Atlassian Confluence

Analyzing Leads with SalesForce Connector and Table Filter and Charts in Confluence

We continue our series of blog posts and video tutorials featuring the best approaches for evaluation of table data in Atlassian Confluence. Last time we reviewed the way to get insight into requirements collected with ConfiForms add-on and further processed with Table Filter and Charts add-on. You can find the full list of video tutorials from this series on our YouTube channel.

This time we decided to retrieve leads from Salesforce CRM system by using Salesforce & Confluence Server Connector from ServiceRocket team. Once we get this data in Confluence we will try to analyze opportunities for different leads with Table Filter and Charts add-on.

No more talks! Let’s get started!

Salesforce & Confluence Server Connector

Salesforce & Confluence Server Connector add-on allows you to fetch different customer data from Salesforce and show it in Confluence. This is useful for quick information sharing and collaboration of different teams on the same piece of information.

To get started with the add-on, you need to establish a connection to Salesforce CRM system. This requires entry of your email address and a combination of the password with the access token.

salesforce_connection_creation_settings

Once this is done, you can proceed to pulling data from Salesforce system. You get a range of macros that supports the key Salesforce entities and allows you to output them in the card or table views. In addition you get the salesforce-reporter macro which is compatible with Reporting add-on and allows you to build custom reporting tables with the information you need. This combination of tools allows you to easily manipulate customer data and get a comprehensive overview of customers with good prospects for cooperation.

The easiest variant is to use the Salesforce Entity macros. You just need to enter the Salesforce entity name, for example, Account, Contact or Lead. Optionally, you can enter several conditions for data filtration and specify the list of table columns to show.

confluence_salesforce_entity_macro

As an alternative to this macro, you can try a combination of the Report Table with the Salesforce Reporter macros. In this case you need to create the structure of the table with the Report Column and Report Info macros. This approach provides you with more flexibility and allows you to define the data format and configure additional improvements.

confluence_salesforce_reporter_macro

After saving the page and the macro you will get a table. In our case, the table includes the full name of the lead, the company he or she relates to, lead status, source and rating, sum of investments, and add-ons that the lead got interested in.

confluence_salesforce_leads_table

Having a plenty of information is good, but it is always a problem to interpret this data.

Processing of Table Data with Table Filter and Charts Add-on

Table Filter and Charts add-on is a powerful business intelligence solution. It provides you with sufficient tools to perform great data transformations on your tables in Atlassian Confluence.

Initially, this solution provides you with an extended set of filters that you can use for comprehensive filtration of table data generated with some macro or outputted from some external system or database. The following types of filters are available:

Besides the rich filtration capabilities, you get two more macros for summarization of data in a pivot table in Confluence, and its further visualization with a wide range of dynamically updated charts.

confluence_table_filtration_aggregation_visualization

Watch the video tutorial and find an efficient way to evaluate leads with Table Filter and Charts add-on!


If you have any questions, feel free to drop an email to vrutkevich@stiltsoft.com or post your comments below.

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