Salesforce report macro

Salesforce report macro

Description

The Salesforce Report macro allows users to display Salesforce reports on a Confluence page.

Parameters

Name

Required

Migratable to Cloud?

Default Value

Description

Name

Required

Migratable to Cloud?

Default Value

Description

Connection

 

  • (/)

 

 

  • NO

 

The default value of the Connection will depend on what the Confluence administrator chose in the Setting Up a Connection to Salesforce step.

Allows the user to choose which Salesforce Connection to use for this macro.

Report Folder

 

  • (/)

 

 

  • NO

 

 

The Salesforce folder which contains the report.

Report Name

 

  • (/)

 

 

  • NO

 

 

The name of the report in Salesforce.

Editor view

  • Not applicable.

Macro edit view

ccsfconfc-report-macro.png

 

Notes

  • The app currently only supports the "tabular" style of Salesforce reports.

 

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