Salesforce Views

for Confluence Server 7.9.0 - 8.3.0 and more
2 installs
  • Supported

As we continue to move towards a cloud future together, new server app sales and installs are no longer available for customers. You can update app version via Atlassian Marketplace until the end of support for server on Feb 15, 2024. Learn more

View your Salesforce data in Confluence. A CRM data connector. Adapter for views of customers via Account, Case, Contact, etc

YouTube's thumbnail image for the video.

Drop a Salesforce View macro in any page

Page editors configure macro from page view

Show lists of standard objects

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

Configure Salesforce connection from Admin screen

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.

The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges.

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

Security

This app is not part of the Marketplace Bug Bounty program. Learn more

Resources

Gallery

Accounts/Contacts - Relational View