> For the complete documentation index, see [llms.txt](https://docs.upsmith.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.upsmith.app/atlassian-cloud/salesforce-for-confluence/user-guide/scenario-displaying-key-account-plans.md).

# Scenario: Displaying Key Account Plans

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

Prerequisite: [Configure Salesforce Connection](/atlassian-cloud/salesforce-for-confluence/administrator-guide/configure-salesforce-connection.md)

Macros used: [Salesforce Object Macro](/atlassian-cloud/salesforce-for-confluence/user-guide/salesforce-object-macro.md) [Salesforce List Macro](/atlassian-cloud/salesforce-for-confluence/user-guide/salesforce-list-macro.md) [Salesforce Templates](/atlassian-cloud/salesforce-for-confluence/user-guide/salesforce-templates.md)

Locate **Templates** at the top section.

Select **Salesforce Account Plan.** Click **Use Template**.

<figure><img src="/files/6HNCaU1kmPKfKLPGbjjs" alt=""><figcaption></figcaption></figure>

A page will be created based on the template.

<figure><img src="/files/Cj5UzZQCkzJSDR8N2Kmi" alt="" width="563"><figcaption></figcaption></figure>

Edit **Salesforce Object Macro**.

<figure><img src="/files/0lrmkpcVjMvoYYBF3Tjc" alt=""><figcaption></figcaption></figure>

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`

<figure><img src="/files/Bp633kv5d1HfE4eH4UEQ" alt=""><figcaption></figcaption></figure>

Click **Save** to update the macro

The **Salesforce List** will be automatically updated.

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

To Learn More how this works, check out [Template Variables](/atlassian-cloud/salesforce-for-confluence/user-guide/template-variables.md)


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