Using the Salesforce Report macro
- Jeff Gleeson
- Nirosan (Unlicensed)
- Suba Veeriah (Unlicensed)
- Ucchi Sivaguru (Deactivated)
Owned by Jeff Gleeson
The Salesforce Report macro allows users to quickly browse and select a Salesforce Report and display the data inside a Confluence page.
Ingredients
Apps | Connector for Salesforce & Confluence Cloud |
|---|---|
Macros | Salesforce Report |
Guide
Create a Salesforce Report macro on a Confluence page.
In the Salesforce Report window, choose the Salesforce Connection you want to use.
In the Report folder section, choose the folder where the Salesforce report is located from the dropdown options. In the Report name section, choose the report that you want to use.Â
The report will be shown in the preview area.
Click Insert to insert the Salesforce report, and Publish the page.
Notes
Not applicable.
Result
Known limitation
The app currently only supports the "tabular" style of Salesforce reports.