Retrieving a document stored in a Salesforce file

In Composer, you can use a query to retrieve documents and files stored in Salesforce. Very helpful for Files instead of Attachments

Use a SOQL query to retrieve files stored in Salesforce when launching a Composer button. To leverage a SOQL query that retrieves files stored in Salesforce, create a Conga Query record with the syntax below.

• SELECT ContentDocument.id
FROM ContentDocumentLink
WHERE LinkedEntityId = '{pv0}'

To show the most recent File from the related list, add the following to the query: ORDER BY ContentDocument.LastModifiedDate DESC LIMIT 1

To show File(s) that contain a key phrase, add the following to the query: AND ContentDocument.Title LIKE '%KeyPhrase%'

Add the new Conga Query record to a Composer button URL with the Qvar0ID, Qvar0Format, and TemplateID parameters. Reference the sample syntax below.

• &Qvar0ID=QueryIDfromAbove
&Qvar0Format=10000
&TemplateId={qvar0}

Limited to 20 templates or document files.