---
title: "Creating a client overview page"
canonical: "https://support.appfire.com/space/CCSFCONFC/470090468/Creating%20a%20client%20overview%20page"
format: markdown
---
> Macro (aura-html)

As a business, you want to track, collaborate, and store information about your clients on Confluence. Ideally, you would create a space for each of your clients and create pages to document your meeting notes, project documentation, and more.

More often than not, you would be working with multiple teams in your company (executives, operations, sales, finance, support, product, and services) to ensure the success of your clients. Therefore, it is essential to provide as much context as possible to your team members when they work on the clients, including the information that your sales and services team stores in Salesforce.

In this example, we will build a client overview page using the Connector, to surface important information from Salesforce.

![image](media://0d6b4406-07f6-450f-837f-82d074086cf9)

## Step 1: Create a Details section

1. In the page editor, add a new **Salesforce Object** macro. This macro allows you to render a vertical table containing a single query result.
2. In the **Insert Salesforce Object Macro** dialog, choose the appropriate connection.
3. Set the **Object URL** to point to the Account record in Salesforce, for example, https://ap2.salesforce.com/00128000004NZxJAAW.

> ℹ️ The latest version of the Connector now supports Lightning links.

4. Check the **Render as Table** option.
5. Choose relevant fields. For example, **Name**, **Type**, **Phone**, or **Website**.
6. Click **Preview **to validate your input, and click **Save** when you're done.

## Step 2: Create a Contacts section

1. In the page editor, add a new **Salesforce Table** macro. This macro allows you to render a table containing one or more query results.
2. In the **Insert Salesforce Table** dialog, choose the appropriate connection.
3. Set a query to get a list of Contacts associated with the Account. For example:
4. Click **Preview **to validate your input, and click **Save** when you're done.

## Step 3: Create an Opportunities section

1. Create a new **Salesforce Table** macro, with a query to get a list of Opportunities. For example:
2. Click **Preview **to validate your input, and click **Save** when you're done.

## Step 4: Create a Cases section

1. Create a new **Salesforce Table** macro, with a query to get a list of Cases. For example:
2. Click **Preview **to validate your input, and click **Save** when you're done.

That's it! Publish the page to see the results. You now have a client overview page that you can copy for each of your other clients.

You can customize your queries with filters, add more object types and tables, and more.