# Introduction

Seamlessly integrate Salesforce data into your Confluence pages and transform the way your teams collaborate, driving productivity!

**Single Source of Truth**

Our add-on bridges the gap between Salesforce and Confluence. Use live links to Salesforce Object and Salesforce Lists within Confluence documents to enhance alignment across teams.

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**Seamless Salesforce Integration**

Our add-on allows you to effortlessly integrate Salesforce data into Confluence, ensuring everyone in your team to have the most up-to-date information.

With our intuitive SOQL editor, you can customize queries to meet your specific needs. Leverage and reuse SOQL Templates. Users can easily complete the templates by adding any missing information as needed.

**Define your Salesforce Template**

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**Reuse when inserting Salesforce List macro**

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**Customizable and Ready-to-Use Templates**

Elevate your business processes with customizable templates tailored to your requirements. Whether it's Account Plans, our add-on empowers you to create personalized templates or leverage our out-of-the-box options for quick and effective documentation. One click, and your document is ready, filled with live Salesforce data.

<figure><img src="/files/3GfhNuFD7OqCdQ5Wf5Td" alt=""><figcaption></figcaption></figure>

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#### Centralized Salesforce Connection Management

Manage Salesforce Connections and control access by specifying which user groups are authorized to utilize the connection.

<figure><img src="/files/RoA9nxjp1UkI94kVezvl" alt=""><figcaption></figcaption></figure>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.upsmith.app/atlassian-cloud/salesforce-for-confluence/introduction.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.