Salesforce Reporter

Description

This macro requires valid licenses for both the Connector for Salesforce.com and Confluence and the Reporting plugin.

To obtain licenses, visit the following pages:

Allows reporting of SalesForce.com 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.com 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 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)


Please see the Usage guide above for examples on how to use conditions.

Please refer to the SalesForce Standard Object API for more details 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

Please visit SalesForce.com Confluence Query Conditions for more details on this.


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