Use Salesforce and Jira Product Discovery

Use Salesforce and Jira Product Discovery

The integration between Salesforce and Jira Product Discovery enables you to add salesforce objects to ideas as insights and use this data when prioritizing ideas.

Steps

1. In Salesforce, find an object you want to use, and copy the link to the object. 

2. In Jira Product Discovery, go to an idea > Insights > Create an insight.

3. Paste the Salesforce link into the Paste field within the insight. Depending on how Salesforce is configured in your organization, you might have to authenticate at this point. After a few seconds, you can see the object data in the new insight.

4. Click (cog icon) and select the salesforce object properties you are interested in, and Save.

5. Pull the object data again, and you will only see the properties you’ve chosen; then, select Create to create the new insight. After a few seconds, you can see the object data in the new insight.

Example:

1. Let’s say that you’re interested in the property “Amount.” Click (cog icon), select the Salesforce Amount and Account name, then select Save.

2. Once you reload the data, you will see the data of the two properties you chose.

3. Now you can create a field to sum the amount for all the insights that have that object type and roll them up per idea into the field. In the list view, click + > Create a new field > Choose Salesforce, and under data, select Amount. Now you can see the field in the idea.

Now that the setup is done, you can go to Salesforce, find another object, copy the URL, and go back to any idea > Insights > Paste the object. Once you create the insight, the amount shows up in the view.