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Conga Support

Using Conga Grid for the First Time

To start Conga Grid℠, go to the App Menu in Salesforce® and click Conga Grid. The quickest way to view your Salesforce records is to click the Conga Grid Explorer tab. Depending on how Conga Grid was configured, you can also invoke it using one of these options:

In the Conga Grid Explorer, select an object from the left column. The corresponding records display in a new grid.

When you move the cursor over a record that has a link (for example, an Account record), a popup screen shows the details of the associated record. You can turn this feature on or off in the Conga Grid Setup.

To take a guided tour, click the drop-down arrow next to Configure and click Help. The tour shows you how to use common features in Conga Grid.

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