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templateId | 970950172 |
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excerpt | Creating a Salesforce object is simple, here are the steps to guide you through. Ingredients Apps Salesforce & Confluence Cloud Connector Macros Salesforce Object Guide Create a Salesforce Object macro while editing a Confluence page. Edit the macro to view the Edit Salesforce Object pop-up window: Choose the Connection you'd like to use. The default Connection will be displayed ( as configured by the Confluence administrator ). Then enter the Object URL . (This can be obtained by copying the URL from your Salesforce instance.) e.g. for Classic link: For Lightning link: If you click Save , the Confluence page will render a link to the Salesforce Object: Rendering the Salesforce Object macro as a Table Follow steps 1 to 4 above, then click on Render as Table . Type in the Salesforce Object fields you'd like to display in a table. For this example, we have entered: " Name ", " BillingStreet ", " BillingCity ", " BillingPostalCode ", " BillingCountry ", " Phone " and " Fax ". Click Save . Notes Not applicable. Result |
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