Using Conga Queries with Conga Composer

In addition to using Salesforce reports to gather information from Salesforce, you may also use Conga Queries, records stored in the Conga Query Manager.

The link to this private listing can be located on our website.

This custom object stores Salesforce Object Query Language (SOQL) statements that will retrieve data related to the Master Object.

Complete details on the installation and use of the Conga Query Manager are provided on the Support page from our website.

Using Queries instead of Reports

Conga Queries have certain strengths over the use of Salesforce Reports for gathering data:

  • Queries are slightly faster and more reliable than Salesforce Reports
  • Queries can access objects that cannot be displayed in Salesforce Reports (Notes, Approval History)
  • Queries reduce clutter on the Reports Tab
  • Queries have tighter security and visibility controls than Salesforce Reports
  • Queries are more reliable when multiple queries (say, over 10) are including in Conga Composer solution

Using Salesforce reports remains a viable option for basic requirements.
 

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.

 

For complete details on how to use Conga Queries, please visit our Documentation page, and look for the Conga Query Manager link.

 
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.







 
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.

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.

Click Preview


 
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.