Automate Salesforce actions

You can integrate Salesforce actions with your project to automate getting data from Salesforce for sales opportunities.

You can integrate Salesforce actions with your project to streamline access to sales opportunity data. This integration allows you to automate the retrieval of key information from Salesforce—directly within your workflows—saving time and reducing manual effort. Whether you're tracking deals, following up on leads, or reviewing opportunity status, you’ll have the data you need at your fingertips.

To use these actions, you need to connect the Salesforce app to Atlassian Automation platform. You’ll get a connection setup message when you select the action. Once the connection is established, you can keep adding actions to your automation rule.

Create sales case in Salesforce

This action creates a sales case that captures details related to sales-related activities, such as inquiries, proposals, or opportunities.

Enter the following fields or select using smart values:

• Salesforce site: Add a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

• Case name: Add a name for the case.

• Case description: Add a short description about the case. This is optional.

スマート値

createdSalesforceOpportunity

{{createdSalesforceSalesCase.caseId}} — Returns the ID of the sales case.

{{createdSalesforceSalesCase.url}} — Returns the URL of the sales case.

{{createdSalesforceSalesCase.success}} — Returns the success of the sales case.

{{createdSalesforceSalesCase.status}} — Returns the status of the sales case.

{{createdSalesforceSalesCase.createdDate}} — Returns the sales case creation date.

{{createdSalesforceSalesCase.lastModifiedDate}} — Returns the sales case last modified date.

{{createdSalesforceSalesCase.owner}} — Returns the owner of the sales case.

Create sales opportunity in Salesforce

This action create a sales opportunity that represent potential sales deal. It helps sales teams follow the progress from interest to closing the sale.

Enter the following fields or select using smart values:

• Salesforce site: Enter a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

• Opportunity name: Enter a name for the opportunity.

• Description: Enter a short description about the opportunity. This is optional.

• Stage: Enter sales opportunity stage that represents the steps a deal goes through from start to finish in the sales process. These stages help sales teams track and manage each opportunity.

• Close date: Enter a date when you expect the opportunity to be closed or won.

スマート値

createdSalesforceOpportunity

{{createdSalesforceOpportunity.opportunityId} — Returns the ID of the sales case opportunity.

{{createdSalesforceOpportunity.url}} — Returns the URL of the sales case opportunity.

{{createdSalesforceOpportunity.success}} — Returns the success of the sales case opportunity.

Get sales opportunity stages from Salesforce

This action retrieves the name of different stages that a sales opportunity goes through, from initial identification to closing the deal. For example, prospecting, needs analysis, negotiation, closed won, closed lost, and more.

Enter the following field or select using smart values:

Salesforce site: Enter a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

スマート値

fetchedSalesforceOpportunityStageList

{{fetchedSalesforceOpportunityStageList.get(index)}} — Returns a list of all stage names of the sales opportunity.

Get top sales opportunities from Salesforce

This action retrieves top 50 sales opportunities that are ordered by their recent activity.

Enter the following field or select using smart values:

Salesforce site: Enter a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

スマート値

fetchedSalesforceOpportunityList

{{fetchedSalesforceOpportunityList.get(index).opportunityId}} — Returns the ID of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).url}} — Returns the URL of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).name}} — Returns the name of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).description}} — Returns the description of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).amount}} — Returns the amount of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).stageName}} — Returns a list of stage names of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).probability}} — Returns the probability of the sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).closeDate}} — Returns the close dated sales case opportunity.

{{fetchedSalesforceOpportunityList.get(index).lastVisited}} — Returns the last visited date of the sales case opportunity.

Get sales opportunity from Salesforce

This action returns the sales opportunity with a specific ID.

Enter the following field or select using smart values:

• Salesforce site: Enter a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

• Opportunity ID: Enter the Id of the opportunity to be found.

スマート値

fetchedSalesforceOpportunity

{{fetchedSalesforceOpportunity.opportunityId}} — Returns the ID of the sales case opportunity.

{{fetchedSalesforceOpportunity.url}} — Returns the URL of the sales case opportunity.

{{fetchedSalesforceOpportunity.name}} — Returns the name of the sales case opportunity.

{{fetchedSalesforceOpportunity.description}} — Returns the description of the sales case opportunity.

{{fetchedSalesforceOpportunity.amount}} — Returns the amount of the sales case opportunity.

{{fetchedSalesforceOpportunity.stageName}} — Returns a list of stage names of the sales case opportunity.

{{fetchedSalesforceOpportunity.probability}} — Returns the probability of the sales case opportunity.

{{fetchedSalesforceOpportunity.closeDate}} — Returns the close date of the sales case opportunity.

{{fetchedSalesforceOpportunity.lastVisited}} — Returns the last visited date of the sales case opportunity.

Update sales opportunity in Salesforce

Update the details of a sales opportunity, such as name, description, stage, amount, or probability.

Enter the following field or select using smart values:

• Salesforce site: Enter a site or tenant on the Salesforce platform. For example, https://<site-domain>.my.salesforce.com

• Opportunity ID: Enter the Id of the opportunity.

• Opportunity name: Enter the name of the opportunity. This is optional.

• Description: Enter the short description about the opportunity. This is optional.

• Stage: Enter sales opportunity stage that represents the steps a deal goes through from start to finish in the sales process. This is optional.

• Amount: Enter the estimated total sale amount. This is optional.

• Probability: Enter a percentage to quantify the likelihood of winning a sales opportunity, typically expressed as a percentage. This is optional.

スマート値

updatedSalesforceOpportunity

{{updatedSalesforceOpportunity.opportunityId}} — Returns the ID of the sales case opportunity.

{{updatedSalesforceOpportunity.url}} — Returns the URL of the sales case opportunity.

{{updatedSalesforceOpportunity.name}} — Returns the name of the sales case opportunity.

{{updatedSalesforceOpportunity.description}} — Returns the description of the sales case opportunity.

{{updatedSalesforceOpportunity.stageName}} — Returns a list of stage names of the sales case opportunity.

{{updatedSalesforceOpportunity.probability}} — Returns the probability of the sales case opportunity.

{{updatedSalesforceOpportunity.closeDate}} — Returns the close date of the sales case opportunity.

{{updatedSalesforceOpportunity.lastVisited}} — Returns the last visited date of the sales case opportunity.