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You are in the documentation space for the new Salesforce & Confluence Server Connector.
If you are looking for documentation for the Salesforce & Confluence Cloud Connector, click here.
Manage your favorite CRM with Confluence.
Your business users collaborate in Confluence. Your customer information lives in Salesforce.com.
The ServiceRocket Connector for Salesforce.com and Confluence lets business users view up-to-date Salesforce.com 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.
Check out what this connector offers you:
- Immediate savings for read-only needs.
- Use the Tutorial without making a single change.
- Track all customer activities on one page
- Hate needing to log into Salesforce.com? You won't need to when you're already logged into Confluence.
- Store and present any kind of data, not just Salesforce.com data.
- Use the page title to determine the kind of data to pull.
Learn How To:
Display a Contact Card
Display an Account Card
Display Entities in a Table Format
Display a List of Unclosed Cases
Display Salesforce Accounts Matching a String
Display Unclosed Cases as Cards
Display Accounts Matching a String Using SOQL
Admin: Configure the Connector
Some macros in this add-on requires the Reporting add-on as well as a valid license for Reporting.
To obtain licenses, visit the following pages:
Overview
Content Tools
Add-ons