Salesforce.com JIRA Integration

Bi-directional integration of information in http://www.salesforce.com with JIRA.

Name Salesforce.com JIRA Integration
Version 1.3-dr1
Product Versions 3.7+
Author(s) CustomWare Asia Pacific
Homepage http://www.customware.net/repository/display/CustomWare/Salesforce.com+Integration+Plugins
Price Buy together with the Salesforce.com Confluence Plugin
License Commercial
Download JAR
Issue Tracking http://developer.atlassian.com/jira/browse/SFDC

Description/Features

CustomWare has written a set of plugins for JIRA and for Salesforce.com to allow bi-directional integration.

See also the Salesforce.com Confluence Plugin

The integration has a new CustomFieldType and searcher that allows the user to select a list of Accounts from Salesforce.com

In Salesforce.com, we do the reverse, we allow all of the issues associated with an account to be displayed on the account details page.

Supported Data

  • Account
  • Case
  • Contact
  • Lead
  • Opportunity
  • Product
  • Solution

The fields have the option of being single or multi-select and match the expected JIRA behaviour.

Version History

Version Release Date Release Notes
V1.2 29-May-2007 Release Notes
V1.1 24-May-2007 Release Notes
V1.0 18-May-2007 Initial public release
V0.2 Jan-2007 Initial BETA for private program

Customer References

We have a number of references from Customers at our Partner Homepage
Client List

Open Issues

Atlassian Developer Network JIRA (9 issues)
T Key Summary Reporter Status
Task SFDC-5 Create AppExchange Test Drive Rob Castaneda Open
New Feature SFDC-7 Add support for more entities in Confluence Rob Castaneda Open
New Feature SFDC-8 Single-sign on integration with SFDC and Atlassian product suite Rob Castaneda Open
New Feature SFDC-10 Relate a JIRA user to a Salesforce.com account. Phylina Zhang Open
Improvement SFDC-16 Auto-populate related fields in JIRA Jonathan Appel Open
Improvement SFDC-17 Create SFDC custom fields which retrieve JIRA data Jonathan Appel Open
New Feature SFDC-18 Display the SF case number when linking cases to existing JIRA issues Dominic Lovell Open
New Feature SFDC-19 Add links to JIRA issues to existing Salesforce.com cases Dominic Lovell Open
Improvement SFDC-21 Enhancement to SF account information query Varun Open

Screen Shots

Screenshots
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Labels

 
  1. Jun 11, 2007

    Dharmendra Varma says:

    Do I need to have enterprise version of Salesforce for this to work?  I hav...

    Do I need to have enterprise version of Salesforce for this to work?  I have enterprise version of Jira but not salesforce.

    1. Jun 11, 2007

      Stafford Vaughan says:

      Hi Dharmendra, Thanks for your interest. The plugin requires Web Services acces...

      Hi Dharmendra,

      Thanks for your interest. The plugin requires Web Services access to operate, and currently Salesforce.com offers access to the Apex Web Services API in the Enterprise and Unlimited versions of the product only (see http://www.salesforce.com/products/editions-pricing/feature-comparison/). I believe that Salesforce.com may offer Web Services access to Professional and Group customers for an additional cost, but you will need to contact Salesforce.com to confirm.

      -Stafford

  2. Jul 23, 2007

    Ryan Kawecki says:

    I would like to demo the JIRA plugin for integration with Salesforce. Is this po...

    I would like to demo the JIRA plugin for integration with Salesforce. Is this possible? We currently have a demo version of JIRA installed and have a test account for Salesforce. Do we need to install a plugin for Salesforce as well.

     From withing Salesforce we would like to do the following. Please confirm if any of this is not possible.

    1. Submit an Issue to JIRA.

    2. Link an existing Salesforce CASE with a JIRA Issue.

    3. Edit a JIRA Issue from Salesforce.

    4. Allow the customers on the Customer Facing Portal from Salesforce to see the JIRA Issues associated with their Salesforce cases.

    5. Search for JIRA Issues based on user defined queries.

    6. Update the Salesforce Case or JIRA Issue from Salesforce will send an auto email to the owner of the Issue in JIRA

     From within JIRA we need the following. Please confirm if any of this is not possible

    1. Associate a JIRA Issue with a Salesforce Case

    2. Search for Salesforce Case based on user defined queries

    3. Need to see Customer Contact information associated with the Salesforce Case.

    4. Edit Salesforce case from JIRA

    5. Updating the JIRA Issue or Salesforce Case from JIRA will send an auto email to the owner of the case in Salesforce

     Thanks,

    Ryan Kawecki

    1. Jul 23, 2007

      Daren Klamer says:

      Hi Ryan, You can certainly demo the Salesforce.com plugin for JIRA

      Hi Ryan,
      You can certainly demo the Salesforce.com plugin for JIRA. Download it now (no questions asked!) to see how all of the custom fields work. The custom fields allow you to link JIRA issues with records within Salesforce.com . The S-Controls (the parts of the plugin that lets you look at JIRA issues from Salesforce.com) also work without a license. There is one feature that is not available in the plugin without a license, and this is the feature that allows you to create JIRA issues from Salesforce.com cases. To trial this feature, please email atlassian@customware.net and ask for an Evaluation license.

      Here is a quick rundown of the features you have outlined in your reply (with comments)

      1. Submit an Issue to JIRA.

      This is possible, and here is a page that describes the process.

      2. Link an existing Salesforce CASE with a JIRA Issue.

      This too is possible, by adding a Salesforce.com Case Custom Field to JIRA.

      3. Edit a JIRA Issue from Salesforce.

      This is currently not available in the plugin.

      4. Allow the customers on the Customer Facing Portal from Salesforce to see the JIRA Issues associated with their Salesforce cases.

      This is currently possible, assuming the plugin and Salesforce.com is configured appropriately.

      5. Search for JIRA Issues based on user defined queries.

      Searching for JIRA issues from within Salesforce.com is not possible at the moment. Salesforce.com and the plugin can both be customised in a way to allow this though. Contact atlassian@customware.net for more information.

      6. Update the Salesforce Case or JIRA Issue from Salesforce will send an auto email to the owner of the Issue in JIRA

      This is currently not possible.

      From within JIRA we need the following. Please confirm if any of this is not possible

      1. Associate a JIRA Issue with a Salesforce Case

      This is possible, by adding a Salesforce.com Case Custom Field to JIRA, and the related Case S-Control

      2. Search for Salesforce Case based on user defined queries

      This is partly possible. The plugin indexes the Name and ID of the Salesforce.com case. So searching for Salesforce.com Cases within JIRA is possible, assuming that a JIRA Issue is linked with the case in question, and the search query contains either the Salesforce.com Case ID or name.

      3. Need to see Customer Contact information associated with the Salesforce Case.

      This feature has not been implemented yet. Please contact atlassian@customware.net if you would like more information on getting this feature implemented.

      4. Edit Salesforce case from JIRA

      This is currently not possible.

      5. Updating the JIRA Issue or Salesforce Case from JIRA will send an auto email to the owner of the case in Salesforce

      This is currently not possible. Please contact atlassian@customware.net if you would like more information on getting this feature implemented.

      1. Feb 21

        Dominic Lovell [CustomWare Asia Pacific] says:

        There is one feature that is not available in the plugin without a license, and ...


        There is one feature that is not available in the plugin without a license, and this is the feature that allows you to create JIRA issues from Salesforce.com cases. To trial this feature, please email atlassian@customware.net and ask for an Evaluation license.

        This feature is now available without a license key!

  3. Jun 19

    Bradley Wagner says:

    Hi, our customers use JIRA as a support portal. As such,...

    Hi, our customers use JIRA as a support portal. As such, it is not possible for us to expose this custom field to them for editing when filing/updating support cases especially if it has the ability pull the names of our other customers for them to see.

    Is it possible to have this field automatically updated using the email address of the issue reporter to pull the Organization name from Salesforce and not include the custom field in the Issue edit screen at all?

    Thanks!