To start Conga Grid℠, go to the App Menu in Salesforce® and click configured, you can also invoke it using one of these options:. The quickest way to view your Salesforce records is to click the tab. Depending on how Conga Grid was
- Conga Grid button in the List Views or Search Results screen
- Embedded Conga Grid of related lists on a page layout
- Conga Grid tab for specific objects
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 toand click . The tour shows you how to use common features in Conga Grid.