Salesforce Entity

Description

Displays a list of SalesForce.com entities in a table format, the set of data that is obtained can be restricted by specifying a set of conditions.

Consult the SalesForce.com Confluence Query Conditions for more details on the conditions available.


Parameters

NameRequiredAvailable InDefault ValueDescription

* (default)

 (tick)


The SalesForce.com object type, please refer to the SalesForce Standard Object API for more details on what the available options are. 

<conditions>

 (error)


Consult SalesForce.com Confluence Query Conditions for more details on this.

Do also refer to the SalesForce Standard Object API for more details on what fields are available.

fields

 (error)


An optional parameter that allows you to specify which fields to include in the table as a comma separated list.

If this parameter is not specified, it will display by default all of the available fields for the given SalesForce.com Entity.


Editor View


Notes

Lets say you have a Case in SalesForce.com which contains a set of information.


Image: A case with a set of information

Use the following macro:

{salesforce-entity:Case|CaseNumber=00001024|fields=CaseNumber,Subject,Reason,Type,Status,Priority,Origin}

This displays a subset of the details (including: CaseNumber, Subject, Reason, Type, Status, Priority and Origin as specified in the macro) within a Confluence page in a table.


Image: A subset of the details displayed in a table within Confluence

You can also click each of the rows in the table to open up the actual Case within SalesForce.com (opens in a new window or tab)

Tutorial Examples