Conga Product Documentation

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Conga Grid Scope for "My Account Team and My Accounts" does not retreive Records

Issue

The Conga Grid filter for "My Account Team and My Accounts" does not show the proper records when the Scope is set.

Cause

Salesforce SOQL queries do not support "My Account Team and My Accounts." SOQL queries are designed for single scope queries. For more information, see: Using Scope

Workaround

Use traditional Conga Grid filters to retrieve the desired record set.