Publishing a Confluence page to Salesforce
This page will guide you on how to publish a Confluence page as a knowledge article in Salesforce.
By publishing, you can easily make a copy of your Confluence knowledge base articles and send it to Salesforce. Users, partners, and customers in Salesforce can then view the information within Salesforce, without having to access Confluence.
- Publisher for Confluence Cloud to Salesforce must already be installed and configured by your administrator.
- You must have permission to use Publisher for Confluence Cloud to Salesforce. These are set by your administrator.
- There are supported and non-supported content and formatting types. See Supported Confluence content.
- Articles deleted in Salesforce are not automatically unlinked in Confluence.
Publishing a new article
- On a Confluence page, click on (More actions), then click on Publish to Salesforce.
If the menu item is not available, check the prerequisites above.
- In the pop-up, select the mapping you want. It will choose the default mapping you have configured.
- Select relevant article categories that you want to set for this article in Salesforce.
Note that you may select from up to four levels of categories in the hierarchy.
- Click Publish to publish the content.
- At this point, a knowledge article has been created in Salesforce. It can be either in a draft or published status, depending on the mapping setting that your administrator has set.
- The page is now linked to a Salesforce knowledge article. To see a link to the Salesforce article, refresh the web page.
- A link to Salesforce publish status will appear below the page title. Click on it to view the status.
- Click on the View in Salesforce link to be redirected to the knowledge article in Salesforce. You may need to log in to Salesforce.