ActionGrid

Conga ActionGrid gives businesses a more productive workforce and creates the data insights that drive growth. Transform businesses with an enterprise-grade solution for viewing and working with Salesforce CRM data. Maintaining clean, up-to-date data becomes easy and efficient, leading to meaningful, actionable views that drive Salesforce adoption and understanding becomes easy with Conga ActionGrid.

Access deep insights into accounts, pipeline, and system-wide data while cutting time spent clicking through records unnecessarily. Achieve clean, efficient Salesforce data for better insight with Conga ActionGrid. It lets users quickly sort and filter data for customized insight into account, pipeline or status – for fast action. It saves clicks and time on Salesforce record keeping with batch tasks and mass updates; add, edit, and save information in-line.

It makes users get up and run quickly and easily with use case-specific Quick Grids that can be customized to users’ needs. It lets users see and update multiple levels of information from a single screen with customizable, on-platform interface. It provides drive user adoption, understanding and behaviors. It lets users view actionable dashboards directly in Salesforce, eliminating the need to export data or write Salesforce reports.

Conga ActionGrid boasts the following features: the Add/Edit in Place which lets users edit fields directly in Salesforce like users would in Excel and add records without opening additional forms; the Reading Panes which lets users review records, edit long text fields and edit related lists from Salesforce; the Smart Filters which is an excel-style checkbox filtering for a more intuitive and more powerful solution; the Filter on Parent and Child Related Objects which creates powerful filters from the parent / child related objects; the Filter Exceptions which allows more advanced filtering; the Field Chooser which lets users easily add any field on-the-fly and even add fields from parent and child objects; and the Batch Edit/Mass Update which lets users update up to 50 Million rows of data.