Embed customer data with Salesforce & Confluence

Easily integrate Salesforce records, reports, or dashboards directly into Confluence.

Key benefits

Streamline workflows

View up-to-date Salesforce objects and data (accounts, contacts, cases, leads, and more) without leaving Confluence.

Boost collaboration

Increase data accessibility within Salesforce and Confluence — eliminating silos and reducing manual effort.

Lower user license fees

Minimize platform user license costs by enabling users to view Salesforce data in Confluence and vice-versa.

Give teams access to the latest information without ever switching platforms

Make customer data easier to find

Enable sales reps and other customer-facing teams to effortlessly access and display pertinent Salesforce customer data, such as contact details and purchase history, directly within Confluence, eliminating platform-switching.

Auto-display Reports in Confluence pages

Easily render all data in a Salesforce Report as included in the report summary. Simply choose the report to be displayed, preview it, and press insert.

Enhanced data security

Built-in global permission settings restrict access to features and Salesforce data for worry-free collaboration with external and internal stakeholders.

More features

Page associations

Use page associations to establish a relationship between a Salesforce object (account, case, opportunity) with a Confluence page or knowledge base article.

Salesforce search option

Conduct a Salesforce search in Confluence, with SOQL builder and saved filters.

Salesforce object macro

Helpful salesforce object macro to add context to discussions.