Salesforce Entity

Description

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

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


Parameters

NameRequiredAvailable InMigratable to Cloud?Default ValueDescription

Object Type

 (tick)

Server


The Salesforce Object Type. Refer to the SalesForce Standard Object API to find out what Object Types are available. 

Conditions

 (error)

Server


Refer to Salesforce Confluence Query Conditions for more details and also to the Salesforce Standard Object API for reference on what fields are available.

Fields

 (error)

Server


Specify which fields to include in the table as a comma separated list. If not specified, all available fields for the given Salesforce Entity will be displayed.


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