How do I add a field to a conga template?

How do I add a field to a conga template?

In the left pane of the Template Builder, locate and double-click a field to add it to the right pane. Optionally, you can click the field name and then click the right arrow to add it. Repeat the previous step to add additional fields.

How do you write a conga query?

To Create a Conga Query:

1. Navigate to Conga Queries by clicking the Conga Queries tab.
2. Click New to create a new Conga Query record.
3. Type a Name and Description.
4. Leave the SOQL Select Statement field blank.
5. Click Save.
6. Click Conga Query Builder.
7. Click an object in the list to select it as the base object of your query.

How do I update my conga query?

Update the Conga Template Record

1. Navigate to the template record for the template you just updated. A quick way to do this is from the Composer user interface.
2. Click Attach File.
3. Click Choose File. Locate the updated template you saved locally.
4. Click Attach File.
5. Click Done and close the window.

What is pv0 in conga query?

PV (or pv) stands for parameter value, which is a value that can be passed into a filter on a Salesforce report or Conga query. The first filter on a report or query is called pv0, the second pv1, the third pv2, and so on. A Composer solution can contain up to 6 pv values.

What is a conga template?

Conga Templates are CRM records that allow you to store your Word merge document as an attachment. The templates are immediately available as you build your letter campaign in Conga MassMerge and other tools. Conga Templates also allow you to maintain versions of your document.

What is Conga Composer in Salesforce?

Conga Composer is a document generation tool that helps us to not only generate the document but also allow as to build and automate the documents. If you want to generate pixel-perfect rich documents in Salesforce like quotes, invoices, contracts etc. then using Conga Composer in Salesforce is the way to go.

How do I open query builder in Salesforce?

Select Developer Console.

1. Enter a SOQL query in the Editor box or navigate to File –> Open Resource. The Open Resource window displays.
2. Search for the object by typing in the Select an item to open box. Select the object and click the Open For this example we will query on Account.

What is Conga Composer?

Where is Conga Template Builder?

Tools & Settings
The Template Builder is an essential tool in the development of Conga Composer solutions is the Template Builder. This tool is located in the Tools & Settings drop-down menu in the upper-right corner of the Conga Composer page.

How much does Conga Composer cost?

What is Conga Composer? Conga Composer is a document editor for Salesforce, one of the most popular customer relationship management (CRM) solutions on the market. Composer enables users to create, send, and manage documents from the Salesforce dashboard and costs $20/month per user.