Conga Product Documentation

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What's New in Grid Documentation

This section lists changes in the documentation to support each release.

Document

Update

Topic

Description

September'22

03 Dec 2024

Conga Grid Technical Requirements

Added note that Conga Grid is not supported on Salesforce mobile.

20 Oct 2024

Custom Actions

Removed the note for content sniffing.

14 Feb 2024

Enabling Dynamic Tab Rendering

New Topic

26 Jan 2024

Batch Add in Conga Grid

Updated to add a note that there is a Batch Add limit of 100 records at a time.

13 Oct 2023

Save View As

Updated steps

13 Oct 2023

Save Views

New Topic

12 Oct 2023

Conga Grid Technical Requirements

Updated supported browsers.

18 Aug 2023

Conga Grid Technical Requirements

Updated to add Conga Grid is compatible with Salesforce Shield Encryption.

25 Jul 2023

Enabling Virtualization

New Topic

12 Jul 2023

Custom Actions

Added a note that

Conga Support does not support or troubleshoot custom code which includes Custom Actions.

18 May 2023

Updating External IDs for Grid Views

New Topic

02 May 2023

Copy and Paste Records

Updated formatting.

21 Apr 2023

Conga Query Code Example

Added note to clarify the code example only works with unique action names.

Using Conga Grid in Salesforce Communities

Added a note about the Salesforce Summer'23 release and Content Sniffing.

12 Oct 2022

Navigating Conga Grid

Updated topic title, headers, and introduction paragraph.

14 Sep 2022

Edit the Conga Grid

Updated screenshot, removed an outdated step, and reformatted topic.

Conga Grid Technical Requirements

Added a note listing the Salesforce supported API version.

01 Sep 2022

Grant Login Access to an Organization

Updated steps.

December '21

Document

Update

Topic

Description

December'21

28 Apr 2022

Add a Related List to a Grid

Updated steps.

31 Mar 2022

Using Grid Custom Actions in a Salesforce Community

Updated steps.

15 Mar 2022

Copy and Paste Records

Updated Tips for Copy and Paste section.

02 Dec 2021

Integrating with Conga Orchestrate and CLM (Contracts for Salesforce)

Updated prerequisites with remote site and Visualforce page requirements.

03 Nov 2021

Integrating with Conga Orchestrate and CLM (Contracts for Salesforce)

New Topic

Spring '21

Document

Topic

Description

Spring'21

Manage Licenses and Assign Permission Sets

Updated topic to state that API must be enabled to use Conga grid.

Using Live Grid

New Topic