Salesforce Contact
Description
Displays details for all Salesforce.com contact(s) which can be limited by using a set of conditions.
Consult the SalesForce.com Confluence Query Conditions for more details on the conditions available.
Parameters
Name | Required | Migratable to Cloud? | Default Value | Description |
|---|---|---|---|---|
|
| By default, the Edit Macro window provides 13 conditions to search with. If you need to use conditions other than the ones provided, you will need to create the macro manually using wiki markup. Please see the guide above for examples on how to use conditions with wiki markup. Refer to the SalesForce Contact API for more details on what fields are available. Do also consult the SalesForce.com Confluence Query Conditions for more details on this. | ||
Id |
|
| Search Salesforce.com for a Contact object with the condition of Id. | |
Department |
|
| Search Salesforce.com for a Contact object with the condition of Department. | |
|
| Search Salesforce.com for a Contact object with the condition of Email. | ||
FirstName |
|
| Search Salesforce.com for a Contact object with the condition of FirstName. | |
LastName |
|
| Search Salesforce.com for a Contact object with the condition of LastName. | |
LeadSource |
|
| Search Salesforce.com for a Contact object with the condition of LeadSource. | |
MailingCity |
|
| Search Salesforce.com for a Contact object with the condition of MailingCity. | |
MailingState |
|
| Search Salesforce.com for a Contact object with the condition of MailingState. | |
MailingCountry |
|
| Search Salesforce.com for a Contact object with the condition of MailingCountry. | |
MailingPostalCode |
|
| Search Salesforce.com for a Contact object with the condition of MailingPostalCode. | |
Name |
|
| Search Salesforce.com for a Contact object with the condition of Name. | |
Salutation |
|
| Search Salesforce.com for a Contact object with the condition of Salutation. | |
Title |
|
| Search Salesforce.com for a Contact object with the condition of Title. |
Editor View
Not applicable.
Macro Edit View
Not applicable.
Notes
Lets say you have a Contact in SalesForce.com which contains a set of information.
Image:Contact with a set of information
Use the following macro:
{salesforce-contact:FirstName=Josh|LastName=Davis}
This will display a subset of the details within a Confluence page as a Contact Card.
You can also export the details of the Contact as a VCard (which can be used to import the contact into Microsoft Outlook) by clicking on the icon in the top right corner of the Contact Card.
