Skip to main content
Conga Support

Build an ActionGrid from existing Salesforce data

The steps in this article are meant for new ActionGrid℠ and Salesforce® users who are not familiar with configuring ActionGrid. If you have experience using ActionGrid, you can still create a new grid or customize an existing grid using the methods described in ActionGrid Configuration.

Follow these steps:

  1. Click the ActionGrid Quick Start tab.
  2. Click Build from Existing Salesforce.
  3. When asked how you want to set up ActionGrid, choose one of the options described below.

Use an Existing Salesforce App

This option converts list views from a selected Salesforce app into separate ActionGrid views. It also creates a new app with ActionGrid tabs that match objects in the original app.

Before You Begin

Ensure that you belong to the ActionGrid Visualforce Pages permission set. If not, follow these steps:

  1. Click ActionGrid Explorer.
  2. Select User from the object list.
  3. Select the record with your user name.
  4. Click Actions and click Batch Add > Permission Sets. The Batch Add Permission Set screen appears.
  5. From the Permission Set drop-down list, select ActionGrid Visualforce Pages.
  6. Click OK. The Results screen appears.
  7. Click Close.

Create an App

  1. Click the ActionGrid Quick Start tab.
  2. Click Build from Existing Salesforce.
  3. Click Use an existing Salesforce App.
  4. Select an app from the left side of the screen.
  5. Click Create New App.  When processing is complete, an App Created page appears. 
  6. Click the App Menu in Salesforce and select the new app. It is labeled the same as the original app with "(AG)" appended; for example, Marketing (AG). The new app includes the same tabs as the original app with "(AG)" appended; for example, Opportunity (AG).

This process also created ActionGrid views from the list views of the selected app. Follow these steps to access the ActionGrid views:

  1. In the Salesforce App Menu, click ActionGrid.
  2. Click ActionGrid Explorer.
  3. In the object list, select an object associated with the original Salesforce app (for example, Opportunity).
  4. Select a view from the View drop-down list in the ActionGrid toolbar.

To see a list of the views that were created for the selected object, click Configure and click Manage Views. In the Manage Views screen, click the Created Date field header twice to sort the created date in descending order; for example:

You can rename the views, share them, delete them, or set their privacy as needed. See Manage Views for details.

Use Existing List Views

This option converts one or more Salesforce list views to ActionGrid views, including all fields and filters that were applied. Follow these steps:

  1. Click the ActionGrid Quick Start tab.
  2. Click Build from Existing Salesforce.
  3. Click Use existing List Views.
  4. Select an object that contains the list views that you want to convert to ActionGrid views.
  5. Click Create List Views. When processing is complete, a success screen appears.

Follow these steps to access the new ActionGrid views:

  1. In the Salesforce App Menu, click ActionGrid.
  2. Click ActionGrid Explorer.
  3. In the object list, select the object associated with the list views.
  4. Select a view from the View drop-down list in the ActionGrid toolbar.

To see a list of the views that were created for the selected object, click Configure and click Manage Views. In the Manage Views screen, click the Created Date field header twice to sort the created date in descending order; for example:

You can rename the views, share them, delete them, or set their privacy as needed. See Manage Views for details.

Use an Existing Salesforce Report

This option converts a Salesforce report to an ActionGrid view. Follow these steps:

  1. Click the ActionGrid Quick Start tab.
  2. Click Build from Existing Salesforce.
  3. Click Use existing Salesforce Report.
  4. Select a report that you want to create an ActionGrid view from.
  5. Click Create View. The Map Columns screen appears.



    ActionGrid tries to determine the best match between its own field names and the Salesforce report field names. In the example above, Case Owner is the Salesforce field, and OwnerId is the ActionGrid field that was the closest match.
  6. To choose a different ActionGrid field, click the button to the right of the field name. Then select a field in the Map Column screen that appears.

  7. Click OK in the Map Columns screen.

Follow these steps to access the new view:

  1. Click ActionGrid Explorer.
  2. From the object list, select the object associated with the new view.
  3. Select the new view from the Views drop-down list in the ActionGrid toolbar; for example:

You can rename the view, share it, delete it, or set its privacy as needed. See Manage Views for details.

Learn My Data

This option scans all objects in your organization and determines the objects and fields that you use most frequently. It creates a Multi-Tabular ActionGrid Visualforce page based on the most frequently used objects.

Follow these steps:

  1. Click the ActionGrid Quick Start tab.
  2. Click Build from Existing Salesforce.
  3. Click Learn My Data.
  4. Click Scan. An Automatic Quick ActionGrid progress bar appears, followed by a Data Learned screen.
  5. Click Go To Page. The Multi-Tabular ActionGrid page appears; for example:

If you need to delete this page for any reason (for example, if you want to start over), follow these steps:

  1. Go to Setup in Salesforce.
  2. Under the Recent Items section, select Quick Grid. The Visualforce Page screen appears.
  3. Click Delete.