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    by ServiceRocketfor Confluence Cloud
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    Integrate with Salesforce CRM, bring customer information to your teams

    Integrate with Salesforce CRM, bring customer information to your teams

    Integrate with Salesforce CRM, bring customer information to your teams

    Make important data visible

    Add context to conversation

    Query Salesforce from within Confluence

    Display relevant Salesforce data in Confluence. Keep Salesforce as primary source of customer information, and collaborate around your customers in Confluence.

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

    Let Confluence Cloud users to find the Salesforce information they are looking for. Save the search query as a filter, or supply the filter to Salesforce Table macro.

    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.

    The benefits include:

    • Cross-platform visibility of customer info.
    • Faster turnaround in client management.
    • Improved team productivity.

    Key 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.
    • Salesforce Table Macro to 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. Install the Salesforce package, certified by AppExchange.

    Use cases:

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

    🧐 Need other features? Tell us.

    Book a live demo

    Reviews for cloud

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    by James Sullivan on 2021-04-10
    Like many others, this extension does exactly what we need it to do - allowing us to display information from Salesforce into our Confluence docs. What really stands out for me is the team behind the app - their customer support was incredible! Had some small setup & configuration issues, but the team helped resolve the issue very quickly and responsively. Like many others, I'm very happy with my decision to use them. Great job folks! Keep up the great work :)
    Was this review helpful?YesNo
    by Preeti Prasad on 2020-09-30
    clunky, filters cannot be duplicated, and worst of all, the tables cannot be formatted and only API field names are shown
    Was this review helpful?YesNo

    Thank you for your feedback Preeti. I'm sorry that the app couldn't fulfill your needs at this time. The improvement for API field names is in our short term roadmap (thanks for dropping by there), and hopefully, we will be able to deliver other improvements that will increase the value of the product to you soon.

    - Azwandi, PM

    UPDATE: Just released - Table headings now show Field Labels instead of API Names :)

    by Marc Eshleman on 2019-02-25
    Solid start, but no way to dynamically keep content in sync. IE adding new contacts in salesforce doesn't automatically sync them with Confluence - you need to manually add each new contact.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo

    Hi Marc, you're right that there is no sync of contacts. However, you may use the macros to display real-time reports -- in other words, if you have a macro to report a list of contacts, you should be able to see any new contact reflected there.

    Thank you for letting us know know about this, Marc. Your feedback helps us get better.

    by Truc Nguyen on 2019-01-16
    This connector does the job for our integration needs. What I appreciated most though is how reactive, efficient and committed the whole team was while solving issues I encountered. My requests were resolved within a few days, whether for a bug fix or a feature request. So to me this is a vendor you can trust (they are not "Top Vendor" for any reason). Last but not least, my Big-Ups to the whole team: from Support engineer, Product owner to the Engineering team, you guys rock!
    2 out of 2 found this review helpful
    Was this review helpful?YesNo

    Glad to know we've got your back, Truc. We put your experience and satisfaction as our priority, and your review just reaffirms that. Thank you for your kind words.

    by Sai Charan Bellia on 2018-10-29
    Chart Macro doesn't work with Salesforce Table macro. When is this going to be fixed ? https://jira.atlassian.com/browse/CONFCLOUD-53622
    Was this review helpful?YesNo

    Hi Sai, as you pointed out, we are looking forward to getting the bug fix by Atlassian. Please watch the Jira issue for future updates.

    Reviews for server

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    Cloud Pricing

    Server Pricing

    Data Center Pricing

    Up to 10 users
    monthly flat fee
    Free 30 day trial
    11 - 100 users
    per user/month
    Free 30 day trial

    Pricing FAQ

    How does cloud app pricing work?

    Cloud apps are sold as a monthly or annual subscription. You are eligible for support and automatic version updates as long as your subscription is active.

    When your subscription renews each month, you are automatically billed for apps based on the number of users in your instance.

    If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my cloud pricing?

    Apps are billed based on the number of users in your Atlassian product. Confluence Cloud apps are priced based on the number of Confluence users on your instance. For example, if you have Confluence Cloud (25 users), you pay the 25-user price for apps.

    The pricing structure for cloud apps is as follows:

    • Monthly subscriptions with up to 10 Atlassian product users are billed at a flat rate price.
    • Monthly subscriptions with more than 10 users are billed per user, starting at the first user.
    • Monthly subscriptions with more than 100 users are billed per user. The table above provides example pricing at various user levels.

    Annual subscriptions may offer a discount depending on the number of users purchased.

    Do you offer academic, community, or open-source licenses for cloud apps?

    Yes. Academic, community, and open source licenses are available to qualifying organizations. See our Purchasing & Licensing FAQ for more information.

    Can I extend my free trial?

    For cloud apps, you cannot extend your free evaluation period. All cloud apps are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the app.

    ServiceRocket provides support for this app.

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    Confluence Cloud Released 2021-06-17


    Minor version update


    Minor version update


    1. Log into your Confluence instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
    3. Locate Connector for Salesforce & Confluence Cloud.
    4. Click Free trial to download and install your app.
    5. You're all set! Click Close in the Installed and ready to go dialog.

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