How to modify Conga Solution's Query | Scribe

    How to modify Conga Solution's Query

    • Jess Talwar |
    • 9 steps |
    • 30 seconds
    • SalesforceSalesforce
    1
    Click App Launcher icon.
    2
    Find and click "Conga Solutions"
    3
    Change "Recently Viewed" to "All"
    4
    Click the Conga Solution you want to change the Query.\ In this example, we're going to change the query of "Generate Account Details"
    5
    Under "Solution Components" you should see the "Query" component type. Click "OrgCallTimeRelatedContact" Query
    6
    Click "Edit SOQL Select Statement"
    7
    Click the "SOQL Select Statement" field.
    8
    Click the "SOQL Select Statement" then type [[,]] followed by the custom field you wish to be added on your Conga Solution's template.
    9
    Click "Save" button once done