Usage Notes – Multi-Account Brief (nested query)

Usage Notes – Multi-Account Brief (nested query)
Template Name: Multi-Account Brief
Template Type: Word
Master Object: User (Home Tab)
This summary document describes the SOQL query required as a data source for this
template. If you’re not familiar with using SOQL queries in Conga Composer solutions, see
the section “Using SOQL Queries with Conga Composer” in the Conga Composer
Configuration Guide.
The Salesforce ID for the query is added to a Conga Composer button URL using the
following syntax:
&QueryId=[Alias1]QueryId,[Alias2]QueryId…
Usage Notes – Multi-Account Brief
Query Needed:
In this template we are creating a Word document showing one Account’s information
and underneath that displaying all open Opportunities, recent Cases, and active Contacts
(all related to the initial Account), followed by the next Account with all open Opportunities,
recent Cases, active Contacts, and so on. To accomplish this, we use a nested query,
which would look something like this:
Sample nested SOQL query
2
Usage Notes – Multi-Account Brief
Sample merged output using the Multi-Account Brief template
3