About the Conga Solution Query Screen
Conga® Solution Query screen.
In addition to using Salesforce® reports to gather information from
Salesforce, you may also use SOQL Queries stored in the Conga® Query Manager.
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A list of all queries available to add to your solution. Queries are stored in and retrieved from the Conga Query Manager. |
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Click Return to Solution Record to close the Add Queries screen and return to the solution record. |
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Click Add Conga Query to Solution Record to add a selected query to the solution. |
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Once you select a query, the Query Name and Query ID fields auto-populate. Add an Alias (required) and a Description (optional). |
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(Optional) Click Advanced Filter Configuration to add advanced filters (pv0, pv1, pv2) to the selected query. |
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(Optional) Click the Create New Conga Query button to open the Conga Query Manager in a new window, allowing you to create an ad-hoc query. |
