Integrate Atlassian with Salesforce
Millions of users globally rely on Atlassian products every day for improving software development, project management, collaboration, and code quality. Atlassian products include: JIRA Software, JIRA Service Desk, JIRA Core, StatusPage, Confluence, HipChat, Bitbucket, SourceTree, Bamboo, Cover, FishEye, Crucible.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
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Atlassian's End Points
Request information about your service desk instance, including its version number, how long the instance has been running and what build it is. Accessing this data will, among other things, allow you to more successfully integrate your service desk with other relevant data sources.
Create a customer entity in JIRA Service Desk by providing Atlassian with the customer’s name, email and display name. Then, use this data in other endpoints to track service requests for a specific customer or integrate it with customer service data from other sources to provide a more comprehensive view of a customer’s journey.
Retrieve data on organizations that are engaging with your service desk, including the organizations’ names, IDs, properties and associated users. Then, access this endpoint to track those organizations, their users and their service requests so that you can have a better understanding of your service interactions with them.
Track any and all customer service requests and get relevant data, such as the customer’s contact info, the reason for the request, and the status of the request (what step it is on in your customer service process). Use this data to evaluate how well your company is responding to these requests and/or monitor customer service trends.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.