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Conga Product Documentation

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Grid

Exporting a Grid Graph

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Setting Up Conga Grid Graphs

Perform the following steps to set up Conga Grid Graphs:

  1. Upgrade to Conga Grid version 2.58 or the current version available on the Salesforce AppExchange.
  2. Enable Grid Graphs in Conga Grid Setup.
    1. Navigate to the Conga Grid Setup tab.
    2. Click Global Defaults or a specific object to allow users to use Conga Grid Graphs on.
    3. Click Feature Security.
    4. Select the Enable radio button for the Conga Grid Graph feature and choose whether to apply to All Users, specific Profiles, or specific Users.
  3. 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.

User Guide
Salesforce
Grid

August 6, 2025