Salesforce.com Confluence Plugin Configuration

  1. Log in as an administrator.
  2. Open the Browse menu and choose Confluence Admin
  3. Configure the plugin by clicking on the 'Salesforce.com Configuration' link on the Configuration menu (Figure 1 - A)

    Figure 1

  4. Fill out all of the fields in the form as follows:
    Field Description
    Login (Figure 1 - B) The SalesForce.com username
    Password (Figure 1 - C) The SalesForce.com password
    Confirm (Figure 1 - D) Re-enter your password to confirm
    URL Prefix (Figure 1 - E) The URL to the SalesForce.com server, if you do not know what this should be, please set this to: "https://ap1.salesforce.com/" (as shown in Figure 1)
    Salesforce.com URL (Figure 1 - F) The URL of the SalesForce.com API server (please click the "Set to Default URL" link next to this field to choose the default, normally you would not need to change this from the default value unless absolutely necessary
    IMPORTANT
    You need to obtain a 'Security Token' from your Salesforce.com account and append this to your password. To obtain the token, go to your Salesforce account -> Setup -> My Personal Details -> Reset Security Token. Once you have clicked the button on that page, a token will be sent to the email you registered with.
  5. Click the Save (Figure 1 - G) button to save your configurations
  6. If successful, you will be displayed with a "Connection OK" message (Figure 1 - H)
    • If unsuccessful, an error message will be shown to you instead of the "Connection OK" message, please re-check your configuration settings if this occurs
  7. Congratulations, your plugin is now installed and configured, please check out the plugin homepage for more information on how to use this plugin
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