Installation and licensing

Prerequisites

You must be:

  • An admin of the Confluence Cloud instance.
  • Either a technical contact or billing contact of the Confluence Cloud instance. To verify, log in to MyAtlassian and ensure the Confluence Cloud instance appears on the Licenses page.

Guide

A Knowledge Base in Salesforce must be enabled and set up before making the connection from the Confluence plugin. For more information check out Salesforce - System and platform requirements.

  1. Click on the Confluence icon in the top-left corner.
  2. Go to Apps > Find new apps.
  3. When the Find new apps screen loads, locate "Publisher for Confluence Cloud to Salesforce".
  4. Click Install (or Free Trial if the app requires a paid license) to download and install.
    If the app requires a paid license, you will be provided with a minimum of a 30-day free trial.
  5. Click Close in the Installed and ready-to-go dialog box.