Conga Grid Reviews and Ratings

Rating: 9.2 out of 10

Score

9.2 out of 10

Reviews

10 Reviews

Conga Grid keeps users working in Salesforce instead of their desktop

Rating: 9 out of 10

Incentivized

May 8, 2025

Use Cases and Deployment Scope

We recently purchased Conga Grid and have begun exploring the possibilities of increasing workflow efficiencies. For example, when we receive payments from Claims Co Op Billing, we can easily mark multiple payments as received in the Grid view instead of clicking around from layout to layout. Huge time saver.

Pros

If you like Excel, and you likely do, then you will appreciate what Grid gives users access to in terms of editing
Bulk exports and imports with IDs for easy mass updates
Formatting options that users are already used to from using Excel are available and can personalize workflows

Cons

I worry that Conga Grid my become deprecated due to Salesforce
The response can be slow sometimes (still quicker than switching layouts, though)
You have to invest the time to set up the grids for your users to really get in and use Grid and see the benefits

Likelihood to Recommend

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Joe Davis

Technology Director in Information Technology at SRA 831(b) Admin (11-50 employees)

Vetted Review

1 year of experience

Conga Grid rocks

Rating: 10 out of 10

Incentivized

May 8, 2025

Use Cases and Deployment Scope

I use Conga Grid for complex business cases for inline editing for both my end user and myself within Salesforce. I use them for audits, checking data accuracy and aligning fields within my tool. Using grids has cut down the time it takes me for these activities by at least if not ore than half. It’s a wonderful tool which is a great add to native tools.

Pros

Pulls data from multiple objects to one view
Makes it so easy to mass fill/edit data records
Makes it so easy for auditing or comparing fields in the tool

Cons

Adjusting the carrot to make it easier to use
Make it easier to save. It sometimes takes awhile or not everything saves at once.
Make the grid data exportable.

Likelihood to Recommend

I utilize Conga Grid to help me audit fields that are manually filled in to assure all fields align and are standardized.

Verified User

Director in Sales (10,001+ employees)

Vetted Review

4 years of experience

Excellent value and great functionality

Rating: 10 out of 10

Incentivized

May 8, 2025

Use Cases and Deployment Scope

We use Conga Grid for our quality control process to ensure we have accurate meta data information on our agreement records. We do periodic updates to correct issues identified in the manual drafting process

Pros

Mass updates to including chatter notes
User specific views that limits their ability to change key fields
Ability to create views with fields from different objects to view and edit

Cons

Mass record creation
Easier way to create a view
Ability to upload files into records

Likelihood to Recommend

It empowers business users to make changes that would typically require IT resources

Verified User

Director in Corporate (1001-5000 employees)

Vetted Review

3 years of experience

Conga Grid is OK

Rating: 6 out of 10

Incentivized

May 7, 2025

Use Cases and Deployment Scope

Generally trying to keep users out of excel/sheets and using Salesforce data directly. Users are able to make targeted mass updates in Salesforce without admin help.

Pros

Data updates
Filtering and grouping data

Cons

Configuration is difficult
Being able to use already-built salesforce reports to start a template
Visualforce is outdated
Interface is clunky

Likelihood to Recommend

It's ideal where different personas are able to have an app configured so they can manage their data and make updates quickly

Verified User

Administrator in Engineering (11-50 employees)

Vetted Review

1 year of experience

CongaGrid: Excel-like Superpowers within Salesforce

Rating: 9 out of 10

Incentivized

January 10, 2020

Use Cases and Deployment Scope

We implemented CongaGrid for all our Sales, Sales Operations, Sales Training, and Customer Implementation and Training users. This is approximately 1/2 of our user base. CongaGrid allows us to provide rapid access to cross object data with inline editing and mass editing/updating. We use it extensively for data hygiene and have incorporated it into multiple sales processes.

Pros

A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Cons

While CongaGrid has boolean search functionality, it can sometimes be challenging to leverage "Or" statements in the search. We can specify "show opportunities closed this week where orders exist where rep finalized date = this year, and sales credit is > $0." But trying to specify "show me opportunities were either (orders exist where rep finalized date = this year and Opportunities closed this year) or (opportunity is a partner opportunity and the opportunity closed on January 1st) can be challenging for a basic user to execute.
There are currently no metrics reports to identify views not being used. This can lead to data hygiene issues, ultimately causing confusion when multiple views with similar or the same name have been created.

Likelihood to Recommend

CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.

Jack Borland

Senior Manager, Salesforce & Marketing Automation Operations at Wolters Kluwer Legal & Regulatory US (5001-10,000 employees)

Vetted Review

5 years of experience

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Conga ActionGrid Review

Rating: 6 out of 10

Incentivized

June 5, 2018

Use Cases and Deployment Scope

Conga ActionGrid is being used by our organization by a team of Account Managers, Recruiters and Recruiting Coordinators to match our candidates to jobs that might be a good fit. We then use it to generate a packet for each candidate that highlights their experience. This helps us manage our large candidate pool.

Pros

Saving candidate information
Creating packet templates
Matching candidates to potential jobs

Cons

Sometimes Conga goes slower when using it at a high volume
Being able to pull more data through LinkedIn and Indeed
Job match function

Likelihood to Recommend

Overall, I enjoy using Conga ActionGrid. It helps us store our large candidate pool, while continuously adding more candidates every day. With a quick search we are able to find these candidates and then match them to a job that they might be a good fit for. After we create a packet for them to present to hiring managers.

Verified User

Employee in Human Resources (11-50 employees)

Vetted Review

2 years of experience

ActionGrid from a Recruiter's Standpoint!

Rating: 7 out of 10

Incentivized

May 29, 2018

Use Cases and Deployment Scope

We use ActionGrid as a means to source candidates for roles we are recruiting for. It helps us search by several qualifying factors/labels, as well as by radius, location, etc.

Pros

Allows recruiters to service candidates within a radius of a desired city/location
Allows recruiters to see multiple fields/information on multiple candidates at once
Allows for easier ranking/sorting by salary, years of experience, etc

Cons

The speed of ActionGrid can be very slow when reviewing a large pool of results

Likelihood to Recommend

ActionGrid works well for recruiter sourcing of very specific candidates. It is not the most effective tool for sourcing of a more complex type of profile. It does not allow for booleans and becomes slower when looking at large candidate pools.

Peggy Tambouridis

Senior Transportation & Logistics Recruiter in Human Resources at CS Recruiting (11-50 employees)

Vetted Review

1 year of experience

View profile

Great Search Tool

Rating: 10 out of 10

Incentivized

May 29, 2018

Use Cases and Deployment Scope

It is being used in our organization for recruiting purposes. We use it to target candidates by locations, salaries, and job titles etc.

Pros

Helps me find candidates within a certain radius
Keeps me organized with talent within my network
Gives optimum results for all tasks related to recruiting

Cons

It could be more accurate
Better views would be nice. cleaner
Wish the refreshing was quicker

Likelihood to Recommend

<ul><li>It is perfect for finding opportunities near a certain zip code.</li><li> Also great for finding candidates in the same regard.</li></ul>

Natalie Fiore

Senior Transportation and Logistics Recruiter in Human Resources at CS Recruiting (11-50 employees)

Vetted Review

1 year of experience

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ActionGrid and CS Recruiting

Rating: 8 out of 10

Incentivized

May 29, 2018

Use Cases and Deployment Scope

We use ActionGrid as an ATS. It organizes our database of 65,000+ candidates and allows us to sort and filter down our results to find the perfect match. It allows us to have an organized view of all of our candidates.

Pros

Organization
Filtration

Cons

It can be very slow, but it is taken with a grain of salt because our system has tons of data in it

Likelihood to Recommend

It is perfect when sourcing through our system to find qualified candidates.

Kyle Rapaport

Supply Chain Recruiter in Human Resources at CS Recruiting (11-50 employees)

Vetted Review

1 year of experience

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Conga ActionGrid Review

Rating: 8 out of 10

Incentivized

May 11, 2018

Use Cases and Deployment Scope

We use it to filter candidates and jobs to find the most accurate item. The whole organization uses it. It can be slow to use at times.

Pros

filtering candidates
finding specific qualities in a candidate
sorting jobs that are relevant/not relevant

Cons

slow to load
the more filters/columns you have the slower it runs

Likelihood to Recommend

Solid program to use and find it useful, just slow at times.

Verified User

Professional in Human Resources (11-50 employees)

Vetted Review

1 year of experience

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CongaGrid: Excel-like Superpowers within Salesforce

Rating: 9 out of 10

Incentivized

January 10, 2020

Use Cases and Deployment Scope

Pros

A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Cons

While CongaGrid has boolean search functionality, it can sometimes be challenging to leverage "Or" statements in the search. We can specify "show opportunities closed this week where orders exist where rep finalized date = this year, and sales credit is > $0." But trying to specify "show me opportunities were either (orders exist where rep finalized date = this year and Opportunities closed this year) or (opportunity is a partner opportunity and the opportunity closed on January 1st) can be challenging for a basic user to execute.
There are currently no metrics reports to identify views not being used. This can lead to data hygiene issues, ultimately causing confusion when multiple views with similar or the same name have been created.

Likelihood to Recommend

Jack Borland

Senior Manager, Salesforce & Marketing Automation Operations at Wolters Kluwer Legal & Regulatory US (5001-10,000 employees)

Vetted Review

5 years of experience

View profile