![]() ![]() SOQL queries can be used in addition to reports to retrieve related data.Add the report to your Composer solution by pasting the Report ID into the Composer button or link URL.child object records) specific to the Master Object record from which you launch Composer. Build a Salesforce report in Salesforce’s report builder and filter the report by the Master Object ID so it will retrieve the related data (e.g.Use Salesforce reports or SOQL queries to add more data to your solution - fields from objects related to the object where your button or link is placed.Build the Composer custom button or link to launch the Composer user interface.The Template Builder is located in the Tools & Settings menu of the Conga Composer user interface.Conga’s Template Builder provides an easy drag and drop or copy/paste mechanism to add Salesforce fields to your document or email template.Pick and choose which fields you need and how you want them formatted so your document is fully customized to your requirements. ![]() ![]() Start building the button or link in Salesforce Setup on a Master Object’s Buttons, Links, and Actions menu.The object where you place your button or link is called the Master Object.This button or link will retrieve all of the standard and custom fields on that object and make them available to merge into your document. Most Composer solutions use a custom button or link on a Salesforce object.For more information, see Creating and Managing Solutions using Solution Manager and Build a Solution for Me: Solution Packs. Release 8.7 also introduced Solution Packs, ready-made solutions that enable admins to produce and release a solution in minutes. Solution Manager is an intuitive interface that makes building solutions much easier. Solution Manager is included automatically in Conga Composer release 8.7 and above. ![]()
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