• In progress
  • Salesforce (CRM) Importer for JSM Assets

    Salesforce (CRM) Importer for JSM Assets is a quick and effective solution for introducing new JSM use cases for your organization. It is built on top of Atlassian’s Forge platform, which provides the foundation for enterprise-grade security, scalability, availability, and performance and enables a well-architected solution.

    With the help of Salesforce (CRM) Importer for JSM Assets, you can create Accounts, Contacts, Leads, Opportunities, Campaigns, and Partners by synchronizing data from your Salesforce instance in less than 5 minutes.

     

     

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    Prerequisite: An active JSM Cloud Premium or Enterprise Plan subscription is required.

     

    Important Features:

    Connects Salesforce and JSM Assets

    Bring crucial information into JSM Assets and enable new use cases:

    • People & Managers

    • Leads

    • Accounts (Customers organizations)

    • Contacts (Customer employees)

    • Partners

    • Opportunities

    • Campaigns

    • Users (Company employees)

    • Individuals

    Automated Sync (Hourly and Daily Schedule)

    Keep your data up to date. Configure once and let the data flow continuously.

    Scalability

    A high number of records (i.e., 10000+) are supported

    Test Import

    Test your connection, permissions, and data model with a test import and validate the configuration quickly.

    Notify Me

    Get notified if something goes wrong in an automated way.

    Check Import Status

    Check current import execution and cancel if you like

    Logging

    View Logs and Audit Logs for troubleshooting purposes

    Hosted on Atlassian’s Forge

    Keeps your data always in Atlassian’s platform, ensuring security

     

    Demo:

    coming soon