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Salesforce integration

Salesforce integration

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Linear's Salesforce integration connects customer cases and account data from your CRM with product work in Linear.

Escalate customer cases to the product team by creating Linear issues or linking existing ones — directly from Salesforce. Customer-facing teams can submit feature requests, share product feedback, and report bugs affecting existing customers or impacting new opportunities.

Linear issue details are surfaced directly in Salesforce and updated in realtime. This lets you keep track of development progress, close the loop with customers when issues are completed, and engage prospects as soon as their feature requests ship.

Salesforce account data also syncs with Linear. Product teams can view customer requests alongside details like revenue, tier, and company size, helping them prioritize the most impactful product work.

Any Salesforce case field can now be used to filter issues in Linear. Create custom views and stay updated with view notifications, or create Triage rules based on Salesforce case fields to automatically prioritize and route issues.

The Salesforce integration is available as a paid add-on to the Enterprise plan. Contact sales to learn more and request a trial.

Sync customer data

Customer attributes can now be synced from external data sources like Zendesk, Intercom, Front, or Salesforce.

Map attributes in Linear — like revenue, tier, status, customer owner, and company size — to corresponding attributes in your external system of record. Linear automatically syncs updates from your external data source, ensuring data in Linear always stay up to date.

Customer data syncing is available on Business and Enterprise plans. To get started, head to customer requests settings and select a source.

  • Agents
    Improved agent session creation when an issue is delegated to an agent, even if there is no human actor or assignee when delegating
  • Code Blocks
    Added code highlighting for ReasonML
  • Command menu
    Added an action that lets you create a document from a template
  • Customer Requests
    Links can now be added as a source directly from the Add Customer Request menu by pasting a URL
  • Customers
    Added support for "peek" on the customer's page. Press Space when hovering over a customer name to quickly preview issues or projects without leaving the page.
  • Customers
    Added the ability for customers to be matched against the external data source using only an externalId value for the match
  • Editor
    Typing punctuation when mentioning someone will accept the mention instead of adding punctuation to the search
  • Editor
    Improved selection behavior with the mouse around @mentions
  • Editor
    It's now possible to independently indent a list item without affecting its nested lists
  • GitHub
    We now show the GitHub repo destination when creating an issue on a team with GitHub sync enabled
  • Initiative updates
    Improved update snapshot stats to reflect projects added to the initiative between two updates
  • iOS
    Improved visibility of workspace-level agents in the assignee picker
  • Issue filters
    Improved the sidebar team filter on issue views to show sub-teams nested under their parent
  • Mobile
    When an agent replies in a thread, we now show their status in the inbox on mobile apps
  • Navigation
    Swapped the order of the favorite and contextual menu icons in page headers
  • Notifications
    Improved customer request notifications so they are grouped with issue notifications when they relate to the same issue
  • OAuth
    Updating an OAuth application's avatar will now propagate to all app users associated with the application
  • Projects
    When converting an issue to a project, we now augment the original issue description with a link to the superseding project
  • Recurring issues
    There is now a link to the recurring issue settings from the menu on recurring issues
  • SCIM
    Improved SCIM managed workspaces to allow manual management of guest users. By default, this is limited to workspace admins.
  • SCIM
    We now update the user's display name if a change is pushed through SCIM
  • Comments
    The focus no longer moves if a new comment comes in on a document while the focus is on an input field
  • Comments
    Fixed a problem with jumping scrolling when an issue comment was highlighted
  • Comments
    Comment input clears as expected after the comment is submitted
  • Desktop
    Fixed inconsistencies around the "Close other tabs" functionality when using pinned tabs
  • Editor
    Fixed an issue where copying a heading link would sometimes scroll to the bottom of the document
  • Editor
    Autocomplete menus triggered by @ and : open correctly
  • Favorites
    Fixed a bug where you couldn't favorite some views
  • GitHub
    Fixed issue where, when a PR is open and a review is automatically requested from bots (for example, "GitHub Copilot"), the issue is no longer moved to "In Review" status
  • Initiative Views
    Breadcrumbs now show up correctly after navigating from an initiative view
  • Labels
    Fixed the contextual menu not opening on some rows in team labels settings
  • Lists
    Fixed misaligned group headers in some lists on small screens
  • Menus
    Fixed an issue causing multiple sub-menus to get opened at the same time in some scenarios
  • Notifications
    Fixed triage responsibility notifications to correctly display accepted or declined status of issues marked as duplicate
  • Preview links
    Fixed extraction of preview links from Cloudflare Workers deployment comments
  • Projects
    Project creation no longer fails when using templates with zero estimates on teams that don't allow them anymore
  • PR reviews
    Improved the performance on Pull Requests with a lot of comments from AI agents
  • Sub-teams
    Admins can now select private teams as parent teams without needing to be members
  • Timeline
    Fixed a problem with editing milestone names from timeline views
  • Views
    Fixed the teams column not displaying on project list view when enabled in display options
  • You can now use Esc to go back when opening a triage or inbox item via double click
  • Added userEmail as an optional input for issueSubscribe and issueUnsubscribe
  • Improved response to return a 401 error rather than a 400 for an unauthenticated API request
  • Fixed a bug to include issue in the response payload for issueAddLabel and issueRemoveLabel