# Salesforce List Macro

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

Type **/sales.**

Select **Salesforce List.**

<figure><img src="/files/Gjoiijyb2QqtPAfcjj3U" 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

<figure><img src="/files/h8rD1KmdirxleoRE532z" alt=""><figcaption></figcaption></figure>

Select **Use SOQL**.

Type your **SOQL query**.

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

<figure><img src="/files/sIumLoM3O4dK1yKKazWe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/zoYuoVLoymJwaF47Uy5U" 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](/atlassian-cloud/salesforce-for-confluence/user-guide/salesforce-templates.md) to setup Templates.

<figure><img src="/files/c4cGcz8Y60CmhVI7Mm9i" alt=""><figcaption></figcaption></figure>

Select your desired **Query template**.

<figure><img src="/files/q4THSwwoNN2jWNTfossS" alt=""><figcaption></figcaption></figure>

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

For template containing [Template Variables](/atlassian-cloud/salesforce-for-confluence/user-guide/template-variables.md), you will need to fill in the gaps.&#x20;

<figure><img src="/files/yerVRRawqxpyEhXrg5jJ" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/YqyaGsNkNtpi1vjs1eoy" alt=""><figcaption></figcaption></figure>

Click **Insert** once you are done.


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# Agent Instructions: Querying This Documentation

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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.