This documentation is for the Server & Data Center version. If you're looking for the Cloud documentation, visit SOQL Reporter
Description
This macro requires valid licenses for both the Salesforce & Confluence Server and Reporting for Confluence.
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
| Name | Required | Available In | Migratable to Cloud? | Default Value | Description |
|---|---|---|---|---|---|
Query | Yes | Server | No | 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