Setting Up Conga Grid Graphs
Perform the following steps to set up Conga Grid Graphs:
- Upgrade to Conga Grid version 2.58 or the current version available on the Salesforce AppExchange.
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Enable Grid Graphs in Conga Grid Setup.
- Navigate to the Conga Grid Setup tab.
- Click Global Defaults or a specific object to allow users to use Conga Grid Graphs on.
- Click Feature Security.
- Select the Enable radio button for the Conga Grid Graph feature and choose whether to apply to All Users, specific Profiles, or specific Users.
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Display the Reading Pane in the selected Grid View to begin building a Conga Grid Graph.
Important:
The Reading Pane is where Conga Grids displays the graph.