Scenario: Displaying Key Account Plans

Use Case: Displaying Key Account Plans using Salesforce Data with Confluence Blueprints

Prerequisite: Configure Salesforce Connection

Macros used: Salesforce Object Macro Salesforce List Macro Salesforce Templates

Locate Templates at the top section.

Select Salesforce Account Plan. Click Use Template.

A page will be created based on the template.

Edit Salesforce Object Macro.

Enter Account Object ID or paste Salesforce account URL. The URL will be in the following format <your-instance>.develop.lightning.force.com/lightning/r/Account/<Object ID>/view

Click Save to update the macro

The Salesforce List will be automatically updated.

To Learn More how this works, check out Template Variables