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Conga Grid

Conga Grid

Overview

What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen…

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Recent Reviews
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Awards

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Pricing

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What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps…

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  • Setup fee optional

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  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching.

Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization.

Using its Quick Start Grids, which are pre-built for use cases (Sales, Sales Executive, Case Management, Salesforce Admin), the user can get up and running within minutes.

Grid provides:

Complete data visibility: Conga Grid empowers users to navigate, visualize, and manage Salesforce data across multiple objects from a single grid.

Insights to drive growth: Conga Grid makes workflow management easier, with a 360-degree view of data on a single screen.

Increased productivity across a team: Inline editing saves the user from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.

Conga Grid Features

Data Discovery and Visualization Features

  • Supported: Predictive Analytics

Ad-hoc Reporting Features

  • Supported: Report sharing and collaboration

Additional Features

  • Supported: Data Sourcing
  • Supported: Exporting & Sharing Data
  • Supported: Interactive Dashboards
  • Supported: Data Segmentation
  • Supported: Live Forecasting
  • Supported: Live Pipeline Management
  • Supported: Account-Based Analytics
  • Supported: Activity Tracking

Conga Grid Screenshots

Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to updateScreenshot of Excel-Like Functionality - data can be edited inline, just like in a spreadsheetScreenshot of Single View For All Data - displays data across objects on a single screenScreenshot of Conditional Formatting - drives attention to key data with conditional formattingScreenshot of Mass Edit and View Related Records - related records can be displayed and edited from the same screenScreenshot of Reporting - Groups and subtotals data

Conga Grid Videos

Conga Grid Demo

Watch Conga Grid overview

Conga Grid Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(17)

Attribute Ratings

Reviews

(1-6 of 6)
Companies can't remove reviews or game the system. Here's why
Jack Borland | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
  • Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.
  • While CongaGrid has boolean search functionality, it can sometimes be challenging to leverage "Or" statements in the search. We can specify "show opportunities closed this week where orders exist where rep finalized date = this year, and sales credit is > $0." But trying to specify "show me opportunities were either (orders exist where rep finalized date = this year and Opportunities closed this year) or (opportunity is a partner opportunity and the opportunity closed on January 1st) can be challenging for a basic user to execute.
  • There are currently no metrics reports to identify views not being used. This can lead to data hygiene issues, ultimately causing confusion when multiple views with similar or the same name have been created.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Saving candidate information
  • Creating packet templates
  • Matching candidates to potential jobs
  • Sometimes Conga goes slower when using it at a high volume
  • Being able to pull more data through LinkedIn and Indeed
  • Job match function
Peggy Tambouridis | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
  • The speed of ActionGrid can be very slow when reviewing a large pool of results
May 29, 2018

Great Search Tool

Natalie Fiore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Helps me find candidates within a certain radius
  • Keeps me organized with talent within my network
  • Gives optimum results for all tasks related to recruiting
  • It could be more accurate
  • Better views would be nice. cleaner
  • Wish the refreshing was quicker
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • filtering candidates
  • finding specific qualities in a candidate
  • sorting jobs that are relevant/not relevant
  • slow to load
  • the more filters/columns you have the slower it runs
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