Conga Grid Overview
Do your Salesforce tasks require three monitors, dozens of tabs, and your whole afternoon? What if you could accomplish the same work in fewer clicks, a fraction of the time, and from a single screen? There is a quick, easy way to manage Salesforce data and get instant insights for you and your users! Reclaim your time and become your company’s Salesforce hero with Conga Grid. Take Max, a Salesforce administrator for his organization. His goal is to make it easier for his users to manage data and gain insights. Max uses a Quick-start Grid to optimize his own workflow, instantly creating dashboards that help him manage users in his Salesforce org. He can curate the data each department needs while making sure existing security is maintained, since he can control the permissions for each view. Next, Max creates a grid for sales representatives knowing they can save time and hassle managing their pipeline and updating their accounts. Grid makes it simple with easy-to-navigate, customizable views and quick data actions. Sales leaders love the ease of tracking individual reps’ pipeline, making comments in bulk, and approving and assigning multiple tasks. Plus, custom views and conditional formatting call out key data points that need action. Want even more efficiency? Conga Grid seamlessly integrates with other Conga products—allowing you to leverage the power of Conga’s Digital Document Transformation Suite to drive your business and generate revenue. Uncover insights and boost productivity with Conga Grid—your Salesforce users will thank you.
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Reports, Queries, and the Template Builder (4 of 6)
Learn how to source data from Salesforce with Report or Query data, and how to use that data for templates through the Template Builder.
Conga Contracts Overview
Your CLM practice deserves an end-to-end contracting solution that accelerates negotiations without compromising on compliance! With Conga Contracts, automation will have you moving at lightning speed throughout each step of the contract lifecycle.
Conga Contracts for Salesforce Overview
Do you want to spend more time shaking hands with customers and less time shaking your head at your computer screen? Let’s speed up the sales process and close more deals! It’s time to get started with an end-to-end contract management solution!
How to Add If Statements to Templates
Video on how to create IF statements in Microsoft Word templates.
How to Update Permission Sets - Winter 20 Release
As early as January 2nd 2020, Salesforce will activate a security update that will impact many of our customers. In order to avoid any disruption to your Conga Products, there are some critical updates you’ll need to make to user permissions.
Conga Composer Overview
With Composer, building fully customized, personalized documents is a breeze. Automate your document processes and cut down on—or, hey, maybe even eliminate—errors.