# Salesforce List Macro

To setup Salesforce List Macro, go to your desired confluence page.

Type **/sales.**

Select **Salesforce List.**

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2F249eqHcZCUa4zZo77G7T%2Fsalesforce-list-macro-1.png?alt=media&#x26;token=f03956e7-ab21-4ea9-99db-e5010c22ff6f" alt=""><figcaption></figcaption></figure>

Select **Connection**.

There are two ways to define Salesforce List Macro:

1. Manually inserting SOQL in each macro
2. Use pre defined query template

### 1. Manually inserting SOQL in each macro

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Select **Use SOQL**.

Type your **SOQL query**.

Click **Preview**. Then, click **Insert**.

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FXsgg9a5dcRXeKjcwFGo3%2Fsalesforce-list-macro-3.png?alt=media&#x26;token=6218cd1a-8c19-408e-a15b-5552646ead8d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2F9w6crmc8FZFbv21GfC0i%2Fsalesforce-list-macro-4.png?alt=media&#x26;token=fba9a638-1732-422e-a90c-b889d29313cb" alt=""><figcaption></figcaption></figure>

### Use pre-defined Query Template

Inserting SOQL manually gives you flexibility. However, you can use **Query Template** to enhance reusability.

Refer to [salesforce-templates](https://docs.upsmith.app/atlassian-cloud/salesforce-for-confluence/user-guide/salesforce-templates "mention") to setup Templates.

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FSdlE9tsgo9P8KiWeVW5e%2Fsalesforce-list-macro-5.png?alt=media&#x26;token=c89fd69c-4ac3-49e7-a051-fc1b368c2e8d" alt=""><figcaption></figcaption></figure>

Select your desired **Query template**.

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FsEiu5hZE4LRhoSFO6dXz%2Fsalesforce-list-macro-6.png?alt=media&#x26;token=c7797a58-624b-4576-bc48-952a9b9dd195" alt=""><figcaption></figcaption></figure>

If the template doesn't contain variables, you can click **Insert**.

For template containing [template-variables](https://docs.upsmith.app/atlassian-cloud/salesforce-for-confluence/user-guide/template-variables "mention"), you will need to fill in the gaps.&#x20;

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FeTvBUquHZMmIdoCpi03f%2Fsalesforce-list-macro-7.png?alt=media&#x26;token=c8caa26b-e9ac-4431-bf0b-dd1c84b3d278" alt=""><figcaption></figcaption></figure>

In this case, you need to fill in the variable Account.

<figure><img src="https://639954725-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlgzAhV4EMBU0KrkmJ6L0%2Fuploads%2FKYIBHs4n7sNy3PxOYRQI%2Fsalesforce-list-macro-8.png?alt=media&#x26;token=85bae0dc-1dcd-4f12-adec-d510acb3704e" alt=""><figcaption></figcaption></figure>

Click **Insert** once you are done.