Macro Usages
salesforce-contact
Displays details for all Salesforce.com contact(s) which can be limited by using a set of conditions.
salesforce-contact Usage
{salesforce-contact:<conditions>}
<conditions> is an optional series of conditions separated by "|", the list of result contacts will be restricted to those that match these conditions.
Example:
{salesforce-contact:FirstName=Josh|LastName=Davis}
Will only return contacts with the first name of "Josh" and last name of "Davis".
salesforce-contact Examples
Lets say you have a Contact in SalesForce.com which contains a set of information (Figure 1).
Figure 1.
You can use the following macro:
{salesforce-contact:FirstName=Josh|LastName=Davis}
To display a subset of the details within a Confluence page as a Contact Card (Figure 2.)
Figure 2.
You can also export the details of the Contact as a VCard (which can be used to import the contact into Microsoft Outlook [Figure 3]) by clicking on the icon in the top right corner of the Contact Card (Figure 2.)
Figure 3.
salesforce-entity
Displays a list of SalesForce.com entities in a table format, the set of data that is obtained can be restricted by specifying a set of conditions.
salesforce-entity Usage
{salesforce-entity:<sObjectName>|<conditions>|fields=[fields you want to list]}
<sObjectName> is the SalesForce.com object type, please refer to the [SalesForce Standard Object API|http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_list.htm] for more details on what the available options are.
<conditions> is an optional series of conditions separated by "|",
the list of result accounts will be restricted to those that match these conditions.
Example:
{salesforce-entity:Account|Name=GenePoint}
Will only return accounts with the name "GenePoint"
salesforce-entity Examples
Lets say you have a Case in SalesForce.com which contains a set of information (Figure 1).
Figure 1.
You can use the following macro:
{salesforce-entity:Case|CaseNumber=00001024|fields=CaseNumber,Subject,Reason,Type,Status,Priority,Origin}
To display 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 (Figure 2.)
Figure 2.
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/tab)
salesforce-account
Displays details for all Salesforce.com account(s) which can be limited by using a set of conditions.
salesforce-account Usage
{salesforce-account:<conditions>}
<conditions> is an optional series of conditions separated by "|",
the list of result accounts will be restricted to those that match these conditions.
Example:
{salesforce-account:Name=GenePoint}
Will only return accounts with the name "GenePoint"
salesforce-account Examples
Lets say you have an Account in SalesForce.com which contains a set of information (Figure 1).
Figure 1.
You can use the following macro:
{salesforce-account:Name=GenePoint}
To display a subset of the details within a Confluence page as an Account Card (Figure 2.)
Figure 2.
Reporting Extensions
 | The reporting extensions will ONLY work when a valid license is installed. It also requires the Reporting Plugin version 3.2.0 or higher to be installed. |
Reporters
soql-reporter
Allows reporting of SalesForce.com Objects using SOQL
soql-reporter Usage
{soql-reporter:query=<SOQL query>}
{xxx-sort:prefix:subkey|order=[ascending, descending]}
{xxx-filter:prefix:subkey|extra parameters go here}
{soql-reporter}
Example:
{report-table}
{soql-reporter:query=SELECT NumberOfEmployees,Industry From Account}
{soql-reporter}
{report-column:title=Industry}{report-info:sf:Industry}{report-column}
{report-column:title=NumberOfEmployees}{report-info:sf:NumberOfEmployees}{report-column}
{report-table}
*Will only return list of Accounts' NumberOfEmployees & Industry
soql-reporter Examples
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 & its frequency.
salesforce-reporter
Allows reporting of SalesForce.com Objects
salesforce-reporter Usage
{salesforce-reporter:<sobject>|<conditions>}
{xxx-sort:prefix:subkey|order=[ascending, descending]}
{xxx-filter:prefix:subkey|extra parameters go here}
{salesforce-reporter}
<sobject> is the SalesForce.com object type, please refer to the [SalesForce Standard Object API|http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_list.htm] for more details on what the available options are.
<conditions> is an optional series of conditions separated by "|",
the list of results will be restricted to those that match these conditions.
Examples:
{report-list}
{salesforce-reporter:Account|Name=GenePoint}
{salesforce-reporter}
{report-body}
{report-info:sf:Name}
{report-body}
{report-list}
*Will only return accounts with the name "GenePoint"
{report-list}
{salesforce-reporter:Account|Name=like:Gene}
{salesforce-reporter}
{report-body}
{report-info:sf:Name}
{report-body}
{report-list}
*Will only return accounts that contain "Gene" somewhere in the name.
salesforce-reporter Examples
{report-block}
{salesforce-reporter:Case}
{text-filter:sf:Status|exclude=Closed}
{salesforce-reporter}
{report-body:injected=true}
{panel}
[%sf:CaseNumber% - %sf:Subject%|%sf:url%] (%sf:Status%)
%sf:Description%
|| Type | %sf:Type% || Reason | %sf:Reason% |
|| Priority | %sf:Priority% || Origin | %sf:Origin% |
{panel}
{report-body}
{report-block}
Displays a list of cards for all Cases which are NOT Closed.
Suppliers
see Salesforce.com Supplier for more information on suppliers
