Connector for Salesforce & Confluence Server & Data Center

for Confluence Server 7.2.0 - 7.15.0, Confluence Data Center 7.2.0 - 7.15.0 and more
93 installs
  • Supported

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

Easy to create reports

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.

Advanced reporting with SOQL

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

*NEW* - Access permissions

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.

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 vendor.

Vendor privacy policy

Security

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

Resources

Gallery

Salesforce.com Entity macro pulls information about any object inSalesforce.com and displays them in Confluence.