Using Salesforce Object macro
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.