6
103
Customers have installed this app in at least 103 active instances.
103
Customers have installed this app in at least 103 active instances.

    Connector for Salesforce & Confluence Server & Data Center

    by ServiceRocketfor Confluence Server 6.13.0 - 7.11.1, Confluence Data Center 6.13.0 - 7.11.1 and more versions
    Versions available for Confluence Server 2.3 - 6.12.4
    Unsupported
    This app isn't formally supported.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Supported
    ServiceRocket supports this app.

    Get support

    Supported
    ServiceRocket supports this app.

    Get support

    Try it freeBuy it now

    Integrate Confluence Cloud with Salesforce CRM, extract the information that matters to a wider audience

    Integrate Confluence Cloud with Salesforce CRM, extract the information that matters to a wider audience

    Integrate Confluence Cloud with Salesforce CRM, extract the information that matters to a wider audience

    Easy to create reports

    Advanced reporting with SOQL

    *NEW* - Access permissions

    Displays a list of Salesforce records in a table format, the set of data that is obtained can be restricted by specifying a set of conditions.

    Bring and share Salesforce data into Confluence. Create advanced reports using Reporting add-on by ServiceRocket.

    Keep your worries out of sight with a built-in global permission setting to restrict access to features and Salesforce data. External and internal users can still work together.

    Easy to create reports

    Advanced reporting with SOQL

    *NEW* - Access permissions

    Displays a list of Salesforce records in a table format, the set of data that is obtained can be restricted by specifying a set of conditions.

    Bring and share Salesforce data into Confluence. Create advanced reports using Reporting add-on by ServiceRocket.

    Keep your worries out of sight with a built-in global permission setting to restrict access to features and Salesforce data. External and internal users can still work together.

    More details

    Your business users collaborate in Confluence. Your customer information lives in Salesforce. The Salesforce & Confluence Server Connector lets business users view up-to-date Salesforce objects and data without leaving Confluence.

    As a result, business users have easy access to the information they need without having to navigate to another system.

    With the connector users can view within a Confluence wiki page the following from Salesforce:

    • Accounts
    • Contacts
    • Cases Leads/Opportunities
    • Products/Solutions
    • And more

    Besides:

    • Create advanced reports with a combo of this Connector and Reporting app by ServiceRocket. Use custom SOQL Reporter and Salesforce Reporter to pull data from Salesforce.
    • In Confluence, restrict access to Salesforce data easily, with permission setting.

    Check out our video guides, or book a live demo.

    More details

    Your business users collaborate in Confluence. Your customer information lives in Salesforce. The Salesforce & Confluence Server Connector lets business users view up-to-date Salesforce objects and data without leaving Confluence.

    As a result, business users have easy access to the information they need without having to navigate to another system.

    With the connector users can view within a Confluence wiki page the following from Salesforce:

    • Accounts
    • Contacts
    • Cases Leads/Opportunities
    • Products/Solutions
    • And more

    Besides:

    • Create advanced reports with a combo of this Connector and Reporting app by ServiceRocket. Use custom SOQL Reporter and Salesforce Reporter to pull data from Salesforce.
    • In Confluence, restrict access to Salesforce data easily, with permission setting.

    Check out our video guides, or book a live demo.

    Reviews for cloud

    (6)
    Sign in to write a review
    by Graham Ford on 2016-10-17
    We love Confluence and now we're excited to have SalesForce data embedded and for all to see and explore. This will allow us to put our dashboards front and center.
    Was this review helpful?YesNo
    ServiceRocket

    Graham, thanks for such a great review. We are thrilled that you are finding this app useful for your organization.

    The latest version (3.3.5) does not fix the bug (sql-reporter) as mentioned in the release notes. When is the fix coming out? We are not able to upgrade Confluence to version 5.7 because of this. Thank you.
    Was this review helpful?YesNo
    ServiceRocket
    Hi Adhip, thanks for your comment! Kindly refer to our community thread for the latest Confluence v5.3 plugins releases: http://community.servicerocket.com/servicerocket/topics/confluence_v5_3_x_plugins_compatibility We are looking to release the plugins by batch, the commercialized one will go first, then followed by free plugins. Stay tuned!
    by Daniel Bar-Lev on 2014-03-26
    A good indicator of the effectiveness of a connector plug-in like this one is its transparency to the user. We depend on the ability to transfer information from SalesForce into our Confluence implementation and vice versa, and the ServiceRocket plug-in does this for us completely transparently. We haven't had any glitches at all during use. The set up was implemented by our Confluence customization partner, but they turned it around extremely quickly and didn't report any complications. Thanks to the ServiceRocket team for making this product. It makes a huge difference to the effectiveness of our use of Confluence and SalesForce.
    Was this review helpful?YesNo
    ServiceRocket
    We are glad that this plugin is useful and that you have a good partner who have helped you to implement it. If you need more examples you may refer to our Tutorial If your implementation is different from what is in the Tutorial perhaps you can share your template with us so that we can share it with others as well. You may do so by creating an idea in our Community
    by Anand Unadkat on 2013-12-05
    This will be a very useful plugin for us to use. Do you know when it will be compatible with Confluence 5.4? Thanks
    0 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Our release cadence has really improved in the past years. Hope you're enjoying the app :)

    by Jim on 2012-07-16
    We've used this connector as a SSO solution between our Customer Portal which runs on SalesForce.com and our product documentation which is housed on Confluence. Confluence user accounts are created seemlessly for our SalesForce.com Portal Users. When a Portal User clicks a link in SalesForce.com, they are automatically taken to Confluence and logged in automtically. A great plugin for any company that wants to integrate these two applications.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Thank you so much for taking the time to leave us this amazing review.

    Reviews for server

    (6)
    Sign in to write a review
    by Graham Ford on 2016-10-17
    We love Confluence and now we're excited to have SalesForce data embedded and for all to see and explore. This will allow us to put our dashboards front and center.
    Was this review helpful?YesNo
    ServiceRocket

    Graham, thanks for such a great review. We are thrilled that you are finding this app useful for your organization.

    The latest version (3.3.5) does not fix the bug (sql-reporter) as mentioned in the release notes. When is the fix coming out? We are not able to upgrade Confluence to version 5.7 because of this. Thank you.
    Was this review helpful?YesNo
    ServiceRocket
    Hi Adhip, thanks for your comment! Kindly refer to our community thread for the latest Confluence v5.3 plugins releases: http://community.servicerocket.com/servicerocket/topics/confluence_v5_3_x_plugins_compatibility We are looking to release the plugins by batch, the commercialized one will go first, then followed by free plugins. Stay tuned!
    by Daniel Bar-Lev on 2014-03-26
    A good indicator of the effectiveness of a connector plug-in like this one is its transparency to the user. We depend on the ability to transfer information from SalesForce into our Confluence implementation and vice versa, and the ServiceRocket plug-in does this for us completely transparently. We haven't had any glitches at all during use. The set up was implemented by our Confluence customization partner, but they turned it around extremely quickly and didn't report any complications. Thanks to the ServiceRocket team for making this product. It makes a huge difference to the effectiveness of our use of Confluence and SalesForce.
    Was this review helpful?YesNo
    ServiceRocket
    We are glad that this plugin is useful and that you have a good partner who have helped you to implement it. If you need more examples you may refer to our Tutorial If your implementation is different from what is in the Tutorial perhaps you can share your template with us so that we can share it with others as well. You may do so by creating an idea in our Community
    by Anand Unadkat on 2013-12-05
    This will be a very useful plugin for us to use. Do you know when it will be compatible with Confluence 5.4? Thanks
    0 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Our release cadence has really improved in the past years. Hope you're enjoying the app :)

    by Jim on 2012-07-16
    We've used this connector as a SSO solution between our Customer Portal which runs on SalesForce.com and our product documentation which is housed on Confluence. Confluence user accounts are created seemlessly for our SalesForce.com Portal Users. When a Portal User clicks a link in SalesForce.com, they are automatically taken to Confluence and logged in automtically. A great plugin for any company that wants to integrate these two applications.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Thank you so much for taking the time to leave us this amazing review.

    Reviews for Data Center

    (6)
    Sign in to write a review
    by Graham Ford on 2016-10-17
    We love Confluence and now we're excited to have SalesForce data embedded and for all to see and explore. This will allow us to put our dashboards front and center.
    Was this review helpful?YesNo
    ServiceRocket

    Graham, thanks for such a great review. We are thrilled that you are finding this app useful for your organization.

    The latest version (3.3.5) does not fix the bug (sql-reporter) as mentioned in the release notes. When is the fix coming out? We are not able to upgrade Confluence to version 5.7 because of this. Thank you.
    Was this review helpful?YesNo
    ServiceRocket
    Hi Adhip, thanks for your comment! Kindly refer to our community thread for the latest Confluence v5.3 plugins releases: http://community.servicerocket.com/servicerocket/topics/confluence_v5_3_x_plugins_compatibility We are looking to release the plugins by batch, the commercialized one will go first, then followed by free plugins. Stay tuned!
    by Daniel Bar-Lev on 2014-03-26
    A good indicator of the effectiveness of a connector plug-in like this one is its transparency to the user. We depend on the ability to transfer information from SalesForce into our Confluence implementation and vice versa, and the ServiceRocket plug-in does this for us completely transparently. We haven't had any glitches at all during use. The set up was implemented by our Confluence customization partner, but they turned it around extremely quickly and didn't report any complications. Thanks to the ServiceRocket team for making this product. It makes a huge difference to the effectiveness of our use of Confluence and SalesForce.
    Was this review helpful?YesNo
    ServiceRocket
    We are glad that this plugin is useful and that you have a good partner who have helped you to implement it. If you need more examples you may refer to our Tutorial If your implementation is different from what is in the Tutorial perhaps you can share your template with us so that we can share it with others as well. You may do so by creating an idea in our Community
    by Anand Unadkat on 2013-12-05
    This will be a very useful plugin for us to use. Do you know when it will be compatible with Confluence 5.4? Thanks
    0 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Our release cadence has really improved in the past years. Hope you're enjoying the app :)

    by Jim on 2012-07-16
    We've used this connector as a SSO solution between our Customer Portal which runs on SalesForce.com and our product documentation which is housed on Confluence. Confluence user accounts are created seemlessly for our SalesForce.com Portal Users. When a Portal User clicks a link in SalesForce.com, they are automatically taken to Confluence and logged in automtically. A great plugin for any company that wants to integrate these two applications.
    1 out of 1 found this review helpful
    Was this review helpful?YesNo
    ServiceRocket

    Thank you so much for taking the time to leave us this amazing review.

    Cloud Pricing

    Server Pricing

    Data Center Pricing

    10 users$1025 users$40050 users$800100 users$1,100250 users$1,500500 & upAdditional pricing details
    500 users$2,000/year1000 users$3,000/year2000 users$4,000/year3000 users$4,500/year4000 users$5,000/year5000 & upAdditional pricing details

    Pricing FAQ

    How does server app pricing work?

    Server products and apps are hosted on your servers. This app is sold as a perpetual license, and the purchase price includes 12 months of maintenance (support and version updates).

    You can renew maintenance after 12 months at 50% of the current purchase price. You can upgrade the tier of your Atlassian product and app licenses at any time. Upgrade prices are calculated based on Atlassian's formula (view example).

    If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my server pricing?

    Apps are billed based on the number of users in your Atlassian product. The app tier should match the licensed user tier of the Atlassian product. For example, if you have a Confluence license for 500 users, you should purchase the 500-user tier for apps. Even if fewer users want to use the app than your Atlassian product license, the two licenses should match exactly.

    Can I install this app in a Data Center product?

    Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.

    Learn more about Data Center approved apps

    What type of license do I need if I'm using this app in a Data Center product?

    Because this app has a Data Center approved version, you should purchase a Data Center license for the app.

    If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.

    Learn more about Data Center licensing

    Do you offer academic, community, or open-source licenses for server apps?

    For server apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.

    Community and open-source licenses are available for server apps. Learn more about community and open source licenses.

    Can I extend my free trial?

    For server apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.

    How can I buy apps for my legacy Jira Server or Confluence Server license?

    If you own a legacy Jira Server Unlimited (100+ users) or Confluence Server Unlimited (2000+ users) license purchased in 2012 or earlier, legacy app pricing is no longer available. You have two options for app purchasing:

    • Purchase the app at the non-legacy Unlimited (10000+ users) tier.
    • Renew your Jira or Confluence license at a non-legacy tier, then purchase the app at the same tier.

    Learn more

    Pricing FAQ

    How does Data Center app pricing work?

    Data Center apps are sold as an annual subscription. You are eligible for support and version updates as long as your subscription is active.

    If app pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my Data Center pricing?

    Apps are billed based on the number of users in your Atlassian product. The app tier should match the licensed user tier of the Atlassian product. For example, if you have a Confluence license for 500 users, you should purchase the 500-user tier for apps. Even if fewer users want to use the app than your Atlassian product license, the two licenses should match exactly.

    Can I install this app in a Data Center product?

    Yes, this app has a Data Center approved version. If you're using a Data Center product, you should install the Data Center version of the app.

    Learn more about Data Center approved apps

    What type of license do I need if I'm using this app in a Data Center product?

    Because this app has a Data Center approved version, you should purchase a Data Center license for the app.

    If you already own a server license for this app, you can continue using the server license in your Data Center product for a limited period of time.

    Learn more about Data Center licensing

    Do you offer academic, community, or open-source licenses for Data Center apps?

    For Data Center apps, academic licenses are available at a 50% discount if you have an academic license for your Atlassian product.

    Community and open-source licenses are not available for Data Center apps. Learn more about community and open source licenses.

    Can I extend my free trial?

    For Data Center apps, you can extend your app trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the app listing in UPM from your Atlassian product, and you're all set.

    ServiceRocket provides support for this app.

    ServiceRocket provides support for this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Wiki

    Collaborative documentation platform hosted by this vendor.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Vendor support resources

    Documentation

    Find out how this app works.

    Wiki

    Collaborative documentation platform hosted by this vendor.

    See existing Q&A in Atlassian CommunityAsk a question in the Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this app.

    Versions

    Version 4.11.3 • Confluence Server 6.13.0 - 7.11.1 • Released 2021-01-19

    Summary

    Now compatible with Confluence 7.10.0

    Details

    New in this release

    • Salesforce & Confluence Server Connector is now compatible with Confluence 7.10.0.

    • Improved error and diagnostic messages when configuring connections with Salesforce.

    • This version of Salesforce & Confluence Server Connector works with Confluence 7.10.0, but most users will need to perform a flush cache procedure first. Details are available in this KB article.

    Previous improvements

    • Data Center is now supported.

    Versions

    Version 4.11.3 • Confluence Data Center 6.13.0 - 7.11.1 • Released 2021-01-19

    Summary

    Now compatible with Confluence 7.10.0

    Details

    New in this release

    • Salesforce & Confluence Server Connector is now compatible with Confluence 7.10.0.

    • Improved error and diagnostic messages when configuring connections with Salesforce.

    • This version of Salesforce & Confluence Server Connector works with Confluence 7.10.0, but most users will need to perform a flush cache procedure first. Details are available in this KB article.

    Previous improvements

    • Data Center is now supported.

    Installation

    1. Log into your Confluence instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. 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 Connector for Salesforce & Confluence Server & Data Center via search. The appropriate app version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Connector for Salesforce & Confluence Server & Data Center. You're prompted to log into MyAtlassian. Connector for Salesforce & Confluence Server & Data Center begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Confluence instance.

    To find older Connector for Salesforce & Confluence Server & Data Center versions compatible with your instance, you can look through our version history page.

    1. Log into your Confluence instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. 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 Connector for Salesforce & Confluence Server & Data Center via search. The appropriate app version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Connector for Salesforce & Confluence Server & Data Center. You're prompted to log into MyAtlassian. Connector for Salesforce & Confluence Server & Data Center begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your Confluence instance.

    To find older Connector for Salesforce & Confluence Server & Data Center versions compatible with your instance, you can look through our version history page.

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