{soql-reporter}
Allows reporting of SalesForce.com Objects using SOQL
Description
 | This macro requires a valid license to be installed to work, to obtain a quote for a license or request an evaluation license, please contact.info@customware.net This macro requires the Reporting Plugin version 3.2.0 or higher to be installed to work. |
This reporter will obtain data from SalesForce.com from a SOQL query.
The data is obtained using the configured SalesForce.com connection (see: Getting Started Guide for details on how to set up/modify this connection)
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
Confluence 4+ Editor
Parameters
| Name | Required | Default | Description |
|---|---|---|---|
| query | | N/A
| The SOQL query to execute in SalesForce, the result of the query will be made available to the Salesforce.com Supplier. |
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.
