Salesforce & Confluence Cloud Connector

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Salesforce & Confluence Cloud Connector

Helping teams reduce silos, increase collaboration and deliver results are the outcomes our apps help you achieve. ServiceRocket Apps and Connectors extend and integrate Jira and Confluence into your environment, helping you get work done.

Power up Salesforce reporting in Confluence

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.

Search Salesforce from within Confluence

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.

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.

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.

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