Data management optimized
A constant across revenue lifecycle management is the effort to make the way that we do business more efficient. Being able to visualize data in a more effective manner allows you to make quicker, more informed decisions on what actions to take around your proposals, contracts, bills, and renewals.
Conga Grid features
Do all your work from our grid. Spend less time updating Salesforce and more time on high-value activities.
Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid.
Easy data updates
Simplify data management for clean, accurate data using multi-tab grids, Excel-like inline editing, and mass updates.
Receive notifications of field updates from others and get a live view of what teammates are working on at any moment.
Gain complete data visibility in a single view for analytics, better sales, and pipeline management.
Easily manage and analyze Salesforce data
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Less time spent updating information in Salesforce
Increase in pipeline forecast accuracy
Records that can be updated simultaneously
Average review on Salesforce AppExchange
Clicks saved on updates and automated system responses
Statistics provided by Conga customers
See what customers say about Conga Grid
Product Reviews by Product
TOP Solution and Top Support
"The tool is very flexible, and very easy to use (Excel-like functionality). We use this solution to allow our customers to save time, money and above all to be operational quickly. The solution is really fantastic if you have a little imagination. We have used the Conga Grid support and the reactivity of the team has been exemplary. I hope that the support will continue to be as good and that the solution will continue to progress. Special Thank you to Mister T (Turner) for his help, his reactivity and his professionalism"
Conga Grid Does what Related List View Doesn't
"It's great to have an editable and dynamic options for showing related objects. The grouping and mass update options are extremely useful for us."
Data updates with ease!
"You can have a spreadsheet type view of your data and do mass updates, including deletes and new records. You can see your related records and custom objects."
The product you definitely need but didn't know it
"Conga Grid allows something very fundamental that many struggle with. It allows you to view details of multiple levels of records (Ex Parent, Child, Grandchild) in one screen in an Excel like format. This saves tons of time, effot and confusion switching between screens to see and change this information within Salesforce."
First month and Conga Grid surpasses expectations!
"Formula and sorting capabilities. Easy to use. Users can customize to their liking"
We tested many tools that claimed to offer an Excel®-like experience; Conga Grid is the most complete, elegant, user-friendly, and responsive. Very well thought out.Gwenn BézardPartnerAite Group
I use a lot of reports in Salesforce to analyze our sales, to look at where sales are coming from and compare sales year on year. Now I can do that in-line with Conga Grid. I can generate the same report and it’s no longer static data, it’s dynamic data. I can really look at the data and filter it.Alison MartinCommercial DirectorWrightson & Platt
Conga Grid allows us to perform data updates which fire off automated responses that make the system incredibly clever. And that’s excellent, that the Clarins teams can just do that with the click of a button. It makes it all look like magic. As well as saving tens of thousands of clicks.John BackhouseSalesforce Solutions ArchitectClarins
End-to-end support on Conga Grid
With support from Conga Services, Conga Community, and our technical team, we’re able to support our customers and to solve any Grid questions that come up along the way.
Conga Grid plays well with others.
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
Conga Grid FAQs
What is Conga Grid?
Conga Grid is a productivity tool that allows users to view, sort, manage, and analyze batches of data from a single screen within Salesforce.
Why is Conga Grid helpful?
Conga Grid makes data visualization more efficient by reducing clicks and eliminating the need to switch between multiple tabs as you work through daily tasks. It lets you quickly find the insights you need to make more informed decisions. Simply put, Conga Grid is the most effective single place to get work done in Salesforce.
Who could benefit from Conga Grid?
Conga Grid is a powerful tool for anyone who manages large batches of data within Salesforce and wants to be more productive with their time. Teams like sales, operations, legal, and more can use Conga Grid to increase organizational efficiency, accuracy, and consistency. If you work with data in Salesforce, you should be using Conga Grid!
How do I export and import data with Conga Grid?
Conga Grid only uses existing data from within your Salesforce instance. When you are ready to export data, simply download a .CSV file with the information you need.
How do I install or update Conga Grid?
You can download Conga Grid in the Salesforce AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ilaEAB&tab=e. Updates to Conga Grid are automatically installed upon their release—no action required!
How do you manage data in Salesforce?
For most organizations, data is spread throughout many locations in Salesforce. Conga Grid makes data management easier by allowing users to:
- Easily navigate, visualize, sort, manage, and analyze batches of data from a single screen.
- Cut down on clicks and switching between multiple screens as they work through daily tasks.
- Find the information and insights they need to power better decision making.
With Conga Grid, you can save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization.