Building Salesforce reports in Confluence

As a Sales Manager, it may be useful to display an array of information from Salesforce such Contacts, Cases, and Opportunities in Confluence. This information can then be easily presented to stakeholders who can then simply review this information in Confluence.

In this use case we will use Composition and Reporting in combination with the Salesforce & Confluence Server Connector to bring in data from Salesforce and display it in an easily digestible format for stakeholders to view.

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Ingredients

Confluence apps

You will need the following ServiceRocket apps installed on your Confluence.

Complete source code

The following source code is shared using Confluence Storage Format, the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.

For more information on how to use this source code on your Confluence, read the following article:

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Building this use case

Complete macro structure

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