Teamwork GraphSalesforce

Salesforce Connector for Teamwork Graph

Sync Salesforce Accounts and Opportunities into Atlassian's Teamwork Graph so CRM context surfaces right inside Confluence.

↓3 installs

Overview

The Salesforce Connector for Teamwork Graph allows you to securely sync CRM data — Accounts and Opportunities — from Salesforce into Atlassian's Teamwork Graph. Once connected, Salesforce data is discoverable via Confluence Search and accessible to Rovo AI for richer, contextual answers.

Unlock knowledge trapped in Salesforce by bringing it into Atlassian's AI-powered ecosystem, reducing manual lookup and data duplication while giving every team fast, context-rich access to customer and opportunity data directly within Confluence.

Prerequisites

An active Salesforce account with API access enabled, Rovo admin permissions to add and configure connectors, and a valid Salesforce Client ID and Client Secret from a Salesforce connected app.

Features

Key Features

OAuth Client Credentials Auth

Authenticates using a Salesforce Connected App with the OAuth Client Credentials flow, so no interactive user login is required to sync data.

OAuthConnected AppClient Credentials Flow

Flexible Sync Scheduling

Configure automatic hourly or daily syncs, or trigger a manual synchronization at any time.

Hourly SyncDaily SyncManual Sync

Encrypted Credential Storage

Your Salesforce Client ID and Client Secret are encrypted and stored securely when you save the connection.

Encrypted StorageSecure Credentials

Filterable Confluence Search

Surface synced Salesforce records in Confluence search results and filter them instantly using the connector icon.

Confluence SearchConnector Filter

Sync Salesforce CRM to Teamwork Graph

Securely syncs Salesforce Accounts and Opportunities into Atlassian's Teamwork Graph for discovery through Confluence search.

AccountsOpportunitiesTeamwork Graph

Technical Details

2 object types

The Salesforce Connector for Teamwork Graph indexes Salesforce Accounts and Opportunities into Atlassian's Teamwork Graph, making CRM records discoverable through Confluence search and usable as context by Rovo AI.

Accounts

Primary CRM entity

Opportunities

Related CRM record

Known Limitations

The Client Credentials flow authenticates as a single designated Salesforce admin user; if that user lacks sufficient permissions, syncs can succeed at authentication but still fail to retrieve data.

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