Salesforce Views

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

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

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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.

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Accounts/Contacts - Relational View