Use the Convert ListView (beta) tool to convert one or all Salesforce® list views into Conga Grid℠ views.

Warning

This is a beta feature that is still in development. Please be aware that some issues may exist and that we cannot currently offer technical support.

This is a standalone tool that requires you to manually select various options. Consider using the Import from Existing Salesforce Quick Start option for a more automated solution.

Follow these steps:

  1. Click Conga Grid Setup.
  2. Select the object associated with the list views you want to convert.
  3. Click Convert ListView (beta). The New Conga Grid From List View screen appears.
  4. To convert all list views to Conga Grid views, click All List Views. The remaining options in this window are disabled. Or, select a specific List View from the drop-down list.
  5. Select whether or not to create a Visualforce page for the selected Conga Grid view.
  6. Enter a Label, Name, and optional Description for the Conga Grid view.
  7. Click OK.