SOQL Reporter

Description

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

To obtain licenses, visit the following pages:

Allows reporting of Salesforce Objects using SOQL.

This reporter will obtain data from Salesforce from a SOQL query.

The data is obtained using the configured Salesforce connection. (See Configuring the Connector for details on how to set up or modify this connection.)



Parameters

NameRequiredAvailable InDefault ValueDescription

Query

 (tick)

Server


The SOQL query to execute in SalesForce.

The result of the query will be made available to the Salesforce Supplier.


Editor View


Notes

Simple Query

{report-table}
{soql-reporter:query=SELECT Account.Name, Name,Amount,StageName From Opportunity}
{soql-reporter}
{report-column:title=Account}{report-info:sf:Account.Name}{report-column}
{report-column:title=Opportunity}{report-info:sf:Name}{report-column}
{report-column:title=Amount}{report-info:sf:Amount}{report-column}
{report-column:title=Stage Name}{report-info:sf:StageName}{report-column}
{report-table}

Displays a table with a list of all of the Opportunities, grouped by account, with the opportunity, amount and name of the stage of the opportunity.

Aggregrated Query

{report-table}
{soql-reporter:query=SELECT StageName, Count(ID) CT From Opportunity Group By StageName} {soql-reporter}
{report-column:title=Stage}{report-info:sf:StageName}{report-column}
{report-column:title=Count}{report-info:sf:CT}{report-column}
{report-table}

Displays a table with a list of Opportunity's Name of Stage and its frequency.

Tutorial Examples