ServiceRocket Reporter + SalesForce: Output as line in a table

Nicolas Avrim

Hi there!

I'm building a page in Confluence that will gather individual project information. One of the data pulled on this page is from SalesForce, so we are using SalesForce/Confluence connector and Report (both from ServiceRocket) to pull data.

The data we are pulling from SalesForce will always be one line, corresponding to the Opportunity Name in SalesForce, in other words the query will be:

SELECT X, Y Z FROM Opportunity WHERE Name = 'An Opportunity'

This will return one line with one value for each field, for instance: valueX, valueY, valueZ

Being new to this, I'm struggling with a simple problem, displaying the data vertically instead of horizontally, as follows:

AN OPPORTUNITY

X       valueX

Y       valueY

Z       valueZ

 

Ideally, this would be formatted in a proper table.

Is there any way to do that?

Thanks a lot!

Iman Hashemi _ServiceRocket_

Hi Nicolas,

If you are willing to display the data in separate rows, you can draw a table and display each parameter using Report Info. 

To pull the data from SalesForce you can use Soql Reporter placed inside a Report Block. 

For a clearer picture you may refer to the screenshot below:

You can also import the following storage format in your confluence page salesforceStorageFormat.txt
To import the above Storage format:

1. Install "Confluence Source Editor" add-on
2. Go to the page you want to import the Storage format
3. Click on "Edit"
4. Click on "<>"
5. Paste the codes to the source editor
6. Click on "Apply"

I hope the above helps you achieve your outcome.

Regards,
Iman Hashemi