Authenticate Confluence to Salesforce
There are two ways to authenticate Confluence to Salesforce:
- Use Knowledge:Bridge Connected App using an authorization code, or
- Create a Connected App in Salesforce and configure it in Confluence
- Use Knowledge:Bridge Connected App using an authorization code
In Salesforce authentication,
click login to Salesforce production org or Sandbox
and follow the directions to copy the authentication code provided
Once authentication is successful, go back to the dialog above to 'Authorize' Confluence to Salesforce.
2. Create a Connected App in Salesforce and configure it in Confluence
The following steps are required for establishing authentication between Confluence and Salesforce for publishing articles and previewing published articles.
- Create Connected App in Salesforce for the Confluence Server instance
- Copy Consumer Key and Consumer Secret from this Connected App into corresponding configuration in Confluence
- Enter Custom Domain for your Salesforce org (if relevant)
- Log in to Salesforce from Confluence with credentials to be used for publishing Knowledge Articles
- Log in to Salesforce from Confluence with credentials for previewing published Articles (optional step; allows a second set of credentials to be used only for Preview Mode)
Create Connected App in Salesforce
For an introduction on Connected Apps in Salesforce, please refer to the following Knowledge Article – Create a Connected App
As demonstrated in the screenshot below, the following key parameters are required to create a Connected App for Confluence:
- Connected App Name
- API Name (generated)
- Contact Email
- Callback URL – derived from your Confluence Server Base URL (https://<Confluence base URL>/plugins/servlet/oauth/_callback
- OAuth Scopes – 1) Full Access, and 2) Perform requests on your behalf
Save Consumer Key and Consumer Secret from this Connected App in Confluence
Once created, the Consumer Key and Consumer Secret must be copied/pasted into the Salesforce OAuth Credentials configuration option of Knowledge:Bridge add-on in Confluence server (shown below).
Log in to Salesforce for publishing Articles
Once the credentials are saved in the steps above, the next step is to log in to Salesforce using an account that will be used for publishing Confluence pages to Salesforce Knowledge Articles.
Log in to Salesforce for Previewing Articles
Knowledge:Bridge provides a Preview mode for Confluence users to be able to preview pages published to Salesforce Knowledge Articles. The preview mode is optional, provides read-only capability to Salesforce Articles, and allows you to specify a different Salesforce account from the one above, that does not need the privileges required for publishing to Salesforce.