Conga Grid keeps users working in Salesforce instead of their desktop
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
We recently purchased Conga Grid and have begun exploring the possibilities of increasing workflow efficiencies. For example, when we receive payments from Claims Co Op Billing, we can easily mark multiple payments as received in the Grid view instead of clicking around from layout to layout. Huge time saver.
Pros
- If you like Excel, and you likely do, then you will appreciate what Grid gives users access to in terms of editing
- Bulk exports and imports with IDs for easy mass updates
- Formatting options that users are already used to from using Excel are available and can personalize workflows
Cons
- I worry that Conga Grid my become deprecated due to Salesforce
- The response can be slow sometimes (still quicker than switching layouts, though)
- You have to invest the time to set up the grids for your users to really get in and use Grid and see the benefits
Likelihood to Recommend
If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.