An essential tool in the development of Conga Mail Merge solutions is the View Data button. The View Data button is located at the lower-right corner of the third step of the Conga Mail Merge wizard. We’ll refer to the button simply as “View Data” from here on.
You’ll use View Data frequently when working with Conga Mail Merge.
Generate a View Data Workbook
- Click the Conga Mail Merge Tab in Salesforce.
- On Step 1, choose the type of document(s) you want to create.
- On Step 2, enter your selection criteria or select a Salesforce Report as your data source.
- On Step 7, scroll to the bottom of the page and click the bottom labeled View Data. (although there is a View Data button on Step 3, that data is sometimes inconsistent, please go to Step 7).
Conga Mail Merge assembles the data and presents it in an Excel workbook. Each dataset comprises a sheet within the workbook. For example, this workbook has a Master dataset, a ReportData dataset, plus datasets for Org and User data:
The column headers (row 1) in each sheet indicate the field names you must use in your templates.
Locate fields quickly within the View Data workbook by using Excel’s Find command, Edit > Find. Use it to look for known field values, thus revealing the Salesforce field name. Then click the column header and copy it to the clipboard so you can use it when creating a field in your template.
Since Conga Composer displays data across several sheets, when using Excel’s Find command, you may find it helpful to search the entire workbook.
Choose Edit > Find, then Options, then Within Workbook.
If Opportunities are your Master Objects, Conga Mail Merge will automatically make the Opportunity Line Items available for merging on the OppLineItems sheet.
Excel will display up to 256 columns in a sheet. If your dataset has more than 256 columns, it will be represented on multiple sheets in the View Data workbook.