Configuring mappings

Now that you have connected Confluence to Salesforce, you can configure mappings for Confluence pages that you want to publish to Salesforce. Mappings allow you to set the behavior of the publishing process and set the destination record type, channels, fields and more.

In this example, we will do a fairly straightforward mapping of a Confluence FAQ article to a Salesforce FAQ article.

This configuration is also used in the User guide section for a how-to article, Publishing a Confluence page to Salesforce.

Prerequisites

Default mapping created

The latest version of the connector now creates a default mapping in Salesforce. If this works for you, you can skip the steps on this page, as well as the next step, "Configuring permissions".

Guide

  1. In your Confluence space, click on the cog icon (Settings) .
  2. In the left sidebar, scroll down to the Salesforce Publisher section, and click on Configuration.

  3. In the Mappings window, choose the Article type name. For this example, it is FAQ

  4. For Article channel, select the channel(s) in Salesforce where you want the content to appear. You can choose from the Public Knowledge BaseCustomer, and Partner channels. 
    If you do not select any channels, the content will be published in the default "Internal" channel in Salesforce.
  5. For Article Type Fields, make sure the Confluence fields are mapped to Salesforce article fields accordingly.
  6. To set automatic update of Salesforce article upon subsequent updates to Confluence page, turn on Publish to Salesforce on article update.
  7. Click Save to save the mappings.

Next step