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This guide will help you set up a connection to Salesforce from your Confluence Cloud instance.

Step-By-Step Guide

  1. Go to your Confluence settings by clicking on the Cog Icon on the header bar.

  2. In the sidebar, under Salesforce, click on Connections.

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  2. On the Connections screen, click Add Connection.

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  2. The Add New Connection pop-up window will appear.

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    Enter a suitable name for your Connection then click Create.

  2.  After the new Connection is added, you will still have to Authorize it.

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    Choose the type of the Salesforce instance, then follow the authentication approval screens.

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  2. You're now good to go!

What's Next?