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    by Artemis SoftwareTop Vendor
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    for Confluence Server 6.8.0 - 7.5.0
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    View your Salesforce data in Confluence

    View your Salesforce data in Confluence

    View your Salesforce data in Confluence

    Drop a Salesforce View macro in any page

    Show lists of standard objects

    Configure Salesforce connection from Admin screen

    Page editors configure macro from page view

    Account, Contact, and Case objects can be listed with a Details View that provides the values of standard fields

    Confluence administrators setup connection profiles with Salesforce organizations (prod and sandbox), then switch to the one you want to test or use as needed.

    More details

    Salesforce Views allows you to display your Salesforce data in Confluence.

    Providing detailed views for Account, Case, and Contact objects, and a relational view for your Account's Contacts so you can see each Account's set of associated Contacts easily and quickly.

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    Versions

    Version 1.0.0 Confluence Server 6.8.0 - 7.5.0 Released 2020-03-09

    Summary

    Beta Release!

    Details

    The first version of the Salesforce Views plugin available to the public. The beta will be available until June 1st 2020.

    We want this to be the best Salesforce integration ever. Try it out, and let us know what you think!

    Installation

    1. Log into your Confluence instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Manage add-ons screen loads.
    3. Click Find new apps or Find new add-ons from the left-hand side of the page.
    4. Locate Salesforce Views via search. Results include app versions compatible with your Confluence instance.
    5. Click Install to download and install your app.
    6. You're all set! Click Close in the Installed and ready to go dialog.

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