Connector for Salesforce & Confluence Cloud

for Confluence Cloud
362 installs
Cloud Fortified app badgeCLOUD FORTIFIED
  • Supported
Cloud

Integrate the power of Salesforce CRM to bring customer information to your teams, without leaving Confluence

Make vital customer data visible across platforms

Easily display relevant Salesforce data in Confluence. Keep Salesforce as the primary source of customer information and improve cross-team collaboration & productivity.

Automatically display Reports in Confluence pages

🎉 New Feature! With this new macro, users can render all data in a Salesforce Report as it is included in the Report Summary. Simply choose the Report to be displayed, preview and press insert.

Add context to conversations

Discussions related to clients become meaningful when supported with context. Collaboration becomes more effective, and team members become more productive.

More details

🎉 NEW: Table headings now show Field Label!

Your business users collaborate in Confluence. Your customer information lives in Salesforce. Let business users view up-to-date Salesforce information without leaving Confluence. Cloud Fortified and certified by AppExchange, this is a powerful app you can trust.

More benefits include:

  • Faster turnaround in client management
  • Enrich Salesforce knowledge base
  • Centralize documentation management

More features:

  • Connect to Salesforce production or sandbox
  • Permission settings to control access to Salesforce data
  • Salesforce search in Confluence, with SOQL builder and saved filters
  • Display Salesforce data in Confluence. Use charts to visualize the data
  • Salesforce Object macro to add context to discussions
  • Associate Confluence pages with Salesforce Records
  • View page associations in Salesforce

Use cases:

  • Client and project management
  • Technical Account Management
  • Customer success
  • Sales Ops

🧐 Need other features? Tell us.

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Certification

Cloud Fortified App badgeCLOUD FORTIFIED

This app offers additional security, reliability, and support through:

  • Cloud security participation
  • reliabilityReliability checks
  • support24hr support response time
  • and more.
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Privacy and security

Privacy policy

Atlassian's privacy policy is not applicable to the use of this app. Please refer to the privacy policy provided by this app's partner.

Partner privacy policy

Security

This app is part of the Marketplace Bug Bounty Program. Learn more
This partner has completed the Security Self-Assessment Program. Learn more

Resources

Integration Details

Connector for Salesforce & Confluence Cloud integrates with your Atlassian product. This remote service can:

  • Act on a user's behalf, even when the user is offline
  • Write data to the host application
  • Read data from the host application

Gallery

Keep your worries out of sight with a built-in global permission setting to restrict access to features and Salesforce data. External and internal users can still work together.