Conga Grid Reviews & Product Details

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. Find and manage the information and insights you need with fewer clicks and less screen switching. With Conga Grid, you can expect to save time, improve data quality, get a clear view into the data you need, and create a more productive workplace in Salesforce to drive growth across your organization. Using our Quick Start Grids, which are pre-built for your use case (Sales, Sales Executive, Case Management, Salesforce Admin), you can get up and running within minutes. Simply put, Grid is the single most effective place to get work done in Salesforce. Create, track, and manage your Salesforce data in one place. Grid provides: Complete data visibility: Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid. Insights that drive growth: Conga Grid makes workflow management easy, with a 360-degree view of your data on a single screen. Increased productivity across your team: Inline editing saves you from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.

Seller

Conga

Discussions

Conga Grid Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Haley Roussell (MBA | Conga: Senior Customer Marketing Manager )

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

12 months

View More Pricing Information

Top-Rated Alternatives

GridBuddy Connect

Salesforce Sales Cloud

4.4/5(27,592)

Scratchpad

4.8/5(1,493)

View All Alternatives

User Insights

Average based on 58 real user reviews.

Implementation Time

1 month

Perceived Cost

$$$$$

Conga Grid Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Conga Grid, and what problem is it built to solve?

Conga Grid gives Salesforce users a spreadsheet-style way to view and manage records, including related data, in one place. Teams use it to edit records in line, filter and organize information, and make bulk updates without handling records one at a time.

What languages does Conga Grid support?

Conga Grid supports 1 language: English.

What company sizes and industries is Conga Grid the best fit for?

Conga Grid is used across small, mid-market, and enterprise organizations, with users applying it to a range of Salesforce data-management needs. Industries represented include:

Company size: Small businesses
Company size: Mid-market organizations
Company size: Enterprise organizations
Industry: Telecommunications and information technology
Industry: Staffing and recruiting
Industry: Education and healthcare

How long does it take to implement Conga Grid across a team?

Implementation timelines vary with the setup, but going live in under a month is the most commonly reported experience. Some teams take longer, particularly when their setup and configuration require more work.

Time to go live	Relative frequency
Under 1 month	Most common
1–3 months	Also reported
Under 1 day	Less common
3–6 months	Less common

What customer support options does Conga Grid provide, and how do users find the overall support experience?

Conga Grid users describe support as helpful, though the experience can vary. Support has been praised, while slower issue responses and a desire for more onboarding guidance or self-service documentation have also come up.

G2 reviews are authentic and verified.

Here's how.

Jared A.

Business Analyst, Salesforce Admin

Information Technology and Services

Mid-Market (51-1000 emp.)

12/13/2018

"Grid speeds up user inputs at an amazing rate"

4/5

What do you like best about Conga Grid?

With Conga Grid, we were able to create multiple grids for user change and input to be able to quickly staff projects and input portfolio information without having us as admins do batch uploads for users. They are also able to edit things like this very quickly using Grid and don't have to go into individual records especially in situations where they need 100s of records changed. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

As an admin, it was initially hard to get used to grid. There is a lot of security that we had to put behind fields that are not editable in SF to make sure we get the same restrictions from Grid. We had training from Conga, but there wasn't a lot of self-reference guides to answer questions. Review collected by and hosted on G2.com.

Andrew T.

Software integration engineer

Enterprise (> 1000 emp.)

4/23/2019

"Grid is a godsend for admins and sales managers"

4.5/5

What do you like best about Conga Grid?

We routinely find that our admins, sales managers and even office staff spend a lot of time cleaning up data that was messily inputted by sales team members. Grid makes it much much easier to mass edit all in one place Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

It is one more product you have to pay for and arguably something Salesforce should have done a better job themselves since it's so expensive! Review collected by and hosted on G2.com.

Hope S.

Consultant

Information Technology and Services

Small-Business (50 or fewer emp.)

12/10/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Comprehensive to Use"

4.5/5

What do you like best about Conga Grid?

Conga Grid is easy to set up. It's easy to update mass records quickly and allows customizations of functions to be made for each client I've helped install it for. It's easy to spot gaps in data and update them quickly. The clients I have implemented this for have loved the level of visibility it allows. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

The saving feature does not auto-update a record - it requires a page refresh. It seems to be temperamental in its loading and crashing. It doesn't always fit well on a mobile screen (poor scalablity?) Review collected by and hosted on G2.com.

Recommendations to others considering Conga Grid:

This product can save you a lot of time when looking at your data. I am not 100% familiar with all the functions but have been favorably impressed with it so far. Review collected by and hosted on G2.com.

What problems is Conga Grid solving and how is that benefiting you?

Mass-updating of records at one time, from one screen. Standardization of data and simplified data entry. Review collected by and hosted on G2.com.

Laura M.

Solutions Architect

Small-Business (50 or fewer emp.)

11/13/2018

"Gamechanger"

5/5

What do you like best about Conga Grid?

The ability to consolidate functionality onto one page. You can combine more than 1 object onto a single grid or have a multi-tab grid which can be different objects that may serve the same business purpose. The original intent of going with ActionGrid was to replace functionality that users are accustomed to in Excel. The Product has met and exceeded expectations in what we wanted it and needed it to do. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

You still can't edit records of multiple record types. This is an SF limitation but I had hoped there would be a way around that using the tool. We currently separate grids with a grouping for record type to work around this. It can also be a little quirky to get column sizing just right because all screen sizes are different and the system doesn't want white space so you may adjust a column and then the system will change it. Review collected by and hosted on G2.com.

Recommendations to others considering Conga Grid:

Test it out before purchasing. I was leaning towards a different product but after demoing both, ActionGrid won out in its functionality. It's also an added bonus that Conga offers additional products for future needs and growth. Review collected by and hosted on G2.com.

What problems is Conga Grid solving and how is that benefiting you?

We initially went with ActionGrid to replace Excel sheets that were used to run the business. The tool looks similar to Excel in its rows of data and it also allows conditional formatting which was huge for us. Since implementing, we've been able to get rid of Excel sheets and see improved efficiencies. Review collected by and hosted on G2.com.

Chris M.

Project Manager / Business Analyst / Internal Consultant

Financial Services

Small-Business (50 or fewer emp.)

11/13/2018

"Productivity booster"

5/5

What do you like best about Conga Grid?

In-line editing makes it incredibly easy for people who like excel to get the most out of Salesforce. The conditional formatting makes it easy for Admins like myself to highlight inconsistencies in the data or incorrect/incomplete data. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

Some of the customization is hard to do outside of actually digging in to the visualforce code. Creating the grid is very easy; editing can be more cumbersome. Review collected by and hosted on G2.com.

Tera R.

Sr Project Manager

Enterprise (> 1000 emp.)

11/13/2018

"Great way to monitor and update data quickly"

5/5

What do you like best about Conga Grid?

Conga Grid allows the user to set up conditional formatting which quickly alerts the end user to check only the fields that need attention. And users are able to quickly update those fields so data stays clean. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

I would like the ability to edit the tab names in the reading tab. Review collected by and hosted on G2.com.

Recommendations to others considering Conga Grid:

Great for doing mass updates and adding conditional formatting to the data Review collected by and hosted on G2.com.

What problems is Conga Grid solving and how is that benefiting you?

We were able to solve the issue of getting cleaner data by quickly alerting the end users when data didn't fell outside the parameters. This has helped with our analytics in running our business. Review collected by and hosted on G2.com.

Moshe A.

Database Administrator / Client Relationship Manager

Non-Profit Organization Management

Small-Business (50 or fewer emp.)

11/13/2018

"Conga Grid makes all the difference"

5/5

What do you like best about Conga Grid?

Being able to join across related objects and various levels of depth in a grid where the data is editable. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

I feel that managing views could be improved upon and also some aspects of the grid user interface - such as the view selector drop down should be more configurable in terms of width and # of rows. But overall benefits FAR out weigh these. Review collected by and hosted on G2.com.

Recommendations to others considering Conga Grid:

It adds so much to what you can do with Salesforce in terms of interacting with the data and the objects. Also, by using it you wind up knowing a lot more about the org. Review collected by and hosted on G2.com.

What problems is Conga Grid solving and how is that benefiting you?

I manage my Tasks relative to the object records they are concerned with. I'm able to update tasks and edit data related to that task in the object itself. Review collected by and hosted on G2.com.

William C.

Salesforce Consultant

Information Technology and Services

Small-Business (50 or fewer emp.)

12/6/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"Making things easier!"

5/5

What do you like best about Conga Grid?

Conga Grid is easy to set up and can be very customizable. I helped implement CongaGrid for a client who was using it as a temporary solution to add Quote Line Items. They ended up loving the tool so much they found other places where they could utilize it. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

My one dislike of CongaGrid is the saving feature. It doesn't automatically update a record and requires a page refresh for the data to be shown. Review collected by and hosted on G2.com.

Rohan J.

Lead Support Software Engineer

Enterprise (> 1000 emp.)

4/23/2019

"Advanced data management by Conga Grid"

5/5

What do you like best about Conga Grid?

1) Bulk update feature to update assets in a single click.

2) Conditional formatting to uncover insights hidden in your data. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

Nothing. All features meet our user needs. Review collected by and hosted on G2.com.

Leslie C.

Vice President - Central & West, Local Client Solutions

Hospital & Health Care

Mid-Market (51-1000 emp.)

11/14/2018

"Makes it so easy to review and take action on our Salesforce data across objects"

5/5

What do you like best about Conga Grid?

Using the sort, filter, and conditional formatting solves the need for those people who insist on working in spreadsheets. Could not have this level of visibility into our business and date before we implemented the solution. Review collected by and hosted on G2.com.

What do you dislike about Conga Grid?

Certain limitations within the options and set up that are "all or none". Review collected by and hosted on G2.com.