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Conga Support

Quick Grid Templates in Conga Grid

You can install pre-built Conga Grid templates optimized for a role in Salesforce.

To select a template:

  1. Click the Conga Grid Quick Start tab.
  2. Click Install Pre-Built Conga Grid.
  3. Select the type of team for which you are setting up Conga Grid:
    • Sales: This option creates a Multi-Tabular Conga Grid based on the Leads object with tabs for My Leads, My Opportunities, My Accounts, and My Tasks. A Reading Pane is displayed with additional tabs to provide more details about selected Leads records.
    • Sales Executive: This option creates a Conga Grid based on the Case object. A Reading Pane is displayed with a Multi-Tabular Conga Grid with tabs for Account Details, Tasks, Chatter, and Detail Grid. These tabs provide more details about the selected Case records.
    • Case Management: This option creates a Conga Grid based on the Account object. A Reading Pane is displayed with a Multi-Tabular Conga Grid with tabs for Opportunities, Contacts, Cases, Tasks, Chatter, and Detail Grid. These tabs provide more details about the selected Account records.
    • Salesforce® Admin: This option creates a Conga Grid layout similar to that of Sales.
  4. Click install.
  5. If duplicate fields are found, a Duplicates screen appears. Select or uncheck any of the duplicate records listed, then click OK.
  6. When processing is complete, an Import Complete screen appears. Click Go To Tab to view the new grid.

The tabs that comprise each Conga Grid are saved as individual views. You can rename the views, share them, or set their privacy by following the steps in Manage Views.

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