Due to the ever-changing complex nature of programming languages, Conga does not support Visualforce or any elements related to APEX.

System administrators only:

At the end of this topic are instructions for exporting and importing settings without the workbench.

Follow these steps to export and import the following:

  • Conga Grid℠settings
  • Conga Grid views
  • Conga Grid static resources and custom actions
  • Visualforce pages

To export and import:

  1. Click Conga Grid Setup in the organization your exporting from.
  2. Click Global Defaults at the top of the object list on the left.
  3. Click Export.

  4. Select the Pages you would like to export. 
    These are the pages that are imported into your secondary org. Only select the pages you would like to migrate.

    The Export wizard cannot tell Conga Grid VisualForce pages apart from other VisualForce pages. Keep this in mind if you select all the options using the Select All Checkbox in the top left.

  5. Select the custom Visualforce Tabs you would like to export. If you have not created any tabs, or do not want to migrate any tabs, select Continue.
  6. Select the Settings you would like to export. If you already have settings in the org you are migrating to that you would like to keep, you can choose to leave these options unchecked and select Continue.
  7. Select the Views you would like to export. Ensure that any views which are hard coded into your Conga Grid Visualforce Pages are selected.
  8. Select any Custom Actions or Panes to export. If you do not have any Custom Actions or Panes, you can select Continue.
  9. You receive a Conga Grid Zip File containing your selections that can be imported into another org.
  10. Click Conga Grid Setup in the organization you would like to migrate to.
  11. Click Global Defaults at the top of the object list on the left.
  12. Click Import.
  13. Select the zipped Conga Grid file in the Downloads folder and click Open.
  14. Select the Settings you would like to import. If you did not choose any settings, for example, during the import, select Continue.
  15. Click Continue and Select the Custom Actions you would like to import.
  16. Click Continue and Select the Views you would like to import.
  17. Click Continue and Select the Pages you would like to Import.
  18. Conga Grid detects if views and pages already exist in the organization you are migrating to. The Duplicates screens show a list of duplicate views and pages. Select the Use Existing option next to each page or view to use the preexisting option, or clear the option to overwrite that page or view with the new one. Click OK.
  19. Select the Tabs you would like to import.

  20. Click Continue.

    The Import tool does not import sharing settings for objects or permission sets. It does not use the change set system from Salesforce and does not communicate with Salesforce or change your data. Also, you cannot set views for new pages during the import.

Export and Import Settings Without the Workbench

To export and import setting without using the Workbench:

  1. Open a console in a web browser by pressing the F12 key.
  2. To export settings, run a query in the console using the following Javascript code:
    sforce.connection.query("SELECT crmc_pp__JSON__c,Name,crmc_pp__Owner_Label__c,crmc_pp
    __Owner_Type__c,crmc_pp__Owner__c,crmc_pp__Setting_Name
    __c,crmc_pp__Setting_Type__c,crmc_pp__Table_Name__c 
    FROM crmc_pp__Grid_Perm_Setting__c");

  3. This yields an array of JavaScript objects. Copy them into a text file and name it Company Name - AG Settings. (Replace Company Name with the actual company name.)
  4. To import the settings, click Conga Grid Setup.
  5. Open a console in a web browser by pressing the F12 key.
  6. Run the following JavaScript code in the console. Replace Company Name - AG Settings with the name of the text file you just created. Do not run it more than once or the settings are interpreted twice. 
    var settingsList = "Company Name-AG Settings"
var sObjList = settingsList.map(function (setting) {
 var newSetting = new sforce.SObject('crmc_pp__Grid_Perm_Setting__c');
 Object.each(setting, function (field, name) {
 if (field != null) newSetting[name] = field
 });
 return newSetting;
});
sforce.connection.create(sObjList);