts in your issues
Connect Jira to your Salesforce CRM and display information regarding opportunities, leads and contacts in your issues
Connect Jira to your Salesforce CRM and display information regarding opportunities, leads and contacts in your issues
Connect Jira to Salesforce with Elements Connect
Autocomplete fields with data from Salesforce
Display information from your CRM in Jira
Elements Connect Salesforce, a free extension for Elements Connect (paid app), allows you to quickly integrate Salesforce data into Jira. Jira users don't need to pay for a Salesforce license to access CRM data in Jira.
Avoid data duplication and errors due to manual input. Thanks to Elements Connect autocomplete fields, you can retrieve information about your Salesforce clients, accounts and opportunities straight from Jira.
Elements Connect Salesforce provides you with read-only custom fields you can populate with any Salesforce data and display on any issue screen. Jira users can thus make informed decision without switching tools!
More details
Elements Connect Salesforce allows you to quickly set up Elements Connect to query Salesforce data and display it in custom fields.
It is a free extension, however you must have Elements Connect installed to use Elements Connect Salesforce.
Elements Connect Salesforce can:
- Autocomplete fields in Jira with information about your clients, accounts, opportunities - thus avoiding data duplication and errors.
- Display relevant information about customers to Jira Service Desk agents.
- Use Salesforce account information to automatically route your customer request to the right Jira Service Desk queue.
Key features:
- Read-only custom fields that allow you to display Salesforce data based on the issues' properties
- Autocomplete custom fields that suggest values fetched from Salesforce as the user types
- Jira users don't need to pay for a Salesforce license to access Salesforce data from Jira.
Elements Connect Salesforce is compatible with Jira Service Desk, Jira Core, and Jira Software.
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Cloud Pricing
Server Pricing
Data Center Pricing
Elements provides support for this app.
Vendor support resources
Find out how this app works.
Versions
Version 1.0.3 • Jira Server 7.1.0 - 7.12.3 • Released 2019-03-20
Summary
New branding
Details
Valiantys Software has a new name: Elements, a Valiantys company!
We've also renamed our products to provide consistency and clarity across our apps portfolio.
nFeed Salesforcee will now be called Elements Connect Salesforce.
Installation
- Log into your Jira instance as an admin.
- Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate Elements Connect Salesforce via search. Results include app versions compatible with your Jira instance.
- Click Install to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.
To find older Elements Connect Salesforce versions compatible with your instance, you can look through our version history page.
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