2 answers
The error "no results found for email object in Salesforce" when previewing your Conga email template typically happens when the template can't find the required data in Salesforce. This could be due to issues with data sources, object references, or missing records. Please verify the following:
- Missing Data: The email template may be linked to an object (e.g., Lead, Contact, Account), but no data is available in Salesforce for the preview. Ensure the object has at least one record with populated data, and that any merge fields you use are correctly populated in the relevant record.
- Incorrect Merge Fields: If the merge fields reference non-existent or incorrect fields, the data won’t be pulled. Double-check that the merge fields are mapped to valid fields in the correct object.
- Selecting a Record for Preview: When previewing, ensure you select an existing record with data that matches the criteria for the email template. You might also need to specify a record ID for the preview to display data.
- Permissions: Ensure you have the necessary permissions to view the records and data in the relevant Salesforce object. If permissions are restrictive, the email template may not be able to find or display the data.
- Conga Configuration: Review your Conga configuration settings to ensure Conga Composer is correctly set up to pull data from the correct Salesforce data source. You may need to verify the configuration for the data sources and data model.
Refer to the following documentation for more details:
https://documentation.conga.com/en/collaborate/current/collaborate-for-users/using-conga-collaborate/general-usage/using-email-templatesHope this helps. Thanks!