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Overview
In this section we will build a table that displays Salesforce Contact data which can be filtered by Salesforce Account, selected by the user.
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Source code
The following source code is shared using Confluence Storage Format ,- the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.
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For more information on how to use this source code on your Confluence, read the following article |
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| title | Click here for the source code...Source code |
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<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="27383614-8004-485c-ab61-cd08d23dd0de" ac:name="report-table" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="55cbe342-8575-483b-a1c0-bf1b2c7299b1" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="df1371cc-21df-4500-88ac-ecbbc3030e19" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="dc53d519-e0a9-4105-b354-70afb90aea20" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Account Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="92f6aa94-b64a-492d-a611-8acdc9b752ab" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="c6007c06-8fb1-4ec4-abf7-908192ee33d9" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Contact Name</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="c5d23791-e17c-46bb-98aa-461fab09a6fc" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Name</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="4ac2bf3f-b682-431e-8f3b-fe2db34344ae" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Title</ac:parameter>
<ac:rich-text-body>
<p> <ac:structured-macro ac:macro-id="e8315644-8314-4108-b8c8-433ee8301b84" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Title</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="ae5e6fdc-b34b-4323-af68-0e4492dd945e" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Email</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="8c21f0e3-8b7c-4ffd-af51-89652ca54913" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Email</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="53475e16-7e92-4df1-86a0-625a3da2b203" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Phone</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="ec988b1b-0f4e-452d-9177-f755c54b28eb" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Phone</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
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</p> |
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Steps
Ona draft page
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Within the Report Table macro
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set its Query parameter to "Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name"
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In this SOQL Reporter macro
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Back within the Report Table
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macro (below the SOQL Reporter macro)
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macros
set their Titles to "Account Name", "Contact Name", "Title", "Email",
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In the "Account Name" Report Column
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macro
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In the "Contact Name" Report Column macro
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In the "Title" Report Column macro
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In the "Email" Report Column macro
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In the "Phone" Report Column macro
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Macro structure
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Next
Part - 3 Building a dashboard to display Salesforce Cases