Adding Salesforce Reports to Conga Templates

Salesforce Reports in Conga Templates

Conga is great Document generation system for Salesforce that is very powerful. One of the great things about Conga is the ability to pull data into any document using Salesforce Reports. This makes the document generation capabilities even more useful for many scenarios. In the next few minutes I will walk you through building out a Report, Button, and Word template to make Conga work with Salesforce Reports and pull data into your template.

Let’s start with the Idea, what is it you really want to show up in your documents. In this example, we will use a Travel Agency. We want to pull up a document that outlines the Trip and shows a list of all booked destinations for the trip along with who on the trip is doing what.

In more basic, we want to see who is going on the trip, and what each person is scheduled to do. Lets start by building the report to show this information. It would look similar to the following:

Once you have the report setup how you would like, and all fields you will be using in your template as part of the report, Add the following filter and save the report. This filter should setup to be for the ID of whatever your master object is for this report and template.

At this point you have a report that is setup and ready for Conga to parse. You will need the ID of the report, pull this from the URL of the report:

Now, go to the Object you will generating the Conga Template from and edit the URL for the Conga Button as follows:

Here is the code for the link, you can copy and paste this into your button and then update it as needed:

https://composer.congamerge.com

?sessionId={!API.Session_ID}

&serverUrl={!API.Partner_Server_URL_290}

&id={!Trip__c.Id}

&ReportId=[Rosters]00O61000003jUoM

Notice the last 2 lines:

&id={!Trip__c.Id} – This sends the ID of the record from which you clicked the button, this is known as the “Master ID”

&ReportId=[Rosters]00O61000003jUoM – Sends the Salesforce Report into Conga to be used in your document.

[Rosters] is the report alias. This is a name you give the report here and use in your template. This will also be the name of the component that shows up in the Conga Builder to help you build your template.

Follow the alias with the ID of the report itself.

From here, you can use the Conga Template Builder to help you build out your template and create your documents.

As a small tidbit to keep in mind. I ran a test and tried passing 2 reports into Conga, and it works. You can pass as many reports in as you would like. You will want to make sure each one is properly formatted to accept the Master Record ID.