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USING SQL AND
SALESFORCE DATA TO
BUILD A PRODUCT CATALOG
IN CONFLUENCE
2
© ServiceRocket
SPECIAL GUEST
Mike Kalnicki
Founder
M20 Technology
3
© ServiceRocket
4
© ServiceRocket
ABOUT SERVICEROCKET
Implementations SupportTraining
ServiceRocket is a trusted partner that fulfills the whole product imperative
by helping enterprise customers realize the value of their software investments.
5
© ServiceRocket
ABOUT M20 TECHNOLOGY
M20 Technology helps companies collaborate more effectively through
customized software development, training, and support.
Contact: sales@m20tech.com
6
© ServiceRocket
AGENDA
• Confluence is great, but…
• Automate pulling and displaying data on Confluence
• Tools
• Show and tell
• Questions
7
© ServiceRocket
THE PROBLEM
• Confluence is great, but updating pages can be manual.
• Difficult to keep lists, like catalogs, up-to-date.
• There is no way to “pull” data from other sources, and automatically
display them on Confluence pages.
8
© ServiceRocket
THE SOLUTION
• What if we could automate this
• Pulling data from a database (or some other source)
• That dynamically updated the confluence page….that we could make
available to anyone in our organization.
9
© ServiceRocket
SO WHAT IS THE SCAFFOLDING ADD-ON?
• Scaffolding gives structure to Confluence by helping you:
• Capture and organize form data
• Structured data is king!
• Create live templates
• Unlike Confluence Blueprints, Live Templates update existing pages using
the template.
Learn more: bit.ly/sr-scaffolding
15-for-15! Save 15% on Add-ons from the ServiceRocket Marketplace, August 2 - August 16
CODE: ROCKET15
10
© ServiceRocket
AND WHAT IS THE REPORTING ADD-ON?
Reporting works magic with Scaffolding!
• Powerful and flexible reporting on Confluence and external content
• Run dynamic reports
• Filter and group data into logical segments
Learn more: bit.ly/sr-reporting
15-for-15! Save 15% on Add-ons from the ServiceRocket Marketplace, August 2 - August 16
CODE: ROCKET15
11
© ServiceRocket
POLL
12
© ServiceRocket
LAST DAY OF 15-FOR15 PROMO
Get 15% off anything on the
ServiceRocket Marketplace,
including Scaffolding and
Reporting add-ons.
Offer expires at 11:59pm PDT
August 16, 2016
13
© ServiceRocket
DEMO OF A FEW USE CASES
Mike Kalnicki
Founder
M20 Technology
14
© ServiceRocket
QUESTIONS
Mike Kalnicki
Founder
M20 Technology
15
© ServiceRocket
LAST DAY OF 15-FOR15 PROMO
Get 15% off anything on the
ServiceRocket Marketplace,
including Scaffolding and
Reporting add-ons.
Offer expires at 11:59pm PDT
August 16, 2016
servicerocket.com

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Using SQL and Salesforce Data to Build a Product Catalog (or Anything) in Confluence

  • 1. USING SQL AND SALESFORCE DATA TO BUILD A PRODUCT CATALOG IN CONFLUENCE
  • 2. 2 © ServiceRocket SPECIAL GUEST Mike Kalnicki Founder M20 Technology
  • 4. 4 © ServiceRocket ABOUT SERVICEROCKET Implementations SupportTraining ServiceRocket is a trusted partner that fulfills the whole product imperative by helping enterprise customers realize the value of their software investments.
  • 5. 5 © ServiceRocket ABOUT M20 TECHNOLOGY M20 Technology helps companies collaborate more effectively through customized software development, training, and support. Contact: sales@m20tech.com
  • 6. 6 © ServiceRocket AGENDA • Confluence is great, but… • Automate pulling and displaying data on Confluence • Tools • Show and tell • Questions
  • 7. 7 © ServiceRocket THE PROBLEM • Confluence is great, but updating pages can be manual. • Difficult to keep lists, like catalogs, up-to-date. • There is no way to “pull” data from other sources, and automatically display them on Confluence pages.
  • 8. 8 © ServiceRocket THE SOLUTION • What if we could automate this • Pulling data from a database (or some other source) • That dynamically updated the confluence page….that we could make available to anyone in our organization.
  • 9. 9 © ServiceRocket SO WHAT IS THE SCAFFOLDING ADD-ON? • Scaffolding gives structure to Confluence by helping you: • Capture and organize form data • Structured data is king! • Create live templates • Unlike Confluence Blueprints, Live Templates update existing pages using the template. Learn more: bit.ly/sr-scaffolding 15-for-15! Save 15% on Add-ons from the ServiceRocket Marketplace, August 2 - August 16 CODE: ROCKET15
  • 10. 10 © ServiceRocket AND WHAT IS THE REPORTING ADD-ON? Reporting works magic with Scaffolding! • Powerful and flexible reporting on Confluence and external content • Run dynamic reports • Filter and group data into logical segments Learn more: bit.ly/sr-reporting 15-for-15! Save 15% on Add-ons from the ServiceRocket Marketplace, August 2 - August 16 CODE: ROCKET15
  • 12. 12 © ServiceRocket LAST DAY OF 15-FOR15 PROMO Get 15% off anything on the ServiceRocket Marketplace, including Scaffolding and Reporting add-ons. Offer expires at 11:59pm PDT August 16, 2016
  • 13. 13 © ServiceRocket DEMO OF A FEW USE CASES Mike Kalnicki Founder M20 Technology
  • 15. 15 © ServiceRocket LAST DAY OF 15-FOR15 PROMO Get 15% off anything on the ServiceRocket Marketplace, including Scaffolding and Reporting add-ons. Offer expires at 11:59pm PDT August 16, 2016

Editor's Notes

  1. Use this title slide used when talking to ENTERPRISE PERSONA