Salesforce List Macro

Salesforce List Macro enables you to display a list of Salesforce objects in a table based on SOQL queries.

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

Type /sales.

Select Salesforce List.

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

Select Use SOQL.

Type your SOQL query.

Click Preview. Then, click Insert.

Use pre-defined Query Template

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

Refer to Salesforce Templates to setup Templates.

Select your desired Query template.

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

For template containing Template Variables, you will need to fill in the gaps.

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

Click Insert once you are done.