Convert Data Gathering Reports to Conga Queries
While Salesforce Reports are used to gather data for Conga templates, it is recommended that they be converted to Conga Queries to work in Salesforce Lightning. Conga templates that merge data from those reports must also be updated.
Converting reports to queries involves three steps:
Use the Conga Query Builder to Recreate the Report
The Conga Query Manager and Conga Query Builder are custom objects installed with the package. They assist with the creation of SOQL queries for use with . The steps below outline how to write a query using the Conga Query Builder.
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Select the base object. This is the lowest-level object. For our example, we are gathering Contact data related to an Account, so Contact is our base object. Select Contact and click Next.
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Select columns. These are the fields you want to merge into your Conga template. In our example, the report we are replacing currently merges First Name, Last Name, Title, and Business Phone, so we are going to add those same four columns. Search for and select the columns from the list, then click the right-facing arrow to move each one over to the Selected Fields pane. Click Next.
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Choose a selection criteria. This is the equivalent of adding a blank Master Object ID filter to your report. Choose your Master Object Id from the first field drop-down list. In our example, it is Account ID. As you do with reports, leave the Operator as equals and the value blank. Click Next.
Notice your new SOQL statement populated in the SOQL Select Statement field on the Conga Query record.
