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        • Scenario: Displaying Key Account Plans
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        • Salesforce List Macro
        • Salesforce Templates
        • Template Variables
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        • Editable Table Headings
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Salesforce Object Macro

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Last updated 1 year ago

To setup Salesforce Object Macro, go to your Salesforce Object page.

Copy the entire link.

Paste the link in a Confluence Page. The pasted link will be converted to Salesforce Object Macro.

You can edit the macro to display more fields.

Since the Field(s) to display will be converted to SOQL query, you can utilize SOQL Select Functions, for instance, to format the AnnualRevenue.

Alternatively, you can also insert the macro manually.

Type /sales.

Select Salesforce Object.

Select your desired connection and type the Object ID.

By default, Salesforce Object Link will be displayed as the Object's Name.

To display more fields, select Field(s) to display. When more than one field is selected, a table will be shown instead.

Finally, Click Insert to save.

Template Variables

Salesforce Object Macro enables you to use Object ID as template variable. To learn more, go to Template Variables