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Overview
In this section we will build a dashboard which displays Salesforce Case information based on the Account that is filtered 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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| Code Block |
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<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="5b3e5a6f-1338-40c3-a34c-41d181d243c4" ac:name="deck" ac:schema-version="1">
<ac:parameter ac:name="id">Created Cases</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="273c2a6c-d4f5-49c2-a199-4bd8a1443922" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Created this week</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="dd3fb0e3-79f3-4185-a235-6b74c506fb07" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">TotalCreatedThisWeek</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="3713a75e-8d9d-48ad-89ce-aeefaaa8d0ea" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>Total created this week: <ac:structured-macro ac:macro-id="1e544b4f-d49c-4a5a-9805-2eba7cf8bd40" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">variable:TotalCreatedThisWeek > size</ac:parameter>
</ac:structured-macro>
</p>
<ac:structured-macro ac:macro-id="f678d39c-f936-4ec8-851a-ec7bf4730c47" 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="427fa462-a4e2-4197-8545-0a357cfd1ee8" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="2e3c8b33-6ee8-4dfd-9f4f-199102b9b7bc" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Case #</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="9ffe9343-f7dd-4ef4-807e-5d83802ad406" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">curpath</ac:parameter>
<ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="5dfeb5a1-db62-491e-8cc0-af99eff68fef" ac:name="report-link" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:parameter ac:name="">variable:curpath</ac:parameter>
<ac:rich-text-body>
<p>%sf:CaseNumber%</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">
<br/>
</p>
<ac:structured-macro ac:macro-id="c2c4c4b0-d89e-45c0-b6e6-7fd6d4e96f70" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Reporter</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="80a138f2-ca2a-48d3-9e66-d163ec3391ad" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Contact.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="52d36304-3ae8-4f6a-ba14-7db41f591950" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Subject</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a046b26e-16d3-44b8-bcbe-1a75b57a6f08" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Subject > first 80</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="844d3c4b-45e5-4b11-aa6c-db70ef324548" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Description</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="ba84086a-4b89-4809-aaad-12e3123c2266" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Description</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="4cd5f57b-2f1e-4c81-b32b-00f4ab4e2127" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Status</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="461f0a24-9b5e-4dcf-b3d2-678d672365b1" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Status</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="ff40624b-b8a9-4453-8953-8d4b17b382b9" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Priority</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="fbdd6c71-77d7-4b50-a181-01429519777e" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Priority</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="8415afb1-bef7-404f-a532-f87350c818bc" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Assignee</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a98e43ad-b582-4bc6-8f81-42b749f7a914" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Owner.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="686fb095-cdf5-4148-a89f-da1852e4c579" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Created</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="45dd13b8-574c-4a8f-84a7-3cf0007fb5aa" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:CreatedDate</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="e8d48ee5-6c26-4789-bab0-2df464882035" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Updated</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="d76b4285-b148-43a0-b9a4-2bab6214092e" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:LastModifiedDate</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="50de8397-2e6b-45f5-a5f6-4e1cb57c821d" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Closed</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="fd4eb635-e8c4-4725-94d2-4f037ef70ba2" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:ClosedDate</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="d521c48c-aabe-4d30-96ac-8f8dc539ec42" ac:name="report-empty" ac:schema-version="1">
<ac:rich-text-body>
<p>No records found</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="72d63560-ecd5-4d9d-b465-fd4266a7cc82" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Created this month</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="c9d15b75-9ba0-439c-baf9-2ad4777e59dd" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">TotalCreatedThisMonth</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="61bcb52b-7613-48f4-9b90-16a354ee06ff" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>Total created this month: <ac:structured-macro ac:macro-id="c02aa591-f7a0-471e-8485-ed031e153fdd" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">variable:TotalCreatedThisMonth > size</ac:parameter>
</ac:structured-macro>
</p>
<ac:structured-macro ac:macro-id="8b493af5-5b1f-493e-a23d-08b5c496d8c4" 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="181c0897-daad-4128-b03a-fd53d41ccc1c" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="f53b1d65-f6c3-402d-aa52-312824fc5768" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Case #</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="ee7ee66a-63ab-4012-9a99-976eb892834c" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">curpath</ac:parameter>
<ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="b45dd799-7919-40e6-a0be-1b3b137c34e8" ac:name="report-link" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:parameter ac:name="">variable:curpath</ac:parameter>
<ac:rich-text-body>
<p>%sf:CaseNumber%</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">
<br/>
</p>
<ac:structured-macro ac:macro-id="7d470a41-c1a6-4732-a8bb-6e0d9dd98e2d" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Reporter</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="717e0872-751c-4f99-8256-44cb5f5515b2" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Contact.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="65870483-552c-459c-a904-37f975884455" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Subject</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="15727bc6-6729-4136-a0f3-7c18d29d9dce" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Subject > first 80</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="f274d9ce-1d11-4c35-8e7e-15b9d68f6cb5" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Description</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="b1440b62-34ba-4dcb-8883-d70ae05fdfdc" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Description</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="27a36a83-c0b1-43a8-822f-3f2e6fe9ca0a" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Status</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="5bf4dc03-0e15-4619-9161-3661a5ede583" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Status</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="6828b3ee-ccfa-46ab-9c62-3dbb74009c02" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Priority</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="e3395bd2-5507-4611-bddd-0687ce5e6d3a" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Priority</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="8ff1d4b3-35bc-4eeb-ba1b-6e5ff85b3406" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Assignee</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="34f5ba6f-47bb-415b-b99c-5a3914aa0779" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Owner.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="af5ba29c-2b06-4a06-9468-b89f97aba78d" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Created</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="eaddf6a6-64e7-4a17-8dea-5b19e7597df6" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:CreatedDate</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="8e27be46-8e0d-49f5-9782-a71e8e6de0bb" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Updated</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f3b5615b-eb6d-4f91-b9c5-e9eb8c90da9f" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:LastModifiedDate</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="a7c32e4e-fc05-4f1d-a6ae-0021885dee0f" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Closed</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="ff4a1a2d-2560-4af0-ab42-60d153b12b52" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:ClosedDate</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="d54ba968-ec4a-4b4b-82b2-8873a3bacfca" ac:name="report-empty" ac:schema-version="1">
<ac:rich-text-body>
<p>No records found</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">
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="e8b9468c-3d3d-4588-902e-dc1860161de9" ac:name="card" ac:schema-version="1">
<ac:parameter ac:name="label">Unclosed Cases</ac:parameter>
<ac:rich-text-body>
<p>Total unclosed cases: </p>
<ac:structured-macro ac:macro-id="2e884c3e-16ee-41cb-8f15-4eb2edc0c4cd" 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="7f7de419-1510-4c6d-b737-bbd2c1184954" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="7a8fb622-a007-4bd3-a5c9-78deebff12b2" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Case #</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="61098819-00f9-4a3a-bbea-ded3e87069b8" ac:name="report-variable" ac:schema-version="1">
<ac:parameter ac:name="name">curpath</ac:parameter>
<ac:parameter ac:name="value">https://noelsiagian-dev-ed.my.salesforce.com/%sf:Id%</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p class="auto-cursor-target">
<br/>
</p>
<ac:structured-macro ac:macro-id="06091b57-df34-4878-abf3-a0d656ded6cd" ac:name="report-link" ac:schema-version="1">
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:parameter ac:name="">variable:curpath</ac:parameter>
<ac:rich-text-body>
<p>%sf:CaseNumber%</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">
<br/>
</p>
<ac:structured-macro ac:macro-id="6b2abbcc-4d8f-4fa8-9adb-cfd88d63ce24" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Reporter</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f2da64b4-bccf-4625-81ee-563eda23976c" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Contact.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="6fd68d4e-0f71-4cd4-ae39-de9e643208e3" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Subject</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f4b83e83-306d-46de-8490-409cb2393ab4" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Subject > first 80</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="de8944c8-2412-4637-8327-b156766536a8" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Description</ac:parameter>
<ac:rich-text-body>
<p class="auto-cursor-target">
<ac:structured-macro ac:macro-id="35ec8cc2-c1cd-4e30-a5f4-8ca641905811" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Description</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="3a1f9976-925d-4180-9320-5d62890eace4" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Status</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f1c0a652-dc30-4c35-a363-980a8ea29df0" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Status</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="2b416e9c-0fb6-432c-bc22-7e3dbd7b79a4" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Priority</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a454cd66-7b2b-4769-8d0e-a9f527dbba94" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Priority</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="5a8e87a7-9993-4aa8-8e2e-931db09e9605" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Assignee</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="4ce66b20-cc18-4202-aa67-5ba892dd8199" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Owner.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="733d497e-bf83-4471-903d-9a8b9c0da07a" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Created</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="bd6b9ff3-1ebf-4237-8c08-f1c9fc693fdf" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:CreatedDate</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="ff5c2799-1640-4a50-b3b0-735531c2ea8e" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Updated</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="befe1ddf-4fb4-48e0-bdf6-765c8041e4b4" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:LastModifiedDate</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="4b8da554-c354-4a9a-b43d-3dfcf75a7b61" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Closed</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a453b9cd-8704-4f7a-bf56-a66fa5c5bed9" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="format">yyyy-MM-dd</ac:parameter>
<ac:parameter ac:name="">sf:ClosedDate</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="ae372ce3-a744-4491-a63e-31d8a1990aa6" ac:name="report-empty" ac:schema-version="1">
<ac:rich-text-body>
<p>No records found</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">
<br/>
</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">
<br/>
</p>
|
|
Steps
On the draft page
...
...
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Within the Deck of Cards macro
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...
...
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Inside the "Created this week" Card
...
macro
...
...
...
In this Report Variable macro
...
...
...
set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK"
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Back
...
within the "Created this week" Card macro
write "Total created this week:"
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...
...
...
...
...
macro below the Report Info macro)
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In this Report Table macro
...
...
...
set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_WEEK"
...
Within
...
this SOQL Reporter macro
...
...
...
...
...
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Add report columns
Back within the Report Table macro
...
(after the SOQL Reporter macro)
...
macros
set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively
...
In the "Case #" Report Column
...
macro add the following two macros
...
...
...
...
...
...
...
...
In the "Reporter" Report Column macro
...
...
...
...
...
In the "Subject" Report Column macro
...
...
...
...
In the "Description" Report Column macro
...
...
...
...
In the "Status" Report Column macro
...
...
...
...
In the "Priority" Report Column macro
...
...
...
...
In the "Assignee" Report Column macro
...
...
...
...
In the "Created" Report Column macro
...
...
...
...
In the "updated" Report Column macro
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...
...
...
In the "Closed" Report Column macro
...
...
...
...
Back within the Report Table macro
...
...
...
...
...
Inside the "Created this Month" Card
...
macro
...
...
...
Within the Report Variable macro
...
...
...
set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH"
...
Back within
...
the "Created this Month" Card macro
write "Total created this week:"
...
...
add a Report Info macro within
...
...
...
...
...
...
...
...
Within the Report Table macro
...
...
...
set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where CreatedDate = THIS_MONTH"
...
Within
...
this SOQL Reporter macro
...
...
...
...
...
...
Add report columns
Back within the Report Table macro
...
...
macros
set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively
...
In the "Case #" Report Column
...
macro
...
...
...
...
Back within the Report Column macro
...
...
...
...
In the "Reporter" Report Column macro
...
...
...
...
In the "Subject" Report Column macro
...
...
...
...
In the "Description" Report Column macro
...
...
...
...
In the "Status" Report Column macro
...
...
...
...
In the "Priority" Report Column macro
...
...
...
...
In the "Assignee" Report Column macro
...
...
...
...
In the "Created" Report Column macro
...
...
...
...
In the "updated" Report Column macro
...
...
...
...
In the "Closed" Report Column macro
...
...
...
...
Back within Report Table macro
...
...
...
...
...
Inside the "Unclosed Cases" Card
...
macro
...
...
Within the Report Table
...
...
...
set its Query parameter to "Select Id,ContactId,OwnerId,CaseNumber,Contact.Name,Subject,Status,Priority,CreatedDate,Owner.Name,ClosedDate,LastModifiedDate from Case where Status != 'Closed'"
...
...
In the SOQL Reporter macro
...
...
...
...
...
...
Add report columns
Back within the Report Table macro
...
add 11 Report Column macros
...
...
set their Titles to "Case #", "Reporter","Subject","Description", "Status", "Priority","Assignee","Created" ,"updated" and "Closed" respectively
...
In the "Case #" Report Column
...
macro
...
...
...
...
...
...
In this Report Variable macro
...
...
...
...
In the "Reporter" Report Column
...
macro
...
...
...
In the "Subject" Report Column macro
...
...
...
...
In the "Description" Report Column macro
...
...
...
...
In the "Status" Report Column macro
...
...
...
set the Key parameter to "sf:Status"
...
In the "Priority" Report Column macro
...
...
...
...
In the "Assignee" Report Column
...
macro
...
...
...
In the "Created" Report Column macro
...
...
...
...
In the "updated" Report Column macro
...
...
...
...
In the "Closed" Report Column macro
...
...
...
...
Back within Report Table macro
...
...
...
...
...
Macro structure
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| title | Click here for macro structure... |
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| Macro structure in the content editor |
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Next
Part 4 - Creating a dashboard to display Salesforce Opportunities