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    Elements Connect Salesforce

    by Elementsfor Jira Server 7.1.0 - 7.12.3
    Unsupported
    This app isn't formally supported.

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    Jira Service Management
    This app is compatible with Jira Service Management.
    Supported
    Elements supports this app.

    Get support

    Jira Service Management
    This app is compatible with Jira Service Management.
    Unsupported
    This app isn't formally supported.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Jira Service Management
    This app is compatible with Jira Service Management.
    Get it nowFree app

    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 is a free extension for Elements Connect that allows you to quickly set it up to query Salesforce data and display it in custom fields.

    ⚠️IMPORTANT UPDATE: If you use a version of Elements Connect above 6.0, you don't need to install this extension as this connector is now embedded in the main product.

    Elements Connect Salesforce can:

    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.

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    Cloud Pricing

    Server Pricing

    Data Center Pricing

    Elements provides support for this app.

    Vendor support resources

    Documentation

    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

    Installation

    1. Log into your Jira instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
    3. Click Find new apps or Find new add-ons from the left-hand side of the page.
    4. Locate Elements Connect Salesforce via search. Results include app versions compatible with your Jira instance.
    5. Click Install to download and install your app.
    6. 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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