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In this section we will build a table that displays Salesforce Contact data which can be filtered by Salesforce Account, selected by the user.
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.
Source code
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<ac:structured-macro ac:macro-id="27383614-8004-485c-ab61-cd08d23dd0de" ac:name="report-table" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:rich-text-body>
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<ac:structured-macro ac:macro-id="55cbe342-8575-483b-a1c0-bf1b2c7299b1" ac:name="soql-reporter" ac:schema-version="1">
<ac:parameter ac:name="query">Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="df1371cc-21df-4500-88ac-ecbbc3030e19" ac:name="text-filter" ac:schema-version="1">
<ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
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</ac:rich-text-body>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="dc53d519-e0a9-4105-b354-70afb90aea20" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Account Name</ac:parameter>
<ac:rich-text-body>
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<ac:structured-macro ac:macro-id="92f6aa94-b64a-492d-a611-8acdc9b752ab" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Account.Name</ac:parameter>
</ac:structured-macro>
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</ac:rich-text-body>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="c6007c06-8fb1-4ec4-abf7-908192ee33d9" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Contact Name</ac:parameter>
<ac:rich-text-body>
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<ac:structured-macro ac:macro-id="c5d23791-e17c-46bb-98aa-461fab09a6fc" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Name</ac:parameter>
</ac:structured-macro>
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</ac:rich-text-body>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="4ac2bf3f-b682-431e-8f3b-fe2db34344ae" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Title</ac:parameter>
<ac:rich-text-body>
<p> <ac:structured-macro ac:macro-id="e8315644-8314-4108-b8c8-433ee8301b84" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Title</ac:parameter>
</ac:structured-macro>
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</ac:rich-text-body>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="ae5e6fdc-b34b-4323-af68-0e4492dd945e" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Email</ac:parameter>
<ac:rich-text-body>
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<ac:structured-macro ac:macro-id="8c21f0e3-8b7c-4ffd-af51-89652ca54913" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Email</ac:parameter>
</ac:structured-macro>
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</ac:rich-text-body>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="53475e16-7e92-4df1-86a0-625a3da2b203" ac:name="report-column" ac:schema-version="1">
<ac:parameter ac:name="title">Phone</ac:parameter>
<ac:rich-text-body>
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<ac:structured-macro ac:macro-id="ec988b1b-0f4e-452d-9177-f755c54b28eb" ac:name="report-info" ac:schema-version="1">
<ac:parameter ac:name="">sf:Phone</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
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</ac:rich-text-body>
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Ona draft page
Within the Report Table macro
In this SOQL Reporter macro
Back within the Report Table macro (below the SOQL Reporter macro)
In the "Account Name" Report Column macro
In the "Contact Name" Report Column macro
In the "Title" Report Column macro
In the "Email" Report Column macro
In the "Phone" Report Column macro
Part - 3 Building a dashboard to display Salesforce Cases