Assets

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Cloud Fortified Salesforce

Salesforce (CRM) Importer for Assets

Sync 16 Salesforce CRM object types — from Accounts and Contacts to Opportunities and Contracts — into JSM Assets in minutes, with custom object support.

★5

↓34 installs

Overview

Salesforce (CRM) Importer for Assets is a quick and effective solution for introducing new JSM use cases for your organization. It is built on top of Atlassian's Forge platform, which provides the foundation for enterprise-grade security, scalability, availability, and performance and enables a well-architected solution.

With the help of Salesforce (CRM) Importer for Assets, you can synchronize data from 16 Salesforce object types — including Accounts, Contacts, Leads, Opportunities, Assets, Cases, Contracts, and more — into your JSM Assets CMDB in less than 5 minutes.

Prerequisites

An active JSM Cloud Premium or Enterprise Plan subscription is required.

Features

Key Features

Flexible Automated Sync

Choose hourly, daily, multiple daily time slots, or manual-only imports to keep data fresh on your own schedule.

HourlyDailyManual

SOQL Source Filtering

Apply per-object SOQL WHERE clauses so only the records that matter get imported.

SOQL Filters

Custom Objects (Beta)

Import any Salesforce object beyond the 16 built-in types by defining your own object API name and attribute mappings.

BetaCustom API Objects

Enterprise Scalability

Supports high-volume Salesforce orgs with 10,000+ records.

10,000+ Records

Test Import Validation

Validate your connection, permissions, and data model with a test import before running a full sync.

Test Import

Automated Failure Notifications

Get notified automatically if something goes wrong during an import.

Failure Alerts

Import Status Monitoring

Check current import execution and cancel it if needed.

Status MonitoringCancel Anytime

Logs & Audit Logging

View logs and audit logs for troubleshooting purposes.

Import LogsAudit Logs

Forge-Native Hosting

Hosted on Atlassian's Forge, keeping your data within Atlassian's platform.

Atlassian Forge

Technical Details

16 object types · 642 attributes

A relational model of your Salesforce CRM environment in JSM Assets, spanning 16 supported object types — including Accounts (customer organisations), Contacts (customer employees) and Users (company employees) — with Salesforce lookup fields mapped as object references between them, for a total of 642 mapped attributes.

Leads

Reference

Accounts

Hub object

Contacts

Linked to accounts

Partners

Reference

Opportunities

Linked to accounts

Campaigns

Reference

Campaign Members

Linked to campaigns

Users

Reference

Individuals

Reference

Account Team Members

Linked to accounts (Optional)

Subscriptions

Optional; requires CPQ

Assets

Optional

Products

Optional

Cases

Linked to accounts (Optional)

Quotes

Experimental; requires CPQ

Contracts

Linked to accounts (Optional)

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★4.8

↓592 installs

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