Conga Product Documentation

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Resolution

  • Ensure that Conga Grid users are assigned the Conga Grid User Permission Set or a custom Permission Set with the required permissions.
  • Ensure that the Conga Grid permission set's field level security for the Conga Grid Settings object is enabled and have the required Read/Edit access.

To enable Read/Edit access to the Conga Grid Settings object:

  1. Navigate to the Salesforce Setup.
  2. Under the Users section, click Permission Sets.
  3. Click the specific Permission Set used for Conga Grid users.
  4. Click Object Settings.
  5. Click Conga Grid Settings.
  6. Click Edit and enable the Read permission under Object Permissions. Additionally, enable Read Access for all objects under Field Permissions.
  7. Click Save.