Connector for Salesforce & Confluence Cloud

for Confluence Cloud
453 installs
  • Supported
Cloud

Integrate Salesforce and Confluence to enhance cross-platform visibility of customer information and improve team productivity

Make vital customer data visible across platforms

Effortlessly display relevant Salesforce data within Confluence, eliminating the need to switch platforms and ensuring customer information is always readily accessible.

Automatically display Reports in Confluence pages

Add valuable context to discussions in Confluence by incorporating relevant Salesforce details for faster turnaround in client management.

Keep information secure

Control access to Salesforce data displayed in Confluence with advanced permission settings that ensure only authorized users can view sensitive information.

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

This app is now part of the Appfire portfolio. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges

Certification

CLOUD FORTIFIED

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

  • Cloud security participation
  • Reliability checks
  • 24hr support response time
  • and more.

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

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.