Plugins & Connectors » Salesforce and Confluence

Business Users & Customer Information: Connect their Worlds

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

The CustomWare 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. With the connector users can view within a Confluence wiki page the following from Salesforce:

  • Accounts
  • Contacts
  • Cases
  • Leads/Opportunities
  • Products/Solutions
The connector comprises a custom integration component for Confluence that makes calls to Salesforce.com and renders the information within a wiki page. The connector requires Salesforce.com Professional or higher and works with any version of Confluence. The integration does not require additional Salesforce.com seats for those accessing Salesforce data from Confluence.

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