Integration guide
Product and Project Management
Connect Rally enterprise agile data to Salesforce Agentforce
Rally, now part of the Broadcom software portfolio (formerly CA Agile Central and Rally Software), is the enterprise agile planning and portfolio management platform used by large organisations to manage agile at scale — aligning team-level stories and tasks to portfolio initiatives, epics, and strategic themes. For large enterprise software organisations and IT departments running Rally for portfolio and delivery management, the programme and portfolio data in Rally represents the engineering commitment context relevant to commercial conversations. When an enterprise customer asks about a roadmap commitment, the accuracy of the response depends on the Rally portfolio record. When a service escalation represents an engineering defect, the Rally work item is where the fix is tracked. When Emerge Digital connects Rally to Agentforce, portfolio and delivery context is available to agents during enterprise commercial and service conversations.
Discuss your Rally integrationThe opportunity
What the connection unlocks
- Portfolio initiative and epic status for enterprise roadmap conversations: Rally's portfolio hierarchy — initiatives, epics, features, user stories — provides a structured view of the engineering commitment from strategic theme down to team task. An agent can query the Rally portfolio for the status of a committed feature or initiative during a commercial conversation, providing an accurate delivery status grounded in the engineering portfolio record.
- Release and programme increment tracking for enterprise delivery conversations: Rally's release and iteration management tracks which features are committed to which releases and programme increments. An agent can surface the current release scope and committed feature list for an enterprise customer's upcoming release, providing the commercial team with the engineering delivery commitment context for roadmap discussions.
- Salesforce service escalations create Rally defect records: when a Salesforce enterprise service case is triaged as a product defect, an Agentforce agent can create the corresponding Rally defect work item with the case severity, the customer impact, and the affected feature area — so the enterprise engineering team's portfolio records reflect the customer-impacting defects without a manual cross-system entry step.
- Rally work item completion events update Salesforce commercial records: when a Rally feature or defect is completed and accepted, an Agentforce agent can identify the Salesforce opportunities and service cases linked to the Rally work item and update them — confirming delivery for committed roadmap items and closing defect cases with the resolution confirmation.
Illustrative workflows
Where it can make a difference
These scenarios explain possible workflows. They are not claims of delivered client results; licensing, permissions and feasibility are confirmed during discovery.
Portfolio epic status informs enterprise roadmap negotiation
An enterprise account manager is in a negotiation about a multi-year contract renewal that includes a commitment to three specific product capabilities. The agent queries Rally for the portfolio epics representing the three commitments — two are in the current programme increment with acceptance criteria defined, and one has been deprioritised to the next PI. The account manager identifies the schedule risk for the deprioritised epic before the renewal negotiation and coordinates with the product team on the commercial impact before the customer asks.
Enterprise defect case creates Rally work item with customer impact context
A P1 service case is opened for an enterprise customer experiencing a critical data processing defect affecting their production workflow. The Agentforce integration creates a Rally defect work item with the Salesforce case reference, the customer severity classification, the specific affected feature in the Rally hierarchy, and the revenue impact from the Salesforce account record. The Rally product owner sees the customer-attributed severity immediately, enabling priority assignment in the next sprint planning without a separate escalation email.
Programme increment completion confirms delivery for committed enterprise features
A programme increment closes in Rally with three features accepted that were committed to enterprise customers in the prior quarter. The Agentforce integration identifies the Salesforce opportunity line items linked to each accepted feature, updates the delivery confirmation field, and creates tasks for the account managers to notify the relevant enterprise customers of the feature availability. The commercial team's delivery follow-through is systematic rather than reliant on individual account manager awareness of the release.
Why not using Rally's native Salesforce connector?
Rally has a legacy Salesforce connector for basic data synchronisation. The Agentforce integration provides the conversational intelligence layer: live query access to portfolio status during commercial conversations, severity-attributed defect creation from Salesforce service cases, and programmatic work item completion events triggering commercial follow-through actions. These go beyond what field synchronisation connectors provide and are oriented toward the specific commercial and service conversations where Rally data is operationally relevant.
Journey fit
Connect the workflow to the outcome.
Rally's Agentforce integration is most relevant for large enterprise technology organisations and IT departments that use Rally for enterprise agile portfolio management — where portfolio and delivery data are directly relevant to commercial commitments, where customer-impacting defects need to be reflected in the engineering portfolio with commercial context, and where programme increment completion has commercial consequences that should be tracked in Salesforce.
Delivery
Built around your environment.
Emerge Digital connects Rally to Salesforce Agentforce as a consulting engagement. We map Rally's portfolio hierarchy to Salesforce commercial records, design the portfolio status query layer for roadmap and delivery conversations, configure the service case escalation to Rally defect creation workflow with customer impact context, and implement the work item completion event triggers for commercial follow-through. The integration is designed in collaboration with the Rally programme management team to respect the portfolio hierarchy and work item governance.
Explore AI and automationPractical questions
Before we connect.
Can the agent create or modify Rally initiatives, epics, or features directly?
Creating a defect work item from a Salesforce service escalation is a pre-approved, governed action. Portfolio-level work item creation and modification — initiatives, epics, feature prioritisation — stays with the product and portfolio management team in Rally. The agent does not modify the portfolio planning hierarchy.
We use Jira Align or SAFe tools rather than Rally — can the same pattern work?
Yes. The enterprise agile portfolio integration pattern — portfolio status in commercial conversations, service case severity in engineering work items, PI completion triggering commercial follow-through — applies to Jira Align, Targetprocess, and other enterprise agile planning platforms. Emerge builds to the enterprise agile tool your organisation uses.
Rally is now part of the Broadcom portfolio — is the API still actively supported?
Rally's API continues to be available for enterprise deployments in the Broadcom software portfolio. For organisations evaluating migration to an alternative enterprise agile platform, the integration design can be adapted to the target platform; the commercial integration pattern remains the same.
How long does a Rally + Agentforce integration take?
A focused engagement typically runs five to seven weeks: mapping Rally's portfolio hierarchy to Salesforce commercial records, designing the portfolio and release query layers, configuring the defect creation workflow from Salesforce service escalations with customer impact context, and testing portfolio status retrieval, work item creation, and PI completion event routing.
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