Salesforce for Confluence

by UpSmithAtlassianFreemium

Integrate Salesforce objects, lists, and query results into Confluence pages using templates and live links.

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PRICINGFreemium
DEPLOYMENTCloud
CATEGORYData and analytics
UPDATED ON MARKETPLACE
Salesforce for Confluence — screenshot from the Atlassian Marketplace listing

What it does

Salesforce for Confluence displays Salesforce lists from predefined templates or SOQL queries. It places Salesforce object links and fields in Confluence tables. Reusable templates can include dynamic Salesforce queries and template variables, allowing users to fill in missing values. The add-in connects to multiple Salesforce instances or sandboxes, with permissions for each connection. SOQL query results are indexed in Confluence search.

Key capabilities

from the Atlassian Marketplace listing

Salesforce list display

Displays Salesforce lists from predefined templates or SOQL queries.

Object links and fields

Displays Salesforce object links and fields in a Confluence table.

Reusable Salesforce templates

Creates reusable templates with dynamic Salesforce queries.

Template variables

Uses variables in Salesforce object and list templates to create blueprints with values for users to fill in.

Multiple connections

Connects to multiple Salesforce instances and sandboxes.

Permission controls

Provides permission control for each Salesforce connection.

SOQL search indexing

Indexes results from SOQL queries in Confluence search.

Use cases

  • Teams can use Salesforce data in account plans and collaboration documents within Confluence.
  • Users can create a template once and reuse it while supplying missing values.
  • Confluence users can locate Salesforce data through search after SOQL results are indexed.

Who it's for

The add-in is intended for teams and users working with Salesforce data in Confluence.

How it compares

Salesforce for Confluence is freemium and cloud-only, while SQL for Confluence (Pro Edition) is paid and supports data-center, cloud, and server deployment. Assets DataTable is also freemium and cloud-only. Rich Filters::Reports and Charts for Confluence is paid and supports data-center and server deployment, while Salesforce for Confluence was updated in Aug 2026 and Rich Filters::Reports and Charts for Confluence was updated in Aug 2025.

NamePricingDeploymentUpdated
Salesforce for Confluencethis pluginFreemiumCloud
SQL for Confluence (Pro Edition)PaidCloud · Data Center · Server
Assets DataTableFreemiumCloud
Rich Filters::Reports and Charts for ConfluencePaidData Center · Server

In the catalog

192 plugins in Confluence · Data and analytics

Price distribution: 47 free, 81 freemium, 64 paid

Pricing & deployment

Platform
Atlassian
Product
Confluence
Deployment
Cloud
Pricing
Freemium

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What the vendor says

«Supercharge your business process and workflow with Salesforce for Confluence. Use live links to Salesforce Object and Salesforce List within Confluence documents to enhance alignment across teams. Use Template Variables , our addon's key feature, to easily create custom templates, adding flexibility to handle complex …»

Official marketplace listing

Publisher
UpSmith
Updated on marketplace
Facts verified

Tags

crmdata visualisationintegrationsreporting