Description

This macro requires valid licenses for both Salesforce & Confluence Server Connector and Reporting for Confluence Server & Data Center.

Allows reporting of Salesforce Objects using SOQL.

This reporter will obtain data from Salesforce from a SOQL query.

The data is obtained using the configured Salesforce connection. (See Configuring the Connector for details on how to set up or modify this connection.)

Parameters

Name

Required

Migratable to Cloud?

Default Value

Description

Query

  • (/)

  • NO

The SOQL query to execute in SalesForce.

The result of the query will be made available to the Salesforce Supplier.

Editor View

Macro Edit View

  • Not applicable.

Notes

Simple Query
{report-table}
{soql-reporter:query=SELECT Account.Name, Name,Amount,StageName From Opportunity}
{soql-reporter}
{report-column:title=Account}{report-info:sf:Account.Name}{report-column}
{report-column:title=Opportunity}{report-info:sf:Name}{report-column}
{report-column:title=Amount}{report-info:sf:Amount}{report-column}
{report-column:title=Stage Name}{report-info:sf:StageName}{report-column}
{report-table}

Displays a table with a list of all of the Opportunities, grouped by account, with the opportunity, amount and name of the stage of the opportunity.

Aggregrated Query
{report-table}
{soql-reporter:query=SELECT StageName, Count(ID) CT From Opportunity Group By StageName} {soql-reporter}
{report-column:title=Stage}{report-info:sf:StageName}{report-column}
{report-column:title=Count}{report-info:sf:CT}{report-column}
{report-table}

Displays a table with a list of Opportunity's Name of Stage and its frequency.

Tutorial Examples