Building Salesforce reports in Confluence
Overview
As a Sales Manager, it may be useful to display an array of information from Salesforce such Contacts, Cases, and Opportunities in Confluence. This information can then be easily presented to stakeholders who can then simply review this information in Confluence.
In this use case we will use the Composition and Reporting apps in combination with Salesforce & Confluence Server Connector to bring in data from Salesforce and display it in an easily digestible format for stakeholders to view.
As of October 1st, 2023, Connector for Salesforce & Confluence Server & Data Center is discontinued and will no longer be supported (end of life).
If you have any questions, contact our support team.
Ingredients
Confluence apps
You will need the following Appfire apps installed on your Confluence.
Complete source code
The following source code is shared using Confluence Storage Format - the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.
For more information on how to use this source code on your Confluence, read the following article - How do I use Recipes that use the Storage Format with the Confluence Source Editor?