Salesforce Templates

To facilitate reusability of Salesforce List, you can define Salesforce Template.

Locate Apps in the top navigation bar.

Select Salesforce Template.

Adding new template

Click + to add new template.

Input your desired Template Name and SOQL Query.

Click Preview before saving template.

Once your result is successfully previewed, click Save.

Using Template Variables

Template variables enable users to input variable values when inserting Salesforce List macro.

Use the syntax {{VARIABLE_NAME}} in your SOQL query.

When inserting Salesforce List macro, users just need to fill in the variables.

In the example below, users only need to enter Fields variable to select relevant fields.