Creating a Salesforce object is simple, here are the steps to guide you through.

Ingredients

Guide

1. Create a Salesforce Object macro while editing a Confluence page.

2.  Edit the macro to view the Edit Salesforce Object pop-up window:

   Open

   

3.  Choose the Connection you'd like to use.
   The default Connection will be displayed (as configured by the Confluence administrator).

4. Then enter the Object URL.
   (This can be obtained by copying the URL from your Salesforce instance.)
   e.g. for Classic link:
   
   

   Open

   

    

   For Lightning link:
   
   

5.  If you click Save, the Confluence page will render a link to the Salesforce Object:
   
   

Rendering the Salesforce Object macro as a Table

1. Follow steps 1 to 4 above, then click on Render as Table.

2. 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".

3. Click Save.

Notes

• Not applicable.

Result

Further Reading