Displaying a Contact Card

Using the Salesforce Contact macro, we'll display a simple contact card with contact details extracted from Salesforce.



Connector for Salesforce.com and Confluence



Step-By-Step Guide

  1. Create a Salesforce Contact macro.
  2. When the Edit 'Salesforce contact' Macro window appears, choose a condition and type a search parameter.
    For this example, we will choose the LastName condition and search using the name "Barr".

  3. If you leave the conditions blank, the macro will display all contacts from Salesforce.com.

  4. Click Save and Contact cards that satisfy the search conditions will be displayed.


If you need to search using a condition that isn't displayed on the Edit 'Salesforce contact' Macro window by default, you will have to use wiki markup to search using your desired condition.

View the Salesforce Contact page for more information.


Contact cards will be displayed similar to the following image: