In addition to using Salesforce® reports to gather information from Salesforce, you may also use SOQL Queries stored in the Conga® Query Manager.
|1||A list of all queries available to add to your solution. Queries are stored in and retrieved from the Conga Query Manager.|
|2||Click Add Queries screen and return to the solution record.to close the|
|3||Clickto add a selected query to the solution.|
Once you select a query, the Query Name and Query ID fields auto-populate.
Add an Alias (required) and a Description (optional).
|5||(Optional) Clickto add advanced filters (pv0, pv1, pv2) to the selected query.|
|6||(Optional) Click thebutton to open the Conga Query Manager in a new window, allowing you to create an ad-hoc query.|