About Grid
Conga Grid replaces Salesforce lists, related lists, and reports with actionable grids to dramatically increase user productivity while improving the user experience and user adoption rates. Its powerful interface enables users to understand and digest their data quickly, to filter and group, to see relationships, and to take action quickly.
Conga Grid offers another level of Salesforce data analysis with dynamic view options like conditional formatting, sorting, mass updates, and other Excel-like features to help capture and accelerate execution on Salesforce-centric activities.
Conga Grid allows users to perform the following tasks:
- Manage Permissions and Licenses
- Assign permissions, licenses, and sharing settings
- Configure import and export settings
- Configure setup options
- Create and Export Grid Graphs
- Configure Reading Pane
- Add custom Lighting Components
- Build Solutions
- Configure Grid tabs, lists, and buttons
- Configure Inline Options
- Create a Multi-Tabular Interface
- Configure automatic, manual, stacked, and Visualforce markup lists
- Create Conga Grid Actions
- Batch Add, Clone, and Export Actions
- Integrate with Conga Composer and Conga Batch
- Send Emails
- Create Custom Actions
- Create Conga Grid Views
- Manage, create, and save views
- Manage privacy settings for views
- Create sticky views
- Use Code Examples for Custom Actions
Key Terminology
|
Term |
Definition |
|---|---|
|
Conga Grid Quick Start |
The Conga Grid Quick Start allows you to to set up Grid using pre-configured templates or by importing existing Salesforce data from your organization. |
|
Grids |
Grids replace Salesforce lists, related lists, and reports with grids that provide an interface to help you quickly filter and group, to see relationships, and to perform actions quickly. |
|
Actions |
Actions are buttons that allow you to perform tasks like Batch Add, Clone, Send Email, and more. |
|
Views |
You can create and save Views with options like conditional formatting, sorting, mass update, and other features. |
|
Solutions |
You can build multiple different configurations of lists, views, and actions to create solutions. |
|
Reading Pane |
The Reading Pane is a panel that displays detailed information about a selected record. |
|
Conga Grid Explorer |
The Conga Grid Explorer is your stop shop to view navigate and view data. You can select any object and browse defaults views. |
|
Conga Grid Setup |
Conga Grid Setup allows you to create grid views and visual force pages that contain those grid views. You can also maintain the security features of your grids here. |
|
Lightning Component |
The Lightning Component allows you to use existing lightning components and display them in the conga grid reading pane. |
|
Configure Button |
The configure button allows you to edit a Grid to add fields, edit the reading pane, and edit the toolbar. |
|
Live Grid |
Live Grid allows you to see real time updates to your Grid view while collaborating with other users. |
