Home

Products

Connector for Salesforce & Confluence

Connector for Salesforce & Confluence

Embed customer data 

with Salesforce & Confluence Connector for salesforce and confluence logo 

Embed customer data 

with Salesforce & Confluence Connector for salesforce and confluence logo 

Easily integrate Salesforce records, reports, or dashboards directly into Confluence.

Easily integrate Salesforce records, reports, or dashboards directly into Confluence.

Try for free
Try for free

Key benefits 01

Streamline workflows icon

Streamline workflows

View up-to-date Salesforce objects and data (accounts, contacts, cases, leads, and more) without leaving Confluence.

Boost collaboration

Boost collaboration

Increase data accessibility within Salesforce and Confluence — eliminating silos and reducing manual effort.

Lower user license fee

Lower user license fees

Minimize platform user license costs by enabling users to view Salesforce data in Confluence and vice-versa.

Key features 03

Give teams access to the latest information without ever switching platforms

Make customer data easier to find

Enable sales reps and other customer-facing teams to effortlessly access and display pertinent Salesforce customer data, such as contact details and purchase history, directly within Confluence, eliminating platform-switching.

Easy to find customer data

Auto-display Reports in Confluence pages

Easily render all data in a Salesforce Report as included in the report summary. Simply choose the report to be displayed, preview it, and press insert.

Auto display reports in Confluence

Enhanced data security

Built-in global permission settings restrict access to features and Salesforce data for worry-free collaboration with external and internal stakeholders.

image

More features

Icon task

Page associations

Use page associations to establish a relationship between a Salesforce object (account, case, opportunity) with a Confluence page or knowledge base article.

Manage search icon

Salesforce search option

Conduct a Salesforce search in Confluence, with SOQL builder and saved filters.

Shapes icon

Salesforce object macro

Helpful salesforce object macro to add context to discussions.

“This connector is great, it helps us provide reliable, data extracts in real-time to third parties via Confluence without having to directly share access to our Salesforce instance. Very useful!”

Taylor S.

“Great App, integration works perfectly with Salesforce.”

Fabian K.