Integrate Confluence Cloud and Salesforce to Create a Collaborative, Cross-Functional Team

Posted by Lee Meng Chan on May 07, 2021

Collaboration isn’t just a trendy buzzword, it’s how top-performing teams produce results. That’s why smart businesses are investing in tools that make cross-functional team collaboration easier. 

 

GREEN FY21 Create a Collaborative, Cross-Functional Team by Integrating Salesforce and Confluence Cloud

(Sources: Alfresco, ArubaNetworks, McKinsey)

 

In previous blogs, we’ve covered the benefits of integrating Salesforce with Confluence. Here are just a few highlights:

  • Provide cross-platform visibility of customer information, where Confluence users can view up-to-date Salesforce objects and data (for example, accounts, contacts, cases, leads, and more)
  • Streamline cross-functional workflows
  • Remove information silos between teams
  • Reduce or eliminate manual work to sync information between two systems
  • Reduce Salesforce-related licensing costs and training

Now, let’s look at a more specific use case using our Connector for Salesforce and Confluence Cloud. Many organizations using both Confluence and Salesforce want to create a cross-functional team to work with clients.

 

GREEN FY21 Create a Collaborative, Cross-Functional Team by Integrating Salesforce and Confluence Cloud (1)

 

Typically, you would track, collaborate, and store information about your clients on Confluence. The sales and services teams collect and track information in Salesforce. So how do you bring everyone together and share accurate data across platforms?

One obvious solution would be to just grant every Confluence team member access to Salesforce, too. But this would require additional configuration and security considerations, plus extra training and licensing costs.

ServiceRocket’s Connector for Salesforce & Confluence Cloud provides a much better alternative. Simply build a Client Overview page using our step-by-step guide to surface important information from Salesforce.

With Connector, you need only a single Salesforce account to access the Salesforce information. After you’ve created the Client Overview page, your team will be able to see Salesforce data in Confluence, without any need to access the Salesforce website. This also means you don’t need to train additional users in Salesforce or get more Salesforce licenses for them.

 

GREEN FY21 CSCC Create a Collaborative, Cross-Functional Team by Integr

 

In the guide, you’ll learn how to use the Salesforce Object and Salesforce Table macros. Plus, you'll see how to create useful sections on your Confluence page which will be populated with Salesforce data, such as a Contacts section, an Opportunities section, and a Cases section.

By integrating Salesforce and Confluence and creating a Client Overview page, your teams will have one place to share up-to-date client information and complete context for more informed decision-making. In short, you can improve client satisfaction while leveraging your technology investments, streamlining cross-functional workflows to reduce friction and improve productivity, and minimizing licensing costs.


Not on Cloud? No worries. If you’re using Confluence Server or DC, check out Connector for Salesforce & Confluence Server & Data Center which offers similar functionality.

 

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Topics: Confluence, Salesforce Connector, collaboration, Salesforce

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