Syncing Salesforce-
Confluence Knowledge Base
for Efficient Self-Service
Industry
High-Tech Services
Region
United States
Company Size
5k+ Employees
Featured Solution
Knowledge Base Integration
The primary challenge was ensuring a seamless transfer of the knowledge base from Salesforce to Confluence without any data loss. It was crucial to maintain data integrity and accuracy to ensure continuity of operations.
Salesforce uses labels, whereas Confluence uses spaces. This mismatch in platform structures created challenges when migrating data. Ensuring that the content from Salesforce could be integrated seamlessly into Confluence required careful mapping and restructuring.
Since half of the team was still working on Salesforce while the other half was aware of Confluence, the client needed a solution that would allow both platforms to operate simultaneously. This required a mechanism for syncing data in real-time between both systems to maintain consistency and avoid disruption.
As the customer’s user base grew, Salesforce licensing costs increased, becoming unsustainable. This pushed the need for a more cost-effective solution to manage their knowledge base while maintaining efficient access.
We suggested a dynamic Confluence-powered knowledge base to the customer to get rid of the high Salesforce licensing costs.
We suggested Salesforce-Confluence integration to streamline operations, synchronizing data between both platforms with flexible options – daily, weekly, or monthly.
We configured automatic, bi-directional syncing of resources between Salesforce and Confluence KB through KB Sync, ensuring smooth and uninterrupted data flow across both platforms.
We implemented custom scripts to fetch data from Salesforce and stored it in Confluence to facilitate smooth data migration. This ensured data integrity and minimal disruption during the process.
We used intelligent backend data mapping to eliminate inline issues during data migration. This helped to transfer resources efficiently while maintaining structure and context.
We also embedded automatic email generation for article logging on both platforms.
The migration of the knowledge base from Salesforce to Confluence was seamless, with all data accurately transferred and integrated.
By moving their knowledge base to Confluence, the client reduced Salesforce licensing costs and minimized the need for additional licenses.
The transition to Confluence improved the usability and accessibility of the knowledge base, offering a more intuitive interface for new employees.
Migrated Resources from Salesforce to Confluence Seamlessly
Implemented Real-Time
Data Syncing
Resolved In-Line Issues
for Consistent Styling
Reduced Salesforce
Licensing Costs
