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jane1234jane1234 

To merge contact name from opportunity using conga composer

heloo

Master object is opportunity . There is a button on Opportunity to merge fields of opportunity to a document using a conga composer. I also want to merge contact name which has role 'Decision Maker' . How to get this functionality
Best Answer chosen by jane1234
EldonEldon
Hi you can use conga queries for querying the role and use it in the template

All Answers

EldonEldon
Hi seethal,

I think you need to write a trigger that queries the required contact name from opportunitycontactroles that satisfies the role name and opportunityid and assign it to its opportunity's field and then you can access that field in your conga composer solution.

Regards
EldonEldon
Hi you can use conga queries for querying the role and use it in the template
This was selected as the best answer
Daniel DroogendijkDaniel Droogendijk
Help, trying to do same thing. I'm not concerened with specific roles, but wanting to access multiple contact names for merge fields from the opportunity page.  They are listed under contact roles, but don't show up in conga's template builder.  How do I use conga queries??
Ashish Maharjan 7Ashish Maharjan 7

how to get the merge field name to put on the template? For above, is it {{Opportunity_Contact_Decision_Maker__c}} ?

Can't find any documentation around conga merge fields specially for related objects fields.