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Conga Support

Integrate Conga Grid with Geopointe

Follow these steps:

  1. In the Salesforce® App Menu, click Geopointe.
  2. Click Geopointe Setup.
  3. Click the Actions tab.
  4. Click New Action.
  5. Fill in the fields to match the values in the screen capture below. Replace the text in the Link URL field with a URL that is applicable to your organization. For example, if your organization is on NA16, change the text to Or if you have a custom domain, use that instead.

  6. Click Save.
  7. In the Geopointe® menu, click Map. An Conga Grid℠ button will appear in the Actions menu. The following figure shows an example:

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