Conga Product Documentation

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Add a New Query to a Solution using Solution Manager

You can create a new query for your solution.

To create a new query and add it to a Solution Record:

Note: Before you begin, you must have a solution record created and open.
  1. On the Conga Solution screen, click Add Query Data.
  2. On the Conga Solution Query screen, click Create New Conga Query Record.
    The Conga Query Edit screen opens in a new window.
  3. In the Name field, type a name for the query.
  4. (Optional) In the Description field, type a text description of the query.
  5. Click Save to save the query.
  6. In the SOQL Select Statement box, type the select statement for the query OR use the Conga Query Builder button to build a SOQL statement.