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Salesforce for Confluence

works with Confluence Cloud

OVERALL RATINGS

SUPPORT

  • Partner Supported

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Key highlights of the appIntegrate Salesforce data into Confluence pages. Create dynamic pages with SOQL templates. Streamline account plan & collaboration

Seamless Salesforce Integration

Integrate Salesforce Object and Salesforce List to Confluence. Elevate your business processes with customisable templates tailored to your requirements.

Display Salesforce List with Template

Create Salesforce Template once and let users re use it. Users just need to fill in missing gaps. Transform your workflow today!

SOQL List Results Indexed in Confluence Search

The results of your SOQL queries within the SOQL Macro are automatically indexed. Users can take full advantage of Confluence's search capabilities to locate and interact with Salesforce data.

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More details

Supercharge your business process and workflow with Salesforce for Confluence.

Use live links to Salesforce Object and Salesforce List within Confluence documents to enhance alignment across teams.

Use Template Variables, our addon's key feature, to easily create custom templates, adding flexibility to handle complex requirements.

✨ Feature

  • Display Salesforce List from predefined template or SOQL query
  • Display Salesforce Object links and fields in a table
  • Create reusable Salesforce Templates with dynamic Salesforce Query
  • Use Template Variables in Salesforce Object and Salesforce List to create Blueprints. Users just need to fill in missing values
  • Connect to multiple Salesforce instances/sandbox
  • Seamless connection management with permission control for each connection

ℹ️ Support

Need help or a feature request? Contact us at support@upsmith.app.

We're available to help with any issues or questions.

🚀 Get started quickly with our Documentation

Resources

  • Descriptor

    Get the descriptor file downloaded to your system

  • App documentation

    Comprehensive set of documentation from the partner on how this app works

  • EULA

    Get the End User License Agreement for this app

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 program

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

Integration permissions

  • Salesforce for Confluence integrates with your Atlassian product

Version information

Version 1.0.5-ACfor Confluence Cloud

Release date

Oct 2nd 2024

Summary

Salesforce macros are now searchable in Confluence

Payment model

Paid via Atlassian

License type

Commercial

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