The easiest way to build a Conga Query is through the Conga Query Builder. The Query Builder is a four-step wizard that will guide you through the process of selecting a base object, selecting the columns you wish to expose, choosing appropriate selection criteria and testing your work.
Using the Conga Query Builder
To use the Conga Query Builder, follow these steps:
1. Open the “Conga Queries” tab from “All Tabs”
2. Click New to create a new record, enter a Name and Description, and then Save.
3. After returning to the “read” mode on the record, click the Conga Query Builder button to launch the wizard.
4. Select the base object.
The base object is the “lowest level” object from which you need to pull data.
You’ll be presented with “higher-level” (parent) fields during the next step.
5. Select the columns you want to make available for merging.
The Query Builder also displays all of the Lookup fields (parent field relationships) from the base object. You may include columns from any of the Lookup objects.
Tip! Hover over a field name to see the API Name of the field
Warning: Some field names display differently than in the Salesforce user-interface, for example, “Phone” in Salesforce is shown as “Business Phone”
6. Choose the selection criteria and sorting details.
7. Test your query by typing (or pasting) sample data to represent the values that will be passed-in from your Conga Composer button or link.
Tip! Usually you would choose an Object ID in the “field” column and you would
leave the “value” column blank, much like the “pv0” value in a Salesforce Report.
8. Save your work.
Warning! If you manually edit the SOQL query generated by the Query Builder,
do not use the Query Builder again for that record because your edits will be overwritten.
Warning! Conga Composer will retrieve a report (or query) that
contains a maximum of 1,500 rows and
contains less than 5 Mb of total data.
Additionally, each Conga Composer solution has a combined row limit of 25,000.
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