Display Salesforce Report in Confluence

We have Salesforce Reports with data maintained by a few select people with Salesforce licenses.

Salesforce licenses are expensive.

Ideally, we could present the reports via Confluence to the consumers of those reports

 

  • Guest
  • Jun 14 2019
  • Likely to implement
  • Sep 22, 2021

    Admin response

    Hi Everyone, thanks for raising this request.

    We are currently gathering the interest of implementing this feature, and we would like to understand the following:

    • What type of SFCC reports would you like to present in Cloud?

      • A normal Tabular report

      • Summary type report that has row groupings

      • Matrix type report with a couple of row and column groupings

    Any feedback will be appreciated and would help us drive the implementation of this feature. It'll be great if you could provide us with screenshots of what the reports look like on the Salesforce side (you can blur the data, we are more interested in the report format.)

    If you would like to have an online discussion, please reach out to me at monique.eliza@servicerocket.com.

    Thank you!

    Monique, PM

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