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:
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