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Build Conga Grid from existing Salesforce data

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

When asked how you want to set up Conga Grid, choose one of the options described below.