#SOQL Queries0 discussing

Reports to SOQL in “one click”? 

Ever had a user come to you with a report and say:

“Hey… I might have messed up all these accounts. Can you mass update them?” 

Then you open the report and realize:

• it’s a joined report
• built on custom report types
• random field relationships
• unclear naming everywhere

(Iam a Drama queen)

…and now you’re reverse-engineering the whole thing just to figure out what data you’re even looking at. 

That process takes time. And honestly, it’s just unnecessary mental load.

So… "we" built something 😶‍🌫️

A Lightning-based Report → SOQL Builder

You enter a report name or ID, and it generates the closest safe SOQL version of that report.

• Search reports by name or ID
• Generate best-effort SOQL
• Translate supported columns & filters
• Flag anything unclear or unsupported
• Reuse verified mappings via an internal registry

Important:

It doesn’t guess. If something can’t be mapped safely, it gets flagged instead of being faked.

I’ve tested this in our own environment, but Salesforce orgs are messy in very creative ways:

• custom report types
• naming inconsistencies
• weird relationships
• complex filters

Now we want to test it against real-world setups.

Looking for:

• 2–5 Salesforce admins / power users
• sandbox or test org (you’ll get the component, type in a few reports, and share feedback/screenshots)
• or a short screenshare session

What I need from you:

• honest feedback
• where the SOQL helps
• where it breaks or feels unclear

What I don’t need:

• production access
• long commitments
• perfectly structured orgs (those don’t exist anyway :P )

It´s Just a prototype, I want to harden with real feedback before deciding where to take it.

If you’re interested, comment or dem me.

Would especially love input from people working with:

• custom report types
• relationship-heavy reports
• complex filters
• reporting-heavy workflows

Thanks 🙏 

I am new to salesforce / conga, so apologies if I use incorrect terminology. 

I am attempting update a conga template by adding some extra merge fields that utilize Conga queries and the Conga solution UI to automatically fill in some values. My problem is that when I generate the document using a custom action button on one of our record pages, the merge fields I just added are not filing in, so it leaves a blank space where the values should be. There are other merge fields on the document that work correctly, its just the new ones I tried adding that are not populating on the generated document. 

Here is the conga button I'm using (some Ids and names have been changed for privacy):

/apex/APXTConga4__Conga_Composer?SolMgr=1&serverUrl={!API.Partner_Server_URL_520}&Id={!SCMC__Purchase_Order__c.Id}&QueryId=[PurchaseProject]0Q_XXXXXXXXXXXX,[SSA]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id}~pv1%3DContract,[InitialPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id},[FinalPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id},[SecondPayment]0Q_XXXXXXXXXXXX%3Fpv0%3D{!SCMC__Purchase_Order__c.Id}&TemplateId=0T_117UAM183313&SC0=1&SC1=SalesforceFile&OFN=Contract_{!SCMC__Purchase_Order__c.Name}&RM=1&datatagenable=1&DS7=11

And here is the query:

SELECT SCMC__Unit_Cost__c FROM SCMC__Purchase_Order_Line_Item__c WHERE SCMC__Purchase_Order__c = '{pv0}' AND SCMC__Line_Number__c = '1' LIMIT 1

And in the Conga solution UI, I added pv0 = {!SCMC__Purchase_Order__c.Id} 

Finally, in my conga template, I'm trying to access the value of that query with this syntax but nothing ends up showing when I generate the document:

{{InitialPayment.SCMC__Unit_Cost__c}}

Did I set something up wrong or am I using the incorrect syntax, etc? Any advice would be appreciated.  

Also, another issue I'm having is I'm trying to use a merge field to access a field on the Master object (Master object type is 'SCMC__Purchase_Order__c' using this syntax:

{{Master.SCMC__Total_Value_of_PO__c}}

But again, this value is not populating when I generate the doc.  

And as a general note, I know for a fact that these values do exist on the relevant objects. I have the record pulled up and am looking at the fields and the corresponding values.