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OLD - Configuring 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 create a new grid or customize an existing grid using the methods described in ActionGrid Configuration.

To build a grid from existing Salesforce data:

 

MU: Move step 1 and 2 to each actual step

--> move this .... Click the ActionGrid Quick Start tab.

---> move this .... Click Build from Existing Salesforce.

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, add yourself to the permission set:

  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

To create an App:

  1. Click the ActionGrid Quick Start tab.
  2. Click Create Customer ActionGrid.
  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 ActionGrid views from the list views of the selected app. 

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. 

To use existing list views:

  1. Click the ActionGrid Quick Start tab.
  2. Click Create Custom ActionGrid.
  3. Click Create ActionGrid View.
  4. Select an object that contains the list views that you want to convert to ActionGrid views.
  5. Click Install. When processing is complete, a success screen appears.

To access 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

Use the New ActionGrid From Report (Beta) tool to convert Salesforce reports into ActionGrid views.

 This is a beta feature that is still in development. Please be aware that some issues may exist and that we cannot currently offer technical support.

This is a standalone tool that requires you to manually select various options. Consider using the Import from Existing Salesforce Quick Start option for a more automated solution.

To use the Import from Existing Salesforce Quick Start option for a more automated solution:
 

  1. Click ActionGrid Setup.
  2. In the object list, click Global Defaults.
  3. Under the Global Defaults > Global Setup tab, click Convert Report (Beta). image.png
  4. The New ActionGrid from Report screen appears.   
  5. From the Report drop-down list, select a report that you want to create an ActionGrid view from.   MU: Carl couldn't find his report in the list. He tried to type the report name. He only searches what's in the list. 
  6. Optional: Select the Create VF Page check box to create a Visualforce page from the view.
  7. The Label and Name automatically populate based on the report that you selected.
  8. Optional: Enter a Description for the new view.
  9. Optional: Select the Add Page to AG Users Permission Set checkbox to automatically add the
    new Visualforce page to the ActionGrid Users permission set. This option is only available if you chose to create a Visualforce page in Step 5.
  10. Click OK. 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. 
 

  1. 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.


     
  2. Click OK in the Map Columns screen. A Visualforce Page Created screen appears.
  3. Choose an option:
    • Click View VF Page to go to the Visualforce Pages page in Salesforce Setup, where you can manage the Visualforce page that was created. This option is only available if you selected to create a Visualforce page in Step 5.
    • Click Tabs to go to the Custom Tabs page in Salesforce Setup, where you can create a custom tab that contains the new view.
    • Close the Visualforce Page Created screen to return to ActionGrid Setup.
  4. Click ActionGrid Explorer.
  5. From the object list, select the object associated with the new view.
  6. Select the new view from the Views drop-down list in the ActionGrid toolbar; for example:

If ActionGrid selects the CreatedByID field as the closest match for the Salesforce Created by ID field, click the button to the right of the field name and select CreateByUser instead.

Scan 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.

To create a Multi-Tabular ActionGrid Visualforce page based on the most frequently used objects:

  1. Click the ActionGrid Setup tab.
  2. Click Global Defaults.
  3. Click New Quick Grid Page (beta), next to Scan my Data field.  An Automatic Quick ActionGrid progress bar appears, followed by a Data Learned screen.
  4. Select Objects and Ok.
  5. Click View VF Page to view the VisualForce page or Page Layout to edit page layouts.

quick_grid.png

To view your Quick Grid:

  1. Navigate to the ActionGrid Explorer tab.
  2. Select the Objects you selected in the previous step 4.
  3. From View drop-down, select Quick Grid

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

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