196
Customers have installed this app in at least 196 active instances.
    by ServiceRocketTop Vendor
    ServiceRocket is a Top Vendor.  Top Vendors have high standards for app quality, reliability, and support.

    Learn more

    for Confluence Cloud
    Supported
    ServiceRocket supports this app.

    Get support

    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. The connector lets 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 easily.
    • Permission settings to control access to Salesforce data.
    • Search Salesforce from within 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 mentions and associations in Salesforce. Install the Salesforce package, certified by AppExchange.

    Use cases:

    • Client and project management
    • Technical account management
    • Customer success management
    • Sales Ops

    For Confluence Server? Here.

    Reviews for cloud

    (9)
    Sign in to write a review
    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.
    Was this review helpful?YesNo
    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!
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    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
    ServiceRocket

    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

    (9)Sign in to write a review

    There are no reviews yet. Be the first to review this app.

    Reviews for Data Center

    (9)Sign in to write a review

    There are no reviews yet. Be the first to review this app.

    Cloud Pricing

    Server Pricing

    Data Center Pricing

    Up to 10 users
    $10
    monthly flat fee
    Free 30 day trial
    11 - 100 users
    $2
    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.

    If you've opted for annual billing for your Atlassian product, apps are also billed annually at a discount (12 months for the price of 10).

    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

    Documentation

    Find out how this app works.

    Community

    Community discussions connect you to the vendor and other customers who use this app.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    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

    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 Salesforce & Confluence Cloud Connector.
    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.

    Similar apps