This page will show you how to configure your Salesforce instance with the installed Salesforce Package. The connector currently supports associating Confluence pages with the following Salesforce Objects:
|
|
The following instructions cover creating a button for associating a Confluence page with a Salesforce Case. If you want to associate a page with a Salesforce Account, Contact or Opportunity, the steps are very similar and you only need to repeat steps 6-11 below.
Ensure that you have already installed the Salesforce Package and set up a connection before continuing with this guide.
Step-By-Step Guide
- Log in to your Salesforce instance and click Setup.
- In the search box on the left, type "remote site settings"
- Click Remote Site Settings.
- On the All Remote Sites screen, click the New Remote Site button.
- On the Edit Remote Sites screen, enter the following details:
Remote Site Name:ServiceRocket
Remote Site URL:https://sfcc.servicerocket.io
Click Save. - Now let's customize your Case Page Layout.
Under the sidebar, go to Build > Customize > Cases > Page Layout. - Choose the Case Layout you want to edit in the list, then click Edit.
- Under the Case Layout panel, scroll through until you find Visualforce Pages.
- Now click and drag ConfAssociationCase onto a preferred section.
You can first drag a section and configure it. You may also want to adjust the properties so that you get a panel with a size you'll be more comfortable working in (a minimum height of 500px is recommended). - Once you're done, click Save.
- You can now see the Confluence pages that are associated with the current Case, including pages that mention the current Case using the [ARCHIVE] Using Salesforce Object macro.
- If you also want to customize a page layout for a Salesforce Account, Contact or Opportunity, the steps are very similar and you only need to repeat steps 6-11.