Salesforce

Bring CRM tracking directly into your JSM help desk. Admins simply connect Salesforce and select the specific Object Name from a single-select menu. Instead of mixing everything together, the application displays these customer cases in a dedicated Salesforce tab on the portal, giving users a clean, organized table alongside their Jira views.

Salesforce Supported Fields

By default, the integration maps key CRM data out of the box, with full flexibility for text-based information:

• Default fields: Case ID, Name, Phone, Status
• Extended support: Full compatibility with any additional String-type fields configured in your Salesforce setup

Salesforce Email Matching

To ensure data privacy and security, you can configure a smart filtering layer:

• How it works: Select a designated Salesforce email field for the app to check against the currently logged-in user’s email
• The result: The table automatically restricts visibility, ensuring customers can only view their own authorized tickets