In Confluence, navigate to the page you want to add the dashboard to and open the “Edit” view. Insert an IFrame macro onto your page by going to Insert > View More > Iframe.
Full Answer
How can I use Salesforce and confluence together to improve customer experience?
Keep Salesforce as primary source of customer information, and collaborate around your customers in Confluence. Discussions related to clients become meaningful when supported with context. Collaboration becomes more effective, and team members become more productive.
How to restrict access to Salesforce data in Confluence Cloud?
Let Confluence Cloud users to find the Salesforce information they are looking for. Save the search query as a filter, or supply the filter to Salesforce Table macro. Keep your worries out of sight with a built-in global permission setting to restrict access to features and Salesforce data.
How to create a project management dashboard in confluence?
Confluence Tutorial : Your First Project Management Dashboard Step 1: Create individual status reports Step 1.1 Create a table in Confluence and format using the heading column... Step 2 Create the Portfolio Page With the individual project status report pages created, you want to create a ...
Can I import a dashboard from another page in Jira?
This does not import your dashboard as a whole but you can easily use the same existing jira filters from your dashboard on a different page and keep the data consistent. Hope this helps some! You must be a registered user to add a comment.
How do I insert a dashboard in Confluence?
In Confluence, navigate to the page you want to add the dashboard to and open the “Edit” view. Insert an IFrame macro onto your page by going to Insert > View More > Iframe. You can optionally adjust the width and height to accommodate the size of your dashboard. Once you're done editing your IFrame, click Insert.
Can Salesforce integrate with Confluence?
The Salesforce & Confluence Server Connector lets business users view up-to-date Salesforce objects and data without leaving Confluence. As a result, business users have easy access to the information they need without having to navigate to another system.
Can you create a dashboard in Confluence?
Create different dashboards for different teams By using multiple filter rules, you can have different dashboards for different teams. You can even allow users to have personal dashboards by setting the dashboard location to the user's site homepage.
How do I embed a dashboard in Confluence Jira?
SolutionChoose the cog icon , then choose General Configuration under Confluence Administration.Choose Application Links in the left-hand panel. ... Enter the URL of the JIRA instance you want to link to, then create the new link.Use the wizard to finish configuring the link.
How do I use Confluence for sales?
2:495:43How Sales and Marketing Can Use a Wiki - Atlassian ConfluenceYouTubeStart of suggested clipEnd of suggested clipWe put our meeting agendas into confluence pages. The page is simple each team has a column toMoreWe put our meeting agendas into confluence pages. The page is simple each team has a column to update their top priorities for the next two weeks each person can edit the page on their own time.
How do I connect Salesforce to Jira?
Go to > Add-ons/Manage apps. In the sidebar, under Salesforce, choose Settings. At the Settings screen, choose an Integration User for the Salesforce Package so that it can call Jira APIs on their behalf. After selecting an Integration User, click Save.
How do I access my dashboard in Confluence?
You can get to the dashboard from anywhere in Confluence by choosing the site logo at the left of the Confluence header....The dashboard has a collapsible sidebar that helps you get around:Discover. ... My Work. ... My Spaces.
How do I display tableau dashboard in Confluence?
For your convenience, here's our documented steps to embed a view:Log into your Tableau server.Open the view you want to embed.Click the Share button along the top of the view.Select and copy the code provided under "Embed code"Create a Confluence page (or edit one you want to embed the view on)More items...
How do I create a roadmap in Confluence?
3 Steps for a Great RoadmapStep 1: Creation of a Proposal. Create a section for the product roadmap in the Confluence space with a consistent title and goal. ... Step 2: Discussion, Alignment, and Ownership. ... Step 3: Presentation to Stakeholders.
What is a Confluence dashboard?
The dashboard is the default landing page for your Confluence site. It gives people all the tools they need to discover pages, resume their work and quickly jump to their favorite spaces and pages.
Can you create a kanban board in Confluence?
It's possible to display a kanban board from Jira inside of your Confluence instance through an External Gadget setup utilizing the Agile Wallboard Gadget macro. Utilizing gadgets requires that Confluence and Jira are first integrated through Application Links.
How do I create a Gantt chart in Confluence?
0:194:09How to Build a Gantt Chart in Confluence - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst break down each project stage into tasks next specify the progress percentage. Add the gunMoreFirst break down each project stage into tasks next specify the progress percentage. Add the gun chart. And you'll see the progress of each task.
Make important data visible
Display relevant Salesforce data in Confluence. Keep Salesforce as primary source of customer information, and collaborate around your customers in Confluence.
Query Salesforce from within Confluence
Let Confluence Cloud users to find the Salesforce information they are looking for. Save the search query as a filter, or supply the filter to Salesforce Table macro.
Step 1: Create individual status reports
The table can mimic the fields on your company’s current status report template. Confluence is flexible so feel free to modify the format as necessary. Status can be entered just by typing text or content in the cells. If you want to tag someone simply use the @ sign short cut and tag them. If you want to specify a date, use the // shortcut key.
Step 2 Create the Portfolio Page
With the individual project status report pages created, you want to create a portfolio page that will display the summary view of individual status reports.
Step 3 Review the completed Dashboard
With a few clicks, you’ve generated a complete portfolio dashboard with the key traffic light indicators. Remember any row in the status report can be pulled into the summary view by simply typing the field name in the Page Properties report.
Frequently Asked Questions
I read through all the comments and added this section to address the majority of the questions on the technique.
Want to learn more?
After the response to these tutorials, I published my eBook on How to Manage Projects and Programs with Atlassian Confluence.