Do you have Reporting?
This guide will show you how to use Salesforce Reporter to display a list of unclosed Salesforce cases and format them as cards so that the information is more easily viewed.
This example is also available as a wiki markup recipe in the Salesforce Reporter page under the Notes section.
Connector for Salesforce.com and Confluence, Reporting
- Create a Report Block macro.
- Within that Report Block macro, create a Salesforce Reporter macro.
Since we want to show Salesforce Cases, edit the macro and enter "Case" for the Object.
- Within the Salesforce Reporter macro, create a Text Filter macro.
For the Key field, enter "sf:Status" (this uses the Salesforce.com Supplier):
For the Exclude field, enter "Closed".
- Now, within the Report Block macro, and under the Salesforce Reporter macro, create a Report Body macro.
Edit the macro and ensure that the Injected checkbox is ticked.
- Within the Report Body macro, create a panel macro.
Below that, create a table with two rows and four columns and format it like this:
Now fill in the cells with the following text and Parameter Injection:
- Your macros should look something like this:
- Save the page and check the results.
You should have something that looks like this: