How to add Salesforce Reports to a Conga Composer Button URL. You can use existing Salesforce reports to gather the data for your merge document.

You can use existing Salesforce reports to gather the data for your merge document.

While Salesforce Reports are useful to gather data for Composer solutions, it is highly recommended to use Conga Queries due to better data gathering performance, versatility, and stability.

To add Salesforce reports to a button URL:

The button URL must exist and be open in edit mode. If not already open, click Setup → Customize → [Object] → Buttons, Links, and Actions and select the button you want to edit. In addition, all reports or queries must exist and have a Salesforce ID. (You can run the report or query to see the Salesforce ID.)

Watch a video of this task.

  1. Click at the end of the button URL and press ENTER to begin a new line.
  2. Type &ReportID=, the report alias (enclosed by brackets) and the report's Salesforce ID.
    • Type the parameter and value pair using the following format: &[Parameter]=[value]. Each parameter must include a valid value and may not include spaces. You can replace spaces in a value with the plus sign (+). Ensure that the report is visible to the end-user running the solution.
  3. To add additional reports, separate each report alias and Salesforce ID with a comma.
  4. Click Save.

Test the button to ensure the correct data is retrieved.

Additional Details

Alias names make it easy to identify data within the Template Builder as you create templates for your merged documents. The alias name becomes the dataset name in Template Builder.

Report aliases must be enclosed in brackets, cannot contain spaces or special characters and are limited to 20 total characters. The dataset names of Master, Org, User, and ReportData cannot be used as aliases because they are reserved for the default datasets.

Although Conga Composer supports up to 50 reports/queries, numerous or complicated reports can exceed the timeout of 60 seconds in Salesforce. There are other limitations that you should consider. For more information on limits, see Product Data Limits.