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.

Prerequisites

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

Installation

1- Log in to your Jira or Jira Service Management site.
2- Click the Apps dropdown and choose the “Find new apps” option.
3- Search for the Salesforce Connector for Teamwork Graph app and click on the app tile.
4- Click “Get app” to start installing your app.
5- You're all set! Click “Close” in the “Installed and ready to go” dialog.

If you encounter an error message during installation, please refer to our FAQ page for assistance.

How It Works

Setup

Add the Connector

Navigate to Rovo Admin → Connectors.
Click Add Connector.
Select the Salesforce Connector

Enter Credentials

Give a name to the new connection. For example, “Accounts and Opportunities”.
Provide your Salesforce Client ID and Client Secret.
Click Save to ensure that credentials are encrypted and stored securely.

Verify the Connection

Open the Salesforce Connector app. You can find it under the Manage Apps menu in Jira.
Switch to the Salesforce Credentials tab.
Click the Check Connection button to verify that your credentials are valid and that Salesforce API access is confirmed.

Scheduling Configuration

Flexible Scheduling – Choose the hours at which you would like the synchronization to run in the background without manual interaction.
Configure automatic syncs to occur hourly or daily.
Optionally, trigger a manual synchronization at any time.

Usage

Search in Confluence – Once data is synchronized, Salesforce records are indexed in Teamwork Graph. This may take 5–10 minutes, depending on the size of the data. Your Salesforce content becomes searchable in Confluence through Teamwork Graph, enabling Rovo AI to surface relevant answers.

You will find the Salesforce Connector on the right side of your Confluence search page. It’s easy to filter the results by clicking on the connector icon.

Benefits

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

Troubleshooting

Invalid credentials error → Verify your Salesforce Client ID and Client Secret.
No data in search results → Check filters and confirm a sync has run successfully.
Sync delay → Ensure scheduling is set correctly (hourly vs daily) and wait 10–30 minutes for indexing to finish.

⚡ With Salesforce Connector for Teamwork Graph, your CRM data becomes a first-class citizen in Atlassian’s ecosystem — searchable, synchronized, and actionable.