Conga Grid | Simplify data management

by CongaSalesforcePaid

Manage Salesforce data in customizable grids with filtering, inline editing, mass updates, and batch tasks or email.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
Conga Grid | Simplify data management — screenshot from the Salesforce AppExchange listing

What it does

Conga Grid presents Salesforce data in customizable, multi-tab grids with filtering, grouping, subtotals, conditional formatting, and a reading pane. It supports live editing, mass record updates, batch task and email actions, and copying and pasting data from Excel. Quick Start Grids are custom-built for stated use cases. The vendor describes the product for data management, analytics, sales, and pipeline management.

Key capabilities

from the Salesforce AppExchange listing

Custom data views

Users can filter, group, subtotal, apply conditional formatting, and rearrange columns in grid views.

Inline record editing

The grid supports live editing of Salesforce data directly within the view.

Mass record updates

Users can update multiple Salesforce records at once.

Batch task and email actions

The product supports adding tasks and sending email in batches.

Multi-grid workspace

A reading pane allows multiple grids to appear on one screen.

Excel data transfer

Users can copy and paste data from Excel.

Use cases

  • Sales teams can use a single view for sales and pipeline management.
  • Teams can use grids while working through daily Salesforce tasks.
  • Organizations can request custom-built Quick Start Grids for a use case.

How it compares

Valorx Wave focuses on spreadsheet-style grid editing, bulk updates, and data cleanup in Salesforce, while Conga Grid also includes batch tasks and email, multi-grid reading panes, conditional formatting, and Quick Start Grids. Relatable combines multiple objects into sorted and filtered views and supports inline expansion of child records, whereas Conga Grid emphasizes multi-tab views, mass updates, and Excel copying. Coconut Grid includes folder management, inline editing, and copy and paste, while Conga Grid adds filtering, grouping, subtotals, batch actions, and conditional formatting.

NamePricingDeploymentUpdated
Conga Grid | Simplify data managementthis pluginPaidCloud
Valorx Wave - Grid Editing & Mass Updates - Spreadsheet Inline EditorPaidCloud
WavePrice not publishedCloud
Relatable - Excel-Like Multi-Object Multi-Layer ListsPaidCloud
Coconut GridPaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Productivity

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Get superior data management to revolutionize how you see Salesforce data. Conga Grid lets you cut down your time navigating between your resources clicks while working through daily tasks. Quickly find the information and insights you need. With Conga Grid, you can expect to: -Save time--no more tedious clicks …»

Official marketplace listing

Publisher
Conga
Updated on marketplace
Facts verified