Salesforce Entity
Description
Displays a list of Salesforce entities in a table format, the set of data that is obtained can be restricted by specifying a set of conditions.
Consult the Salesforce Confluence Query Conditions for more details on the conditions available.
Parameters
Name | Required | Migratable to Cloud? | Default Value | Description |
|---|---|---|---|---|
Object Type |
|
| The Salesforce Object Type. Refer to the SalesForce Standard Object API to find out what Object Types are available. | |
Conditions |
|
| Refer to Salesforce Confluence Query Conditions for more details and also to the Salesforce Standard Object API for reference on what fields are available. | |
Fields |
|
| Specify which fields to include in the table as a comma separated list. If not specified, all available fields for the given Salesforce Entity will be displayed. |
Editor View
Not applicable.
Macro Edit View
Not applicable.
Notes
Lets say you have a Case in SalesForce.com which contains a set of information.
Image: A case with a set of information
Use the following macro:
{salesforce-entity:Case|CaseNumber=00001024|fields=CaseNumber,Subject,Reason,Type,Status,Priority,Origin}
This displays a subset of the details (including: CaseNumber, Subject, Reason, Type, Status, Priority and Origin as specified in the macro) within a Confluence page in a table.
Image: A subset of the details displayed in a table within Confluence
You can also click each of the rows in the table to open up the actual Case within SalesForce.com (opens in a new window or tab).