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Conga Grid

Conga Grid

4.5
(33 reviews)

Conga Grid is a salesforce data management solution.

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Showing 36 Conga Grid reviews
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Conga Grid review by Bradley W.
Bradley W.
Validated Reviewer
Verified Current User
Review Source

"Makes maintenance so easy!"

What do you like best?

The best thing about doing data cleanup/maintenance with ActionGrid is that I don't have to mess with the whole Export/Fix/Import/Hope-nothing-changed-in-the-meantime scenario. I can make changes in place, and do it in batch based on criteria I set. I can even review changes before they are applied. Full record locking, field-level-security, record visibility rules...all are respected. I can even update records based on criteria from related records (where there is a master/detail relationship)

What do you dislike?

It would be nice if I could set update criteria based on related objects with a lookup relationship.

Recommendations to others considering the product

If you're in the data at all, it will save you a lot of time and headaches. I haven't fully explored the other features, but the ActionGrid Explorer was reason enough to purchase and get excited about the product.

What business problems are you solving with the product? What benefits have you realized?

Cleanup/standardizing of data, backfill of missing data, bulk updates, simplified data entry.

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Conga Grid review by Harley H.
Harley H.
Validated Reviewer
Verified Current User
Review Source

"Das Review "

What do you like best?

Amazing ease of updating mass records instantly. Allows great customisation with a variety of functions. Being able to instantly spot gaps in data and immediately update them is powerful.

What do you dislike?

Can't search for look-ups which I find a very big weakness for our organisation. I find it crashes quite often or sometimes doesn't load up at all for users. It is very temperamental.

Recommendations to others considering the product

Possibly, I would suggest trailing it first to make sure that they do not have some of the issues that we had. It is possible that our system is quite unique and I wouldn't expect many others to have the same issues. The potential for this is huge so shouldn't be ruled out.

What business problems are you solving with the product? What benefits have you realized?

Filling out missing data to help our organisation achieve its KPI's.

What Salesforce AppExchange Tools solution do you use?

Thanks for letting us know!
Conga Grid review by Jack B.
Jack B.
Validated Reviewer
Verified Current User
Review Source

"ActionGrid - Our go-to app to supercharge our users"

What do you like best?

Ability to apply Excel-like functionality (especially the mass update, conditional color coding and real-time filtering) to any Salesforce list view or report. It makes cross-object inline editable lists possible.

What do you dislike?

We have experienced some issues with application updates being auto applied, which can cause confusion for our users when the interface changes. Minor change management issue, but better notice of updates with optionality to apply them would be a better practice.

Recommendations to others considering the product

Definitely worth considering if you are looking for inline editing within Salesforce.

What business problems are you solving with the product? What benefits have you realized?

We are using ActionGrid for more efficient lead management. The ability to create and display filtered lead lists, together with related lists in a reading pane, and then either mass update across multiple rows or open an on-the-fly defined subset of lead records, then List Browse through those records is a definite efficiency enhancer.

We also use ActionGrid for a weekly process where the Rep claims sales credit for various KPIs on their Opportunity based on submitted orders associated with those Opportunities. Another use is account and territory planning, aligning objectives with opportunities. In all cases, this allows us to combine cross-object data display with inline editing for significant efficiency improvements.

Conga Grid review by Laura M.
Laura M.
Validated Reviewer
Review Source

"Gamechanger"

What do you like best?

The ability to consolidate functionality onto one page. You can combine more than 1 object onto a single grid or have a multi-tab grid which can be different objects that may serve the same business purpose. The original intent of going with ActionGrid was to replace functionality that users are accustomed to in Excel. The Product has met and exceeded expectations in what we wanted it and needed it to do.

What do you dislike?

You still can't edit records of multiple record types. This is an SF limitation but I had hoped there would be a way around that using the tool. We currently separate grids with a grouping for record type to work around this. It can also be a little quirky to get column sizing just right because all screen sizes are different and the system doesn't want white space so you may adjust a column and then the system will change it.

Recommendations to others considering the product

Test it out before purchasing. I was leaning towards a different product but after demoing both, ActionGrid won out in its functionality. It's also an added bonus that Conga offers additional products for future needs and growth.

What business problems are you solving with the product? What benefits have you realized?

We initially went with ActionGrid to replace Excel sheets that were used to run the business. The tool looks similar to Excel in its rows of data and it also allows conditional formatting which was huge for us.

Since implementing, we've been able to get rid of Excel sheets and see improved efficiencies.

Conga Grid review by Jared A.
Jared A.
Validated Reviewer
Review Source

"Grid speeds up user inputs at an amazing rate"

What do you like best?

With Conga Grid, we were able to create multiple grids for user change and input to be able to quickly staff projects and input portfolio information without having us as admins do batch uploads for users. They are also able to edit things like this very quickly using Grid and don't have to go into individual records especially in situations where they need 100s of records changed.

What do you dislike?

As an admin, it was initially hard to get used to grid. There is a lot of security that we had to put behind fields that are not editable in SF to make sure we get the same restrictions from Grid. We had training from Conga, but there wasn't a lot of self-reference guides to answer questions.

What business problems are you solving with the product? What benefits have you realized?

Staffing, Portfolio Updates are our two biggest business problems that we use Grid for. Its a great tool for users.

Conga Grid review by Chris M.
Chris M.
Validated Reviewer
Verified Current User
Review Source

"Productivity booster"

What do you like best?

In-line editing makes it incredibly easy for people who like excel to get the most out of Salesforce. The conditional formatting makes it easy for Admins like myself to highlight inconsistencies in the data or incorrect/incomplete data.

What do you dislike?

Some of the customization is hard to do outside of actually digging in to the visualforce code. Creating the grid is very easy; editing can be more cumbersome.

What business problems are you solving with the product? What benefits have you realized?

We have realized the benefit of shrinking the page layouts in Salesforce by utilizing the embedded grid tabbed view. We have also been able to filter separate activity types into different tabs so that meetings can be separated from emails, etc.

Conga Grid review by Hope S.
Hope S.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Comprehensive to Use"

What do you like best?

Conga Grid is easy to set up. It's easy to update mass records quickly and allows customizations of functions to be made for each client I've helped install it for. It's easy to spot gaps in data and update them quickly. The clients I have implemented this for have loved the level of visibility it allows.

What do you dislike?

The saving feature does not auto-update a record - it requires a page refresh. It seems to be temperamental in its loading and crashing. It doesn't always fit well on a mobile screen (poor scalablity?)

Recommendations to others considering the product

This product can save you a lot of time when looking at your data. I am not 100% familiar with all the functions but have been favorably impressed with it so far.

What business problems are you solving with the product? What benefits have you realized?

Mass-updating of records at one time, from one screen. Standardization of data and simplified data entry.

Conga Grid review by Tera R.
Tera R.
Validated Reviewer
Verified Current User
Review Source

"Great way to monitor and update data quickly"

What do you like best?

Conga Grid allows the user to set up conditional formatting which quickly alerts the end user to check only the fields that need attention. And users are able to quickly update those fields so data stays clean.

What do you dislike?

I would like the ability to edit the tab names in the reading tab.

Recommendations to others considering the product

Great for doing mass updates and adding conditional formatting to the data

What business problems are you solving with the product? What benefits have you realized?

We were able to solve the issue of getting cleaner data by quickly alerting the end users when data didn't fell outside the parameters. This has helped with our analytics in running our business.

Conga Grid review by Moshe A.
Moshe A.
Validated Reviewer
Review Source

"Conga Grid makes all the difference"

What do you like best?

Being able to join across related objects and various levels of depth in a grid where the data is editable.

What do you dislike?

I feel that managing views could be improved upon and also some aspects of the grid user interface - such as the view selector drop down should be more configurable in terms of width and # of rows. But overall benefits FAR out weigh these.

Recommendations to others considering the product

it adds so much to what you can do with salesforce in terms of interacting with the data and the objects. Also, by using it you wind up knowing a lot more about the org.

What business problems are you solving with the product? What benefits have you realized?

I manage my Tasks relative to the object records they are concerned with. I'm able to update tasks and edit data related to that task in the object itself.

Conga Grid review by Leslie C.
Leslie C.
Validated Reviewer
Verified Current User
Review Source

"Makes it so easy to review and take action on our Salesforce data across objects"

What do you like best?

Using the sort, filter, and conditional formatting solves the need for those people who insist on working in spreadsheets. Could not have this level of visibility into our business and date before we implemented the solution.

What do you dislike?

Certain limitations within the options and set up that are "all or none".

What business problems are you solving with the product? What benefits have you realized?

Previously we couldn't see list views and data across objects easily, the managers and executives have a much clearer picture of their business units and up-to-date info from the grid instead of dated reports.

Conga Grid review by Tara D.
Tara D.
Validated Reviewer
Verified Current User
Review Source

"Quick Edits - Easy Adoption Win!"

What do you like best?

Action Grid has been instrumental in user adoption for our Salesforce instance. Transitioning users who will only use the platform for specific actions is much easier when you can display data visually in a way they are used to, such as the Excel- like grid of Action Grid

What do you dislike?

There are a few bugs and features here and there after the last update to Salesforce but they have already started to address them in upcoming releases.

What business problems are you solving with the product? What benefits have you realized?

Adoption is the biggest piece for us as we’ve been able to provide more custom views as solutions to business process requirements.

Conga Grid review by William C.
William C.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Making things easier!"

What do you like best?

Conga Grid is easy to set up and can be very customizable. I helped implement CongaGrid for a client who was using it as a temporary solution to add Quote Line Items. They ended up loving the tool so much they found other places where they could utilize it.

What do you dislike?

My one dislike of CongaGrid is the saving feature. It doesn't automatically update a record and requires a page refresh for the data to be shown.

What business problems are you solving with the product? What benefits have you realized?

There are numerous business problems that can be solved with CongaGrid. One that stood out to me is updating records. You can update numerous records from one screen, saving a great deal of time, an extremely useful feature.

Conga Grid review by Kenneth B. H.
Kenneth B. H.
Validated Reviewer
Verified Current User
Review Source

"Action Grid is a must for SalesForce"

What do you like best?

Action Grid is my primary view for SalesForce. I typically address groups of prospects thus Action Grid is perfect.

What do you dislike?

Too complex to change the Action Grid view. Requires HTML.

Recommendations to others considering the product

Make easier to make and improve Views

What business problems are you solving with the product? What benefits have you realized?

Speed in processing contacts. Allows more closer and complete connections with prospects. Should be a standard SalesForce feature.

Conga Grid review by Laurie L.
Laurie L.
Validated Reviewer
Verified Current User
Review Source

"Conga ActionGrid"

What do you like best?

ActionGrid is a easy way to view related lists and edit fields

What do you dislike?

I haven't experienced any dislikes ... all my need are met

Recommendations to others considering the product

Support is awesome

What business problems are you solving with the product? What benefits have you realized?

We have many custom objects/related lists to the Quote level in SalesFocre. ActionGrid allows us to view the Quote level details and their related lists in one easy view. Data can be filtered, sorted and edited.

Conga Grid review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Necessary Salesforce functionality"

What do you like best?

Editing groups of records just like working in an Excel sheet makes working in Salesforce so much easier.

What do you dislike?

There is a limitation with Force.com aka Lightning Platform Plus licenses that doesn't allow lookup filters to be used within the grid.

Recommendations to others considering the product

Necessary if you're working with and editing batches of records at a time.

What business problems are you solving with the product? What benefits have you realized?

Users have to edit large groups of child records at a time so we are using AG related lists to make it faster and easier.

Conga Grid review by Brandon S.
Brandon S.
Validated Reviewer
Verified Current User
Review Source

"Productivity is key"

What do you like best?

I love the way you can use this to to customize how you view and interact with your data

What do you dislike?

A faster, eaiser way to build the views would be great

What business problems are you solving with the product? What benefits have you realized?

We are using actiongrid to help our sales ops team to better manage our Salesforce data and sales rep interaction with that data.

Conga Grid review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Several reason to use Action Grid"

What do you like best?

Can use it for several reasons from alerts to mass updating. Can do alot and its easy to use.

What do you dislike?

Can't think of anything. One improvement is to drag and drop in fields to the view.

Recommendations to others considering the product

Give it a shot and see if it works for you. Im sure with a little training it will be most useful and save alot of time.

What business problems are you solving with the product? What benefits have you realized?

Mass updating revenue schedules and mass updating records of all types.

Conga Grid review by Internal Consultant in Airlines/Aviation
Internal Consultant in Airlines/Aviation
Validated Reviewer
Verified Current User
Review Source

"Action Grid is an amazing tool and increases productivity"

What do you like best?

I like that you can sort your data and quickly inline edit and even mass update/delete to perform clean ups.

What do you dislike?

There are some minor issues with the tool like browser compatibility, tags added to data when updating it from the action grid but Conga Action Grid quickly works on the issues when they are reported.

Recommendations to others considering the product

Great tool for looking at your data and performing updates efficiently.

What business problems are you solving with the product? What benefits have you realized?

Ability to see all the data on one screen, search and filter on them, being able to layer data using the Pane Views.

Conga Grid review by George S.
George S.
Validated Reviewer
Verified Current User
Review Source

"ActionGrid brings the ease of spreadsheet into my Salesforce"

What do you like best?

inline editing and conditional formatting

What do you dislike?

The barrier of entry is hard because a minimum of 10 users required. You can mix this with other products (i.e. CongaMerge) but if you just want 1 user, it's not going to happen.

What business problems are you solving with the product? What benefits have you realized?

ActionGrid makes inline editing and mass replace easy.

Conga Grid review by Consultant
Consultant
Validated Reviewer
Verified Current User
Review Source

"Good solution for various needs"

What do you like best?

It's relatively easy to set up to create a view of the needed objects and fields. There are plenty of advanced options to cater for more complex scenarios.

What do you dislike?

Product itself is good. Getting response from support to resolve an issue took longer than expected.

What business problems are you solving with the product? What benefits have you realized?

Ability to view and edit inline fields of a 3 or 4 level hierarchy in one view.

Conga Grid review by Beckie R.
Beckie R.
Validated Reviewer
Review Source

"Action grid—game changer!"

What do you like best?

We are here at Conga Connect in Las Vegas and have learned so much about action grid. This is what we are using to maximize efficiencies at LAM Technology. Excited to learn new ways to integrate action grid in our business.

What do you dislike?

Setting up custom templates was not super intuitive but easy to learn

What business problems are you solving with the product? What benefits have you realized?

We are highlighting workflow priorities and making sure the information in salesforce is clean and working for us.

Conga Grid review by Administrator in Hospital & Health Care
Administrator in Hospital & Health Care
Validated Reviewer
Verified Current User
Review Source

"Great Product"

What do you like best?

It greatly streamlines many of our business processes

What do you dislike?

It doesn't scale well on mobile devices, particularly cell phone screens.

Recommendations to others considering the product

Think outside the box for your use cases, it's a solid product with a lot of capability built in.

What business problems are you solving with the product? What benefits have you realized?

It's mass update and mass record creation abilities help streamline many of our processes.

Conga Grid review by Administrator in Plastics
Administrator in Plastics
Validated Reviewer
Verified Current User
Review Source

"Conga Grid Review"

What do you like best?

The Excel like functionality that Conga Grid provides.

What do you dislike?

The color of the grids (even in lightning design) are too similar and light so it's sometimes hard to see the different groupings.

What business problems are you solving with the product? What benefits have you realized?

Opportunity product upkeep. The grid allows us to modify numerous Opportunity Products from one screen which is saving 100s of clicks.

Conga Grid review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Review Source

"Conga Grid is a life changer"

What do you like best?

From an operational and administrative perspective ActionGrid really helps us make mass changes on the fly and quickly segment all of our opportunity data. I can't imagine doing sales operations without it. Composer also makes generating a contract or proposal straight from Salesforce extremely easy.

What do you dislike?

Setting up document in Composer is not immediately intuitive. Also administering Composer could be easier.

What business problems are you solving with the product? What benefits have you realized?

Making sure all of our Salesforce data is accurate and up to date. Making sure all of our sales people are seeing the data they are supposed to.

Conga Grid review by Jacquelynne  M.
Jacquelynne M.
Validated Reviewer
Review Source

"A solution to our Overuse of Excel"

What do you like best?

The possibilities that exist for our company to transfer our excel reports into the same platform as our reports.

What do you dislike?

That we are only at the beginning stages of possible implementation.

What business problems are you solving with the product? What benefits have you realized?

Solving hours wasted on weekly reporting in excel after exporting report numbers from Salesforce.

Conga Grid review by Rahul J.
Rahul J.
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Learning conga grid"

What do you like best?

Email/Pardot with conga grid. the configuration part is easy to understand and deliver

What do you dislike?

Nice if we can get release updates and documentation on how to use conga grid from scratch

What business problems are you solving with the product? What benefits have you realized?

Email config with conga

Conga Grid review by Administrator in Staffing and Recruiting
Administrator in Staffing and Recruiting
Validated Reviewer
Verified Current User
Review Source

"Conga & Action Grid review"

What do you like best?

Conga allows to faster access to data and improves work flow processes

What do you dislike?

We rolled out a custom solution which has been fantastic, although we ran into some minor back end bugs which have been fixed with ease.

What business problems are you solving with the product? What benefits have you realized?

Access to data. Improve work flow processes. Reporting.

Conga Grid review by Reba C.
Reba C.
Validated Reviewer
Review Source

"Users love Action Grid"

What do you like best?

Easy for Salesforce users to quickly filter Objects.

What do you dislike?

I have no dislikes of Action Grid - it works exactly as was stated.

What business problems are you solving with the product? What benefits have you realized?

Increases productivity by allowing users to set up views specific to their job function.

Conga Grid review by Kyle R.
Kyle R.
Validated Reviewer
Review Source

"Recruiter reviewing Conga ActionGrid"

What do you like best?

I have never had an issue with it not working properly.

What do you dislike?

There is nothing that I dislike about this product

What business problems are you solving with the product? What benefits have you realized?

It allows us to place mulitple documents together with ease, which is incredibly helpful to avoid things going wrong.

Conga Grid review by Administrator
Administrator
Validated Reviewer
Review Source

"Using Action Grid for Salesforce CPQ Admin Tasks"

What do you like best?

Action Grid is a great tool for quickly making updates to products, price book entries, price rules and product rules. The ability to quickly see all products in my catalog and make mass changes to price book entries has greatly decreased the time it takes to make updates in my Salesforce Org.

What do you dislike?

I do not like how you cannot add header level information to the grids you create (master object fields).

What business problems are you solving with the product? What benefits have you realized?

Admin work

Conga Grid review by Lesley K.
Lesley K.
Validated Reviewer
Review Source

"ActionGrid is a Game Changer"

What do you like best?

Has allowed us to clean up massive amounts of data in Salesforce and indentify orders that need action to move forward.

What do you dislike?

Would have liked more Onboarding. Support team has been great.

What business problems are you solving with the product? What benefits have you realized?

Orders to billing

Conga Grid review by Mary Jo S.
Mary Jo S.
Validated Reviewer
Review Source

"The power of Action Grid"

What do you like best?

Powerful tool. Solves the business problems around data management. Encourages complete and accurate data entry. Many uses.

What do you dislike?

Haven't found a dislike yet, it has worked for our needs.

What business problems are you solving with the product? What benefits have you realized?

Better, more accurate data

Conga Grid review by Michael K.
Michael K.
Validated Reviewer
Review Source

"Solid recruiting platform"

What do you like best?

adaptability, can change to best view for individual experience

What do you dislike?

can be slow and laggy if too many filters or candidates showing up

What business problems are you solving with the product? What benefits have you realized?

great for identifying candidates in recruiting

Conga Grid review by Administrator in Computer & Network Security
Administrator in Computer & Network Security
Validated Reviewer
Review Source

"Good to have tool for Salesforce!"

What do you like best?

It makes life easy for Salesforce users by giving the ability to edit multiple records in a single page and do filters on the records on the fly.

What do you dislike?

Price might be on high end since partially the options are ava available in Salesforce already.

What business problems are you solving with the product? What benefits have you realized?

Editing multiple records in a single page on the fly.

Conga Grid review by Administrator in Oil & Energy
Administrator in Oil & Energy
Validated Reviewer
Review Source

"Action Grid"

What do you like best?

Ease of use and meets company need, the product really helps with mass updates to records

What do you dislike?

Set up can be a bit tedious and time consuming

What business problems are you solving with the product? What benefits have you realized?

Mass updating of multiple records

Conga Grid review by Administrator in Research
Administrator in Research
Validated Reviewer
Review Source

"Game Changer "

What do you like best?

AG is a game changer for review and business decisions

What do you dislike?

the number of screens to be loaded could me more

What business problems are you solving with the product? What benefits have you realized?

inline edit

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