Let's use the Salesforce Entity to display a list of unclosed cases.



Connector for Salesforce & Confluence Server & Data Center


Salesforce Entity


  1. Create a Salesforce Entity macro.

  2. The Insert 'Salesforce entity' Macro pop-up window will appear:


  3. In the * field, enter "Case" because we want the macro to search in Salesforce Cases for the entities.

  4. In the conditions field, type "Status=ne:Closed".
    This says that we want to search all Cases that do not have the Status of Closed.
    For more information on Conditions, consult the SalesForce.com Confluence Query Conditions page. 

  5. In the fields field, type the fields that you would like to show. Leaving this empty will show all fields.
    For this example, let's enter "ownerid, casenumber, priority, subject, description, status".

  6. You should now have something that looks like this:


  7. Click Insert and Save the page.


  • Not applicable.


You should have something that looks like this: