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This configuration is also used in the User Guide section for a how-to article, Publishing a Confluence page to Salesforce.
Prerequisites
- Publisher for Confluence Cloud to Salesforce must already be installed.
- You need to be an Atlassian Cloud site admin.
- Confluence must already be connected to Salesforce.
Guide
- In your Confluence space, click on the cog icon (Settings)
. - In the left sidebar, scroll down to the Salesforce Publisher section, and click on Configuration.
- On the page, you will see the following sections:
- Automations - To set automatic update of Salesforce article upon subsequent updates to the Confluence page, turn on Automatic update.
- Permissions - Add and authorize groups to access publisher features. The added group will be listed on the page.
- Article Mappings - Set the mappings for Confluence content to be published to Salesforce.
- In the Article mappings window, type the new mapping name and hit enter.
- Click on the expand button to view the configuration of the created mapping.
- 1.) Choose the Record Type. For this example, it is FAQ.
- 2.) For Channel visibility, select the channel(s) in Salesforce where you want the content to appear. You can choose from the Public Knowledge Base, To customer, and To partner channels.
If you do not select any channels, the content will be published in Salesforce's default "Internal" channel. - 3.) You can enable or disable the display option to show the "View in Confluence" option in Salesforce.
- 4.) For Type Fields, ensure the Confluence fields are mapped to Salesforce article fields accordingly.
- 5.) Check the Mark as default mapping option if you want to make this mapping the default choice. You will see the "(Default)" label on the mapping name you have created.
Marking another mapping will automatically switch the default to the new choice. - 6.) Enable the mapping once all configurations are complete.
- Repeat "Step 4" if you want to create more mappings.