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Conga Grid

Score8.9 out of 10

18 Reviews and Ratings

What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching.

Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization.

Using its Quick Start Grids, which are pre-built for use cases (Sales, Sales Executive, Case Management, Salesforce Admin), the user can get up and running within minutes.

Grid provides:

Complete data visibility: Conga Grid empowers users to navigate, visualize, and manage Salesforce data across multiple objects from a single grid.

Insights to drive growth: Conga Grid makes workflow management easier, with a 360-degree view of data on a single screen.

Increased productivity across a team: Inline editing saves the user from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.

Videos

Screenshots

Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to update
Screenshot of Excel-Like Functionality - data can be edited inline, just like in a spreadsheet
Screenshot of Single View For All Data - displays data across objects on a single screen
Screenshot of Conditional Formatting - drives attention to key data with conditional formatting
Screenshot of Mass Edit and View Related Records - related records can be displayed and edited from the same screen
Screenshot of Reporting - Groups and subtotals data

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Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to update

Technical Details

Technical Details
Deployment TypesOn-Premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

FAQs

What are Conga Grid's top competitors?
Looker, GridBuddy Connect, and Groove, a Clari company are common alternatives for Conga Grid.