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Confluence Integration Guide

aprity integrates with Atlassian Confluence to publish your Salesforce org documentation directly to your team's wiki, rendered in Confluence Storage Format. This is a publish action — it pushes documentation into Confluence, not a downloadable file. This guide covers setup, configuration, and publishing.

info

Confluence integration is available on the Intelligence and Trial plans.

Prerequisites​

  • An Atlassian Confluence Cloud instance
  • Admin access to your Confluence space
  • An Intelligence (or Trial) plan on aprity

Connecting Confluence​

  1. In the aprity Salesforce app, go to the Connectors tab
  2. Find the Confluence card and click Connect
  3. You will be redirected to Atlassian's OAuth authorization page
  4. Sign in with your Atlassian account and grant aprity access
  5. After authorization, you will be redirected back to Salesforce
  6. The Confluence card should now show a Connected status
tip

Make sure pop-ups are not blocked in your browser, as the OAuth flow opens in a new window.

Configuring the Destination​

After connecting, configure where documentation will be published:

  1. Select the Confluence Space where articles should be created
  2. Optionally select a Parent Page to organize documentation under

Publishing Documentation​

To publish a completed scan's documentation to Confluence:

  1. Go to the Analyses tab
  2. Find a completed scan
  3. Expand the scan details
  4. Click the Publish to Confluence button

The documentation is created in your configured space as Confluence pages. Re-publishing a later scan updates the existing pages.

Troubleshooting​

Connection Fails​

  • Verify your Atlassian account has admin access to the target space
  • Check that third-party app access is enabled in your Atlassian admin settings
  • Try disconnecting and reconnecting

Publishing Errors​

  • Ensure the target space still exists and you have write access
  • Check that the parent page has not been deleted
  • Verify your Confluence token has not expired (tokens refresh automatically, but may fail after prolonged inactivity)

Disconnecting​

To disconnect Confluence:

  1. Go to the Connectors tab
  2. Click Disconnect on the Confluence card
  3. Confirm the disconnection

This revokes aprity's OAuth tokens. You can reconnect at any time.