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    Salesforce & Confluence Cloud Connector

    by ServiceRocketAtlassian Verified
    ServiceRocket is an Atlassian Verified vendor. Verified vendors demonstrate Atlassian standards for add-on quality, reliability, and support.

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    for Confluence Cloud
    Supported
    ServiceRocket supports this add-on.

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    Unsupported
    This add-on isn't formally supported, but you can ask a question via Atlassian Answers.

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    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

    Power up Salesforce reporting in Confluence

    Search Salesforce from within Confluence

    *NEW* - Access permissions

    Display Salesforce objects retrieved from search results, in a native table. Build charts out of these reports. Automatically add context with the Salesforce Object macro. Paste a URL, it fetches the context for you.

    Let Confluence Cloud users to find the Salesforce information they are looking for. Save the search query as a filter, or supply the filter to Salesforce Table macro.

    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 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.

    • Connect the systems easily. Both Salesforce production and sandbox instances are supported.
    • Use permission settings to control who has access to Salesforce data in Confluence.
    • Search Salesforce from within Confluence, using SOQL builder with built-in search filters or build your own.
    • Salesforce Table Macro to display Salesforce data in Confluence. Use charts to visualize the data.
    • Auto convert pasted Salesforce URL into Salesforce Object Macro, add context to your contents.
    • Associate Confluence page with Salesforce object.
    • View mentions and associations in Salesforce. Install the Salesforce package, certified by AppExchange.

    Full release notes.

    For Server? Here.

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    Paid-via-Atlassian pricing FAQ

    How does cloud add-on pricing work?

    Cloud pricing is subscription based. You are eligible for support and automatic version updates as long as your subscription is active.

    When your subscription renews each month, your pricing tier for host products and add-ons is automatically adjusted (as necessary) based on the number of users in your instance.

    If you've opted for annual billing for your host product, add-ons are also billed annually. Annual subscriptions for this add-on include a discount (12 months for the price of 10).

    If add-on 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 cloud pricing tier?

    The cloud add-on tier is set automatically based on the license tier of the host application. For example, if you have a Confluence Cloud license for 25 users, your add-on tier is 25 users.

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

    For server add-ons, purchase and renewal is half-price if you have an academic license for your Atlassian host application. Server add-ons are always free for community and open-source licenses. Cloud add-ons do not have discounted or free licenses.

    For more details about qualifying for special licenses, see here.

    Can I extend my free trial?

    For cloud add-ons, you cannot extend your free evaluation period. All cloud add-ons are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the add-on.

    ServiceRocket is an vendor, committed to providing support for their add-ons at least 8 hours a day, 5 days a week.

    Vendor support resources

    Documentation

    Find out how this add-on works.

    Atlassian Community

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

    Versions

    Confluence Cloud • Released 2017-05-19

    Summary

    Minor version update

    Details

    Minor version update

    Installation

    1. Log into your Confluence instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new add-ons screen loads.
    3. Locate Salesforce & Confluence Cloud Connector.
    4. Click Free trial to download and install your add-on.
    5. You're all set! Click Close in the Installed and ready to go dialog.

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