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Conga Support

Using Conga Queries with Mail Merge (MassMerge)

In addition to using Salesforce reports to gather information for a Mail Merge operation, you may also use Conga Queries, stored as records in the Conga Query Manager.

Conga Queries must be used instead of Salesforce reports when merging data from rich-text fields.

Conga Queries, a custom object installed as part of the Conga Composer package, stores Salesforce Object Query Language (SOQL) statements that can retrieve master and detail data.

To use Conga Queries with Conga Mail Merge, you’ll also need Conga QuickMerge.  QuickMerge is a custom object that can be installed at no extra cost.  You can install it from the QuickMerge installation link. QuickMerge allows you to launch Conga Mail Merge operations from a QuickMerge record, which also allows you to include the ID of the Conga Query you want to use.

In a QuickMerge record, you can define up to two Conga Queries, the first to represent the master data and the second to represent the detail data, if you are using detail data (see image below).  For example, the first query might gather Account information (master data); the second Opportunity information (detail data).  If you are using two queries, you must add Query ID 1 field to the Page Layout (click Edit Layout and then drag the field onto the Page Layout).  These queries should be created and stored in the Conga Query Manager.

Both Conga Queries used with QuickMerge must include the Master Object Id as the first column. This enables the wizard to understand the relationship between the master and detail data.  This is a complex process for which Conga can only provide limited support.

 

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