Salesforce & Confluence Server Connector

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Salesforce & Confluence Server 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.

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.

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 add-on 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!

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