Connections Feature in Plum CRM

Release Date: November 18, 2024

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Overview

The Connections feature allows users to create, test, and manage multiple Salesforce-to-Jira configurations without impacting existing setups. This functionality provides flexibility and ensures that users can test and implement new configurations without impacting their existing workflows.

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Key Benefits

• Risk-Free Testing: Test new integration configurations without disrupting active workflows.

• Granular Setup Control: Easily toggle between or revert to existing setups.

• Enhanced Flexibility: Customize and refine integration mappings to suit evolving needs.

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​How to Use a Connections Feature

1. Create a New Connection

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• Navigate to the Connections tab within PlumCRM.

• Click New Connection

• Enter a Connection Name (e.g., “TestConnection”).

• Complete the required fields:

  • Salesforce URL: Enter the login or test URL.

  • Sync Service Account: Specify the account used for data synchronization.

  • Client ID/Key: Provide the authentication credentials.

  • Jira Projects to Sync: Select Jira projects to integrate.

• Click Enable Connection to activate the setup.

Note: Only one connection can be enabled at a time

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2. Clone an Existing Connection

• Navigate to the Connections tab within PlumCRM.

• Click Clone Connection

• Enter a Connection Name (e.g., “TestConnection”).

• Complete the required fields:

  • Salesforce URL: Enter the login or test URL.

  • Sync Service Account: Specify the account used for data synchronization.

  • Client ID/Key: Provide the authentication credentials.

  • Jira Projects to Sync: Select Jira projects to integrate.

• Click Enable Connection to activate the setup.

Note: Only one connection can be enabled at a time

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3. Enable Connections

• New connections can only be enabled when an existing connection is disabled.

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4. Switch Between Connections

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• Use the dropdown menu in the Connections tab to switch between saved configurations.

• Switching does not overwrite or erase your previous configurations, ensuring seamless reactivation.

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5. Delete a Connection

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• To remove a setup, select it in the Connections tab and click Delete Connection. All setup connected to the connection will also be deleted permanently.

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Use Cases

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• Testing New Setups: Safely experiment with new connections and mappings without interrupting live operations.

• Temporary Projects: Configure temporary connections for specific use cases or trials.

FAQ

Q: Can multiple connections be active at the same time?

A: Currently, only one connection can be active. However, switching between connections is effortless.

Q: Will existing settings be lost if I create a new connection?

A: No, existing configurations remain intact and can be reactivated anytime. Only one connection can be active at a time.

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