Recording & Slide Deck from the March 2017 Meeting

The Configero Grid is an Excel-like overlay for Salesforce that extends the power of the platform by reducing the time and effort needed to manage data. It eliminates excess scrolling and page loads required to display new records – making it a powerhouse sidekick for admins and an adoption tool for users who prefer manipulating data in Excel.

At the March 2017 User Group meeting we provided a tour of the Grid’s functionality and discussed how to build custom views and apps faster with the Grid Wizard.

Additionally, we showcased some of the creative ways our customers have leveraged the Grid to accelerate their businesses, including:

  • Next-level pipeline management
  • Custom forecasting processes
  • Call center & support efficiency
  • Code-free integrations with 3rd party systems