Use Salesforce and Jira Product Discovery
The integration between Salesforce and Jira Product Discovery enables you to add Salesforce objects to ideas as insights.
Before you begin
You must have product access to Jira, Jira Product Discovery or Jira Service Management to set up and use integrations.
You must have creator permissions to create fields and custom formulas.
Create an insight using Salesforce
In Salesforce, select an object you want to use, and copy its link.
In Jira Product Discovery, select the needed idea, and then go to Insights > Create an insight.
Paste the Salesforce link into the Paste a link field within the insight. If needed based on your Salesforce configuration, authenticate to view the data as a new insight within a few seconds.
Pasting insight URLs to a sandbox instance is unsupported.
4. Hover over the Salesforce embedded object, click to select the needed Salesforce object properties, and then select Save.
5. Select Create.
If you create another insight using the Salesforce object, you will only see the properties you’ve chosen previously. In case you want to display other fields, then configure properties one more time.
Once the setup is ready, you can use the Chrome extension to add Salesforce objects as insights.
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