Connector for Salesforce & Confluence 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.
🎉 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
- 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
- Client and project management
- Technical Account Management
- Customer success
- Sales Ops
🧐 Need other features? Tell us.
This app offers additional security, reliability, and support through:
- Cloud security participation
- Reliability checks
- 24hr support response time
- and more.
Privacy and security
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
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.