Connector for Salesforce & Confluence Cloud

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

Integrate with Salesforce CRM, bring customer information to your teams

Make important data visible

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

Add context to conversation

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

Query Salesforce from within Confluence

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

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.
View details

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 vendor.

Vendor 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.