How to fetch child record details using Conga Queries in a form in Salesforce?
With this thoughtful solution by our Salesforce developers, today, you are going to know how to fetch child record details using Conga queries in a form. This solution would allow you to store multiple details of your child records in the form. Thus, allowing you to manage and access everything right from one place.
In the following example, we are fetching all the contact records that are related to a single account.
Step 1: Create Conga queries to fetch the records.
Step 2: Add Conga Query IDs using &QueryId attribute inside the button.
Step 3: Fetch query merge fields from Conga template builder.
Step 4: Arrange the copied merge fields in the table as shown below.
Conclusion
So, there you have it! A simple yet efficient way to fetch all child record details related to the parent record using Conga queries in a form. We hope that you found this blog helpful in some way. If you try out this solution for your business, then do share your valuable experiences with us. We will be back with another life-saving solution that will help you succeed with Salesforce.