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Conga Support

Conga Grid Buttons

The following example shows a button in a list view:

The method described here is not supported in Salesforce® Professional Edition. For that edition, administrators need to manually add buttons by following the instructions in Create Buttons for List Views and Search Results.

 Conga Grid buttons created before version 1.89.X are not supported in Salesforce Communities. To use Conga Grid buttons in Communities, follow the steps below to create version 1.89.X or above is installed.

  1. Click Conga Grid Setup.
  2. Select the object for which you want to create a button.
  3. Click the Buttons tab.
  4. Click Create Button.
  5. Choose where you want the button to appear:
    • Click List View Search Layout to add the button to the list view. The List View page for the selected object appears.
    • Or, click Search Results Search Layout to add the button to the search results. The Search Results page for the selected object appears.
  6. In the Available Buttons list, click Conga Grid and click Add to move it to the Selected Buttons list.
  7. Click Save.
  8. Go to the selected object in Salesforce and click Go! next to your view.

The Conga Grid℠ button will appear in the menu of buttons in your list view.

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