Salesforce Agent+ for Jira

Connect Salesforce to Jira through an AI-powered Rovo agent. Ask questions about Salesforce accounts, contacts, leads, opportunities, cases, users, object metadata, and related Jira work using natural language.

Setup

In Jira, go to Apps in the sidebar and click Salesforce Agent+
Click Connect Salesforce Account
Authorize the app in the Salesforce popup
Your Salesforce name will appear when connected

What You Can Do

Salesforce

Search accounts, contacts, leads, opportunities, and cases
Run read-only SOQL and SOSL queries
View CRM records and related metadata
Describe object fields and schemas

Jira

Search issues with JQL
View issue details, comments, remote links, and transitions
Check projects, priorities, changelogs, and watchers
Find issues assigned to you or recently updated

Example Prompts

"Find Salesforce accounts related to this Jira issue"
"Show open Salesforce opportunities closing this month"
"Find open Salesforce cases that mention this Jira issue key"
"Describe fields on the Salesforce Opportunity object"
"Compare this Jira ticket with the related Salesforce account and opportunity context"

Requirements

Jira Cloud with Rovo enabled
Salesforce account with API access and permission to view the relevant records

Data & Privacy

Read-only - the app never modifies your Salesforce or Jira data
OAuth tokens are stored encrypted in Atlassian Forge secure storage
You can disconnect at any time from the app settings page
Contact fields are shown only when explicitly needed for the task
No data is sent to third-party servers

Troubleshooting

"Not connected" error in Rovo chat
Open the Salesforce Agent+ settings page and connect your Salesforce account.

OAuth popup does not close after authorizing
Try disabling popup blockers for your Jira site and reconnect.

Agent does not respond or times out
Refresh the page and try again. If the issue persists, disconnect and reconnect your Salesforce account.

Support

Contact us at support@appsplus.co