Use Conga Grid Setup to create a tabbed interface with any Conga Grid℠ underneath each tab. These are configured as Visualforce pages. You can embed tabs on a page layout to replace related lists. Or you can create a top-level tab. A Multi-Tabular Conga Grid can contain multiple views of the same object or multiple objects.

To create a tabbed interface with any Conga Grid underneath each tab:

  1. Click Conga Grid Setup.
  2. Select an object from the object list for which you want to make a Multi-Tabular Conga Grid.
  3. Click the Tabs & Related Lists tab.
  4. Click Multi-Tabular Conga Grid. The New Conga Grid MultiTab Page screen appears.
  5. Enter a Label. The Name field automatically populates.
  6. (Optional): Enter a Description for the tab and click OK.
  7. From the Select Object drop-down list, choose an object for the first tab.
  8. From the Default View drop-down list, select an existing Conga Grid view for the selected object. Leave it blank for no view or select Create new view for this Page to automatically create a view that can be redefined when you load the tab. You can also hard-code a view to be the default view. See Hard-Code a Default View using a View ID.
  9. Select the check boxes of features you want to enable in the Multi-Tabular Conga Grid page layout.
  10. Click Add Another Tab to display another New Conga Grid MultiTab Page screen. Repeat Steps 7 through 9 for each tab that you are creating. Click Save and Finish.
  11. In the success screen, click Tabs. The Custom Tabs page appears. Under Visualforce Tabs, click New.
  12. In the New Visualforce Tab section, find your Visualforce page and enter a Tab Label. It will populate the Tab Name automatically.
  13. Select a Tab Style to use for your object.
  14. Leave the default option of None for Splash Page Custom Link.
  15. (Optional): Enter a Description for the tab. Click Next.
  16. Select the Profile and Visibility options for this tab.
  17. Select which Apps in the Salesforce® App Menu should include the tab.
  18. Click Save. The new tab appears in the Salesforce Tab menu.
  19. Create a permission set so that end users can access the Multi-Tabular Conga Grid. See Create a Permission Set for instructions.

When referencing custom objects, ensure that on the object setting page in Salesforce, "Allow in Search" is checked.