Meet RainFocus

RainFocus is an event marketing platform that powers flawless experiences with secure, scalable solutions to support the entire event lifecycle. Leveraging real-time data, the platform provides actionable insights to drive personalization, accelerate qualification and lead conversion, and close deals.

The challenge

As a Content Management System Administrator at RainFocus, Bruce Michelsen is tech-savvy and has experience tying different systems together to manage content efficiently and make work processes user-friendly. He started as a Confluence server user and is now a cloud user. In the past, he used Confluence to publish articles in Zendesk. Now, he publishes them in Salesforce. Bruce is always pushing the limits of the products he uses to make work easier for his colleagues.

Bruce is responsible for knowledge base articles and product documentation. He empowers a team who have authored 1,500 articles in Confluence, namely “how-to articles” connected to product pages. For RainFocus, good documentation is essential, and they strive to have all documentation and release notes up-to-date to align with their product’s two-week sprint cycles. Therefore, they wanted to use Confluence for documentation to do their jobs quickly and efficiently.

However, the company policy is to make all content available through Salesforce. Since it would be difficult to manage the customer-side permissions in Confluence Cloud, and either manual “copy-paste” work or context switching between Confluence and Salesforce would take a lot of work, Bruce and his team were challenged by the disconnect between what is required of them and what their desired tools are.

The solution

Bruce was looking for a specific solution that would allow him to easily use both Confluence and Salesforce, and he found it with Appfire’s Publisher for Confluence Cloud to Salesforce app which enables him to export the articles from Confluence to Salesforce.

The team benefited most: since they had been using Confluence for many years, they were thrilled that introducing Publisher did not mean they would have to switch to a different tool with different capabilities. With one press of a button, they can publish the content written in Confluence to Salesforce, solving a complex problem with a simple solution.

By using Publisher for Confluence Cloud to Salesforce, Bruce is satisfied that his team can manage their vast content catalog in Confluence. At the same time, the company’s clients can access the information in the Salesforce environment without issue.

Results

1,500 articles synced between Confluence and Salesforce

Keeping Salesforce content up to date manually wastes hours and risks errors. Publisher for Confluence syncs approved pages directly to Salesforce, so your teams and customers always get the latest info.

Try Publisher for Confluence

How RainFocus keeps 1,500 documents up to date with Publisher for Confluence Cloud to Salesforce

1,500

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