How can we create a relationship with conga composer in Salesforce?

Hi Adarsh,

For relationships, we need to add conga queries.

For that Open conga composer then go to Conga Query tab.
1.Click New. Type name and description, leave the SOQL Select Statement field blank.
2.Click Save.
3.Click Conga Query Builder.

From Conga Query you can build a relationship for that object with the related object, conga query provide automatic generation of SOQL Statement we just need to choose object and fields.

Hope it may help 🙂

Hi Neha,

Here is the example of conga query

SELECT Opportunity.Name, Opportunity.Type, Opportunity.Amount, Opportunity.CloseDate, Opportunity.StageName, (Select Contact.name from OpportunityContactRoles where IsPrimary = true) FROM Opportunity Where Opportunity.Account.Id = '{pv0}' order by Opportunity.CloseDate asc

PV (or pv) stands for the parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. It used in advance filter of conga query to take Value dynamically.

Hope it may help 🙂

Hi Neha,

Yes, we can!!

We need to add a Conga Query so that it access the GrandChild field of that parent object by using where clauses in the query.

I have an example for better understanding,

SELECT CTTPM2012__Sales_Plan__r.CTTPM2012__Business_Plan__c, CTTPM2012__Sales_Plan__r.CTTPM2012__Sales_Plan_Name__c, CTTPM2012__Sales_Plan__r.CTTPM2012__Status__c, CTTPM2012__Sales_Plan__r.Name, CTTPM2012__Business_Plan_ID__c, CTTPM2012__Item_Name__c, CTTPM2012__Sales_Plan__c, Name FROM CTTPM2012__Sales_Plan_Item__c WHERE CTTPM2012__Business_Plan_ID__c = '{pv0}'

In the above query, CTTPM2012__Business_Plan_ID__c - Parent Object Id , CTTPM2012__Sales_Plan_Name__c - Child Object Name and CTTPM2012__Sales_Plan_Item__c - Grand Child Object

Hope it may help you 🙂

Thanks

How can I update my Conga Composer button to pass any desired value to a report in salesforce?

Hi Archit,

You can also post the separate question for same for faster response.

Hi Rahul,

Here we are discussing Congo Composer.

Hi,

we need to add conga queries in conga composer.

Open conga composer then go to Conga Query tab.
1.Click New. Type name and description, leave the SOQL Select Statement field blank.
2.Click Save.
3.Click Conga Query Builder.

From Conga Query you can build a relationship for that object with the related object, conga query provide automatic generation of SOQL Statement we just need to choose object and fields.

Hi All,

You can use apex code to invoke conga composer and it makes the job easier instead of building queries every now and then. You can make it dynamic to a whole different level. Conga Composer is just like an object after you install it as a package in your org. You can use them as other Salesforce objects to create and fulfill your requirements.

Thanks,

Aman