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Salesforce (CRM) Importer for JSM Assets

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 synchronize data from 16 Salesforce object types — including Accounts, Contacts, Leads, Opportunities, Assets, Cases, Contracts, and more — into your JSM Assets CMDB 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. All 16 supported object types:

  • Leads

  • Accounts (Customer organisations)

  • Contacts (Customer employees)

  • Partners

  • Opportunities

  • Campaigns

  • Users (Company employees)

  • Individuals

  • Campaign Members

  • Account Team Members

  • Assets

  • Products

  • Cases

  • Contracts

  • Subscriptions (requires Salesforce CPQ)

  • Quotes (experimental, requires Salesforce CPQ)

Automated Sync (Hourly, Daily, Multiple, or Never)

Keep your data up to date. Configure once and let the data flow continuously. Choose from HOURLY, DAILY, MULTIPLE (multiple UTC time slots per day), or NEVER (manual imports only).

Source Filtering (SOQL WHERE)

Filter which Salesforce records are imported using per-object SOQL WHERE clauses. Import only the records that matter for your use case.

Custom Objects (Beta)

Import any Salesforce object beyond the 16 built-in types. Define your own object API name and attribute mappings to extend coverage to your organisation's custom data model.

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