Salesforce Reporter

Description

This macro requires valid licenses for both Salesforce & Confluence Server Connector and Reporting.

To obtain licenses, visit the following pages:

Allows reporting of Salesforce Objects.

This reporter will obtain data from SalesForce.com for a specified type of object, the set of data that is obtained can be restricted by specifying a set of conditions (please visit Salesforce Confluence Query Conditions for more details on the conditions available).

The data is obtained using the configured SalesForce.com connection. (See Configuring the Connector for details on setting up this connection.)


Parameters

NameRequiredAvailable InMigratable to Cloud?Default ValueDescription

Object

 (tick)

Server


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.

Advanced conditions is also available by prefixing your values with special condition tokens, this will allow things such as:

  • like conditions to do partial text matching
  • range conditions to get results within certain ranges
  • list conditions to grab all results within a certain list


Editor View


Notes

The following is an example of how you can use the salesforce-reporter macro:

{report-block}
{salesforce-reporter:Case}
{text-filter:sf:Status|exclude=Closed}
{salesforce-reporter}
{report-body:injected=true}
{panel}
[%sf:CaseNumber% - %sf:Subject%|%sf:url%] (%sf:Status%)
%sf:Description%
|| Type | %sf:Type% || Reason | %sf:Reason% |
|| Priority | %sf:Priority% || Origin | %sf:Origin% |
{panel}
{report-body}
{report-block}

Displays a list of cards for all Cases which are unclosed. This example is also available as a tutorial example (see below).


Image: A list of cards for all Cases which are unclosed.

Tutorial Examples