Configure Salesforce Connection

Before users can use the add-on, you must set up Salesforce Connection.

Go to Salesforce Connection page

Click on Confluence administration ⚙️ on the top right corner.

Locate Salesforce menu on the left sidebar and click Connections.

Adding Salesforce Connection

Click Add Connection.

Input your Connection name. Connection name will be used to distinguish connection between different Salesforce instances and credentials.

You can specify user groups that are authorized to access and utilize this connection. By default, Confluence admins can use all connections.

Finally, click Save.

Authorizing Salesforce Connection

Click Authorize to authenticate connection to your Salesforce instance. Alternatively, click Authorize to Sandbox to authenticate to Sandbox.

Please make sure you are logged in before clicking Authorize.

You will be redirected to Salesforce page. Click Allow when prompted.

The Status column will be updated to Connected along with Instance URL.

Congratulations! Users can now use the add-on

Updating Salesforce Connection

Setting Connection as default

To set Connection as default, click the More (...) button.

Click on Set as default.

Default connection will be used as the first option when selecting connections in the edit dialog.

Manage Connection Permissions

You can limit user groups that can use the connection within the add-on.

To do that, click Edit connection.

In the Authorized user groups section, search user groups that can access the connection.

You can also update the Connection name if needed.

Finally, click Save once you are done.