Confluence and Salesforce Integration

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Automatically update Salesforce records when Confluence pages change and keep sales teams aligned. Latenode's visual editor makes it easy to connect these apps, customize data mappings with JavaScript, and scale the automation affordably.

Swap Apps

Confluence

Salesforce

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Confluence and Salesforce

Create a New Scenario to Connect Confluence and Salesforce

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Confluence, triggered by another scenario, or executed manually (for testing purposes). In most cases, Confluence or Salesforce will be your first step. To do this, click "Choose an app," find Confluence or Salesforce, and select the appropriate trigger to start the scenario.

Add the Confluence Node

Select the Confluence node from the app selection panel on the right.

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Configure the Confluence

Click on the Confluence node to configure it. You can modify the Confluence URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Run node once

Add the Salesforce Node

Next, click the plus (+) icon on the Confluence node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.

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Authenticate Salesforce

Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.

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Sign In

Run node once

Configure the Confluence and Salesforce Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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The action ID

Run node once

Set Up the Confluence and Salesforce Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Confluence, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Confluence and Salesforce integration works as expected. Depending on your setup, data should flow between Confluence and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Confluence and Salesforce

Confluence + Salesforce + Slack: When a page is updated in Confluence, the automation searches Salesforce for related opportunities. If found, it updates the opportunity record and sends a Slack notification to the sales team about the update.

Salesforce + Confluence + Jira: When a deal is updated in Salesforce, the automation checks if the opportunity status is 'Closed Won'. If it is, then it creates a new page in Confluence with a project kickoff template and creates a related task in Jira.

Confluence and Salesforce integration alternatives

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

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About Salesforce

Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.

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FAQ Confluence and Salesforce

How can I connect my Confluence account to Salesforce using Latenode?

To connect your Confluence account to Salesforce on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Confluence and click on "Connect".
  • Authenticate your Confluence and Salesforce accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Salesforce when Confluence pages change?

Yes, you can! Latenode's visual editor makes it simple to trigger Salesforce updates based on Confluence page edits, ensuring consistent information across platforms and saving time.

What types of tasks can I perform by integrating Confluence with Salesforce?

Integrating Confluence with Salesforce allows you to perform various tasks, including:

  • Create Salesforce leads from new Confluence page submissions.
  • Update Confluence pages with the latest Salesforce opportunity data.
  • Automatically generate reports in Confluence based on Salesforce data.
  • Sync Confluence knowledge base articles with Salesforce solutions.
  • Trigger Salesforce tasks when Confluence pages are approved.

How does Latenode handle complex data transformations between Confluence and Salesforce?

Latenode offers both no-code blocks and JavaScript functions for advanced data mapping. This ensures accurate and flexible data transformation between Confluence and Salesforce.

Are there any limitations to the Confluence and Salesforce integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by the Confluence or Salesforce API may affect performance.
  • Custom Confluence macros might not be directly transferable to Salesforce fields.
  • Real-time synchronization depends on the polling interval configured within Latenode.

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