Skip to main content Take our 5-minute Community Survey. Open now through 4/11/2025. Click here to participate.

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.

Is it possible to join Queries on Conga? I'm testing out different reporting solutions and want to know if Conga will meet my needs.

 

Lets say I want to run a series of queries that with the final result being:  Give me all Accounts that have bought a specific line of products in the past 5 years, and who do not have open cases.

 

My idea is to run something like:

Query 1 - Select AccountID from Case where Status = 'Open'

Query 2 - Select AccountID *and other fields* from Opportunity where Product_Line__c = 'Product Line' and AccountID not in Query 1.

 

Ideally I'd like to pull in another custom object related to Accounts. So something like:

Query 1 - Select AccountID from Case where Status = 'Open'

Query 2 - Select AccountID *and other fields* from Opportunity where Product_Line__c = 'Product Line' and AccountID not in 'Query 1'

Query 3 - Select AccountID *and other fields* from Custom_Object__c where AccountID in 'Query 2'

 

I can build all the individual queries in Conga. Where I'm running into trouble is the combining them part. I know you can do "pv0= AccountID". Will something like this work [Select ... Where AccountID Not in {Query 1 Alias}]?

 

@Conga 

2 answers
0/9000

Hi Community,   I'm searching for the "Program" object in the Object Mager but am unable to find it.  Is there any requirement if an Object is not found the create a custom Object or Install the New Package Package for it?   

14 answers
  1. Today, 6:43 PM

    I have the same issue, there are no prerequisists for this module, so what i had to do is install the manage package for the recuruiter app + ask chatGPT to list me all the fields that are needed for some of the objects that are missing for example "Program

    " in this case. I suggest you do the same. 

     

    Program :  

     

    Field LabelAPI NameData Type

    Program Name | Name | Text (Standard) 

    Program Type | Program_Type__c | Picklist 

    Start Date | Start_Date__c | Date 

    End Date | End_Date__c | Date 

    Description | Description__c | Text Area 

    Active | Active__c | Checkbox 

    Program Coordinator | Program_Coordinator__c | Lookup (User) 

     

    Review :

    Field LabelAPI NameData Type

    Core Competencies | Core_Competencies__c | Picklist (1–5) 

    Leadership Skills | Leadership_Skills__c | Picklist (1–5) 

    Experience | Experience__c | Picklist (1–5) 

    Core Competencies Comments | Core_Competencies_Comments__c | Text Area 

    Leadership Skills Comments | Leadership_Skills_Comments__c | Text Area 

    Experience Comments | Experience_Comments__c | Text Area 

    Recommend for Hire | Recommend_for_Hire__c | Checkbox 

    Reason Recommended | Reason_Recommended__c | Text Area 

    Interviewer | Interviewer__c | Lookup (Interviewer) 

    Job Application | Job_Application__c | Lookup  (Job Application)

0/9000

We’re looking for guidance on configuring the MuleSoft JMS connector to read IBM MQ messages in raw binary format. This is to address a specific requirement where mainframe jobs are placing messages on MQ with RFH2 headers.

The default IBM MQ connector attempts to parse these messages and fails due to the presence of the RFH2 headers. Based on our research and MuleSoft documentation, one of the recommended approaches is to use the JMS connector instead of the IBM MQ connector, or alternatively, implement a custom Java class to handle the message payloads correctly.

Has anyone encountered a similar scenario and successfully configured the JMS connector to handle such messages without parsing errors? Any code snippets, configuration tips, or guidance on handling RFH2 headers with MuleSoft would be greatly appreciated. 

 

#Trailhead Challenges

0/9000

Hello Everyone,  

I have just completed my Ranger Rank and Road to Ranger Quest April 2024 to get the Trailblazer Hoodie.  

Road to Quest trailmix : https://trailhead.salesforce.com/users/teamtrailhead/trailmixes/quest-road-to-ranger-april-2025

 

Do I get notified about receiving the hoodie?  

 

Can anyone tell me what is the exact process to get the Hoodie. 

 

#TrailblazerCommunity  #Trailblazer Hoodie  #Trailhead Rangers

1 answer
0/9000

I am trying to create a new event with invitation sent to a lead for a viewing. However this needs to be related to the Account that the lead is connected to so that each account team member will see that an event connected to a new lead is taking place. At the moment the account team members will have to enter the lead in order to see the upcoming event. Does anybody know if there is a solution to this or do I have to find another way of creating New Events of this sort? 

 

#Salesforce Admin  #Salesforce Developer

1 answer
  1. Today, 6:05 PM

    I'm not sure about the data being populated in the Event WhoId and WhatId fields when creating a new event with an invitation sent to a lead. However, I would like to propose two options for consideration:

    1. You can either modify the existing event by changing the WhoId or WhatId from Lead to Account, or you can add the Account Id to one of these fields.
    2. Alternatively, you could clone the existing event to create a new event associated with the Account, maintaining the same data.
0/9000
1 answer
  1. Today, 5:57 PM

    Hi @Manasi Bairagi

     

    I hope you can't reset the modifications or changes made in the Org. You can create a new Playground Org and start from scratch. 

    Thank you!

0/9000

Dear Trailblazers, 

I am trying to setup a webchat in my Hands-On Organization. 

 

I followed the process and so far it looked good. If I would like to Preview the page I created for the WebChat in Visualpage, the chat does not work. 

 

Does anyone has an idea what the problem might be? I already tried with different browsers, but it looks all the same. Attached the code I copied into Visualpage, which shows the chat, which does not react. I also add the error I get in the console, to have more details. 

 

Error Translation: Content-Security-Policy: The settings of the page have blocked the loading of a resource (frame-ancestors) on <unknown> because it violates the following directive: “frame-ancestors ‘self’” 

 

Your help is very much appreciated. 

Regards 

Julia 

 

#Services Cloud Omni-Channel

1 answer
0/9000
Hi, I was wondering if its possible to connect salesforce to excel through (Rest)API calls. I would like to have a button in excel which refreshes a list of records in the spreadsheet?
2 answers
  1. Jun 13, 2023, 9:58 AM
    HI Hannes,

    You can make use of Power Query functionality to make REST API calls

    as mentioned in https://learn.microsoft.com/en-us/power-query/connectors/salesforce-objects

    To create a button to refresh the data, go to the "Developer" tab in Excel (if not visible, enable it from Excel options), click on "Insert," and choose a form control button. Assign a macro to the button that triggers the refresh of the data query.

    Also, see https://medium.com/raw-labs/synchronizing-salesforce-fields-with-excel-data-594792904332

    https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_download_excel.htm

    If this information helps, please mark the answer as best. Thank you
0/9000

An open-ended question: what are the best reports, etc. people have used with CPQ to report on aggregated revenue uplift types for amendments and renewals in CPQ? Context: if we can find a way to do it, we would like to find a way to report on $$ coming from new product upsells, price uplifts on existing products, and/or added seats on existing products so we can have a better understanding of which is contributing to customer growth over time. Any ideas / methods you have seen before would be appreciated! :)    

2 answers
  1. Josh Priem (Sojern) Forum Ambassador
    Today, 5:00 PM

    You'd need a few different things for all of that, but product upsells would be a report where Effective Quantity <> 0. You'd need to correlate that with prior quantity to know which is a new line upsell vs increasing quantity depending on your environment. As far as forecasting rev from upsells that would be doing reporting on the Sub, filtering by dates and adding a field to on the sub that either shows the new total at renewal or just the delta. 

0/9000