Soql 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 using SOQL.

This reporter will obtain data from SalesForce.com from a SOQL query.

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

 


Parameters

NameRequiredAvailable InDefault ValueDescription

query

 (tick)


The SOQL query to execute in SalesForce.

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