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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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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

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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
  • We have been able to automate a number of Excel driven processes to give reps back an average of 2 hours/rep/week.
  • We have been able to shift Sales Operations data hygiene processes from exports/imports using data loader and Excel or SQL to just-in-time processing using CongaGrid.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • positive feedback on ability to find quality candidates in our system
  • positive feedback on finding jobs that match a certain requirement
  • negative feedback on the speed of the program
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