Salesforce for Confluence

by UpSmith
for Confluence Cloud
4 installs
  • Supported
Cloud

Integrate 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!

Centralised Connection Management

Connect to multiple Salesforce instances/sandbox. Manage permission control for each connection.

More details

Supercharge your business process and workflow with Salesforce for Confluence.

Use live links to Salesforce Object and Salesforce Lists 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 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

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

Resources

Integration Details

Salesforce for Confluence integrates with your Atlassian product. This remote service can:

  • Write data to the host application
  • Read data from the host application

Gallery

Take advantage of Salesforce Object Link and Salesforce List