Creating a client overview page

Owned by Jeff Gleeson
Last updated: Sept 29, 2023 by Jeff Gleeson
2 min read

As a business, you want to track, collaborate, and store information about your clients on Confluence. Ideally, you would create a space for each of your clients and create pages to document your meeting notes, project documentation, and more.

More often than not, you would be working with multiple teams in your company (executives, operations, sales, finance, support, product, and services) to ensure the success of your clients. Therefore, it is essential to provide as much context as possible to your team members when they work on the clients, including the information that your sales and services team stores in Salesforce.

In this example, we will build a client overview page using the connector, to surface important information from Salesforce.

Step 1: Create a Details section

  1. In the page editor, add a new Salesforce Object macro. This macro allows you to render a vertical table containing a single query result.

  2. In the Insert Salesforce Object Macro dialog, choose the appropriate connection.

  3. Set the Object URL to point to the Account record in Salesforce, for example, https://ap2.salesforce.com/00128000004NZxJAAW. 

  4. Check the Render as Table option.

  5. Choose relevant fields. For example, Name, Type, Phone, or Website.

  6. Click Preview to validate your input, and click Save when you're done.

Step 2: Create a Contacts section

  1. In the page editor, add a new Salesforce Table macro. This macro allows you to render a table containing one or more query results.

  2. In the Insert Salesforce Table dialog, choose the appropriate connection.

  3. Set a query to get a list of Contacts associated with the Account. For example:

    SELECT Name, Title, Email, Phone FROM Contact WHERE AccountId = '00128000004NZxJAAW'

  4. Click Preview to validate your input, and click Save when you're done.

Step 3: Create an Opportunities section

  1. Create a new Salesforce Table macro, with a query to get a list of Opportunities. For example:

    SELECT Name, Description, StageName, Amount, CloseDate FROM Opportunity WHERE AccountId = '00128000004NZxJAAW'

  2. Click Preview to validate your input, and click Save when you're done.

Step 4: Create a Cases section

  1. Create a new Salesforce Table macro, with a query to get a list of Cases. For example:

    SELECT Id, Subject, Priority, CreatedDate, Status FROM Case WHERE AccountId = '00128000004NZxJAAW'

  2. Click Preview to validate your input, and click Save when you're done.

That's it! Publish the page to see the results. You now have a client overview page that you can copy for each of your other clients.

You can customize your queries with filters, add more object types and tables, and more.



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