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
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 information.
- 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 your 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 management
- Sales Ops
🧐 Can't find what you need? Need other features? Tell us.
Reviews for cloud
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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.
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.
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.
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Reviews for Data Center
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Cloud Pricing
Server Pricing
Data Center Pricing
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?
Academic, community and open source licenses are not available for cloud apps.
- 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 is a Top Vendor, committed to providing support for their apps at least 8 hours a day, 5 days a week.
Vendor support resources
Find out how this app works.
Community discussions connect you to the vendor and other customers who use this app.
Atlassian-hosted discussions connect you to other customers who use this app.
Versions
Confluence Cloud • Released 2019-04-15
Summary
Minor version update
Details
Minor version update
Installation
- Log into your Confluence instance as an admin.
- Click the admin dropdown and choose Add-ons. The Find new apps or Find new add-ons screen loads.
- Locate Salesforce & Confluence Cloud Connector.
- Click Free trial to download and install your app.
- You're all set! Click Close in the Installed and ready to go dialog.
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