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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.
Connect Confluence and Salesforce in minutes with Latenode.
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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.
Confluence
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.
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.
Confluence
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Salesforce
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.
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.
Set Up the Confluence and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Confluence
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Iterator
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Webhook response
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.
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.
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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How can I connect my Confluence account to Salesforce using Latenode?
To connect your Confluence account to Salesforce on Latenode, follow these steps:
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:
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: