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.

Categories & Use Cases

Media

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

Joe Davis

Technology Director in Information Technology at SRA 831(b) Admin (11-50 employees employees)

Use 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

Return on Investment

we expect to get a 6x return on investment with time savings and efficiencies
we are looking into using Grid to help us execute tailored mass emais (follow ups for payment needed, payment received, etc)
We need our users to stop working and tracking data outside of Salesforce- Grid will help us greatly

Usability

Other Software Used

Conga Composer, Batch, Conga Sign

Verified User

Director in Sales (10,001+ employees employees)

Use Cases and Deployment Scope

I use Conga Grid for complex business cases for inline editing for both my end user and myself within Salesforce. I use them for audits, checking data accuracy and aligning fields within my tool. Using grids has cut down the time it takes me for these activities by at least if not ore than half. It’s a wonderful tool which is a great add to native tools.

Pros

Pulls data from multiple objects to one view
Makes it so easy to mass fill/edit data records
Makes it so easy for auditing or comparing fields in the tool

Cons

Adjusting the carrot to make it easier to use
Make it easier to save. It sometimes takes awhile or not everything saves at once.
Make the grid data exportable.

Return on Investment

Better data accuracy
Better cross sell picture
Better prioritizations

Usability

Verified User

Director in Corporate (1001-5000 employees employees)

Use Cases and Deployment Scope

We use Conga Grid for our quality control process to ensure we have accurate meta data information on our agreement records. We do periodic updates to correct issues identified in the manual drafting process

Pros

Mass updates to including chatter notes
User specific views that limits their ability to change key fields
Ability to create views with fields from different objects to view and edit

Cons

Mass record creation
Easier way to create a view
Ability to upload files into records

Return on Investment

Saved countless hours of manual effort to update records one by one

Usability

Verified User

Administrator in Engineering (11-50 employees employees)

Use Cases and Deployment Scope

Generally trying to keep users out of excel/sheets and using Salesforce data directly. Users are able to make targeted mass updates in Salesforce without admin help.

Pros

Data updates
Filtering and grouping data

Cons

Configuration is difficult
Being able to use already-built salesforce reports to start a template
Visualforce is outdated
Interface is clunky

Return on Investment

Time savings on data entry
Data accuracy is improving

Usability

Jack Borland View profile

Senior Manager, Salesforce & Marketing Automation Operations at Wolters Kluwer Legal & Regulatory US (5001-10,000 employees employees)

Pros

A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Cons

While CongaGrid has boolean search functionality, it can sometimes be challenging to leverage "Or" statements in the search. We can specify "show opportunities closed this week where orders exist where rep finalized date = this year, and sales credit is > $0." But trying to specify "show me opportunities were either (orders exist where rep finalized date = this year and Opportunities closed this year) or (opportunity is a partner opportunity and the opportunity closed on January 1st) can be challenging for a basic user to execute.
There are currently no metrics reports to identify views not being used. This can lead to data hygiene issues, ultimately causing confusion when multiple views with similar or the same name have been created.

Return on Investment

We have been able to automate a number of Excel driven processes to give reps back an average of 2 hours/rep/week.
We have been able to shift Sales Operations data hygiene processes from exports/imports using data loader and Excel or SQL to just-in-time processing using CongaGrid.

Alternatives Considered

Devart Excel Add-ins and Excel4apps

Other Software Used

Salesforce CPQ (formerly SteelBrick), ZoomInfo, Outreach, ON24, Oracle Eloqua, Salesforce Einstein Analytics (formerly Wave Analytics), Apttus Configure Price Quote, LinkedIn Sales Navigator, KnowledgeTree

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