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.idFROM ContentDocumentLinkWHERE LinkedEntityId = '{pv0}'
Note: To show the most recent File from the related list,
add the following to the query:
ORDER BY
ContentDocument.LastModifiedDate DESC LIMIT 1To 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.
