Using Salesforce Table macro

Here's a step-by-step guide to use Salesforce Table macro in you Confluence cloud instance.

Ingredients

Add-ons

Salesforce and Confluence Cloud Connector

Platform

Macros
Suppliers


Step-By-Step Guide


  1. Create a Salesforce Table macro in a Confluence page.



  2.  Edit the macro to view the Edit Salesforce Table pop-up window:



  3. If you already have a Saved Filter, you can choose it from the dropdown box.
    If not, you can create one first (See: Using Saved Filters) or you can instead provide a SOQL query instead (see: Step 4).

  4. Then, choose the Connection you'd like to use.
    The default Connection will be displayed (as configured by the Confluence administrator).

  5. If you don't have a Saved Filter configured, you may enter a SOQL query instead:



    For this example, we have entered:

    SELECT Name, Description, Phone FROM Account

    Which means we want to search for all Salesforce Object fields with NameDescription, and Phone from a Salesforce Account.

  6. When you Save the page.


Result

 

Further Reading