Using Salesforce Table macro

Here's a step-by-step guide to use Salesforce Table macro in you Confluence cloud instance.

Ingredients

Guide

1. Create a Salesforce Table macro in a Confluence page.
   
   

2.  Edit the macro to view the Edit Salesforce Table pop-up window:
   
   

   

3. If you already have a Saved Filter, you can choose it from the dropdown box.
   If not, you can create one first (See: Using Saved Filters) or you can instead provide a SOQL query instead (see: Step 4).

4. Then, choose the Connection you'd like to use.
   The default Connection will be displayed (as configured by the Confluence administrator).

5. If you don't have a Saved Filter configured, you may enter a SOQL query instead:
   
   
   For this example, we have entered:

   SELECT Name, Description, Phone FROM Account

   Which means we want to search for all Salesforce Object fields with Name, Description, and Phone from a Salesforce Account.

6. When you Save the page, you will see the result below.

Notes

• Not applicable.

Result

 

Further Reading