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Conga Support

Use an Existing Salesforce App

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

Before You Begin

Ensure that you belong to the Conga Grid Visualforce Pages permission set.

If not, add yourself to the permission set:

  1. Click Conga Grid 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 Conga Grid Visualforce Pages.
  6. Click OK. The Results screen appears.
  7. Click Close.

Create an App

To create an App:

  1. Click the Conga Grid Quick Start tab.
  2. Click Create Custom Conga Grid.
  3. Click Create from 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 Conga Grid views from the list views of the selected app. 

To access the Conga Grid views:

  1. In the Salesforce App Menu, click Conga Grid.
  2. Click Conga Grid 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 Conga Grid 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.

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