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Example: Use a Salesforce Report to Gather Information for an Account Plan

Conga Composer® will automatically retrieve data from your master object, as well as specific related objects. To gather even more data for your Composer solution, you can use Salesforce® Reports or SOQL queries.

Example: Account Plan

Let’s say you’d like to create an executive account plan that details all the open opportunities and their corresponding stage for any given account. You’ll need a Salesforce Report to retrieve this data and make it available to Composer for merging.

Since the Conga Composer button will be placed on the Account object, you’ll need to create a report that dynamically retrieves data specific to whatever Account record a user might launch Composer from.

Step 1: Create a Report with “Open” Filters

We’ll start by building a report that returns all detail records – in our case, all Opportunities. This means there are not any filters applied to the report.

Step 2: Add a Master Object ID Filter

Next, we’ll add a filter for the master object ID. Set the field operator to “equals” but leave the first parameter value (pv0) blank. Conga Composer will automatically populate pv0 with the master record ID whenever the solution is launched from the custom button. This is the key to making this report dynamic – it will only return the detail data related to the master record from which Composer was launched.

What are Parameter Values?

Parameter values represent the values of filter criteria on Salesforce Reports. Parameter value numbering begins at 0, so the first filter on a report is pv0, the second is pv1, and so forth.

Create the Report:

Instructions For the Account Plan Example, Use:
1. Create a Conga Composer Button and add it to your page layout.
  • Master Object = Account
  • Add button to the Account Page layout
2. Create a new report Opportunity Report
3. Click Remove All Columns  

4. Add back only the fields you would like Composer to retrieve to your report.

Tip: Focus the scope of each report to pull only the object and fields necessary.

Opportunity Name, Stage, Probability
5. Filter the report to retrieve all possible data that meets your desired criteria for the record. To Retrieve all open opportunities -
  • Show: All Opportunities
  • Opportunity Status: Open
  • Probability: All
  • Range: All Time
6. Add a Field Filter for:
  • Field: Master Object ID
  • Field Operator: equals
  • pv0: leave blank
  • Field: Account ID
  • Field Operator: equals
  • pv0: leave blank
7. Save the report with:
  • Name: Recommend following Conga® naming conventions
  • Folder: Conga Composer Reports
  • Name: Account - Account Plan - [Opportunities]
  • Folder: Conga Composer Reports

Test the Report

Test your report by inserting your master object ID into the pv0 field and run the report. In our example, we would insert an Account ID into the pv0.

Make sure you delete your ID value in the pv0 after testing! If you save the Report with a hardcoded ID as a filter value, your Report will not be dynamic.

Conga Composer will retrieve a report that contains a maximum of 2,500 rows and contains less than 10 Mb of total data. Additionally, each Conga Composer solution has a combined row limit of 25,000 across all datasets.

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