Salesforce Views Server - User Guide
Current Version
Salesforce Views 1.1.0 is now available for download!
https://marketplace.atlassian.com/apps/1221750/salesforce-views
Release Notes: Salesforce Views Server - 1.1.0 - Release Notesarchived
Features
Detailed Views for common objects
Relationship views for pairs of objects (currently only supporting Accounts' Contacts)
Macro configuration for page editors is available from the page view
Multiple instances of the macro can be included in a single page
Page editors can limit results with query filter, affecting all usages of the macro
Page viewers can filter results further, affecting only themselves
Sort results in ascending and descending order
Page editors can choose the number of results to return when configuring the macro
Some features supporting keyboard commands
User Guide
Administrative requirements
Top level requirements for connecting Confluence to Salesforce:
An HTTPS secured Confluence - Salesforce won’t allow connections from the HTTP prototcol
A Salesforce connected app - where you register that your Confluence is allowed to make requests
A Salesforce user - to authenticate with
An OAuth dance - triggered once from the Confluence side in the Salesforce Configuration section of the admin console.
Read more for details on each of these requirements
HTTPS Secured Confluence
Requires HTTPS
Salesforce will not allow a connection to a Confluence that is not being served with the https protocol. If your Confluence is only available with the http protocol you will not be able to configure this plugin.
Salesforce Connected App
For step by step written instructions on how to setup a Connected app, scroll down a bit further. For screenshares on this topic:
Screenshare | Notes |
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How to make a connected app |
Setting up a Connected App (step by step):
Screenshot | Steps |
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Navigate to the App Manager:
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| Make a new Connected App
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| Identify the Consumer Key and Secret you will need for the Oauth Dance After you’ve created your connected app, the View screen for the app will display. You can get the consumer key and secret you will need from this screen. You can also get there by navigating to the App Manager → Clicking the down arrow next to your connected app → Clicking View |
Salesforce Authenticating User
Screenshot | Requirement |
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| API Enabled The Salesforce user must be a member of a profile with the 'API Enabled' permission turned on. (Setup -> Quick Find: Profiles, find the profile of the user you are interested in, Edit that profile, look for 'Api Enabled' and make certain it's checked.) |
| Review user license and object visibility The Salesforce user must have view permissions for any data you wish to display with this Confluence plugin. If the authenticated user can't see it, then the plugin won't be able to see it either. Tips:
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Optional: Pre-approve the app in the profile You can optionally pre-approve this app for users in that profile. This speeds the oauth dance up by not requiring an explicit permission approval. Since the admin setting up the connected app is probably also the admin doing the one-time oauth dance, its not particularly critical. (Useful for dev ops loop, though.) To do this:
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The OAuth Dance - Connecting Confluence to Salesforce
Screenshots |
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