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.

Skip to end of metadata
Go to start of metadata

Manage your favorite CRM with Confluence.

Your business users collaborate in Confluence. Your customer information lives in

The ServiceRocket Connector for and Confluence lets business users view up-to-date 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 You won't need to when you're already logged into Confluence.
  • Store and present any kind of data, not just 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:

  • No labels