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Connector for Salesforce and Confluence Cloud by Appfire

Embed Salesforce records, reports, or dashboards directly into Confluence

Overview

Embed Salesforce records, reports, or dashboards directly into Confluence, Try it free:https://marketplace.atlassian.com/apps/1214213?tab=overview&hosting=cloud

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  • Power up Salesforce reporting in Confluence

  • Search Salesforce from within Confluence

  • Provide context to your Salesforce URLs

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. With the connector: - Connect Confluence Cloud to Salesforce instance easily. - Search for Salesforce objects from within Confluence Cloud, using Salesforce Object Query Language (SOQL). Use the built-in search filters, or build your own. - Use the Salesforce Table Macro to display Salesforce data in Confluence. Use charts to visualize the data. - Auto convert pasted Salesforce URL into Salesforce Object Macro, giving some context to page contents. - Associate a Confluence page with a Salesforce object. - View page mentions and associations from within Salesforce.

Categories

Business Needs
Sales
Collaboration
Agent Productivity
Industries
Financial Services
Government
High Tech
Personas
Administrator
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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