VIntegration · Product and Project Management

Connect VersionOne agile portfolio data to Salesforce Agentforce

VersionOne, now known as Digital.ai Agility, is the enterprise agile planning platform used by large organisations to manage agile and SAFe delivery at scale — spanning team backlog through portfolio epic and strategic theme, with release planning, dependency tracking, and programme-level reporting. For enterprise software organisations and IT departments that use VersionOne as their agile management platform, the portfolio and delivery data in VersionOne is operationally relevant to commercial conversations: a committed feature's delivery status, a release scope at risk, a defect's place in the engineering backlog. When Emerge Digital connects VersionOne to Agentforce, enterprise portfolio and delivery context is available to agents during commercial and service conversations — and Salesforce commercial events can coordinate with VersionOne work item management.

All integrations

What this unlocks

Portfolio and epic status for enterprise roadmap and delivery conversations: VersionOne's hierarchy — themes, epics, features, stories — provides a structured view of engineering commitments from strategy to team level. An agent can query the VersionOne portfolio for the status of a specific feature or epic during an enterprise commercial conversation, providing an accurate, portfolio-grounded delivery status.
Release train scope and risk for commercial commitment conversations: VersionOne tracks the committed scope of each release train and the percentage of planned work completed — an agent can surface the current release train health and the features committed for the next release during a commercial conversation, giving the account team the engineering delivery context for roadmap commitment discussions.
Salesforce service cases create VersionOne defect work items with commercial context: when a Salesforce enterprise service case is escalated as a product defect, an Agentforce agent can create the VersionOne defect with the Salesforce case severity, customer revenue, and the specific VersionOne feature area affected — so the engineering portfolio reflects the customer-attributed severity without a manual cross-system entry step.
Feature acceptance events confirm delivery for Salesforce commercial commitments: when a VersionOne feature is accepted and completed, the Agentforce integration can update the linked Salesforce opportunity or service case with the delivery confirmation — closing the loop between the engineering acceptance and the commercial commitment.

In the customer journey

Epic status surfaces in enterprise contract renewal discussion

An enterprise account manager is preparing for a renewal conversation where three roadmap epics were committed to the customer in the prior year. The agent queries VersionOne for the current status of each epic — two are complete and accepted, and one is 65% complete with the remaining features scheduled in the next sprint. The account manager enters the renewal with the specific delivery evidence for the two completed commitments and a current status for the in-progress one, rather than requesting a manual product team update.

Enterprise service escalation creates VersionOne defect with revenue context

A P1 case is opened for a major enterprise customer experiencing a critical integration failure. The Agentforce integration creates a VersionOne defect with the Salesforce case ID, the customer's annual contract value from the Salesforce opportunity, the specific VersionOne integration feature that is failing, and the business impact description from the case. The VersionOne product team sees the revenue-attributed severity immediately, enabling appropriate prioritisation in the next planning cycle without a separate escalation email chain.

Feature acceptance triggers commercial delivery confirmation

A VersionOne feature linked to a customer roadmap commitment is accepted in the sprint review. The Agentforce integration identifies the Salesforce opportunity with the linked feature ID, updates the delivery confirmation field with the acceptance date, and creates a task for the account manager to notify the enterprise customer. The account manager's delivery follow-through is systematic — the accepted feature triggers the commercial notification without relying on the account manager monitoring the VersionOne project.

Why not using VersionOne's native Salesforce connector?

VersionOne has offered connector utilities for Salesforce integration in the past. These connectors typically handle basic field synchronisation between standard data objects. The Agentforce integration provides conversational portfolio access — an agent can query VersionOne during a live commercial conversation and surface the result in the Agentforce workflow — as well as governed service case escalation into VersionOne work items with commercial context, and programmatic delivery confirmation events. These are oriented toward the specific commercial conversations where VersionOne data matters, rather than general-purpose data synchronisation.

VersionOne's Agentforce integration is most relevant for large enterprise technology organisations and IT departments that use VersionOne (Digital.ai Agility) for enterprise agile portfolio management — where the portfolio hierarchy is the authoritative source of engineering commitment data that commercial conversations depend on, and where customer-impacting defects need to be reflected in the engineering portfolio with commercial severity context.

How Emerge integrates VersionOne

Emerge Digital connects VersionOne to Salesforce Agentforce as a consulting engagement. We map the VersionOne portfolio hierarchy to Salesforce commercial records, design the portfolio and release status query layer for enterprise commercial conversations, configure the service case escalation to VersionOne defect creation with commercial impact context, and implement the feature acceptance event triggers for commercial delivery confirmation.

How we structure an engagement

Related integrations

FAQ

VersionOne is now Digital.ai Agility — does this affect the integration?

Digital.ai Agility is the rebranded VersionOne platform, now part of the Digital.ai value stream management suite. The core agile planning capabilities and API are the same product under a new name. The integration targets the Digital.ai Agility API, which encompasses the VersionOne platform capabilities.

We use Jira Align, Rally, or VersionOne interchangeably in our portfolio — can the integration handle multiple agile platforms?

For organisations using multiple agile planning platforms across different business units, the integration design maps each Salesforce account or business unit to the appropriate agile platform. The pattern is consistent; the platform-specific API endpoint differs by business unit configuration.

Can the agent access VersionOne programme-level metrics and value stream data?

VersionOne's programme-level metrics — release velocity, cycle time, dependency risk — are accessible through the API and can be surfaced by agents in programme management and commercial conversations where delivery predictability and portfolio health are relevant. Digital.ai's value stream management capabilities, added to the platform, extend the analytics available through the integration.

How long does a VersionOne + Agentforce integration take?

A focused engagement typically runs five to seven weeks: mapping the VersionOne portfolio hierarchy to Salesforce commercial records, designing the portfolio status query layer for enterprise commercial conversations, configuring the defect creation workflow from service case escalations, and testing portfolio retrieval, release scope queries, defect story creation, and feature acceptance event routing.

Ground your agents in VersionOne.

Tell us what your agents need to read and write in VersionOne, and we'll design the integration and the governance around it.

Talk to the practice

Prefer email? Write to the practice instead.