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Polarion Connector for Salesforce

 Polarion® Connector for Salesforce® brings Sales and Support teams in the loop with Product and Development teams via bi-directional synchronization of Salesforce Cases with Polarion Work Items.

Description

Companies that engage closely with customers see greater business results. Sales and Support teams are at the forefront of customer satisfaction, but most are challenged to provide timely updates to defect inquiries and feature requests.  At the same time, Product and Development teams need direct access to customer input to ensure market relevance and ultimate customer success.

Polarion’s Connector for Salesforce bridges the gap between the two sides by seamlessly integrating the tools they use: Salesforce and Polarion. Using the Connector, disparate teams can collaborate without having to leave their respective environments, with faster turnaround times, and market-driven design.

Take for example a reported defect. The Case created in Salesforce is synchronized in Polarion, where the Product and Development teams can reference all details including attachments. As prioritization and planning happen in Polarion, status updates, and planned release dates are automatically synchronized in Salesforce, giving the frontline teams access to current data directly in their environment.

The Connector is easy to deploy without scripting and to use without training out of the box, with advanced customization possible to meet specific workflow scenarios.

Functionality Highlights: Benefits:
  • Comprehensive bi-directional synchronization of Salesforce Cases and Polarion Work Items
  • Direct access to customer requests and defect Cases in Polarion
  • Direct status tracking of all request and defect Work Items in Salesforce
  • Synchronization of all Case details including comments and attachments inside Polarion
  • Cross-functional information in the familiar tool
  • Secure transmission between both applications
  • A direct communication channel between previously disconnected teams
  • Market-driven productivity increase for Product & Development teams
  • Improved customer responsiveness and SLA compliance for Sales & Support teams
  • Comprehensive, undiluted understanding of customer requests and defect descriptions
  • Increased adoption by the respective teams
  • Enterprise-grade data protection

 

 

What's New in Version 1.0.5

Updated October 2023

1.0.5
- Updated connector's dependencies to make it compatible with Polarion 2404

1.0.4
- Changed the Salesforce API version that is used in the extension from 29.0 to 57.0

1.0.3
- Connection URL and SOQL query are now properly saved when creating new Salesforce Connections

1.0.2
- Added support for Polarion 20 R2 (3.20.2) and newer

1.0.1
- Added support for Polarion 2017 GA (3.17.0) and newer

 

Information

Vendor Siemens PLM
Published Version 1.0.5 - October 2023
Categories
Products
Price Free
140 Downloads
Supported by Siemens PLM This extension is supported by Siemens PLM for customers with a current support/maintenance agreement.
Requirements The download package contains two versions of the Polarion Connector for Salesforce
Version 1.0.5 requires Polarion 2404 (3.24.4) and newer and was last tested on Polarion 2404 (3.24.4)
Version 1.0.4 requires Polarion 20 R2 (3.20.2) and newer and was last tested on Polarion 2310 (3.23.10)