{salesforce-reporter}
Plugin: Salesforce.com Confluence Plugin, from version 2.0
Allows reporting of SalesForce.com Objects
Description
 | This macro requires a valid license to be installed to work, to obtain a quote for a license or request an evaluation license, please contact.info@customware.net This macro requires the Reporting Plugin version 3.2.0 or higher to be installed to work. |
This reporter will obtain data from SalesForce.com for a specified type of object, the set of data that is obtained can be restricted by specifying a set of conditions (please visit SalesForce.com Confluence Query Conditions for more details on the conditions available).
The data is obtained using the configured SalesForce.com connection (see: SalesForce.com Confluence Plugin Installation for details on how to set up/modify this connection)
Usage
{salesforce-reporter:<sobject>|<conditions>}
{xxx-sort:prefix:subkey|order=[ascending, descending]}
{xxx-filter:prefix:subkey|extra parameters go here}
{salesforce-reporter}
<sobject> is the SalesForce.com object type, please refer to the [SalesForce Standard Object API|http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_list.htm] for more details on what the available options are.
<conditions> is an optional series of conditions separated by "|",
the list of results will be restricted to those that match these conditions.
Example:
{salesforce-reporter:Account|Name=GenePoint}
{salesforce-reporter}
Will only return accounts with the name "GenePoint"
{salesforce-reporter:Account|Name=like:Gene}
{salesforce-reporter}
Will only return accounts that contain "Gene" somewhere in the name.
Parameters
| Name | Required | Default | Description |
|---|---|---|---|
| default | | N/A
| The SalesForce.com object type, please refer to the SalesForce Standard Object API for more details on what the available options are. |
| <conditions> |  | N/A
| Please see the Usage guide above for examples on how to use conditions, please refer to the SalesForce Standard Object API for more details on what fields are available.
Advanced conditions is also available by prefixing your values with special condition tokens, this will allow things such as:
Please visit SalesForce.com Confluence Query Conditions for more details on this. |
Examples
{report-block}
{salesforce-reporter:Case}
{text-filter:sf:Status|exclude=Closed}
{salesforce-reporter}
{report-body:injected=true}
{panel}
[%sf:CaseNumber% - %sf:Subject%|%sf:url%] (%sf:Status%)
%sf:Description%
|| Type | %sf:Type% || Reason | %sf:Reason% |
|| Priority | %sf:Priority% || Origin | %sf:Origin% |
{panel}
{report-body}
{report-block}
Displays a list of cards for all Cases which are NOT Closed.
See Also
- [SalesForce.com Supplier]
Discussions