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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Grid

Advanced Conga Grid Solutions

Update Page Layouts

The page layout must expose all available fields in order to work properly. This only applies to Professional Edition since custom profiles are not supported in this edition as they are with Enterprise Edition and above. Follow these steps:

  1. In Salesforce, click Setup.
  2. Click Object Manager and search for the Grid View object.
  3. Click on the Grid View object.
  4. Scroll down to the Page Layouts section and click Edit next to Grid View Layout.
  5. In the Fields section, add every listed field to the page layout. If any fields are still in the section, drag and drop them into the Grid View Detail section.


  6. Save the new page layout.

    Next, you need to override the Actions for View and Edit using the Visualforce pages provided by Grid. This is because you just modified the page layout for Grid in the previous steps, and the View and Edit states are not out-of-the-box layouts. This is necessary to support Salesforce 1 accessibility. The following steps describe how to modify the View and Edit buttons so that the correct screen appears when they are pressed.

    1. In Salesforce, click Setup.
    2. Click Object Manager and search for the Grid View object.
    3. Click on the Grid View object.
    4. Scroll down to the Buttons, Links, and Actions section and click Edit next to the Edit label.
    5. In Override Properties, click Visualforce Page and set it to Grid_View_Edit [CRMC_PP__Grid_View_Edit].
    6. Click Save.
    7. In the Buttons, Links, and Actions section, click Edit next to the View label.
    8. In Override Properties, click Visualforce Page and set it to Grid_View [CRMC_PP__Grid_View].
    9. Click Save.
User Guide
Salesforce
Grid

August 6, 2025