In addition to using Salesforce® reports to gather information from Salesforce, you can also use Salesforce Object Query Language (SOQL) queries stored in the Conga® Query Manager. This custom object stores SOQL statements that will retrieve data related to the Master Object.
See Create a Conga Query for step by step instructions on creating a query with the Conga Query Builder.
Using Queries Instead of Reports
SOQL Queries have the following advantages over Salesforce Reports for gathering data:
Queries are slightly faster and more reliable than Salesforce Reports.
Queries can access objects that cannot be displayed in Salesforce Reports; for example, Notes and Approval History.
Queries reduce clutter on the Salesforce Reports tab.
Queries have tighter security and visibility controls than Salesforce Reports.
Queries are more reliable when multiple queries (over 10) are included in a Conga Composer® solution.
Using Salesforce reports remains a viable option for basic requirements.
Queries use the API name of the fields, so can be used in multi-language orgs. Salesforce reports use the field name only.
Here are some important items to note:
- Conga Composer will retrieve a report (or query) that contains a maximum of 2,500 rows and less than 5 MB of total data. Also, each Conga Composer solution has a combined row limit of 25,000.
- Use Queries instead of Salesforce Reports for related lists when using a portal / community.
- Conga Queries are recommended for Salesforce Lightning.
Due to the complicated nature of SOQL statements, our support staff can only assist with the creation of SOQL statements generated through our tools, such as Conga Query Builder.