Connector for Salesforce & Confluence Server & Data Center
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.
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:
- Cases Leads/Opportunities
- And more
- 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.
Privacy and security
Salesforce.com Entity macro pulls information about any object inSalesforce.com and displays them in Confluence.