TrustRadius: an HG Insights company

Conga Grid

Score9.2 out of 10

26 Reviews and Ratings

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.
Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Videos

Screenshots

Screenshot of a simple grid view. This makes Salesforce data easier to see & fast to update.
Screenshot of Excel-Like Functionality, where data can be edited inline, just like in a spreadsheet.
Screenshot of a single view for all data. This displays data across objects on a single screen.
Screenshot of conditional formatting, which drives attention to key data.
Screenshot of the interface to mass edit and view related records. Related records can be displayed and edited from the same screen.
Screenshot of reporting, which groups and subtotals data.

1 / 6

Screenshot of a simple grid view. This makes Salesforce data easier to see & fast to update.

Technical Details

Technical Details
Deployment TypesOn-Premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish

FAQs

What are Conga Grid's top competitors?
Looker, GridBuddy Connect, and Groove by Clari are common alternatives for Conga Grid.
What is Conga Grid's best feature?
Reviewers rate Report sharing and collaboration highest, with a score of 7.